Using the AI assistant and Cookbooks

Credits, privacy consent, and recipe workflows.

Written By EVAN

Last updated 1 day ago

AI assistant

The sidebar assistant can answer product questions and work with live analytics context. First use may require accepting the AI privacy notice.

  • Each reply consumes credits (heavy turns may cost more).
  • Credits reset on your monthly billing cycle; packs (if offered) persist across cycles.

Cookbooks

Cookbooks are code recipes β€” official templates plus your own forks. Running a recipe resolves data live; there is no frozen snapshot store.

  1. Browse official recipes or open My Recipes.
  2. Fork a recipe to edit it.
  3. Run on demand for current market data and optional AI insight.