I use your holdings for finance questions (stocks, ETFs, dividends, allocation). Tell me a trade (“I purchased 5 MCD in CORP for $1”) or paste a filled order / activity slip to record it, or ask whether it is already booked. Attach notes or a spreadsheet with +; files stay in your space and are deleted after 30 minutes or when you close the chat. FamilyFunds is not a bank — recorded trades are your own books. Ideas are not personalised financial advice. Drag the robot or the header to move me; double-click or press-and-hold to maximize.