Build an app
An app is a page of your own in Tools → Apps: a monthly review, a ranking of your playbooks, a watchlist board. It shows whatever it was built to show, across all your data, where a view shows one trade, day or report at a time. Build your first app walks through one from start to finish.
Building an app uses the agent, so it needs Starter or above and runs on AI credits or your own AI subscription.
Ask the agent
Open Agent at the top of the sidebar.
Describe the page you want to open each morning, for example:
Build me a monthly review comparing this month's expectancy and drawdown with the last three months.If the agent sends a Plan proposal card, read it and click Approve.
When the agent finishes, a Result card marked App appears. Click Open to see the app beside the chat.
Check a number or two against what you know, ask for changes in the chat, then click Accept.
Approvals explains each card.
Or start from Tools → Apps
Open Tools → Apps and click New app. The page asks What should this app show?, with Suggested apps such as Playbook ranking and Drawdown recovery underneath.
Type your description, or pick a suggestion, and press Enter.
The app builder opens with your description sent to its agent. To write the code by hand instead, click Build it yourself under the suggestions, give the app a name and click Create. It starts from a working skeleton you edit.
The builder
The chat is on the left and the app on the right, in four tabs:
Tab | What it shows |
|---|---|
App | The app drawn on your real data |
Code | The files the agent writes. You never have to edit them |
Details | Warnings, what the app can change, and what it has collected |
Logs | How each panel's numbers were worked out, step by step |
Run draws the app from the code as it stands, unsaved edits included. Publish compiles it, checks what it references and stores a new version; the dialog ends on Published version N. The agent publishes as the last step of a build once its checks pass, so press Publish yourself after editing Code. The builder saves as you go.
The builders' agents covers what the chat can do.
Using an app
Click its row in Tools → Apps to open it. The header has Refresh to redraw it with current data, Edit to go back to the builder, and Data for what the app has collected. The row's label shows how it refreshes: Manual, Live, or an interval such as Every 5m.
The row's menu holds Open app, Open editor, Clone, Rename and Archive.
Sharing it
Each app starts Private, seen only by you. The visibility control on its row switches it to Unlisted, for anyone with the link, or Public, to list it in Community. People who add it see their own data in it, never yours. Community library covers publishing, and What views and apps can see and change covers what an app can reach.