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GuideOctober 20266 min read

Your First Finance Question with Trezable

A complete guide to setting up your account, asking your first market or chart question, reviewing the evidence, and asking insightful follow-ups.

Creating Your Account and Workspace

Getting started with Trezable takes only a minute. Visit trezable.com, click Start Free, and authenticate using your email address or Google account. Every new account receives an initial allowance of 500 daily free credits, giving you immediate access to interactive charting, company research, and spreadsheet analysis without entering a credit card.

Once you sign in, you arrive at the main workspace. The conversation prompt box is at the center of your screen. From here, you can ask questions about specific stocks, explore crypto price movements, request financial explanations, or attach financial files for quantitative modeling.

Asking Your First Finance Question

To begin, start with a clear, specific question. For example, try typing: 'Show Bitcoin’s chart and explain what moving averages mean.'

Trezable will recognize the financial instrument, query the market provider for historical price data, and render an interactive chart card directly in the conversation stream. Beside or below the chart, Trezable explains the price momentum and defines technical moving averages in plain, approachable language.

Reviewing the Agent's Response

When you review Trezable's output, look at both the visual and textual evidence. Check the timeframe range (1D, 1W, 1M, or 1Y) on the chart card, inspect whether the asset is trading above or below its moving averages, and read the summary of recent market drivers.

Trezable separates reported market facts from analytical interpretation. You will see source citations linked to external filings or news reports where factual claims are made, allowing you to quickly verify the information.

Asking Effective Follow-Ups

Financial research is an iterative dialogue. Once you have an initial chart or company overview, ask targeted follow-up questions to drill into key areas:

1. Request a comparison: 'How has Ethereum performed relative to Bitcoin over the past month?'

2. Inquire about fundamentals: 'What were the key revenue drivers reported in the company’s latest quarterly earnings?'

3. Stress-test risks: 'What are the main regulatory or competitive risks facing this business?'

By asking structured follow-ups, you turn an initial price query into a comprehensive financial research brief.