Build your investment record in ChatGPT.
These instructions apply to invited beta users. Plugin installation becomes available after the published beta is approved and your invitation is active.
1. Confirm your invitation
Use the same verified email address that was approved for the beta. Invitations expire after 14 days if unused; email support if you need a replacement.
2. Install and connect
Open the Capital Record plugin listing from the installation link supplied with your invitation. Select the option to connect, then complete the Auth0 sign-up or sign-in flow.
Capital Record will deny enrollment if the authenticated email is not invited, is unverified, or the invitation has expired or been revoked.
3. Start onboarding
In ChatGPT, say: Set up my Capital Record.
You can answer guided questions, choose a shorter setup, or paste existing investment context. It is fine to mark something unknown.
4. Review before saving
ChatGPT will show the exact proposed investor profile. Read it carefully. Approval must happen in a later, explicit response; continuing the conversation alone does not approve it.
5. Record one investment rationale
Start with one real investment or watch-list decision. Include why it interests you, your conviction or uncertainty, and a condition that would make you reconsider.
6. Retrieve it later
In a later discussion, ask ChatGPT to use your Capital Record context before answering. Check that it distinguishes approved memory, proposed ideas, and missing information.
Need help?
Email support@capitalrecord.ai. Never send your password, authentication code, token, or private key.