> For the complete documentation index, see [llms.txt](https://docs.sterlinglabs.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sterlinglabs.co/the-analyst/analyst.md). # The Analyst The Analyst is the research assistant built into Sterling. Ask it a question about a company, a market, an event, or your own portfolio, and it answers from Sterling's data first and the live web second, with every factual claim tied to a source you can inspect. ## Opening the Analyst Press **Cmd+K** (Mac) or **Ctrl+K** (Windows) anywhere in Sterling, or select **Open Analyst** on the side rail. The Analyst opens as a panel beside whatever you are looking at. Select the expand control to give it the full window, and press **Escape** to close it. The Analyst needs an active trial or subscription. Questions asked during the trial are free; on a subscription, the Analyst also needs a positive usage balance. See [Usage balance](/the-analyst/usage-balance.md). ## Conversations Every question starts or continues a conversation. Conversations are saved, titled automatically after the first exchange, and listed in the **Chats** panel, grouped by when you last used them, with search, **Rename**, and **Delete**. * **Tabs.** Several conversations can be open at once. New tabs open on the left. * **Opening from elsewhere.** Selecting a trade idea, an unusual trade, or an owner on a company page opens the Analyst in a new tab with that item as the starting point, even while another tab is still answering. * **Refreshing mid-answer.** If you reload the page while an answer is streaming, the answer resumes where it left off. * **Offline.** If your connection drops, a banner says messages will be sent when you reconnect. * **Feedback.** Each answer carries thumbs up and thumbs down. Use them; they are read. ## What is in this section * [Asking questions](/the-analyst/asking-questions.md): what the Analyst covers, Deep Research, and what you see while it works. * [Attaching files](/the-analyst/attaching-files.md): documents and images, limits, and how long they are kept. * [Requesting coverage](/the-analyst/requesting-coverage.md): what happens when you ask about a company Sterling does not yet cover. * [Show me in Sterling](/the-analyst/show-me.md): guided walkthroughs the Analyst offers under an answer. * [Usage balance](/the-analyst/usage-balance.md): the allowance, credits, and what happens when the balance runs out. * [The Voice Guide](/the-analyst/voice-guide.md): the spoken assistant that navigates Sterling for you. For explanations of your own portfolio's moves, see [Explaining a move](/portfolio/explainer.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.sterlinglabs.co/the-analyst/analyst.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.