> For the complete documentation index, see [llms.txt](https://thecontentforge.gitbook.io/thecontentforge-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://thecontentforge.gitbook.io/thecontentforge-docs/investor-intel/research-and-settings.md). # 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](/thecontentforge-docs/investor-intel/daily-brief.md) and relevance ranking * **Chains** - the chains you follow across [Market Pulse](/thecontentforge-docs/investor-intel/market-pulse.md) 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](/thecontentforge-docs/reference/pricing.md) for tiers and the full limits table. ### How to use it 1. Set your profile honestly during onboarding; the product calibrates to it 2. Revisit Settings when your situation changes: detail level and risk framing should match the investor you are now 3. Bookmark research as you go; future you will thank you for the library 4. Check the Plan card if you start hitting daily limits ### Related * [Getting Started](/thecontentforge-docs/investor-intel/getting-started.md) - where these preferences are first set * [Explain This](/thecontentforge-docs/investor-intel/explain-this.md) - the surface most shaped by your explanation style --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://thecontentforge.gitbook.io/thecontentforge-docs/investor-intel/research-and-settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.