Documentation / Inbox
Inbox
Every change an agent wants to make — to the Knowledge Base, your X account list, strategies, or your portfolio plan — lands in the Inbox as a proposal. You review the rationale and evidence, then Accept, Edit & Accept, or Reject. Nothing is applied without your approval.
Before you start
- No setup required. The Inbox starts empty and fills as agents run.
- Run at least one agent on Agents to see your first proposals.
How to use it
- Go to Inbox.
- Filter by status: Pending, Accepted, Rejected, Awaiting Execution, Executed, or All.
- Recommendation agent runs appear grouped with an income-before/after summary, cash needed, and buy/sell counts.
- Read each proposal's title, rationale, and evidence before deciding.
- Accept to apply it immediately, Edit & Accept to tweak it first, or Reject with an optional reason.
- Accepted buy/sell proposals move to "Awaiting Execution" — execute the trade at your broker and the platform detects it automatically on the next sync.
What comes next
- Accepted proposals take effect instantly — a knowledge entry is added, a strategy knob changes, or a buy/sell recommendation is queued for execution tracking.
- Use the "Executed" tab to review past trades: each card shows the amount invested, current value, dividends received, and total return.
- Weekly Report summarises all proposals applied during the week.
Tips
- Proposals are deduplicated — if an agent runs again and would produce the same proposal, it won't create a duplicate.
- Rejected proposals stay in history so you can review your decisions later.
- Execution is detected by watching for brand-new positions in your broker snapshot — it requires the position to be new (not an add to an existing holding).
This page describes a paid feature
Everything documented here is included in the single €19/month plan.