Lora personalities
Configure how Lora communicates with each client — tone, language, emoji usage, stickers, and more.
Clients
Personality & voice
How Lora sounds and behaves with Sophia Fischer
Base persona
How Lora frames her answers
Language
Formality
Sie or Du in German
Vocabulary level
How technical the language gets
Proactive check-ins
How often Lora reaches out unprompted
Emoji usage
Sticker usage
Animated sticker / GIF usage
Emoji reactions
Test Lora's response
Preview how Lora replies with these settings
Type a message below to preview how Lora responds with this personality setting.
Skills & permissions
Turn Lora's capabilities on or off. “Asks first” skills always check before acting.
Portfolio
Get summary
Total value, account breakdown and asset allocation.
List accounts
All brokerage, custody and bank accounts.
Get positions
Every holding inside an account.
Get transactions
Recent buy and sell activity.
Analyze allocation
Break the portfolio down by asset class and weight.
Top positions
Largest holdings and their portfolio weight.
Summarise activity
Buy/sell counts and net flow over recent trading.
Assess risk
Concentration metrics and overweight flags.
Market data
Get quote
Live price and daily change for any ticker.
Search symbol
Find a ticker by company name.
Get history
Historical price data for a ticker.
Portfolio snapshot
Live prices for all current holdings at once.
Get news
Latest news articles for a ticker.
Memory
Read facts
Recall preferences learned from past chats.
Remember a fact
Store a new preference you share.
Reports
Stock report
Full analysis report for a stock.
Portfolio report
Performance and allocation overview report.
Send stock report
Generate and send a stock report as a message.
Send portfolio report
Generate and send a portfolio overview report.
Documents
List documents
Documents stored in your private vault.
Search documents
Search documents for specific information.
Web & knowledge
Knowledge base
Search the firm's knowledge base for policies and FAQs.
Web search
Search the web for events not in your vault.
Profile
Get profile
Your profile, mandate and language preferences.
Advisor
Notify advisor
Send a short context note to your advisor.
Compliance
Compliance check
Ensure every reply meets compliance rules.
Detect language
Detect the language of your messages to respond in kind.