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Get startedOverviewLearn what a Loupist keeps, how it uses evidence, and where to begin your first research question.Get startedQuickstartInstall Loupist, connect an AI account, and check the evidence behind your first answer.Get startedInstall and verify the BetaInstall the macOS Beta and check that the download matches the public release workflow.Get startedConnect an AI accountConnect the account or API key that will answer your questions, and understand which work uses it.Get startedCreate a LoupistCreate a separate research companion with its own focus, conversations and Memory.Core conceptsHow a Loupist learnsFollow the path from a retained original to a method used in a later answer, and inspect what changed.Core conceptsMemory recordsTell retained evidence, analysis and your own judgments apart, and find each record in the app.Core conceptsWorld and MapTrace a relationship to its evidence, navigate your Map, and export an image or growth replay.Core conceptsLens and your principlesTeach a research rule, inspect pages built from evidence, and see why a learned method changed.GuidesFollow assets and import holdingsBuild the list your research uses, import a holdings snapshot, and distinguish following from automatic checks.GuidesWatching and alertsChoose automatic checks, inspect their source coverage, and pause or refresh them without an AI call.GuidesBriefings and ScheduleCreate timed research in Bot, inspect the result, and control future runs from Schedule.GuidesBot and research sessionsUse Bot for ongoing work and open a separate research session for a question that needs its own conversation.GuidesRead an answerCheck a finding against its original sources, inspect calculated figures, and distinguish a receipt from proof of correctness.GuidesRun calculations with run_pythonAsk for reproducible numerical work and inspect its code, files and limits.GuidesJournal entries and later reviewsRecord your own judgment with an optional dated check, then compare it with later evidence.GuidesPrivate chatTurn off Memory use and saving for a conversation while understanding what still persists and leaves your Mac.GuidesData connectionsSet up a built-in source or a custom read-only service and choose which Loupists may use it.GuidesMove or back up a LoupistPreserve a Loupist folder, reopen its saved identity, and know which shared settings need separate setup.ReferenceData sourcesFind the source for a research task and identify the setup or coverage to check before using it.ReferenceKeyboard and command paletteNavigate the app and find research without the mouse, with the current shortcut list available in Settings.ReferenceSettingsFind the right settings scope for accounts, defaults, appearance and a single Loupist.ReferenceWhat leaves your Mac and securityCheck which requests leave your Mac, where credentials stay, and what the app permits research tools to do.ReferenceUpdates and Beta limitsCheck for an update, understand version compatibility, and confirm the supported Beta platform.ReferenceTroubleshooting and FAQRecover from common setup, account, source and schedule problems without treating missing evidence as a successful check.ReferenceLicenceFind the terms for the app, distinguish them from data-provider rights, and keep private research separate from code licensing.

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Get started

Create a Loupist

Create a separate research companion with its own focus, conversations and Memory.

Choose a starting point#

  1. During setup, open Create your first Loupist. Later, use New Loupist beside the Loupist selector.
  2. Choose a template. My portfolio is preselected. Other starting points include Semiconductors, Dividend income, US big tech, Crypto, Macro & rates and Commodities.
  3. Enter Name. Choose Custom to write your own Focus.
  4. Read the background-reading notice and choose Create Loupist.

Creation allocates a local folder and opens Bot. Avatar, focus and tone use starting defaults and can be changed in Loupist settings. Creating a Loupist does not turn on a briefing or create another schedule.

Set the focus and tone#

Focus describes what you research. A new Loupist with a focus starts with a Perspective page called Outlook, with that focus recorded. It is starting context, not something learned from evidence.

The tones are Careful, Balanced and Direct. Tone changes presentation, not the evidence a Loupist needs. Instructions apply in every chat, including Private chat and briefings.

Switch between Loupists#

Use the upper-left Loupist selector. Each Loupist owns its chats, Sources, Map, Lens, notes and Journal. Following is shared across Loupists, but each chooses its own Watch-for checks and Data connection access.

A topic-specific Loupist can therefore retain different principles and research from another Loupist using the same followed list.

Open saved work#

Already have a Loupist folder? Import it opens a folder made by the app or copied from one. Only open a folder you trust: instructions and Skills in it can guide the Loupist, and the app can read and edit admitted files.

Removing a Loupist unregisters it and preserves its folder. For copying, moving and reconnecting that folder, follow Move or back up a Loupist.

Based on the app’s source documentation and English interface labels. Report a docs issue.