Onboarding & demo
Set up the Command Center step by step — or seed a small, clearly-labeled demo dataset to understand the whole pipeline in ~10 minutes. Demo data is sample/not-real and never investment content.
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Creates one clearly-labeled sample of each object so you can explore the full pipeline. Safe to run more than once — it won't create duplicates. Not real market data; not investment content.
A brand/site is the container for everything — themes, tone, disclosure template. Every idea, article and newsletter belongs to a site.
Add an RSS feed or paste a source excerpt to ground your coverage. The AI does not know live market data — it works from the sources you give it.
⚠ AI has no live market data unless you connect sources/providers.
Track a ticker with thesis, catalysts and risk notes. Tickers power watchlists, widgets, and (carefully) promoted coverage.
⚠ Manual price/financial fields stay empty until you enter or connect data — never invented.
Turn a source into a source-backed editorial idea. Ideas are the front of the pipeline: idea → brief → article.
A brief separates source-stated facts from assumptions and interpretation. Briefs keep articles grounded and compliance-safe.
⚠ Briefs never fabricate live metrics — unknowns are marked as such.
Draft an article from a brief. Articles are the core publishable unit.
Check the draft against compliance rules and quality scoring. Risky content is gated; you see exactly why before publishing.
⚠ Compliance gates block risky/undisclosed content — they are never bypassed.
Assemble a draft issue from articles/briefs. Reuse your best content as an email issue.
⚠ Newsletters are draft-only here; sending is never automated.
Repurpose content into platform posts (X, reel script, …). One piece of research → many channels.
⚠ Promoted/sponsored social requires disclosure.
Group tickers into a themed watchlist and build an embeddable widget. Watchlists and widgets extend reach into embeds.
⚠ Widgets are private until you publish them through the widget gate.
Prepare a manual export (or, with credentials, a provider draft). Publishing is always human-approved — nothing ships on its own.
⚠ Webflow/Mailchimp need credentials; without them, manual export always works.
Understand where analytics come from (widget views, CSV, provider pulls). Analytics are empty until real data exists — never faked.
⚠ Content performance is not investment performance. No metrics are invented.
Ask for a daily briefing and your next best action. The copilot turns all of the above into a prioritized plan.
- •The AI does not know live market data unless you connect sources or providers.
- •Analytics are empty until widgets are embedded, metrics imported, or provider pulls run — nothing is faked.
- •Webflow and Mailchimp require credentials (env vars). Manual export always works without them.
- •Promoted-ticker mentions require disclosure; the compliance gate blocks undisclosed promo.
- •Compliance, promo-fit, publishing and widget gates are always enforced — never bypassed.
- •Publishing is human-approved. Newsletters are draft-only; nothing sends or posts on its own.
- •Demo data is clearly labeled sample/not-real and is not investment content.