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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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Core concepts

Lens and your principles

Teach a research rule, inspect pages built from evidence, and see why a learned method changed.

What belongs in Lens#

KindPurpose
PrincipleYour criterion for research
PerspectiveThe standing view your Loupist starts from
MethodA reusable procedure or check
TopicWhat it knows about a company, sector, asset or theme
IdeaA connection or thesis to test, including what would break it

Open Lens → Pages. The groups are Topics, Ideas, Methods, Your principles and Perspective. The History tab lists saved changes.

Teach a principle#

  1. In Bot, keep Private chat off.
  2. State one standing rule and ask the Loupist to keep it. Example: “My principle: check whether capacity costs are temporary before trusting a margin recovery.”
  3. Check the saved receipt and open Lens to inspect the statement, Why and Example if you supplied them.
  4. Start New research and ask a relevant question. Inspect Used your principle in the receipt and the answer's concrete check.

You can also use + Add principle in Lens, enter Statement, optional Why and Example, then Save. A short standing rule is one principle. An explicitly requested multi-step method belongs in a method page.

Inspect a page's basis#

Sections can link a Claim, Source, You said, Loupist’s view or another page. A view is synthesis and must retain its uncertainty. Sources disagree flags a contested basis; it does not erase the section's text.

Principles take priority over methods and the standing perspective. When a principle is relevant, an answer can show Checked against your principles with dated facts and whether each check meets, conflicts or lacks enough information.

Revise or set aside#

Use Edit, Pause or Archive for a principle or page. A section's Forget offers Undo. An answer's Not this time sets a received principle or method aside for that chat.

For learned methods, Then vs now shows dated summaries and the reason for a revision. These summaries are not full historical copies of every page. A newly created method has no earlier revision to compare.

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