Documentation / Getting started
Getting Started
This platform helps you transition your portfolio toward consistent monthly dividend income. Agents research the market for you, surface curated insights, and propose actions — you stay in control of every decision.
Before you start
- Connect at least one broker (Trading 212 or IBKR) in Settings → Integrations to sync your holdings.
- A portfolio sync runs automatically every hour; you can also trigger a manual refresh from Home.
How to use it
- Connect your broker in Settings → Integrations and wait for the first sync.
- Browse Knowledge Base — it comes pre-loaded with 29 entries covering metrics, strategies, and definitions.
- On X Accounts, enable the accounts you trust — 17 voices are pre-loaded.
- Go to Agents and run the X Curation agent for the first time.
- Check Inbox to review any proposals the agent made.
- On Advisor, ask a dividend question to see everything in action.
What comes next
- From here, agents run on their own schedule. Your weekly routine is: read Weekly Report and review Inbox — including monthly buy/sell recommendations.
Tips
- Start with the Advisor — it works immediately even before agents have run.
- The Recommendation agent runs on the 1st of each month; trigger it on-demand if you want advice sooner.
This page describes a paid feature
Everything documented here is included in the single €19/month plan.