What changed

When you refine meeting notes with Qira AI, the refinement now pulls in trade rationale from your securities database. This gives the refined output more accurate context on why a security is being discussed, not just that it was mentioned.

Your refined notes can now include a clearer Trades Discussed section that ties each trade to the advisor’s documented “reason to own” and the client’s situation. If a security doesn’t have a documented rationale, it’s flagged so you can fill the gap.

Where to find it

1. Go to Meeting Notes
2. Select Refine with Qira AI
3. Choose Select Securities