What it can and cannot change

An assistant with your trading records in front of it is only worth having if the boundary around it is exact. This is that boundary, stated in full: Intelligence reads your data, and it can produce exactly two things. Both are drafts, both are visible to you — the journal draft on the Journal board, the memory through the /memory command — and neither one touches work you have already finished.

The two things it can write

• A journal draft — for one day you traded. It is queued rather than written on the spot, so the honest sentence is that a draft has been requested — it lands in the Journal board’s Drafts lane a moment later for you to read, edit or throw away.
• A memory — one durable fact about how you trade, when you ask it to remember something. It has its own article.

The journal draft has two protections worth knowing. It will not touch a day you have already marked as logged — a completed entry is refused before anything is written, so a stray request cannot overwrite work you finished. And asking twice for the same day does not queue a second draft; the repeat maps back onto the first request.

It also will not replace an entry that already exists for that day, edited or not. If there is something in that lane, it stays.

What it cannot do — no exceptions

• It cannot create, edit or delete a trade.
• It cannot log or complete a journal entry — only draft one.
• It cannot record, change or remove a Portfolio transaction.
• It cannot connect, rename, disable or delete an account.
• It cannot change a setting, a theme, a tag or a preference.
• It has no connection to a broker and no route to your money — it cannot place, modify or close an order, and it cannot withdraw.

Why that matters more than it sounds

Intelligence reads text you did not write with an assistant in mind — trade notes, journal entries, tags, symbol names. Any of that could contain a sentence written to look like an instruction. So everything it reads is handed to it inside a labelled data block, and it is told plainly that the contents are query results and never orders. A note that says “ignore your previous instructions” is a string in a field, and it is treated as one.

That is the reasoning behind the two-write cap as well. The instruction side of an assistant can never be fully trusted when the data side is open to the world, so the answer is not to trust it harder — it is to make sure nothing important is reachable from there.

Two things it will not say

• Anything forward-looking — it will not call a trade, recommend an instrument, or set a stop or a target for you. Everything is framed as what has already happened in your own record.
• A number it did not read — if the data does not answer the question, it is instructed to say so rather than to produce a figure that sounds right.

When a request falls outside all of that it declines, briefly, and points you back at what it can look at — a day, a setup, a stretch of the calendar. A refusal is not an error and nothing is wrong at your end.

One thing that is worth checking behind it: every figure it gives you exists somewhere in the Tracker, so a number you want to rely on can always be confirmed on the page that owns it.