Wiki

Settings

Dr. Weltee and agents

In short. Dr. Weltee answers from the seat, in any language. It does not tell you what to buy or sell. Personal and Startup: Agents in Settings. Capital: Skills in Settings. Briefs write on the open page. Long chats may keep a short private note; Clear memory in Settings. Holdings stay. It will not place a trade, file tax, publish a quarter, or lock a period.

Dr. Weltee is the assistant on your seat. You ask in any language. It answers from the holdings, documents, and linked fund pages already there.

It explains. It does not tell you what to buy or sell.

Agents and skills

They turn on and off in Settings. They are not a separate screen.

  • Personal. Agents. Dr. Weltee on the book. Briefs on the page you have open. Chat also lives under Dr. Weltee in the sidebar.
  • Capital. Skills. Briefs on Dealflow, Portfolio, Fundraising, Updates, and Reports. Account Settings also has Assistant tone (name and style only).
  • Startup. Agents. Briefs on Today, Actuals, Plan, Raise, and Reports.

You keep the decision.

Memory

In a long conversation Dr. Weltee may keep a short private note. Settings → What Dr. Weltee remembers → Clear memory. Holdings, debts, and the plan are untouched.

What it will not do

It will not place a trade. It will not file tax. It will not press Publish to LPs or Lock this month for you.

Related

  • Weltee Personal
  • Weltee Startup
  • Weltee Capital
  • Privacy, export, and delete

All pages

Weltee

Personal is the ledger. Capital is the fund. Startup is the close.

Personal Capital Startup
About Wiki Journal See the demo
Privacy Terms

Weltee is a private record-keeping and education tool. Not financial, legal, tax, or investment advice.