Your Plan Coach — Notebook, Rules And Levels

Your own agent now keeps a notebook you approve, checks your own buy and sell rules, knows your My Alpha goal and grows a level as you use it.

Your own agent is now a plan coach. It works from what you told it, not from guesses.

What's new:

Notebook: when you mention something worth keeping, a Remember card asks first. Only notes you approve are saved, and you can edit or delete each one. Open it with the Notebook button in any Ask AI chat; all your assistants read the same notebook
My rules: write your own checks before you buy or sell. When you talk about buying or selling, your agent shows them as a checklist. It only reminds you of what you wrote; the decision is always yours
It knows your goal from My Overview, or asks you to set one
A level for your agent: it grows from things like a saved goal, approved notes, active rules and days you actually used it. Chatting more on one day doesn't count extra
On the Exit Planner there is now a card to ask your agent for help with sell targets
While it thinks, you see how long it has been working

Your own agent is a Premium feature. Open it at /ask-my-agent.