What Ivy can remember
Ivy can save context that helps with future conversations, including:- Your investing interests and research topics.
- Your goals, risk preferences, and time horizons.
- Constraints you want considered when exploring ideas.
- Your preferred research methods, metrics, and response style.
“Remember that I prefer liquid ETFs and usually research investments with a three-to-six-month horizon.”Ivy can also save useful context you share naturally during a conversation. You don’t need to begin every preference with “remember this.”
Using memory in a new chat
When relevant, Ivy can recall saved context to help tailor its response. You can also ask directly:“What do you remember about my research preferences?”You may see Save Memory or Recall Memory in the chat activity as Ivy works. Memory is selective. Ivy may not save or recall every detail, so include any information that is essential to your current question.
Memory and past chats
Ivy uses different kinds of context:
Saved memory contains selected facts rather than complete copies of your chats. Starting a new chat begins a fresh conversation, but relevant saved memories may still be available.
Updating your preferences
If your preferences change, tell Ivy clearly:“My research horizon has changed. Remember that I’m now focused on one-to-two-year investments.”Your current corrections take precedence over older context. If you don’t want a detail saved, say so when sharing it:
“Use this hypothetical allocation for this conversation, but don’t remember it.”This instruction concerns saving new information; it does not confirm deletion of an existing memory.