AI Chat

The AI chat is a context-aware assistant: it doesn't guess from training-data memory — it reads what you have open and grounds answers in your live panels, watchlist, and the glossary. Implemented in frontend/src/components/AIChat.jsx with the backend at backend/routes/ai_chat.py.

What the AI has access to

• The currently focused symbol or selection on the globe.
• Your full Watchlist.
• The active panel's recent data (last quote, last OHLC window, fundamentals snapshot).
• The Atlas glossary — every term explanation is in-context.
• Your conversation history within the active chat thread.

What the AI does NOT have access to

• Other browser tabs or windows.
• Personal notes outside Atlas (Notion, Obsidian, etc.).
• Anything not currently visible in your session.
• Other users' data.
• Files on your filesystem.

This boundary is enforced server-side — the prompt template only injects context fields that come from your authenticated session.

Threads

The left rail lists conversations (chat.chatsLabel in frontend/src/i18n/en.json). Each thread keeps its own history, can be renamed, and can be deleted with a confirmation prompt.

• New chat starts a fresh thread (no carry-over context).
• Untitled threads auto-name from the first user message.
• Rename and Delete are in the per-thread context menu.

Model selection

The chat model is set per environment, not per thread (see chat.model in the i18n keys). The default model is documented in the Changelog for each release. Atlas does not let users change models on the fly — this keeps cost and quality predictable.

Status indicators

Indicator	Meaning
online	Backend connected, ready to send
connecting	WebSocket reconnecting
offline	Backend unreachable; messages queue locally

Tips and prompt patterns

• Anchor the question to a panel. "Why did the move happen on AAPL today?" works better than "What's going on with markets?" because the focused-symbol context is meaningful.
• Reference glossary terms by name. "Is AAPL's ROIC trending up?" pulls the ROIC definition automatically.
• Use 'compare' explicitly. "Compare AAPL and MSFT on margins" triggers the multi-symbol path.
• Don't paste credentials. The chat is grounded in your session — it never needs API keys, passwords, or tokens.

Related

• Glossary
• How do I — Use AI for news
• Generate intel from globe pin (the Generate intel action on globe detail cards routes through AI chat)