> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shekel.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Chat

> Your direct line to your AI fund manager — with full access to your portfolio, history, and performance

Every Shekel agent has a built-in chat interface — a direct conversation with your AI fund manager. Tap the **chat bubble** in the bottom-right of the dashboard to open it.

This isn't a generic chatbot. Your agent speaks in first person and has live access to everything about your account before responding to any message.

<CardGroup cols={3}>
  <Card title="Live Portfolio" icon="wallet">
    Account value, margin, open positions, unrealized P\&L
  </Card>

  <Card title="Performance Data" icon="chart-bar">
    Win rate, total P\&L, 7d/30d breakdowns, per-token stats
  </Card>

  <Card title="Decision History" icon="clock-rotate-left">
    Last 30 trading decisions with full reasoning
  </Card>

  <Card title="Strategy & Settings" icon="sliders">
    Current strategy, risk limits, whitelist, run schedule
  </Card>

  <Card title="Backtest History" icon="flask">
    Last 5 completed backtests with metrics
  </Card>

  <Card title="Strategy Memory" icon="brain">
    The agent's ongoing self-analysis and notes from prior runs
  </Card>
</CardGroup>

## Opening the Chat

Tap the **floating chat bubble** in the bottom-right corner of the dashboard. The bubble shows your agent's avatar initial.

The first time you open chat, you'll see **suggested prompts** — tap any to get started, or type your own question.

## What the Agent Will and Won't Do

**Will do:**

* Answer questions about your account, positions, and P\&L using real data
* Walk through its reasoning on recent trading decisions
* Analyze your strategy and suggest improvements
* Compare your live performance to your backtest expectations
* Propose concrete changes to your settings (see [Setting Change Proposals](/chat/setting-proposals))

**Will not do:**

* Make up trades, prices, or performance numbers
* Reference data it hasn't been given
* Execute trades directly from chat (those go through the normal run cycle or Manual Trade)

<Note>
  The agent only references data it receives in its context. If it says it doesn't know something, it genuinely doesn't have that data available.
</Note>

## How to Switch Chat Models

Tap any model pill in the **chat header** to switch the model powering your conversation. The switch takes effect immediately on your next message.

| Model         | Cost       | Best For                                        |
| ------------- | ---------- | ----------------------------------------------- |
| Grok Fast     | 15 cr/msg  | Quick lookups, simple questions                 |
| Grok 4.3      | 30 cr/msg  | Strategy analysis, deeper questions             |
| Claude Sonnet | 45 cr/msg  | Nuanced review, complex reasoning               |
| Claude Opus   | 120 cr/msg | Deep portfolio analysis, major strategy reviews |

Your selection is saved across sessions. Start cheap for quick questions; step up when you want a serious review.