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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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Reference

Data sources

Find the source for a research task and identify the setup or coverage to check before using it.

Built-in coverage#

SourceResearch useSetup to check
Market data platformPublic company, market, fund, options and economic dataKeyless providers are available without a key
SEC EDGARUS filings and company factsContact email
OpenDARTKorean filings and financial statementsOpenDART API key
KRXDaily KOSPI and KOSDAQ pricesFree key and each market's approval
Korea InvestmentMarket data and read-only account lookupsApp credentials; account details for account reads
FREDEconomic seriesPersonal API key
World BankDevelopment and macroeconomic seriesNo account
DefiLlamaValue locked and stablecoin supplyNo account
Public blockchainsPublic balances for wallet addresses you addPublic wallet address
Web ResearchPublic search and fetched pagesSearch routing in connection settings

The Data connections catalog also offers configured market and news vendors. Read the selected connection's Coverage, Freshness, Attribution and Provider terms rather than assuming every vendor has the same data.

Defaults and optional sources#

New Loupists enable keyless entries without required setup: Market data platform, World Bank, DefiLlama and Web Research. SEC still needs a contact email. OpenDART, KRX and Korea Investment are optional and start disabled.

Public blockchains is used for local wallet balance reads and becomes enabled when the first wallet address is added. The Loupist receives held identities, not wallet balances. A later explicit opt-out stays in place.

Check limitations#

Scraped sources are best effort. Layout changes, consent walls and blocking can make an individual request fail. Official filings and structured vendor data also have period, basis and access limits.

KRX daily coverage is verified separately for KOSPI and KOSDAQ. Approval for one does not imply approval for both. Missing values remain missing rather than becoming zero.

Real assets, prediction markets and private assets have no automatic reads. Add Sources for them instead. Supported asset classes do not imply automatic coverage of every possible source or event.

Use data responsibly#

A connection grants research access, not redistribution rights. Check provider terms before reusing data. Loupist's account connections remain read-only and do not expose order execution. For configuration and custom sources, see Data connections.

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