5. Conversation History

The assistant keeps your conversations so you can pick up where you left off. History is organized per symbol and saved locally in your browser.

Per-symbol conversations

Conversations are stored per ticker, so the chat you have about AAPL is separate from the one about BTCUSDT. When you switch symbols, the assistant shows the conversations that belong to that symbol.

Switching and starting conversations

Use the conversation picker in the assistant drawer to:

• Start a new conversation.
• Switch between previous conversations for the current symbol.

This makes it easy to keep distinct threads — for example one exploring a setup and another drafting a strategy — without them bleeding together.

Where history is stored

Conversation history is saved in your browser's local storage, like your other workspace preferences. That means:

• It persists across sessions on the same browser and device.
• It is not synced to a server or shared across devices.
• Clearing site data removes it.

What is not kept

Browser storage is only a few megabytes, and a single image can be a large fraction of it. So the text of a conversation is saved, but image bytes are not:

• Attachments you send are recorded in the conversation as having been sent, but their contents are not retained.
• Generated images are held only for the life of the tab. After a reload the reply shows a "not kept" placeholder where the picture was. Download anything you want to keep before reloading.

The tool activity shown above a reply belongs to the conversation it was produced in, and is cleared when you switch or start a conversation.

Note that proposed chart actions are part of the conversation, but applying them is always a separate, explicit step — see Applying AI Chart Actions.

Next steps

You have covered the AI assistant. Next, learn where market data comes from.

Next: Data Providers Overview