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bellwether

Books & sharing

Running more than one book, inviting a read-only guest, how books are kept apart, and your account's security.

7 articles

A book is one broker account with its own settings, agents and history. Nothing from one book ever reaches another, and a viewer you invite sees only what you share.

  1. Multiple booksA book is one broker account with its own settings, agents, memory and history; how to run a second book of your own, compare two, what the owner can do across books, and the isolation promise behind it.Owners & operators15 min read
  2. People and accessOne page for everyone who can reach the books you run. Answer a request for access, invite someone new, give someone who already signs in a role or read-only access, see and resend a pending setup link, change a role, remove access or disable a login.Owners & operators9 min read
  3. Sharing and viewersWhat each role can do, what a read-only visitor actually sees (and may ask Consult), how a role on a book you run is capped by your login, and how access is taken away again. Inviting and sharing themselves live on the People page.Everyone on the book8 min read
  4. What happens when I create a bookA new book is onboarded the moment it exists, at any time of day. Research runs first, the PM writes the book's first plan within minutes of setup, the core goes on the same session when the market is open, and the mind card tells you where that stands.Owners & operators4 min read
  5. Account securityPassword plus a mandatory authenticator code, sessions and devices you can see and revoke, a fresh code before anything sensitive, and a sign-in audit you can read.Owners & operators7 min read
  6. ReadinessOne list of what safe on paper, production quality and real money mean, each line proven by a test, an eval or a live reading; how to read the three answers, the areas, the caught-by-eye count, and what Run now does.Owners & operators3 min read
  7. Use your own model keyupcomingA book can run its desk on your own Claude API account. What adding a key does, how it is kept, what the panel tells you, and what happens when the key stops working.Owners & operators4 min read