§28 AI_HISTORY¶
Every AI call costs real money and produces a real artifact. AI History keeps the artifact so you don't have to re-spend the credit. Every successful generation — stock briefings, market recaps, news digests, SEC filing summaries, earnings analyses, trade setups, portfolio health checks, morning briefings, company research, journal pattern reviews — lands in your history row-by-row, newest first, full content on click.
OVERVIEW¶
AI history — every AI brief, review, and summary you have generated, saved to your account
A paginated list of every AI output generated for your account, newest first. Each successful AI generation is saved automatically with its feature, ticker, full content, timestamp, and a note of the context it was built from. Saving an output also counts toward your 7-day trial AI usage, so the trial-quota counter on the dashboard reflects every generation.
Each row shows a short preview to keep the list light; clicking a row loads the full content. Scroll to the bottom and load more to page back through your history, 50 at a time.
WHEN TO USE IT¶
When you ran a briefing two hours ago and want to re-read it instead of re-generating. When you want to compare today's morning briefing to yesterday's. When you're at trial-quota and need to ration the remaining calls — every row here is one you don't have to repeat. When you're auditing your own AI spend before upgrading from Pro to Terminal.
ACCESS AND TIER GATES¶
Path: /ai-history
Keyboard shortcut: None
Tier-gate: page is accessible at every tier (Free included), but history only fills when you successfully call an AI endpoint. Free accounts hit the trial 3-call ceiling fast; Pro and Terminal accumulate substantially more.
HOW TO USE IT¶
1. Open the page
Navigate to /ai-history. The page loads your 50 newest entries with a feature filter dropdown, a ticker filter input, and a Reset chip.
2. Filter by feature
Use the feature dropdown to scope the list. The dropdown auto-populates with only the features present in your history, each showing a count. Options include Stock briefing, SEC filing summary, Trade setup, Morning briefing, and others. The menu reflects your own usage, not the full catalog.
3. Filter by ticker
Type a symbol (e.g. AAPL) into the ticker input to narrow the list to outputs scoped to that stock. Clear the input or click the Reset chip to remove all filters.
4. Open an entry
Click any card to open the detail modal. The modal renders:
- Full content with original Markdown formatting
- A Source: strip showing the context used to build the output (e.g. which filing, which indices, which headlines)
5. Delete an entry
Click Delete inside the modal. A confirmation prompt appears before the entry is removed.
Note
Deleting an entry does not refund the credit or trial usage. The original spend is locked in regardless of whether you keep the output. You can only delete your own outputs.
6. Page through history
Click Load more at the bottom to fetch the next 50 entries. Continue loading to page back through your full history.
Empty state
On a new account with no history, the empty state links to /dashboard (quickest path to a stock briefing) and /research/AAPL (quickest path to company research).
FIELDS¶
| Field | Source | Notes |
|---|---|---|
feature |
Which AI feature made it | E.g. stock briefing, market recap, filing summary, morning briefing, trade setup, portfolio health, journal review |
ticker |
The symbol it was about | Empty for market-wide features (recap, morning briefing, economic outlook) |
preview |
A short snippet | List view only; the modal shows the full content |
content |
The full output | Markdown, formatted the same as the original generation |
source_summary |
The context it was built from | E.g. 5 indices · 11 sectors · 10 headlines for a market recap, 10-K · 2026-03-15 · APPLE INC for a filing summary |
generated_at |
When it completed | Timestamp |
created_at |
When it was saved | Timestamp; the sort key |
The feature dropdown shows friendly labels for each AI feature.
LIMITS¶
| Limit | Detail |
|---|---|
| Trial cap | Free accounts within 7 days of signup get 3 total AI generations across every feature. Once reached, the AI feature stops generating, so nothing new lands in your history |
| Per-feature daily caps on Pro | Stock briefing 20/day, news digest 10/day, economic explain 15/day, watchlist risk 5/day, morning briefing 3/day, company research 10/day; command-bar Q&A is Terminal-only. See Settings › AI Usage Today for live counters |
| Filing summary | 20/day on Pro, 50/day on Terminal; a recently-summarised filing is reused from cache and does not add a new history row |
| Retention | Indefinite — no automatic expiration. History grows until you delete entries manually |
| Size cap | None — heavy users with hundreds of long briefings accumulate without restriction |
| Credit refunds on delete | Not available. Deletes are permanent and credits are non-recoverable |
As of 2026-05-17 the feature is shipped, surfaced in the sidebar, and reliably saves on every successful AI generation.
TROUBLESHOOTING¶
A briefing I just ran is not appearing in history
Two cases:
-
The generation failed. Only successful generations are saved. A temporary AI error or a hit to your trial quota will silently skip the save. Re-run the generation. If the same error repeats, check
/settings#billingfor trial status and quota counters. -
Timing. The save occurs just after the output appears on screen. There is a sub-second window where the AI page has rendered but the history entry has not yet written. Wait a moment and refresh
/ai-history.
The feature dropdown does not show a feature I use
The dropdown only surfaces features that are already present in your history. If you have never successfully generated a particular output type, it will not appear in the menu until you do.
My history is empty but I have generated outputs before
Confirm the outputs completed successfully — a generation interrupted by a quota error or network failure is not saved. Check /settings#billing to review your usage counters and tier status.