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ChatGPT and Codex send the arguments of each tool call. Allocait returns data from your own account. Allocait fills no price from its own data, so prices come from you.

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What ChatGPT and Codex send and what Allocait does

  • What ChatGPT or Codex sends to Allocait. The arguments of each tool call: ids, symbols, share counts, the prices you gave, rule values, rules text, and the text of a feedback report if you ask for one. ChatGPT or Codex decides what to include from your conversation. Review what it proposes before you approve a call that changes data.
  • What Allocait returns. Data from your own account and the results of checks against your own rules. It returns no price, dollar value or quote from its own data. Your signed-in connection may also return standing, which carries no price. See Standing.
  • What Allocait does with a write. This records the change in Allocait only. It moves no money and places no order. No call reaches a brokerage.
  • Feedback. send_feedback files a report for the Allocait team. Its description tells the agent to use it only when you ask. Don’t include holdings or account data in it.

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Prices come from you

Allocait fills no price from its own data. check_trades and a priced snapshot need a price for every held symbol that isn’t cash, and for every symbol in a change. Tell ChatGPT or Codex the prices, or ask it to use a price source you trust. When a price is missing, the tool fails and names the symbols it still needs. See Prices.

Security

How Allocait stores and protects account data.

Prices

How an agent supplies the prices it uses.