Settings
Personal preferences save here. Operator controls and cache actions take effect immediately.
Available providers
No AI provider is available on this host: no local model is installed and no cloud API key is configured. Install a local model, or add an API key, and press Rescan.
| Provider | Models | PDPA | Latency | Cost | Status |
|---|
Per-task engine
Every option below is discovered on this host: local models appear only when installed, cloud providers only become selectable once an API key is configured. Each call is recorded in the audit trail with the provider + model used. Auto lets Praxis pick the smallest installed local model at call time — no data leaves the machine, and nothing breaks when a model is removed.
Praxis Signal
BUY/SELL/HOLD recommendation with conviction + narrative.
no model available(auto · resolved at call time)
Sentiment Scoring
Per-article sentiment scoring on news headlines.
no model available(auto · resolved at call time)
News Summary
Headline summarisation + relevance ranking.
no model available(auto · resolved at call time)
Persona Panel
Per-persona reasoning across 7 investment-philosophy lenses.
no model available(auto · resolved at call time)
Scenario Engine
Bull/base/bear projection over 30/90/365-day horizons.
no model available(auto · resolved at call time)
Bull/Bear Thesis
Structured bull/bear thesis composer with key drivers + risks.
no model available(auto · resolved at call time)
Daily Brief
Daily watchlist briefing across portfolio.
no model available(auto · resolved at call time)
Doc-Intel (Vision)
KYC / capital-call PDF extraction — requires a vision-capable engine.
no model available(auto · resolved at call time)
SP Term-Sheet Extractor
Structured-product term-sheet field extraction.
no model available(auto · resolved at call time)
SP Memo Composer
Structured-product investment memo composer.
no model available(auto · resolved at call time)
House-View Structuring
Structures an uploaded free-text / PDF house view into typed posture statements. CSV uploads parse directly and skip Praxis.
no model available(auto · resolved at call time)
Trade Ideas of the Day
Composes "Trade Ideas of the Day" from live watchlist data + news, conditioned on the house view + RM/FO history.
no model available(auto · resolved at call time)
Product-News Structuring
Structures an uploaded free-text / PDF internal product-news feed into typed product items. CSV uploads parse directly and skip Praxis.
no model available(auto · resolved at call time)
News + Social Synthesis
Synthesises a cross-feed read across the latest market-news headlines + social-media posts the app holds — for the Dashboard "Praxis on Market News + Social Flow" card.
no model available(auto · resolved at call time)
Praxis Feedback (per-screen)
Powers the "Praxis Feedback" panel at the bottom of every screen — reads that screen's context (data, news, holdings) + the house view + RM/FO history and produces wealth-building / loss-minimising feedback tailored to the screen.
no model available(auto · resolved at call time)
Portfolio-Impact Alerts
Classifies sudden price moves + news + social posts into material market events for real-time portfolio-impact alerts — the events are then scored against client holdings + watchlists and pushed to the RM/FO.
no model available(auto · resolved at call time)
Praxis on Crypto Flow
Powers the "Praxis on Crypto Flow" card on the Crypto screen — one Praxis pass over the market-wide Crypto Fear & Greed Index + crypto news + per-coin community sentiment, producing a desk read on crypto market posture.
no model available(auto · resolved at call time)
Move Explainer (web search)
The move-explainer catalyst search — the ONLY cloud call in move-explain. Pick a CLOUD model (Anthropic) to let it web-search the catalyst behind an unexplained volume/price move (cited); pick a LOCAL model, or set PRAXIS_LOCAL_ONLY=1, and the search is skipped — the move stays honestly "no verified cause found" (a local model cannot browse the web). Structural causes never search regardless.
no model available(auto · resolved at call time)
Admin
Operator-only surfaces. Access is enforced by signed session role.
- API usage — dailyPer-day upstream calls grouped by activity · provider usage vs free-tier limits.
- Users & invitationsInvite users and assign their bank role.