Quick questions
Start with a high-signal question or type naturally. These starters keep market-data asks explicit so the agent selects the right tools.
Hecla Copilot
Session controls
Use the chatbox first. Ask general questions, ticker-specific research, financial metrics, risk, strategy rationale, catalysts, or follow-up questions in plain language.
Ask Hecla anything about markets
Start in the chatbox below. Hecla keeps the conversation visible, then uses market data, reasoning summaries, and workflow handoffs when the question needs them.
General chatMarket researchEvidence-aware answersPaper-trade handoff
Copilot workspace ready
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Market context
Loading live summaries...
Active symbol: NVDA
Provider state: live
Live context is available for grounded research.
Copilot setup
Optional session controls
Hecla Copilot / Retail / Basic
Mode
Desk view
Current view: Hecla Copilot
Hecla Copilot
Chat with Hecla Copilot
The chatbox is the primary workspace. Hecla can answer general questions, route market questions to tools, summarize evidence, and suggest the next action.
Ask - Verify - Act
Ask -> Verify -> Act with Advanced Ops for diagnostics.
Ask workspace
Start with the chatbox
Use NVDA when relevant. Starters, chips, and repairs stay secondary to the user prompt.
Do not show route predictions, tool plans, citation plans, or runtime envelopes as separate default panels before send.
Symbol NVDAResearch DeskCurrent research threadretail / basic
Hecla Copilot conversation
A chat-first trading assistant for market research, portfolio questions, strategy ideas, and general context.
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Start with Hecla Copilot
Choose a research lane, edit the draft, then send. The launchpad keeps first-turn prompts detailed, source-aware, and conversational.
Conversation Focus
Simple mode keeps the assistant focused on conversation. Expand details when needed.
Conversation Memory
Keeps the current topic, route, style, and recent turn visible before the next Copilot send.
New conversation
Start with a question or choose a starter. Default market context is NVDA.
State
New conversation
No turns yet.
Topic
NVDA
Route: Draft Needed
Style
Balanced
Clear summary, supporting evidence, risks, and suggested next prompts.
Context
None active
No context chips active
Last User Ask
No user question yet.
Last Assistant Answer
No assistant answer yet.
route=Draft Neededsymbol=NVDAcontext=No context chips active
Ask Like a Pro
Use a starter, edit the draft, then send. Hecla keeps the conversation natural and market-aware.
Research Packs
One-click Copilot bundles that combine a starter prompt, answer style, and context chips.
Answer Style
Choose how detailed the next Copilot response should be before sending your prompt.
Context Chips
Add focused context to the draft without hiding or rewriting the user prompt.
active=0 none
Active Contextvisible=0
Active ticker: NVDA
Quick Repairs
One-click draft improvements for missing context before sending to Copilot.
Next Questions
Contextual follow-up prompts that continue the Copilot conversation from the current draft.
route=Draft Neededsymbol=NVDA
Ctrl+Enter to send
Initializing agent conversation thread...
Loading timeline and tool activity...
Research Chat
Idea validation with guardrailed AI actions.
Panel Details
Simple view keeps panel internals collapsed by default.
Key Metrics
Simple view keeps summary cards collapsed until requested.
Research Chat Guardrails
Flow enforced: propose signal -> risk preview -> order preview. Direct execution is intentionally blocked.
Propose a signal to begin guarded workflow.
Guardrail Diagnostics
Simple view keeps guardrail diagnostics collapsed until requested.
View policy
Current view: simple. Simple mode keeps operator internals out of the default workspace.
Visible: Ask workspace, Verification sidecar summary, Action queue summary
Collapsed: source map detail, tool activity summary, confidence detail
Hidden internals: 8
Accessibility baseline
Focus order: market context -> primary chat composer -> verification sidecar
Responsive rule: composer remains reachable first
Layout prototype
chat_center_verify_sidecar_action_queue; rollout is feature_flagged.
Regions: market_context_status, primary_chat, guided_prompt_starters, answer_workspace
Verify this answer
Verification appears here after Copilot answers with provider-backed evidence.
No answer to verify yet
Ask Copilot a market question first. After the answer, this sidecar will show sources, freshness, claim coverage, confidence, risk, and limitations.
Verification fills automatically from provider-backed evidence when the answer is ready.
Draft actions
Some drafts need verification before they can be prepared.
Save NVDA research note
Persist a notebook-ready research summary with evidence links.
Status: draft ready; evidence: answer summary, source appendix, uncertainty disclosure.
Create NVDA alert draft
Draft an alert without hiding why the threshold matters.
Status: draft ready; evidence: market quote, catalyst summary, threshold rationale.
Backtest NVDA strategy idea
Turn the answer into testable parameters, not a trading instruction.
Status: draft ready; evidence: strategy hypothesis, historical data range, risk assumptions.
Review NVDA portfolio risk
Check portfolio impact before any draft order preview.
Status: draft ready; evidence: current exposure, scenario assumptions, risk policy boundary.
Prepare NVDA paper order preview
Keep execution blocked; only prepare a paper-order preview after verification.
Status: needs verification; evidence: quality pass, risk preview, explicit user confirmation.
Hard stop: no live brokerage execution from Copilot.
Conversation context
Chat stays primary; context, sources, and controls stay secondary.
Market context
Copilot workspace ready
Loading live summaries...
Active question
Composer is the primary workspace
Start in the chatbox. Hecla keeps the thread visible and carries the same context into research, risk, strategy, and paper-order handoffs.
Answer sources
Evidence appears after the answer
Reasoning summaries, citations, tool calls, and quality signals stay collapsed until requested so the conversation remains readable.
Copilot Home
One place to ask, verify, and act
Keep the default workspace focused on conversation. Use the four primary actions for the most common trading tasks; use Advanced Ops for diagnostics and policy detail.
More workflows