Vue Assistant is designed to streamline your access to financial information, data analysis, document review, and trading performance — all through a powerful, conversational interface.
This guide outlines how to begin using the Assistant effectively, from initial setup to practical first steps.
Vue Assistant is designed to streamline your access to financial information, data analysis, document review, and trading performance — all through a powerful, conversational interface.
This guide outlines how to begin using the Assistant effectively, from initial setup to practical first steps.
Vue Assistant is designed to streamline your access to financial information, data analysis, document review, and trading performance — all through a powerful, conversational interface.
This guide outlines how to begin using the Assistant effectively, from initial setup to practical first steps.
To access the Assistant:
Open your Vuetra workspace.
Navigate to the left-hand panel and click the Assistant icon.
This opens the conversation window where you can initiate searches, upload files, or insert structured data.
The Assistant is immediately available for interaction once the panel is open, offering a continuous chat-based experience.
To access the Assistant:
Open your Vuetra workspace.
Navigate to the left-hand panel and click the Assistant icon.
This opens the conversation window where you can initiate searches, upload files, or insert structured data.
The Assistant is immediately available for interaction once the panel is open, offering a continuous chat-based experience.
To access the Assistant:
Open your Vuetra workspace.
Navigate to the left-hand panel and click the Assistant icon.
This opens the conversation window where you can initiate searches, upload files, or insert structured data.
The Assistant is immediately available for interaction once the panel is open, offering a continuous chat-based experience.
The Assistant integrates a real-time web search capability across trusted financial sources such as Bloomberg and TradingEconomics.
Users can ask open-ended questions or request specific information about markets, economics, or companies.
Example queries:
"What are the latest updates on European Central Bank policy?"
"Summarize today’s movements in oil prices."
The Assistant fetches relevant articles, aggregates insights, and delivers concise summaries directly into the chat.
The Assistant integrates a real-time web search capability across trusted financial sources such as Bloomberg and TradingEconomics.
Users can ask open-ended questions or request specific information about markets, economics, or companies.
Example queries:
"What are the latest updates on European Central Bank policy?"
"Summarize today’s movements in oil prices."
The Assistant fetches relevant articles, aggregates insights, and delivers concise summaries directly into the chat.
The Assistant integrates a real-time web search capability across trusted financial sources such as Bloomberg and TradingEconomics.
Users can ask open-ended questions or request specific information about markets, economics, or companies.
Example queries:
"What are the latest updates on European Central Bank policy?"
"Summarize today’s movements in oil prices."
The Assistant fetches relevant articles, aggregates insights, and delivers concise summaries directly into the chat.
The Assistant supports direct file uploads to enhance its contextual awareness:
Supported formats: PDF documents (e.g., reports, financial filings) and image files (e.g., charts, screenshots).
How to upload: Drag and drop the file into the chat or use the attachment button.
Once uploaded, the Assistant can:
Extract key information from documents.
Summarize large reports.
Answer follow-up questions based on the file’s content.
This feature is ideal for reviewing earnings reports, technical documentation, or visual market data.
The Assistant supports direct file uploads to enhance its contextual awareness:
Supported formats: PDF documents (e.g., reports, financial filings) and image files (e.g., charts, screenshots).
How to upload: Drag and drop the file into the chat or use the attachment button.
Once uploaded, the Assistant can:
Extract key information from documents.
Summarize large reports.
Answer follow-up questions based on the file’s content.
This feature is ideal for reviewing earnings reports, technical documentation, or visual market data.
The Assistant supports direct file uploads to enhance its contextual awareness:
Supported formats: PDF documents (e.g., reports, financial filings) and image files (e.g., charts, screenshots).
How to upload: Drag and drop the file into the chat or use the attachment button.
Once uploaded, the Assistant can:
Extract key information from documents.
Summarize large reports.
Answer follow-up questions based on the file’s content.
This feature is ideal for reviewing earnings reports, technical documentation, or visual market data.
Inline Data Insertion enables users to embed structured, real-time or historical financial data into the chat workflow without switching context.
Key capabilities include:
Triggering searches with the
@symbol or the+menu inside the chat input.Autocompleting references to financial symbols, technical indicators, company financials, and macroeconomic events.
Detecting natural language prompts, such as:
"Revenue of Tesla in 2023"
"EMA 50 on EUR/USD"
Rendering selected data as inline chips, summary cards, or mini charts.
This feature supports multiple data points in a single prompt, allowing users to perform side-by-side comparisons or generate structured insights without leaving the conversation flow.
Inline Data Insertion bridges the gap between natural language exploration and structured financial intelligence.
Inline Data Insertion enables users to embed structured, real-time or historical financial data into the chat workflow without switching context.
Key capabilities include:
Triggering searches with the
@symbol or the+menu inside the chat input.Autocompleting references to financial symbols, technical indicators, company financials, and macroeconomic events.
Detecting natural language prompts, such as:
"Revenue of Tesla in 2023"
"EMA 50 on EUR/USD"
Rendering selected data as inline chips, summary cards, or mini charts.
This feature supports multiple data points in a single prompt, allowing users to perform side-by-side comparisons or generate structured insights without leaving the conversation flow.
Inline Data Insertion bridges the gap between natural language exploration and structured financial intelligence.
Inline Data Insertion enables users to embed structured, real-time or historical financial data into the chat workflow without switching context.
Key capabilities include:
Triggering searches with the
@symbol or the+menu inside the chat input.Autocompleting references to financial symbols, technical indicators, company financials, and macroeconomic events.
Detecting natural language prompts, such as:
"Revenue of Tesla in 2023"
"EMA 50 on EUR/USD"
Rendering selected data as inline chips, summary cards, or mini charts.
This feature supports multiple data points in a single prompt, allowing users to perform side-by-side comparisons or generate structured insights without leaving the conversation flow.
Inline Data Insertion bridges the gap between natural language exploration and structured financial intelligence.
Last updated on
Feb,
22,
2025
Last updated on
Feb,
22,
2025
Last updated on
Feb,
22,
2025