Use the “Get custom documents” tool

What it is: The Get custom documents tool retrieves user-uploaded documents associated with specific companies.

What it’s for: Access your own research or notes tied to particular stocks.

Example: "Show me my research notes on Tesla."

Key features:

• Returns summaries of custom documents by stock

• Requires documents to be previously uploaded and tagged

• Cannot retrieve documents from future dates

• Use only when custom research is explicitly requested