$, @, or / and an autocomplete opens. Each mention becomes a colored chip in the message.
You do not need a mention for every question. The analyst already sees your workspace. Use one when you want this message to pin a company, a note, a process, or a connected source.
Ask your analyst…
Companies
$ points the analyst at a company: , . Pick from the autocomplete or type the ticker out. written straight into a sentence becomes a chip on its own. The $ is what does the work: a ticker written without it stays plain text.
The company does not need to be in your workspace first. Investi focuses on US-listed equities, so some names chip and then have little or no data.
Compare and gross margins over the last 3 years.
Notes and folders
@ hands the analyst something from your workspace. Use it when the question depends on writing you already did: a thesis, a checklist, a folder of coverage.
Given , does the latest quarter support or weaken the thesis?
Skills and MCP servers
/ points at something you installed: a process, or a connected source.
Skill
A reusable process. Means “run these steps.”
MCP server
A connected source of tools or data. Means “use this source.”
latest quarter