Give the Flipside Agent a memory
Notes capture what you know about your investments — so the Agent remembers too. The more context it has, the more useful it becomes.
AI-extracted context
As you chat, the Agent automatically pulls out observations, concerns, and decisions into notes.
Persistent memory
Your notes are fed back into every future chat, so the Agent knows your history, not just the question.
Manual notes
Add your own thoughts at any time — theses, watchlist reasons, or anything you want the Agent to remember.