> ## Documentation Index
> Fetch the complete documentation index at: https://auramarkets.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.
# AskAura
> A conversational research assistant grounded in your portfolio, your corpus, 13F flows, SEC filings, and live X/web data — now multi-turn, multimodal, and chart-aware. Available everywhere via the floating launcher.
**AskAura** is a research assistant that **uses your own data first** — your portfolio, your curated Substack/X/YouTube corpus, 13F flows, and SEC filings — then reaches for the live web only when needed. Every answer cites its sources inline.
It's a full conversation, not a one-shot search box: ask a question, then keep digging with follow-ups, attach a chart or a filing, and get mini price charts for the names it discusses.
There are two ways to use it:
* **Floating launcher** (`✦ AskAura` pill, bottom-right of every page). Opens a side panel on top of whatever you were doing — great for quick lookups without losing your place.
* **[Dedicated page](https://auramarkets.io/research/ask)** via the **AskAura** button in the top nav (it has its own accented tab — no menu digging). Best for long deep-dive sessions, with a full history sidebar and collections.
Both share the same backend, history, and budget.
## How it works
You type a question. The agent decides which tools to call, gathers data, then synthesizes a cited answer — streaming the tool calls and the answer as it goes.
There are **two modes**:
| Mode | Model | Best for | Typical cost |
| ----------------- | ----------------- | ----------------------------------------------------- | ------------ |
| **Default** | Gemini 2.5 Pro | One-shot questions, quick lookups, fact checks | \$0.01–0.10 |
| **Deep research** | Claude Sonnet 4.6 | Multi-step analysis, theses, bull/bear cases, filings | \$0.15–0.65 |
Toggle deep mode with the checkbox below the question box. Some questions auto-upgrade to deep mode, and **attaching a PDF always uses deep mode** (see below).
## Conversations
AskAura holds a thread. After an answer lands, just keep typing — your follow-up carries the prior turns as context, so *"now compare that to NVDA"* or *"what's the bear case?"* just works.
The thread and composer stay put after each answer. Ask as many follow-ups as you like; the last several turns travel with each new question.
While an answer is streaming, the **Ask** button becomes **Stop ⏹**. Click it to halt — it stops the work (and the billing), not just the display.
Hover any past question and click it to **edit and re-run from that point**. Resubmit it unchanged and you've effectively regenerated the answer.
**+ New question** (history sidebar) starts a fresh conversation. Clicking a saved session reloads it — and you can continue it.
## Attachments
Bring your own context. Attach files three ways: the **📎 button**, **drag-and-drop** onto the composer, or **paste an image straight in** (Ctrl/Cmd-V a chart screenshot — the fastest path for technical analysis).
Charts, screenshots, tables. Up to **4 images**, ≤5MB each. "What's this pattern?"
A 10-K, earnings deck, or research note (≤15MB). **Switches to deep mode automatically** for long-document reasoning.
Holdings, data tables, notes (≤200KB). Read as text and folded into the question.
A PDF and images are mutually exclusive (one PDF *or* up to four images per question), plus an optional small CSV/TXT. Attachments show as chips in the composer before you send and as `📎 name` on the question afterward. (Saved history keeps the filename, not the file.)
## Ticker autocomplete
Type **`@`** or **`$`** followed by a few letters in the question box to get a ticker typeahead from your universe — arrow keys to move, Enter/Tab to accept. It inserts the clean symbol so your question references exactly the name you mean.
## Tools available
The agent has 12 tools to choose from per question:
| Tool | Source | When it's called |
| ---------------------------- | ----------------------------------- | ------------------------------------------------------------------ |
| **get\_quote** | Yahoo Finance | "What's X trading at" |
| **get\_price\_history** | Yahoo Finance | "How has X performed over Y" |
| **render\_chart** | Yahoo / Polygon | "Show me a chart of X", "chart A vs B" — draws a real chart inline |
| **get\_fundamentals** | Yahoo Finance | Revenue, EPS, margins (last 8 quarters) |
| **get\_filings** | SEC EDGAR | 10-K, 10-Q, 8-K with direct links |
| **search\_research\_corpus** | Your Substack/YouTube/X library | "What do writers think about X" |
| **get\_writer\_calls** | The [Calls](/research/calls) ledger | "Who's long/short X", positioning + each writer's track record |
| **get\_thirteenf** | The 13F fund universe | "Who's buying X" |
| **get\_portfolio\_context** | Your holdings | "How am I positioned in X" |
| **get\_market\_snapshot** | Macro engine | Cross-asset regime, sectors, divergences |
| **web\_search** | Google-grounded (via Gemini) | Static facts, editorial articles |
| **x\_search** | Grok / xAI live search | Real-time X/finTwit sentiment, breaking news |
Each tool call appears live in the answer panel as it fires. Once the answer is in, the tool log collapses into a one-line summary (`Used 7 tools · 25 sources`) — click to expand.
## Auto-upgrade to deep mode
Thesis-style questions benefit from the slower-but-smarter Claude orchestrator, so the page flips deep mode on automatically when the question contains things like:
* `deep dive`, `thesis`, `bull case` / `bear case`
* `should I buy / sell / hold / own / short / trim / add`
* `compare X vs / and / to Y`
* `valuation analysis`, `do a full / complete / comprehensive analysis`
…and whenever you **attach a PDF**. An orange banner tells you when it happened — uncheck the **Deep research** toggle for the next question to override.
## Citations & sources
Every quantitative claim has a `[N]` chip linking to its source. The agent is instructed not to invent numbers — anything it states should be backed by a tool result.
* **Hover a `[N]` chip** for a quick preview card (favicon, domain, full title).
* **Card row at the top** of the answer shows the favicons of the unique domains consulted (yahoo, sec.gov, x.com, …).
* **Sources panel at the bottom** lists every source, `[N] 🌐 domain · title`, with "Show all N →" to expand.
When an answer leans on your own corpus or the Calls ledger, a **grounding line** appears — e.g. *"Grounded in 15 takes · 9 writers · last 11 days"* — so you can see how much real, human-sourced research is behind it. The footer shows how long the answer took.
## Suggested follow-ups
After each answer, three **contextual follow-up chips** appear — specific to what you just asked (e.g. *"What's the bear case?"*, *"Who's short this?"*, *"How does it compare to peers?"*). Click one to keep the conversation going.
The composer also shows a few starter chips when the thread is empty, to kickstart common patterns.
## Charts
AskAura renders charts two ways — one automatic, one on request.
### On-demand charts
Just **ask to see one**: *"show me a chart of NVDA,"* *"chart AAPL vs MSFT over 1Y,"* or *"plot the 10Y yield."* The agent draws a real line chart inline, right below the answer:
A price chart over your chosen window, shaded green/red by direction.
Pass more than one ticker and they overlay as a **rebased % comparison** (everything starts at 0%), with a per-name legend showing each one's return.
Not just stocks — *"plot the 10Y yield"*, oil, gold, the dollar index, or bitcoin all work.
**Hover** for a date + value tooltip, switch the window with the **1M / 3M / 6M / YTD / 1Y / 3Y** toggles, and click a name to open its [entity page](/research/entity-pages).
This is for when you want to *see* the picture. If you just want the numbers or performance facts, a normal "how has X done?" question returns those as text instead.
Charts are saved with the conversation — reopen a past session and they re-render with fresh data.
### Auto "Mentioned" strip
Separately, when an answer *discusses* specific tickers, a compact **strip of mini sparklines** (last \~3 months, with % change) appears beneath it for the names it actually references — no need to ask. Click one to jump to that name's entity page. Only genuine tickers are charted; passing mentions of all-caps words are filtered out.
## Export & share
Under every finished answer:
* **⧉ Copy** — plain text (question + answer with `[n]` citations + numbered sources)
* **⧉ Copy as Markdown** — same, formatting preserved, sources as links
* **⎙ PDF** — a clean, light-themed print view (question, formatted answer, sources) → Save as PDF
## History & collections
Every Q\&A auto-saves to your per-user history (signed-in users; anonymous questions aren't persisted). The left sidebar shows:
* **★ Pinned** (coming soon — backend supports it, UI pending)
* **📁 Collections** — group related sessions into named spaces (see below)
* **Today / Yesterday / Last 7 days / Older** for everything else, most-recently-updated first
**Collections / Spaces.** Hover a history row and click the **📁** button to move that session into a named collection (or clear it). Collections show as their own groups at the top of the sidebar — handy for organizing a research thread by theme, ticker, or project.
* **Search** the history with the input at the top (matches title, question, ticker).
* **Click a row** to reload the full conversation (all turns, sources, tool log, cost) and continue it.
* Hover a row for **📁 move** and **× delete** buttons.
* Collapse the sidebar with the ◧ button for more room.
## Cost guardrails
* **Per-request hard cap**: $0.50 default, $1.50 in deep mode. If the running cost would exceed it, the agent stops and returns what it has.
* **Time budget**: deep research finishes within a bounded window and emits a complete answer — or a clearly-labeled partial with a *"cut short — ask a narrower follow-up"* note — rather than ever hanging.
* **Cost line** under every answer: `claude · $0.282 · 19,876 tokens · answered in 1.4min`.
## What it's good at
* **Multi-source synthesis** — "deep dive on \$X" pulls quote + fundamentals + filings + corpus + 13F + X chatter + web news in one shot, with a structured bull/bear summary.
* **Document analysis** — drop a 10-K or paste a chart and ask about it directly.
* **Real-time sentiment** — "what is finTwit saying about NVDA right now" hits the Grok-powered `x_search` tool for live X data.
* **Personalized framing** — ask about a name you hold and the agent weaves in your position size and P\&L.
## What it's not good at
* **Live order-book questions** — no L2 data or market-making signal.
* **Backtests** — it retrieves and reasons over data; it doesn't run simulations.
* **Predictions** — it summarizes what consensus thinks; it won't call where a stock is going.
## Behind the scenes (for the curious)
* Default mode runs **Gemini 2.5 Pro** with function-calling; deep mode runs **Claude Sonnet 4.6** with `tool_use` chains (up to 8 gathering turns, with a reserved final turn that always synthesizes from what it gathered).
* Follow-ups thread the last several turns as conversation context; tools re-run fresh each turn.
* Attachments ride on the question as native image/PDF blocks (Claude) or byte parts (Gemini); CSV/TXT is folded into the prompt.
* `x_search` calls xAI's Responses API with the Agent Tools framework.
* Streaming uses Server-Sent Events — tool calls/results stream as they happen, the answer streams token-by-token, and markdown renders on completion. **Stop** signals the agent to halt server-side, not just client-side.