> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryinvesti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mentions and triggers

> Point the analyst at a company with $, a note or folder with @, and a skill or MCP server with /.

A mention is how you point the analyst at something specific. Type `$`, `@`, 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.

<div className="composer-legend">
  <p className="composer-legend-hint">Ask your analyst…</p>

  <div className="composer-legend-slots">
    <a href="/analyst/mentions#companies" className="composer-slot chip-company">
      <span className="composer-slot-key">\$</span>
      <span className="composer-slot-label">Companies</span>
    </a>

    <a href="/analyst/mentions#notes-and-folders" className="composer-slot chip-note">
      <span className="composer-slot-key">@</span>
      <span className="composer-slot-label">Notes</span>
    </a>

    <a href="/analyst/mentions#skills-and-mcp-servers" className="composer-slot chip-skill">
      <span className="composer-slot-key">/</span>
      <span className="composer-slot-label">Skills and sources</span>
    </a>
  </div>
</div>

## Companies

`$` points the analyst at a company: <span className="chip-inline chip-company">{"$NVDA"}</span>, <span className="chip-inline chip-company">{"$AAPL"}</span>. Pick from the autocomplete or type the ticker out. <span className="chip-inline chip-company">{"$MSFT"}</span> 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](/quickstart), so some names chip and then have little or no data.

<div className="prompt-example">
  Compare <span className="chip-inline chip-company">{"$AMD"}</span> and <span className="chip-inline chip-company">{"$NVDA"}</span> gross margins over the last 3 years.
</div>

<Frame>
  <video autoPlay muted loop playsInline className="w-full" width="1920" height="1238" src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/analyst/mentions/company-mentions.mp4?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=a2956dcd95ff8a2c0c575a10a854e103" title="Typing a company mention with $ in the composer" aria-label="Typing a company mention with $ in the composer" data-path="images/analyst/mentions/company-mentions.mp4" />
</Frame>

## 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.

| What | Mention | For |
| - | - | - |
| Note | <span className="chip-inline chip-note">{"@Tech/Semis/$NVDA/Thesis"}</span> | The note's content |
| Folder | <span className="chip-inline chip-folder">{"@Tech/Ideas/"}</span> | Everything inside. Trailing slash |
| [Archived item](/organize/explorer#archiving) | <span className="chip-inline chip-folder">{"@.archive/…"}</span> | Something you stopped following |
| [Skill file](/skills#reference-files-and-assets) | <span className="chip-inline chip-skill">{"@.skills/value-investing/references/methodology.md"}</span> | A file bundled with a skill |
| [Monitor](/organize/monitors) | <span className="chip-inline chip-monitor">{"@.monitors/morning-brief"}</span> | A scheduled request |

<div className="prompt-example">
  Given <span className="chip-inline chip-note">{"@Tech/Semis/$NVDA/Thesis"}</span>, does the latest quarter support or weaken the thesis?
</div>

<Frame>
  <video autoPlay muted loop playsInline className="w-full" width="1920" height="1238" src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/analyst/mentions/workspace-context.mp4?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=fb8188282bad83620a34dde7c714e5cc" title="Handing the analyst a note with @" aria-label="Handing the analyst a note with @" data-path="images/analyst/mentions/workspace-context.mp4" />
</Frame>

## Skills and MCP servers

`/` points at something you installed: a process, or a connected source.

<div className="choice-grid">
  <a href="/skills" className="choice-card">
    <p className="choice-card-kicker chip-skill">Skill</p>

    <p className="choice-card-title">
      <span className="chip-inline chip-skill">
        {"/earnings-analysis"}
      </span>
    </p>

    <p className="choice-card-body">
      A reusable process. Means "run these steps."
    </p>
  </a>

  <a href="/mcp" className="choice-card">
    <p className="choice-card-kicker chip-mcp">MCP server</p>

    <p className="choice-card-title">
      <span className="chip-inline chip-mcp">
        {"/edgar"}
      </span>
    </p>

    <p className="choice-card-body">
      A connected source of tools or data. Means "use this source."
    </p>
  </a>
</div>

The list shows your skills first, then MCP servers. Any skill can be triggered this way, even ones you have disabled for automatic use.

<div className="prompt-example">
  <span className="chip-inline chip-skill">{"/earnings-analysis"}</span> <span className="chip-inline chip-company">{"$NVDA"}</span> latest quarter
</div>

<Frame>
  <video autoPlay muted loop playsInline className="w-full" width="1920" height="1238" src="https://mintcdn.com/investi-2b043b7b/-bImOKewi83djACr/images/analyst/mentions/skills-and-mcp.mp4?fit=max&auto=format&n=-bImOKewi83djACr&q=85&s=b338821613f0de6e265fe4568ada6eeb" title="Triggering a skill with / in the composer" aria-label="Triggering a skill with / in the composer" data-path="images/analyst/mentions/skills-and-mcp.mp4" />
</Frame>

## Chip colors

Every mention becomes a chip, colored by what it points at. The color matches that item's icon in the explorer.

<div className="chip-legend">
  <div className="chip-legend-row">
    <span className="chip-inline chip-company">
      {"$NVDA"}
    </span>

    <span className="chip-legend-meta">\$ · company</span>
  </div>

  <div className="chip-legend-row">
    <span className="chip-inline chip-note">
      {"@Tech/Semis/$NVDA/Thesis"}
    </span>

    <span className="chip-legend-meta">@ · note</span>
  </div>

  <div className="chip-legend-row">
    <span className="chip-inline chip-folder">
      {"@Tech/Ideas/"}
    </span>

    <span className="chip-legend-meta">@ · folder</span>
  </div>

  <div className="chip-legend-row">
    <span className="chip-inline chip-skill">
      {"/earnings-analysis"}
    </span>

    <span className="chip-legend-meta">/ · skill</span>
  </div>

  <div className="chip-legend-row">
    <span className="chip-inline chip-mcp">
      {"/edgar"}
    </span>

    <span className="chip-legend-meta">/ · MCP</span>
  </div>

  <div className="chip-legend-row">
    <span className="chip-inline chip-monitor">
      {"@.monitors/morning-brief"}
    </span>

    <span className="chip-legend-meta">@ · monitor</span>
  </div>

  <div className="chip-legend-row">
    <span className="chip-inline chip-link">
      {"https://www.sec.gov"}
    </span>

    <span className="chip-legend-meta">URL</span>
  </div>
</div>

## Autocomplete behavior

| When | What happens |
| - | - |
| Empty query | Recent items and currently open company tabs first |
| As you type | Exact matches, then prefix, substring, and fuzzy |
| Drag | An item from the explorer, a note tab, or a company tab lands as a mention chip |


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