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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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Guides

Watching and alerts

Choose automatic checks, inspect their source coverage, and pause or refresh them without an AI call.

Turn on checks#

  1. Open Following and select the Loupist whose checks you want to configure.
  2. Choose Watch all to apply the class defaults to followed assets without a saved decision, or enable a specific Watch for choice.
  3. Read the missing Data connections listed for any check. Configure and enable the required source before relying on it.
  4. Open an asset page or Recent alerts to inspect the dated results.

Watch all preserves choices you already made. New installs start with nothing watched; earlier installations can retain a prior briefing opt-in. Turning on a new briefing does not itself turn on Watching.

What the checks cover#

Equity choices include Filings, Results, Insiders, 5% holders, Flows and Dividends where applicable. Crypto and commodity choices depend on their class and data coverage, such as Price move, From high, Peg, Value locked, Positioning and Inventories.

Checks compare structured data and dated observations, not model-generated prose. The first successful read sets a starting point and sends no alert. A later change can produce an alert with its date and sources.

Timing and delivery#

Watching makes no AI model calls. The app checks due work while open or in the menu bar. Filings and insiders are due hourly; other routes run on longer schedules or after a market's data is final. Provider failures and the shared read budget can delay a check.

Alerts appear in Bot or the morning message. A Watching event does not send an operating-system notification. Missing or failed coverage does not mean nothing changed.

Pause and retry#

Use Pause, Resume and Check now in Following. Schedule's Watching row opens the same page. Check now is unavailable while paused and still respects the read budget.

When a source fails, the app keeps its last good state and names the connection. Review its status and try again. Keep running in the menu bar under Settings → General controls whether closing the window leaves the app running; quitting stops checks.

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