Research chat
A research chat over your Buydy workspace
Buydy Chat is a personalized research assistant trained on Buydy market data and on your account: heat maps, ETF screens, indexes, saved views, watchlists, and opportunity rankings. Ask a question in plain language. Get answers grounded in the same percentiles and blanks you already trust.
This surface is not in the public dashboard. Live tools today are the stock heat map, ETF heat map, ETF screener, and indexes. Chat is a design-partner product. Email khenlevy@gmail.com to request access.
- Status
- Design partner only. Not in the public dashboard. Request access by email.
- Contact
- khenlevy@gmail.com with subject line about research chat
- Data scope
- Stock and ETF percentiles, screener fields, indexes, saved views, watchlists, and ranked opportunity screens
- Honesty rule
- If a metric is blank in Buydy, chat says it is missing. No invented fallbacks.
What Buydy Chat is designed to do
Ask in the language you already use
Questions like which Utilities names look unusual on yield versus sector peers, or how SCHD compares on fees and yield inside its label, become a research loop instead of a new spreadsheet.
Read the same workspace you already trust
Chat is trained to use Buydy data: large-cap sector and industry percentiles, US ETF label ranks, global indexes, dividend and valuation fields, and your saved filters. It does not scrape a random web answer and call it a percentile.
Act inside the workspace, not only talk
Create or load saved views, pin a watchlist, open a heat map column set, or run an opportunity screen with the same ranking math the digest uses. The point is a persistent process, not a one-off chat log.
Stay personalized to your mandate
Answers should respect the universe you already saved: income, core equity, a country sleeve, or a dividend growth screen. Personalization means your views and constraints, not a generic hot list.
Questions the chat is built to answer
Workspace literacy
Percentiles versus raw values
Explain why a 3% yield can be ordinary in one sector and unusual in another, and when a blank cell means the calculator declined.
ETF label peers
Compare funds inside a mandate label on expense ratio, AUM, yield, liquidity, and return windows, then point you to the live ETF heat map.
Personal workflow
Saved views and watchlists
Load the filter set you already run each week, describe what changed, and save a new view when the question changes.
Opportunity screens
Rank a researched universe with Buydy's fundamentals-plus-reset filter so you can inspect outliers, not publish a buy list.
Why a research chat is not a generic chatbot
Most chat tools answer from the open web. Buydy Chat is designed to answer from Buydy: the same heat maps, ETF catalog, indexes, and saved views you would open by hand. If DividendGrowth3M is blank because history is thin, the chat should say so. That matches Buydy's precision rule: a missing value is better than a guessed one. Use the live stock heat map and ETF screener today while Chat is in design-partner access.
Personalization means your process, not a black box
Personalization is your watchlists, column sets, and mandate. The chat should remember that you screen income ETFs on Friday, or that you rank large-cap Utilities on leverage and yield together. It should not invent a portfolio or hide the screen it used. You stay in control of what gets saved.
How Chat fits the weekly research cadence
The weekly market research workflow still starts with indexes, then screens, then heat maps, then evidence. Chat is meant to shorten the glue work: rewrite a filter, explain a percentile shift, open the right view, and list what changed since last week. It does not replace judgment or the free live workspace.
What Chat will not do
It will not give personalized investment advice, guarantee returns, or fill missing metrics. It will not place broker orders. For broker-connected execution, see the live-trade agent, which is also a design-partner product requested by email.
Buydy Chat vs a generic AI chat vs notes in a spreadsheet
The difference is the data contract: Buydy Chat is designed to speak the workspace language, including blanks.
| Aspect | Buydy research chat | Generic AI chat |
|---|---|---|
| Source of answers | Buydy heat maps, ETF fields, indexes, saved views, and ranked screens | Open web or a model with no Buydy percentile contract |
| Missing data | Says the calculator declined. No silent fallback. | Often fills a number or a story when history is thin |
| Actions | Create and load views, inspect opportunity screens, stay on your watchlist | Usually text only. You rebuild the screen by hand. |
| Access today | Design partner by email to khenlevy@gmail.com | Public chat products with no Buydy workspace |
Investor questions this chat is designed to handle
- Can I ask Buydy which names look unusual versus sector peers this week?
- That is the core heat map question. Chat is designed to read sector or industry percentiles, name the metric, and send you to company detail when color is not enough.
- Can the chat create a saved ETF screener view for me?
- Yes, that is a design goal: turn a mandate (income, core equity, a country sleeve) into a saved filter set you can rerun next week, then rank finalists in the ETF heat map.
- Will it invent a DCF or dividend growth number if Buydy shows a blank?
- No. If the calculator declined, the chat should say the value is missing and why that usually happens, such as thin dividend history or negative earnings for P/E.
FAQ
- What is Buydy research chat?
- A personalized assistant designed to answer questions from Buydy market data and your saved views: heat maps, ETF screens, indexes, watchlists, and opportunity rankings. It is not a generic web chatbot.
- Is Buydy Chat available in the dashboard today?
- No. The public workspace includes heat maps, the ETF screener, and indexes. Chat is a design-partner product. Email khenlevy@gmail.com to request access.
- Can the chat access my saved views and watchlists?
- That is the personalization model: answers and actions should use the universes and column sets you already maintain, not a one-size screen.
- Does research chat place trades?
- No. Chat is for research and workspace actions such as views and screens. Broker-connected execution is a separate design-partner product, the live-trade agent.
- Is this investment advice?
- No. Buydy provides research infrastructure. Chat answers would be research summaries. Portfolio decisions stay yours.
- How do I request access?
- Email khenlevy@gmail.com with the subject Buydy research chat design partner. Include how you use Buydy today and what you want the chat to do. There is no form and no credit card.