# BlockMind Documentation

> BlockMind Pro gives you a personal AI investing agent: a named agent with its own workspace that researches crypto, stocks, and commodities, publishes a daily Morning Brief to your dashboard and sends it by email, watches your portfolio, and remembers what matters to you. The free classic platform offers portfolio tracking, watchlists, and market indicators, but does not include an agent.

## Documentation

- [Editorial and Corrections Policy](/docs/editorial-policy): How BlockMind researches, sources, reviews, updates, corrects, and separates educational content from product promotion.
- [BlockMind Documentation](/docs): Learn how to get the most out of your BlockMind agent — your personal AI analyst for crypto and markets.
- [Authentication & keys](/docs/api/authentication): How Agent API keys work — Bearer auth, scopes, the GET /capabilities first call, zero-downtime rotation, instant revocation, and the audit log.
- [Conventions](/docs/api/conventions): Agent API conventions — success and error envelopes, cursor pagination, and rate limits, consistent across every endpoint.
- [Agent API](/docs/api): The same JSON API your hosted agent uses — read-mostly access to your portfolios, watchlists, market data, and reports, with Bearer authentication.
- [Monitoring & alerts](/docs/automations/monitoring-and-alerts): Your agent checks the market every few hours — portfolio moves, tracked assets, market-wide risks — and alerts you in plain language when it matters.
- [Morning Brief](/docs/automations/morning-brief): Your agent's scheduled daily briefing: what moved overnight, what it means for your holdings, and what to watch, delivered around 8:00 by default.
- [Agent lifecycle](/docs/billing/agent-lifecycle): Waking, sleeping, pausing, restarting, and deleting your BlockMind agent — what each state means and what survives it.
- [Billing & account](/docs/billing): Manage your BlockMind subscription: first-week terms, cancelling, failed payments, reactivation, and the 60-day guarantee.
- [Usage](/docs/billing/usage): How BlockMind usage works — the percentage on your Usage page, what draws more, monthly resets, and what happens when you run low.
- [Browser](/docs/capabilities/browser): Your agent can visit live websites in its own cloud browser — read dashboards, extract data, fill multi-step flows, and capture screenshots and PDFs.
- [Charts & dashboard](/docs/capabilities/charts-and-dashboard): Ask for interactive price charts right in chat, and shape your Elite home with up to 11 widgets — by hand or just by asking your agent.
- [Custom capabilities](/docs/capabilities/custom): Teach your agent your own repeatable workflows in conversation. It drafts the capability, saves it only after you approve, and runs it whenever you ask.
- [Capabilities](/docs/capabilities): What capabilities are, how the My Agent page works, and a map of everything your agent can do — from research and on-chain data to charts and custom workflows.
- [KOL analysis](/docs/capabilities/kol-analysis): Get market analysis in a specific analyst's voice and framework — single-expert Q&A, two-framework synthesis, or a full expert discussion.
- [On-chain intelligence](/docs/capabilities/on-chain): Whale flows, holder analysis, and wallet profiling via Nansen, plus TVL, yields, fees, and DEX volumes via DeFiLlama — ask in plain language.
- [Portfolio analysis](/docs/capabilities/portfolio-analysis): Your agent reads your live connected portfolio in every relevant answer — ask for breakdowns, exposure, performance, and position changes.
- [The research journey](/docs/capabilities/research-journey): How Explore, Analyze, Verdicts, and Track work as one pipeline — from a guided market scan to a stress-tested idea you follow over time.
- [Research](/docs/capabilities/research): Your agent's built-in research capabilities — coin research, narratives, equities, and news — and how to get the most out of them.
- [Use cases](/docs/capabilities/use-cases): The Use cases page — 36 curated prompts across 6 categories that launch a full expert session with one click, so you never start from a blank box.
- [Email](/docs/channels/email): Your agent has its own email inbox — it mails you the Morning Brief, sends and forwards email on request, and wakes up when you reply.
- [Telegram companion](/docs/channels/telegram): Connect your agent to Telegram to chat on the go — text, voice notes, and photos, in the same conversation as the web.
- [Web chat](/docs/channels/web-chat): How chat works on the Elite dashboard — sessions, attachments, live status while your agent works, and the rich replies it can send back.
- [DeepDive reports](/docs/classic/deepdive-reports): Free AI research reports on any coin — how the public DeepDive flow works, the signed-in flow, real limits, and how reports relate to your agent.
- [Market indicators](/docs/classic/market-indicators): The four BlockMind market indicators — Fear & Greed, BTC Dominance, Altcoin Season, and the Contrarian Leverage Index — and how to read them sensibly.
- [The classic platform](/docs/classic/overview): The free BlockMind tier — portfolio tracking, watchlists, live charts, market signals and indicators, and free AI research reports.
- [Portfolios](/docs/data/portfolios): Track everything you hold in one place. Build portfolios from wallets, exchanges, CSV imports, or manual entry — and your agent grounds its answers in them.
- [Watchlists](/docs/data/watchlists): Watchlists on the Elite dashboard track your theses, not just prices — entry targets, near-target states, target alerts, and an agent that helps curate them.
- [Connect your portfolio](/docs/getting-started/connect-your-portfolio): Connect wallets and exchanges for balance-only use, import a CSV, or build a manual portfolio so answers reflect what you actually hold.
- [Create your agent](/docs/getting-started/create-your-agent): Name your analyst, verify your email, start your first week, and watch your agent's workspace boot. You'll be talking to it in about two minutes.
- [Your first conversation](/docs/getting-started/first-conversation): Your agent speaks first. What to say back, five good first prompts, and how chat works — status labels, attachments, memory, and redirecting mid-answer.
- [Tour the Elite dashboard](/docs/getting-started/tour): A walk through your Elite home at blockmind.app/elite — the hero launcher, Quick start rail, widgets, journey lanes, sidebar pages, and the pages behind direct URLs.
- [How your agent remembers](/docs/memory): Your agent's three memory layers — the current conversation, its own private memory, and the shared Notebook — and how each one makes answers more yours.
- [The Notebook](/docs/memory/notebook): The shared Notebook holds durable notes with stable NB-numbers — ideas, analyses, frameworks, and verdicts you and your agent build together.
- [Plans & pricing](/docs/overview/plans-and-pricing): BlockMind Pro costs $1 for the first 7 days, then $29/month or $279/year (card required). The classic platform is free. Full terms explained.
- [What is BlockMind?](/docs/overview/what-is-blockmind): BlockMind gives you a personal AI analyst — a named agent with its own workspace that researches markets, briefs you daily, and watches your portfolio.
- [What your agent can do](/docs/overview/what-your-agent-can-do): A complete tour of your BlockMind agent's capabilities — research, briefs, monitoring, memory, channels, and more — with links to the full guides.
- [Limits at a glance](/docs/reference/limits): Every concrete limit in BlockMind on one page — chat attachments, Free plan caps, trial terms, alert timing, Telegram, DeepDive, connections, and more.
- [Troubleshooting](/docs/reference/troubleshooting): Quick fixes for the most common issues — an agent that won't wake, a paused workspace, a stuck response, a missing Morning Brief, or Telegram problems.
- [Trust & security](/docs/security): How BlockMind protects your data and crypto with balance-only connections, a private workspace per agent, and explicit exchange-key scope.

## FAQ

- [Frequently Asked Questions](/faq): Common questions about BlockMind: the personal agent, first-week pricing, security, portfolios, the optional Telegram companion, and the free classic platform.

## Blog Topics

- [AI Research and Agents](/blog/topic/ai-research): Learn what AI should automate, what still needs human judgment, how market agents get current data, and how to verify an answer before trusting it.
- [Crypto Due Diligence](/blog/topic/due-diligence): Use a repeatable research process for teams, whitepapers, tokenomics, unlocks, liquidity, audits, holders, developer activity, and community quality.
- [Market and On-chain Signals](/blog/topic/market-signals): Combine market regime, on-chain flows, social attention, sentiment, and technical levels without mistaking one indicator for a complete thesis.
- [Scams and Token Safety](/blog/topic/crypto-safety): Understand what rug-pull and honeypot checkers inspect, what they miss, and how to verify liquidity, ownership, promotion, and contract risks yourself.
- [Portfolio Monitoring and Risk](/blog/topic/portfolio-intelligence): Monitor portfolio exposure, thesis changes, custody, concentration, and material events without handing an agent permission to trade or move funds.
- [Tools and Comparisons](/blog/topic/tools-comparisons): Compare research assistants, portfolio trackers, general AI, agents, and trading bots using explicit evidence and workflow fit rather than affiliate rankings.

## Blog

- [5 Signs a Crypto Project Might Be a Rug Pull](/blog/5-signs-crypto-rug-pull): Learn how to spot potential rug pulls before they happen. These five warning signs can help protect your crypto investments from scams.
- [AI Crypto Agent vs Trading Bot: Research and Execution Are Not the Same](/blog/ai-crypto-agent-vs-trading-bot): Learn how AI crypto agents differ from trading bots in purpose, permissions, failure modes, oversight, and the questions to ask before connecting one.
- [AI Crypto Analysis vs X/Twitter: Which Is More Reliable?](/blog/ai-crypto-analysis-vs-twitter): X is fast at surfacing crypto narratives; AI is useful for structured verification. Compare reliability, failure modes, and a safer combined workflow.
- [AI Crypto Analyst vs ChatGPT: When a Dedicated Agent Still Wins](/blog/ai-crypto-analyst-vs-chatgpt): ChatGPT can search, remember, use apps, and run scheduled tasks. See where it matches an AI crypto analyst and where a dedicated market agent still wins.
- [AI Crypto Tool vs Price Bot: What Is the Difference?](/blog/ai-crypto-tool-vs-price-bot): Price bots retrieve quotes and trigger rules. AI crypto tools synthesize evidence and context. Learn which job each does, where both fail, and what to choose.
- [AI Portfolio Monitoring: An Agent That Watches Your Crypto While You Sleep](/blog/ai-portfolio-monitoring-crypto): AI portfolio monitoring checks holdings, tracked assets, and market risks on a schedule, then explains material changes instead of sending raw alert noise.
- [AI vs Manual Crypto Research: What to Automate and What to Judge Yourself](/blog/ai-vs-manual-crypto-research): Where AI genuinely beats manual crypto research, where human judgment still wins, and a practical way to split the work between the two.
- [Best AI Crypto Research Tools in 2026: An Evidence-Based Comparison](/blog/best-ai-crypto-research-tools): Compare six AI crypto research tools by data, citations, portfolio context, monitoring, and execution boundaries—not marketing claims.
- [Best Crypto Portfolio Trackers in 2026: Six Workflows Compared](/blog/best-crypto-portfolio-trackers): Compare BlockMind, CoinStats, Delta, CoinTracker, Zerion, and CoinGecko by aggregation, reconciliation, analysis, alerts, and permissions.
- [Bitcoin Dominance Explained: What It Tells You About the Market](/blog/bitcoin-dominance-explained): Learn what Bitcoin dominance means, how it's calculated, and what it signals about crypto market conditions and altcoin seasons.
- [BlockMind vs CoinStats (2026): Which AI Crypto Analyst Fits You?](/blog/blockmind-vs-coinstats): Compare BlockMind and CoinStats on AI research, portfolio tracking, proactive monitoring, mobile apps, coverage, and July 2026 pricing.
- [Can AI Replace a Crypto Research Analyst? What an AI Agent Can (and Can't) Do](/blog/can-ai-replace-crypto-research-analyst): AI agents can handle the data-heavy parts of crypto research. Learn where a personal AI analyst wins and where your judgment still matters.
- [Can AI Tell You When to Buy or Sell Crypto? The Honest Answer](/blog/can-ai-tell-you-when-to-buy-or-sell-crypto): AI cannot reliably call perfect crypto entries and exits. Learn how to use it for evidence, scenarios, invalidation, and decision review instead.
- [Does ChatGPT Know Your Crypto Portfolio? Three Ways It Can](/blog/chatgpt-crypto-portfolio): ChatGPT does not know your holdings by default. Compare manual prompts, file analysis, connected apps, and a dedicated read-only portfolio agent.
- [Can ChatGPT Give Accurate Crypto Prices? What to Verify](/blog/chatgpt-crypto-prices-accuracy): ChatGPT can search for current crypto prices, but accuracy depends on the source, pair, venue, timestamp, and price type. Use this verification checklist.
- [Crypto Alerts Beyond Price: What to Monitor and How to Control Noise](/blog/crypto-alerts-beyond-price): Build crypto alerts for wallets, liquidity, contracts, unlocks, custody, and thesis changes—not only price—with a practical noise budget.
- [Crypto Community Analysis: Measure Substance, Not Follower Counts](/blog/crypto-community-analysis): Evaluate a crypto community with a reproducible quality matrix for support, governance, contributors, manipulation, retention, and claim verification.
- [12 Crypto Due Diligence Mistakes—and the Controls That Prevent Them](/blog/crypto-due-diligence-mistakes): Avoid crypto due diligence mistakes with a failure-mode pre-mortem covering scope, sources, tokenomics, audits, liquidity, causality, bias, and monitoring.
- [Crypto GitHub Developer Activity: How to Separate Shipping from Commit Theater](/blog/crypto-github-developer-activity): Evaluate crypto GitHub activity with a repository map, change-quality rubric, contributor checks, release evidence, security signals, and caveats.
- [How to Check Crypto Holder Distribution Without Misreading It](/blog/crypto-holder-distribution): Learn how to analyze token holder distribution, classify top wallets, calculate adjusted concentration, trace changes, and avoid common explorer mistakes.
- [Crypto Liquidity Analysis: Measure Depth, Slippage, and Exit Capacity](/blog/crypto-liquidity-analysis): Analyze crypto liquidity across order books and DEX pools with formulas, standardized quote tests, venue checks, and a worked hypothetical example.
- [Crypto Market Analysis: A Reproducible Top-Down Guide](/blog/crypto-market-analysis-guide): Analyze crypto markets with a six-layer framework for regime, structure, participation, leverage, liquidity, and catalysts—plus a worked example.
- [Crypto Morning Brief: A Daily Market Briefing Written About Your Portfolio](/blog/crypto-morning-brief): A crypto Morning Brief explains what moved overnight, why it matters to your holdings, and what deserves attention today without another dashboard check.
- [Crypto Portfolio Concentration Risk: Four Ways to Measure Hidden Exposure](/blog/crypto-portfolio-concentration-risk): Measure crypto concentration by position, ecosystem, dependency, and liquidity using weights, HHI, look-through mapping, and worked examples.
- [Crypto Portfolio Health Check: A Six-Layer Review You Can Audit](/blog/crypto-portfolio-health-check): Review crypto portfolio data, concentration, liquidity, custody, thesis drift, and monitoring with formulas and a repeatable evidence table.
- [Crypto Pump-and-Dump Signs: How to Separate Momentum From Manipulation](/blog/crypto-pump-and-dump-signs): Learn the social, market, liquidity, and on-chain warning signs of a crypto pump-and-dump—and why no single chart pattern proves manipulation.
- [Crypto Research Workflow Template: A Copyable Evidence Ledger](/blog/crypto-research-workflow-template): Copy a complete crypto research workflow with a scoped brief, source ledger, claim table, market and protocol checks, contradiction log, and review triggers.
- [Crypto Rug Pull Checker Guide: What Scanners Can and Cannot Prove](/blog/crypto-rug-pull-checker-guide): Learn how to use token scanners, swap simulations, explorers, and liquidity-lock records without mistaking a clean result for proof of safety.
- [How to Read the Crypto Fear & Greed Index (And When to Ignore It)](/blog/fear-greed-index-guide): The Fear & Greed Index measures crypto market sentiment on a 0–100 scale. Learn how to use it wisely and when it can mislead.
- [What Is a Honeypot Crypto Token? How Sell Traps Work](/blog/honeypot-crypto-token): A honeypot token lets victims buy but blocks or penalizes selling. Learn the mechanisms, checker limits, and a safe verification workflow.
- [How AI Accesses Real-Time Crypto Market Data](/blog/how-ai-accesses-real-time-crypto-market-data): Learn how crypto AI combines exchange feeds, market APIs, blockchain nodes, indexed data, news, sentiment, and portfolio context—and where freshness fails.
- [How Long Does It Take to Research a Crypto Token? Manual vs AI Agent](/blog/how-long-to-research-crypto-token): BlockMind's illustrative research baseline takes about 2 to 3 hours per token. See where the time goes and what an AI agent can compress.
- [How to Check If a Crypto Team Is Legitimate: Evidence Checklist](/blog/how-to-check-crypto-team-legit): Verify a crypto team through identity, work history, repositories, legal entities, audits, governance, and control—without trusting profiles alone.
- [How to Read a Crypto Audit Report: Scope, Findings, Fixes, and Gaps](/blog/how-to-read-crypto-audit-report): Read a smart contract audit report by verifying scope, commit, deployment, severity, remediation, admin controls, and what the audit explicitly excludes.
- [How to Read Crypto Social Sentiment Without Chasing Hype](/blog/how-to-read-crypto-social-sentiment): Read crypto sentiment through attention, tone, authenticity, diversity, and persistence. Use a repeatable method that separates signal from hype.
- [How to Read a Crypto Whitepaper: A Claim-by-Claim Method](/blog/how-to-read-crypto-whitepaper): Read a crypto whitepaper as a set of testable claims. Use four passes, a verification ledger, red flags, and a worked hypothetical example.
- [Crypto Tokenomics Explained: How to Research Tokenomics Without a Finance Degree](/blog/how-to-research-crypto-tokenomics): Crypto tokenomics explained in plain English: learn circulating supply, max supply, vesting, burns, and emissions without reading a whitepaper.
- [How to Verify AI Crypto Analysis: The TRACE Protocol](/blog/how-to-verify-ai-crypto-analysis): Verify AI crypto analysis with TRACE: timestamp the task, retrieve primary sources, align definitions, recalculate claims, and expose contradictions.
- [Liquidity Locks in Crypto Explained: What They Protect—and What They Don't](/blog/liquidity-locks-crypto-explained): Learn how crypto liquidity locks work, how to verify amount and duration on-chain, and why a lock cannot prove a token is safe.
- [Manual DYOR Checklist: The 12 Steps Most People Skip](/blog/manual-dyor-checklist-12-steps): A 12-step crypto DYOR checklist covering team, tokenomics, liquidity, on-chain activity, and risk, plus which checks an AI agent can run.
- [Crypto Market Cap vs FDV: Formulas, Traps, and a Better Comparison](/blog/market-cap-vs-fdv-crypto): Understand crypto market cap versus FDV with formulas, a dilution-gap worksheet, scenario math, and the limitations most comparisons miss.
- [Memecoin Due-Diligence Checklist: 20 Checks Before You Risk Capital](/blog/memecoin-due-diligence-checklist): Use this auditable memecoin checklist to verify contract, liquidity, holders, promotion, execution, and the claims a scanner cannot prove.
- [Read-Only Crypto API Keys: What They Protect and How to Verify Permissions](/blog/read-only-api-keys-crypto-security): Learn what read-only exchange API keys can see, what they cannot do, and how to verify least-privilege settings before connecting a tracker.
- [Support and Resistance in Crypto: How to Draw and Test Zones](/blog/support-and-resistance-crypto-explained): Support and resistance are price zones, not guarantees. Learn how to define them before looking forward, validate reactions, and avoid hindsight bias.
- [Crypto Token Unlocks and Vesting: How to Measure the Real Supply Event](/blog/token-unlocks-vesting-guide): Analyze crypto token unlocks with vesting formulas, a supply-impact worksheet, recipient mapping, and a verification protocol that avoids false precision.
- [Whale Wallets and Exchange Flows: A Verification-First Guide](/blog/whale-wallets-exchange-flows): Interpret whale wallets and crypto exchange flows without mistaking transfers for intent. Includes formulas, label confidence, and a worked protocol.
- [What Is an AI Crypto Agent? What a Personal Investing Agent Does All Day](/blog/what-is-an-ai-crypto-agent): An AI crypto agent researches markets, monitors a portfolio, and reports back without waiting for prompts. See what it does and where trust stops.
- [What Is On-Chain Analysis in Crypto? A Practical Framework](/blog/what-is-on-chain-analysis-crypto): On-chain analysis turns public blockchain records into evidence about activity, ownership, flows, and protocol health. Learn the methods and limits.
- [What Questions Can You Ask AI About Crypto? 36 Useful Questions](/blog/what-questions-can-you-ask-ai-about-crypto): Ask AI better crypto questions with 36 prompts for research, risk, portfolios, on-chain data, sentiment, and decision review.
- [What Data Should You Check Before Buying Any Cryptocurrency?](/blog/what-to-check-before-buying-crypto): A crypto buying checklist for market cap, liquidity, holders, audits, tokenomics, and how a personal AI agent runs the checks in minutes.