Traci, the AI Assistant

Tue, 18 Aug 2026 00:00:00 +0000

Traci is the in-app AI assistant. It’s a chat you can open from anywhere in Trac to ask questions about your portfolio, log data by describing it in plain language, build and edit reports, reconcile statements, and hand off recurring work. Traci can read your live portfolio data and the built-in documentation, so you can ask things like “what’s my exposure to private equity?” or “log a $50,000 wire from the operating account” and get an answer or an action in return.

Configurations

Mon, 29 Jun 2026 00:00:00 +0000

Configurations is the hub where you tailor Trac to the way your portfolio works. It’s where you define your own building blocks — the attributes, metrics, holding sub-types, price sources, and financial-event activities that the rest of the app then offers you when you’re adding or editing data. Set something up once here, and it shows up everywhere it’s relevant: in dropdowns, in forms, and on your holdings.

This guide explains how to reach Configurations, what each tab does, and how to create your own custom types on the tabs that don’t already have a dedicated guide.

Using the Trac App on Trac Docs

Traci, the AI Assistant

Configurations