- type
- concept
- created
- Mon Apr 06 2026 02:00:00 GMT+0200 (Central European Summer Time)
- updated
- Mon Apr 06 2026 02:00:00 GMT+0200 (Central European Summer Time)
- sources
- raw/articles/ai-technical-spec.html, raw/notes/project_ai_roadmap
- tags
- feature phase-3 ai chat nlp
- aliases
- F3.3, Portfolio Intelligence Chat
Portfolio Chat
abstract
AI feature F3.3 — natural language query engine with Claude tool use (5 tools), SSE streaming responses, inline tables, and daily portfolio digest. Phase 3, XL effort.5 Tools
query_leases— lease data, expirations, renewalsquery_financials— rent rolls, arrears, revenuequery_maintenance— work orders, completion ratesquery_vacancy— vacancy rates, days-on-marketcreate_action— generate tasks, reminders, notifications
Key Capabilities
- Claude tool use for structured data queries
- SSE streaming for real-time chat responses
- Inline tables and charts in responses
- Action buttons to execute recommendations
- Daily portfolio digest (automated summary)
- 5 acceptance criteria, 14 implementation tasks, XL effort
Sources
- raw/articles/ai-technical-spec.html — full spec
- raw/notes/project_ai_roadmap — roadmap position
Related
- wiki/concepts/ai-roadmap — Phase 3, after invoice processing
- wiki/concepts/tech-stack — SSE streaming, Claude API integration
- wiki/entities/unitcycle — the platform
Detailed Spec
Full technical specification with models, endpoints, acceptance criteria: → wiki/specs/features/f3.3-portfolio-intelligence-chat