Metrix

Metrix AI

Metrix AI answers questions about your positions and the market, and can drive the app for you — searching pools, opening a simulation, setting up alerts, building a dashboard. It reads the same data you see, so it can work from your actual portfolio rather than generic examples.

Metrix AI is available on Pro and above. See Plans and access.

Two assistants

Metrix AI has two, and they are good at different things.

Copilot is the default. It is the one for using Metrix: finding pools, reading your portfolio, explaining how a number was calculated, and carrying out actions in the app.

Jake AI is a coaching assistant trained on BuildrWealth's coaching material — strategy, positioning and the reasoning behind a decision rather than the mechanics of the product.

Reaching Jake AI takes both an active Metrix subscription and an active BuildrWealth membership. A membership on its own does not include Metrix AI, and a Metrix subscription on its own does not include Jake AI.

Switch between them with the model picker at the top of the chat. If you hold both, Jake AI is selected by default. If you ask Copilot something that calls for judgement rather than data — "should I rebalance this?" — it offers to hand the conversation to Jake AI, keeping everything you have already said.

What you can ask for

  • Questions about your own positions. "Show my portfolio", "how are my earnings calculated", "which of my LPs is out of range".
  • Market research. Finding pools or lending markets by token, chain or metric, and comparing them.
  • Actions in the app. Tracking a wallet, creating a price alert, saving a simulation, adding a favourite, opening a surface with your parameters already filled in.
  • Explanations. How a metric is defined and why a number moved.

Conversations, generations and skills

  • Chat keeps a history you can return to. Conversations are listed in the sidebar and can be renamed, pinned or deleted.
  • Generations are the dashboards and artifacts the assistant builds. They live under their own section so you can reopen one without scrolling back through a conversation.
  • Skills are reusable instructions you can pin to a conversation so the assistant follows the same approach each time.
  • Sharing produces a read-only link to a conversation.

What it will not do

Metrix AI does not give personalised investment advice, and Copilot will say so rather than improvise. Analysis, mechanics, comparisons and explanations are fair game; "what should I buy" is not.

Always check anything material against the underlying position data before acting on it.

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