Saved Research & Settings
Two surfaces keep your workspace yours: Saved Research is your personal library of everything worth keeping, and Settings controls how the whole product speaks to you.
Saved Research
Every useful AI artifact in Investor Intel can be bookmarked: asset breakdowns, comparisons, wallet summaries, narrative briefs, execution reports, Explain This answers. Saved Research is where they live.
Bookmark anywhere - save any AI output from the surface that produced it
Type badges - each saved item is badged by type, so a comparison, a brief, and a wallet summary are distinguishable at a glance
Confidence chip - saved items carry a confidence chip so you can see at a glance how firm the analysis was
Delete - remove anything you no longer need to keep the list clean
Research you generated yesterday is context for the question you have today. A library beats regenerating the same analysis, and it preserves what the picture looked like at the time.
Settings
Settings is your risk profile, your preferences, and your plan, all changeable at any time.
Profile and preferences
Experience - New, Intermediate, or Advanced; shapes how much is assumed in explanations
Detail level - Short, Standard, or Deep
Risk posture - Conservative, Balanced, or Aggressive; shapes how risk is framed in AI output. It never changes the underlying data and never produces recommendations.
Topics - the themes that drive your Daily Brief and relevance ranking
Chains - the chains you follow across Market Pulse and the rest of the product
Beginner Protection
A single toggle for stronger risk warnings and simpler explanations. It turns on automatically if you chose New during onboarding, and anyone can enable it regardless of experience level. There is no downside beyond a more cautious tone.
Workspace name
Rename your workspace at any time. The name you choose is how the product refers to your space across the interface.
Notifications
Choose where alerts reach you:
In-app - alerts surface inside Investor Intel as you work
Email - alerts arrive in your inbox
Telegram - alerts are sent to your linked Telegram (see below)
Telegram
Connect Telegram to receive alerts and interact with Investor Intel from chat.
Link a private DM - pair your personal Telegram by sending the bot the one-time code shown in Settings
Add group chats - bring the bot into a group so a whole team sees the same alerts
Per-chat permissions - control what each linked chat is allowed to do, so a group can be read-only while your DM keeps full access
Minimum alert severity - set a floor so only alerts at or above your chosen severity are pushed to Telegram
Default chart timeframe - pick the timeframe charts default to when they are shared into a chat
Plan management
The Plan card shows your current tier. Upgrade / manage plan takes you to the upgrade page, where you can change tiers or manage billing. Plans bill monthly, by card or crypto. See Pricing for tiers and the full limits table.
How to use it
Set your profile honestly during onboarding; the product calibrates to it
Revisit Settings when your situation changes: detail level and risk framing should match the investor you are now
Bookmark research as you go; future you will thank you for the library
Check the Plan card if you start hitting daily limits
Related
Getting Started - where these preferences are first set
Explain This - the surface most shaped by your explanation style
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