Using the dashboard

Memory

Atlas remembers things about you between chats, like how you size a trade or what you never hold through earnings, so you do not have to say them again.

Open Profile, then the Memory tab.

Profile, Memory: what Atlas remembers about you, how important each one is, and ForgetProfile, Memory: what Atlas remembers about you, how important each one is, and Forget

TabWhat is in it
Short termKept for hours.
Long termKept for weeks.
PermanentKept until you remove it.
ForgottenThe trash. A forgotten memory waits here for 30 days and can be brought back.

What you can do:

  • Search what is remembered, or look at it as a Map or a List.
  • New memory writes one yourself.
  • Select, then forget the ones that are wrong or out of date.
  • Choose how often Atlas learns from your chats: Learn daily, weekly, monthly, or Never learn. Learn now does it straight away.

Assistants reach the same memories through the Memory tools. See All tools.

Need help? Email accesspoint@finmanagerai.com.