DoXy, the AI research assistant

DoXy is the AI analyst inside Research. It answers by calling DocStoX's own data tools, live, rather than recalling what it was trained on. Ask "What drove Infosys's margins over the last eight quarters?" and DoXy looks up Infosys's financials before it writes a word, the same way a human analyst would open the results before commenting on them.

Ask a question#

Open Research and type in the box. A few examples of what DoXy can look into:

• "Compare HDFC Bank and ICICI Bank on ROE and NPA trends."
• "What did the DRHP say about this IPO's use of funds?"
• "Which of my watchlist stocks fell more than 5% this week, and why?"

Type @ and a few letters of a company name to insert it directly, so DoXy is never left guessing which stock you mean.

Where the answer comes from#

Under the composer, Sources lists the research areas DoXy may draw on for this question, such as Financials, Ownership & Holdings, News or Setups & Breakouts. A source switched off is not just deprioritised: it is not given to the model at all, so it cannot be used for that turn. Open the panel to see how many tools each source covers, and which of them are full on your plan.

Two toggles sit beside Sources:

• Search lets DoXy look things up on the open web, for context DocStoX's own data does not carry (a rumour, a regulatory announcement).
• Think switches on extended reasoning for a harder question. It costs more research credits, so it is off by default.

Citations you can check#

When an answer states a number, DoXy marks it with a citation. Click one to see the source it came from and the exact figure quoted, so you can check a claim before you act on it. A citation that is not backed by something the turn actually looked up is stripped before it reaches you: DoXy never shows a citation as decoration.

Click any stock symbol in an answer to open a quick look at that company alongside the conversation, without losing your place in the chat. On a wide screen this opens as a column beside the conversation; on a phone it opens as a sheet.

Attach a file#

Use the paperclip in the composer to attach a PDF, CSV, XLSX, TXT or Markdown file, or an image. DoXy reads the text out of a PDF or spreadsheet (including a scanned PDF, using OCR when the file has no text layer) and can look at an image directly. Ask it to summarise an annual report you downloaded, or check a screenshot of your own portfolio.

Custom instructions#

Open Custom instructions in the sidebar to tell DoXy who you are, once, so it does not have to be repeated in every chat: your risk appetite, investment horizon, the sectors you follow, or how you want answers written (plain English, no jargon, shorter answers). This shapes tone, emphasis and depth only. It cannot make DoXy widen its scope beyond Indian equities, suppress a risk disclosure, or invent a figure, and an instruction that tries to do any of that is rejected with an explanation when you try to save it.

Stopping, retrying and editing#

Press Stop while DoXy is answering to interrupt it immediately. Edit a question you already sent to resend it, or regenerate an answer you want reworded; both replace the version you are looking at, and older versions stay one click away.

When you run out of research credits#

Every question spends research credits roughly proportional to how much work DoXy did to answer it, so a deep, tool-heavy answer costs more than a quick lookup. When your daily allowance runs out, the thread shows when it resets and, on Free, what Pro adds. Nothing is billed against you for the questions you already asked.

What is free and what is Pro#

Every research source appears in the picker on Free, so you can see what exists before you decide whether to pay for it. On Free, some sources are Pro-only (for example Setups & Breakouts and Valuation & Analysts return no data at all) and others work fully for one company but return only the first few rows on a market-wide scan (for example insider trades or promoter pledges). The picker marks each case plainly rather than leaving you to guess why a result looks short. Free and Pro has the full comparison, and research credits covers the daily and bonus allowances.

• Chats, starred answers and your researchFind a past conversation or an answer you starred.
• Research creditsHow the daily allowance works and what raises it.