Create or update your investor profile
Update. Tell ChatGPT what has changed, ask it to propose an update to Capital Record, review the exact fields, and approve only when they match what you mean.
Use Capital Record deliberately.
Capital Record works best when your reasoning is specific, uncertainty is explicit, and approval is treated as a meaningful act.
Record why you own an investment
Capture. State the ticker or investment, your thesis, conviction, key assumptions, and at least one reversal condition. Ask ChatGPT to propose it to Capital Record.
Recall relevant context
Retrieve. Ask ChatGPT to retrieve your Capital Record investment context before discussing a holding or decision. Request sources and freshness when they matter.
Correct a record
Correct. Identify the record and the inaccurate detail. Ask for an edited proposal, inspect it, and explicitly approve the corrected version.
Reject an AI inference
Reject. If a proposed belief is not yours, reject or dismiss it. It will not become canonical merely because it appeared in a conversation.
Retract or restore memory
Retract or restore. Ask to retract a record you no longer want used in normal retrieval. Where supported, you can restore it later while preserving history.
Delete your account
Delete. Ask Capital Record to delete your account. Confirm only after ChatGPT shows the exact destructive action and required confirmation phrase.