Use Chronograph well and safely with AI
Confirms the account and as-of date before reading figures, picks the right Chronograph tool for each question, and asks for your explicit yes before any change.
Use it when
- You start any Chronograph question and want the right account and date confirmed first.
- You are not sure whether to search help, check exposures, read history or pull metrics.
- You hit an access or rate-limit error and want to know what to do next.
Tools it uses
query-help-center-documentationget-help-center-articletop-exposuresentity-searchcommitment-historyinvestment-metricsrun-query
Which Chronograph account are you reading, and as of what date? Then show the top 10 exposures for that portfolio.
I'll read the Harbour Ridge Fund account as of 31 March. The top exposures query returned 10 of 34 positions, which together make up 58% of the portfolio. The other 24 positions are not in this list, so the 58% is against the full portfolio total. Nothing was changed.