LoupistGitHubDownload

Loupist Docs

Search Loupist Docs

Browse all pages or type to search

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.

↑ ↓ navigate · Enter opens · Escape closes

Guides

Follow assets and import holdings

Build the list your research uses, import a holdings snapshot, and distinguish following from automatic checks.

Add something to follow#

  1. Open Following from the sidebar.
  2. Use Add something to follow, enter a ticker and choose Follow. A bare six-digit code is treated as a KRX listing.
  3. Open a row's menu and choose Open asset page to inspect its saved facts, recent changes and Watch for choices.
  4. Use Stop following in the row menu to remove it from the followed list.

You can also ask Bot to follow an asset. Specify the market when you know it. Following is shared across all your Loupists. Each Loupist selects its own Watch-for checks.

Import holdings#

  1. Choose Import holdings… in Following, or Import holdings (CSV)… in Bot's setup checklist.
  2. Under Your holdings, select Stocks and funds, Crypto or Wallets.
  3. For stocks, use File (CSV) or a configured Korea Investment connection. For crypto, choose Exchange file or a read-only wallet address.
  4. Review the file preview and its row errors before choosing Import. Correct errors or choose another file if needed.

Crypto file import accepts balances, not a trade history. Your columns lets you identify asset and balance columns when needed. The preview displays quantities for checking; later research receives identities, not those quantities or values.

Refresh context#

A successful import replaces the previous snapshot from that source. Other sources remain: importing a crypto file does not replace stock holdings. Following shows counts and dates so you can see which import is current.

The Map marks matched names as followed or held. Unmatched entries remain visible as unmatched rather than inventing a connection. Holdings are research context, not target allocations or orders.

Wallet addresses#

Add only a public address, never a recovery phrase or private key. Public explorers receive the address to read balances. A failed read keeps the last good snapshot. Up to ten wallet addresses are supported.

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