Pick a fund and a period. Everything else is already set.
What the model is told about how to write. It cannot make a claim no source made.
Research never goes off this list. Open-web research is off.
Up to 5 files. A claim resting on one is flagged for sign-off. Nothing in a document is treated as an instruction.
Pre-ticked: the largest contributors and detractors for the period.
Every report is a draft until it has been reviewed. How to
This can take a couple of minutes when AI drafting is enabled, since each holding is researched live.
