How do I set up and use Chat?

Open Chat to ask about your journal, cashback explanations and trading costs. It uses the records already stored in LotsBack, and does not read your payout destinations. If Chat asks for a key, follow Add your key. Choose OpenAI or Anthropic, enter your own key, then verify it. Your provider charges for requests made with that key; LotsBack does not bill you for them. Once configured, ask a specific question, such as why an entry is still verifying. Check important conclusions against the source records. You can remove the key from settings to stop further use. AI analysis can be wrong.