Personalize and Memory

Two things shape Intelligence rather than the product’s own behaviour. Personalize, a settings row of its own, is how it should sound and what it should assume about you; Memory, a block on the Intelligence row, is what it is allowed to carry between conversations. They are apart because one is a preference and the other is stored knowledge, and Memory sits with the other answers to what the assistant can see and do.

What Personalize offers

• Base style and tone: Default, Professional, Friendly, Direct or Analytical. It changes how replies sound, never what they are allowed to do.
• Characteristics: four Less / Default / More dials on top of the tone, Warm, Enthusiastic, Headers and lists, and Emoji.
• About you: a nickname, what you do, and a free-text box for anything else worth keeping in mind.
• Trading profile: your markets, your style, Scalping, Day trading, Swing or Position, and the concepts you work in, from ICT and liquidity sweeps through order flow, VWAP, breakouts and mean reversion to news plays.
• Custom instructions: rules or checks to apply on every reply, written once instead of repeated in each chat. The box here holds them for the session; the Custom instructions block on the Intelligence row is the one that saves to your account.

The page drafts locally and commits at the bottom. Discard changes and Save changes stay disabled until your draft actually differs from what is stored, so the buttons tell you whether you have changed anything, which is a small thing until you have scrolled through six sections and cannot remember.

The chat composer’s customize menu carries a Memory switch too, and it is the same switch: both move the one setting on your account, so turning memory off in either place turns it off everywhere. A press that does not reach the server springs back rather than showing a state nobody confirmed.

What the Memory block shows

Two sections, embedded in the Intelligence row: a master Enable memory switch, and a Saved memories list. The switch reads your account’s real setting, on by default, and moves. The list is your store, read live: each memory shows its text, its category and the date it was learned, with a Forget button beside it, and Clear all above the list empties the store in one press. While the list is loading it says so, and a read that fails says that rather than pretending the store is empty; No memories yet is printed only when the read succeeded and found none. The old Memory address still works and lands here.

An empty list means an empty store, not a placeholder. The page used to arrive holding six biographical facts, which instruments this trader runs, which strategies, that they overtrade on red days, shown to every signed-in user as things Alltra had observed about them. They were the design’s sample, and they were deleted rather than kept as a default, because a sample and a real memory are indistinguishable on screen. A capacity meter went with them; the store does have a ceiling, a hundred facts, and it refuses the next one rather than dropping the oldest, but the meter is not drawn.

The rules the block enforces are worth knowing, because they are not the ones most people assume. Turning memory OFF deletes nothing, every row stays listed, dimmed, so you can still forget them yourself; it only stops the assistant reading them. Forgetting a single row is the opposite: a hard delete, and one of the few in Alltra with no recovery window behind it. What survives is a fingerprint of the fact rather than the fact, so a sentence in a trade note cannot quietly re-teach it something you removed on purpose.

What Intelligence does know about you

Rather more than Personalize and the Memory block suggest, and most of it not through memory. Every question is answered by reading your own executions, journal entries and emotion logs at the moment you ask, at the accounts and window that conversation captured. That is a read of your data, not a recollection, which is why it can be checked against the Trades table, and why an answer cannot drift as the assistant misremembers.

The practical consequence is that most of the work that improves its answers is not in Settings. It is in what you have imported and what you have written down, and, for the rules you want applied every time, in the Custom instructions block on the Intelligence row.