Documentation / Knowledge base
Knowledge Base
The Knowledge Base stores the rules, metrics, and definitions the platform uses to reason about dividends. It comes pre-loaded with 29 entries covering 6 safety metrics, 6 strategies, staggering rules, and key definitions. Agents propose updates; you approve them.
Before you start
- No setup required — the Knowledge Base comes pre-loaded and works immediately.
- Read through the entries to understand what the Advisor and agents know.
How to use it
- Go to Knowledge Base to browse all entries.
- Use the search to find a specific metric or strategy (e.g., "payout ratio", "REIT", "aristocrat").
- Review agent-proposed knowledge updates on Inbox and accept or reject them.
- Accepted entries are immediately available to the Advisor and all agents.
What comes next
- As agents run, they may propose new entries or edits to existing ones. Accepting them keeps the Knowledge Base current and makes the Advisor progressively smarter.
- Weekly Report summarises knowledge changes applied that week.
Tips
- The 6 safety metrics (yield, payout ratio, coverage, DGR, dividend ROI, total return) are the core of every analysis — read those first.
- Knowledge entries are versioned — if an agent proposes a bad edit, you can reject it without any harm.
This page describes a paid feature
Everything documented here is included in the single €19/month plan.