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.
Traci is available on both the web app and the Trac mobile app. The look is the same premium dark surface everywhere — Traci keeps its own dark styling even when the rest of the app is in light mode.
Who can use Traci#
Traci is available to everyone using the portfolio on web and mobile. The one exception is the wrangler role, which doesn’t see the assistant.
Whatever Traci does in response to a request — drafting an update, logging a transaction, creating a deal, building a report — goes through the same flows and approvals as any other action in the app. Traci is a faster way to reach those flows, not a way around them. Changes Traci proposes still surface for you to review before they’re applied.
Open Traci on the web#
On the web app, Traci lives on the right side of the screen and can be opened three ways:
- The “Ask Traci” launcher. When the chat is closed, an Ask Traci pill floats in the bottom-right corner of the window, always within reach. Click it to open the chat. If Traci has background work in flight, the pill also shows a small count (for example “2 working”) so you know something is running.
- The floating rail. Once open, Traci docks as a floated rail on the right and gently pushes the page content over so nothing is hidden behind it. You can drag the rail’s left edge to make it wider or narrower.
- “Ask Traci” buttons on specific pages. Some screens (for example the statistics form) have their own Ask Traci button that opens the chat with the relevant context already loaded.
When you open Traci while viewing a report, a holding, or a transaction, it greets you with that context in mind — for example, offering to edit the report you’re looking at or to answer questions about the asset on screen.
Expand to canvas (maximized mode)#
The rail is good for quick questions alongside your work. For longer sessions, click the expand button (the diagonal-arrows icon in the header) to switch Traci into canvas mode, a maximized full-window view. Canvas adds a left-hand history rail listing your recent chats, with a New chat button at the top. Click the same icon again (now labelled Minimize) to drop back to the docked rail.
Close Traci entirely with the X in the header; the Ask Traci launcher reappears so you can bring it back any time.
Open Traci on the mobile app#
In the Trac mobile app, Traci has its own tab: the round bubble that sits beside the tab bar at the bottom of the screen. Tap it and the chat opens full-screen, with the tab bar tucked out of the way while you’re in it.
Several screens — a holding, a task, a document, and the Overview and Feed tabs — also offer suggested Traci actions. Tapping one opens the Traci tab with that screen already in mind, so you don’t have to say which holding you mean. Closing the chat returns you to the screen you asked from rather than to the first tab.
Traci matters more on the phone than it does on the web, because the mobile app is otherwise read-only: apart from the controls on a task, the chat is the only place in the app where you can change anything. See What Traci can change from the phone.
What you can ask Traci#
Traci is a general assistant for your portfolio. Common things to ask:
- Questions about your data — “How much cash do I have across all accounts?”, “Show me the transactions for this holding”, “What changed in my portfolio this month?”
- Logging and creating data — describe a transaction, a new holding, or a deal in plain language and Traci drafts it for you to review. See Adding Your Data for how data flows in.
- Building and editing reports — ask Traci to build a report (IRR, exposure, cash flow) or to tweak the configuration of one you’re already viewing. Traci hands back a config you can open directly. See Reports. You can also point Traci at a single cell of a table — see Ask Traci about one cell.
- Reconciling — ask Traci to help match a statement against your records.
- Resolving open issues — ask Traci to walk you through your portfolio’s open issues.
- Filing a document — attach a file to the chat and ask Traci to keep it, or to record a note or a valuation from it. See Files: from a chat attachment to a source document.
- How-to questions about Trac — Traci can answer questions about the platform itself using the built-in documentation.
When you start a fresh chat, Traci shows a few suggested action cards (such as Build a Report, Help me reconcile, and Resolve Issues) as shortcuts to these common starting points. Tap one to send that request without typing it.
Choosing how Traci thinks#
Each chat has a speed/reasoning tier you can pick from the composer:
- Min — fastest, light reasoning. Best for quick lookups.
- Standard — balanced, the everyday default.
- Max — deepest reasoning, slower. Best for complex analysis.
On the web, pick the tier from the dropdown in the message box; in the mobile app, tap the model chip in the row beneath the message box to open the tier picker. You can change the tier at any point in a conversation.
Attaching files and using your voice#
In the message box you can attach a file (the paperclip) to give Traci a document — a statement, a pitch deck, a screenshot — to work from. An attached file can also be kept, rather than just read: see Files: from a chat attachment to a source document.
Where your browser or device supports it, you can also tap the microphone to dictate your message instead of typing.
Files: from a chat attachment to a source document#
A file you attach to a chat doesn’t have to stay in the chat. Traci can file it in Trac and link it to the records it belongs with, so a number always points back at the paperwork behind it.
- Keep the document. Ask Traci to save the file and it’s filed with your other documents, under a title and an as-of date, either on a specific holding, owner, or contact, or left unfiled in the Inbox for you to place later. In the mobile app, attaching a file to the chat is the only way to get a document into Trac from your phone — there’s no upload form anywhere else in it.
- Make it the source document. Ask Traci to record a note or a price update from the file — “log this valuation from the attached statement” — and it sets that document as the record’s source — the same link the Upload Provenance section of the Add Price Update form writes when you fill it in by hand. You can also ask Traci to set the source document on a note or price update that already exists.
- Use a document that’s already in Trac. The file doesn’t have to come from the chat. Ask for a stored document by name and Traci can link it as a source the same way, with nothing to attach.
- Attach or detach a document (web). On the web app, Traci can also attach a stored document to a holding, owner, contact, transaction, activity, note, or price update, or detach one. Detaching only removes the link — the document itself stays exactly where it’s filed.
Filing a document and setting a source document both work in the mobile app as well as on the web; attaching and detaching a document, and editing a document’s own details, are web-only, and Traci will say so rather than leaving you with a change you can’t apply from your phone.
What Traci can change from the phone#
The Trac mobile app is read-only apart from the controls on a task, so anything you want to change from your phone goes through Traci. When Traci proposes a change it arrives in the chat as a review card listing the fields it wants to write, old value beside new. You approve the card as a whole — line-by-line editing of a proposal is a web thing; on the phone it’s approve or don’t.
Traci can apply these from the phone, whether it’s creating, editing or deleting one:
- Holdings, owners and contacts
- Metrics recorded on a holding
- Price updates
- Notes
Four things it can’t finish on the phone: targets, documents, chart-of-accounts entries, and activities. Traci still shows these in the review card so you can see what it worked out — it just labels them as work to finish on a computer instead of offering to apply them.
Ask Traci about one cell#
On the web, while you’re editing a table on a report page, you can point Traci at a single cell and have it propose what belongs there — a formula or a plain value — then drop that proposal into the cell with one click.
Start the conversation. Select the cell and click the sparkle button in
the toolbar beside the table’s formula bar (“Ask Traci about this cell”). Traci
opens with that cell in mind. It works on a data cell, a row label, or a
column’s definition line. As a shortcut you can instead type =ai("…") into the
cell — the quoted text is sent as your first message, and nothing is written
into the cell.
Stay oriented. While the conversation is pinned to a cell, a chip above the message box reads “Asking about cell B4”, and the cell itself keeps a small Traci marker, so it stays obvious which cell a later proposal targets even after you click elsewhere. Dismiss the chip (the ×) to unpin the cell and carry on chatting normally.
Talk it through. Traci may ask a follow-up before it commits to an answer (“growth since when?”), just like any other chat.
Apply the proposal. When Traci has an answer, it comes back as a proposal card in the chat: the proposed formula or value, a short explanation of how it works, and an Apply to B4 button. Click it and the value goes into the cell you started from — not whatever cell happens to be selected now — and the button changes to Applied.
Applying is an ordinary edit. The cell ends up holding a real formula or value you can read, change, and undo, and nothing is stored until you press Save on the table. If the row or column you asked about has been deleted in the meantime, the button greys out and reads This cell no longer exists instead of writing somewhere unexpected. The Apply button appears only while the table you asked about is the one on screen; ask again from the table itself if you’ve navigated away.
Custom commands (the / picker)#
Traci supports custom commands — reusable instructions you write once and attach to a message with a single pick, so you don’t have to retype the same guidance (“focus on tax implications”, “draft this as a board update”) every time.
To use one, type / in the message box. A picker appears listing the
commands available to you — the built-in ones plus any you or your portfolio
have added. Keep typing to filter by name, then pick a command to attach its
instructions to your message.
For the full guide to running, creating, and managing commands, see Custom Commands.
Jobs: work Traci runs for you#
Beyond answering in the moment, Traci can run Jobs — standing, scheduled, or event-triggered work it carries out on your behalf. For example: “every Monday at 9am, email me a digest of last week’s new postings.” Jobs are created in chat — just describe the recurring task and Traci sets it up.
Note: Jobs used to have their own page. They now live only inside Traci — there’s no separate Jobs route. Open Traci to see and manage them.
On the web, open the Jobs panel from the toolbox icon next to the Traci name in the chat header. The panel lists your jobs grouped into Active, All, and Completed, shows each job’s trigger and when it last ran, and flags any whose latest run produced changes waiting for your Review. Tap a job to open its detail view, where you can edit, pause, run it now, delete it, or review the changeset a run produced.
Docs inside Traci#
On the web, Traci can also surface your project docs and knowledge directly in the chat surface. Open the Docs panel from the file icon in the chat header to browse the documents Traci can read and write. When you have a doc open, the chat greets you with that doc in mind, so you can ask questions about it or have Traci help you edit it.
How Traci relates to your data#
Traci is a faster front door to the things you can already do in Trac — it doesn’t add or change portfolio data on its own. Whatever it does in response to a request runs through the same flows, approvals, and review steps as any other action in the app, and proposed changes surface for you to confirm before they’re applied. See Adding Your Data for how data gets into your portfolio, Reports for the reports Traci can build, and Custom Commands for tailoring how you instruct it.