Library

What is Library? What can it do for you?

Library is InvestGPT's personal repository. It centrally stores all content generated from your InvestGPT interactions — chat history, AI research reports, saved prompts, bookmarked articles, and uploaded files — so you can review, reuse, and manage your research anytime.

Core Capabilities

Note: All data in Library is tied to your account and syncs automatically after login. Not available to logged-out users.

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Quick Start: 3 Steps for Beginners

Access

• URL: https://www.kavout.com/investgpt-history/chat
• Also accessible via the Library button on the InvestGPT page
• Your history auto-loads after login

Step 1: Browse Your Chat History

Default entry is the Chat History page:

• View all conversations with InvestGPT
• Click any conversation title to jump to the corresponding InvestGPT chat
• Click the ⭐ star button to favorite important conversations
• Click 🗑️ to delete records you no longer need

Step 2: Switch Categories to View Different Content

A category tab bar runs across the top of the page (full names on desktop, abbreviated on mobile):

💡 The Files tab is controlled by a feature flag and may not be visible in some cases.

Step 3: Start New Research Quickly from History

• Chat history: Click a conversation title to jump directly into that InvestGPT chat and continue the discussion
• Research history: Click "View Report" to re-read the full analysis report
• Prompts: Click a card to jump to InvestGPT with the prompt auto-loaded
• Files: Click the "Chat" button to jump to InvestGPT with the file attached

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Page Breakdown

1. Library Header (Top Navigation)

All Library pages share the same top navigation bar:

• Left: Library title (desktop only)
• Center/Right: 5 category tabs (Chat / Research / Prompts / Articles / Files)
• Selected tab is highlighted (indigo color)
• On mobile, tabs scroll horizontally and show abbreviated names

2. Common Components

Login Prompt

All Library pages show a login prompt when you're not signed in:

• Icon + "Welcome Back!" title
• Explains that logging in grants access to your content
• "Log In Now" button — auto-redirects back to the original page after login

Empty State

When there's no data, an empty state is shown:

• Large icon + title + description
• Some pages offer "Start Research" and other call-to-action buttons to guide first-time use

Skeleton Loading

Skeleton placeholders are shown while data loads for better visual feedback.

Load More

Data lists support paginated loading with a "Load More" button at the bottom.

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Chat History

Feature Overview

Chat History records all your conversation sessions with InvestGPT, making it easy to review and continue previous discussions.

Filtering

Two filter tabs at the top:

Switching filters auto-reloads data from page 1.

Conversation List

Each conversation record includes:

Star Favorites

• Click the ⭐ button to mark a conversation as a favorite
• Favorited conversations have a filled yellow star
• Use the top "Starred" filter to quickly find favorited chats

On mobile, star and delete buttons are always visible; on desktop, they're hidden by default and appear on hover.

Pagination

• 15 conversations per page
• "Load more" button at the bottom
• Conversations are grouped by date

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Research History

Feature Overview

Research History saves all AI research analysis reports generated through InvestGPT, including stock deep dives, market outlooks, and more.

Analysis Record List

Each record includes:

Analysis Types

Supports multiple AI research analysis types, each with its own icon and color coding. Common types include:

Market outlook records show the corresponding country flag and market name (e.g. "US Market", "China Market", etc.).

Viewing Reports

Click "View Report" or the record itself to open the analysis report drawer on the right:

• Full analysis results displayed
• Back navigation supported
• Can review both in-progress and completed reports

Pagination

• 10 analysis records per page
• "Load More" button at the bottom

In-Progress Analysis

• Status shows as "Running..." or "Analysis in progress..."
• Status auto-updates when report generation completes

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Prompts (Saved Prompts)

Feature Overview

Prompts stores your collection of high-quality prompt templates for easy reuse. You can save prompts you like from InvestGPT conversations and manage them all in Library.

Saving Prompts from InvestGPT

You can save any prompt directly from an InvestGPT conversation to your Prompts library:

1. Saved Prompts Button: At the bottom of each conversation round (next to your input message), you'll find a Saved Prompts button.
2. Save Modal: Click the button to open a save prompt popup.
3. Fill in the details:
   • Prompt (auto-filled): The current prompt text is pre-populated and cannot be edited
   • Title (optional): Give the prompt a custom title for easy identification
   • Description (optional): Add a brief description of what this prompt is for
4. Save: Click Save to add the prompt to your Prompts library

Title and description are both optional — if left blank, the prompt will be saved using the prompt text itself as the identifier.

Once saved, the prompt appears in your Prompts library and can be reused anytime.

Prompt Cards

Each prompt card includes:

Copy Function

• Click the 📋 copy button to auto-copy prompt text to clipboard
• Button changes to ✅ green checkmark after successful copy, reverts after 2 seconds
• Copy operation doesn't leave the current page

Direct Use

• Click anywhere on the card (except copy and delete buttons) to auto-jump to InvestGPT
• Auto-loads the corresponding prompt and mode (Research / Auto)
• Just send it in InvestGPT to start a new conversation

Pagination

• 10 prompts per page
• Bottom paginator supports page number jumping and prev/next
• Desktop shows full page numbers; mobile shows "current page / total pages"

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Articles (Saved Articles)

Feature Overview

Articles stores articles you've bookmarked from InvestGPT or other pages for easy access anytime.

Saving Articles

You can save any article directly from its detail page to your Articles library:

1. Open an article to view its detail page
2. Below the article title, you'll find a Save button
3. Click the Save button to add the article to your saved articles

Once saved, the article appears in your Articles library and can be accessed anytime.

Article List

Each article includes:

Layout

• Desktop: Cover image + title + date arranged horizontally
• Mobile: Cover image + title on top, date below
• Cover size: desktop 80×48px, mobile 64×40px

External Links

• Both article title and cover link to the original URL
• Click to open in new/current tab
• Deleting doesn't affect the original article

Pagination

• 8 articles per page
• "Load more" button at the bottom

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Files (File Management)

⚠️ Pro exclusive feature. Free users can view the page but cannot upload files. Files access is controlled by a feature flag — some users may temporarily not see this tab.

Feature Overview

Files is your personal file storage space. Uploaded documents and images can be attached to any InvestGPT conversation, letting AI analyze and answer based on your files.

Storage Quota

A storage quota card appears in the top right:

Supported File Types

Three Upload Categories

File Type Categories

The system auto-categorizes files into:

Upload Methods

Method 1: Click to Upload

• Click the top "Upload" button to select files
• Click the ▼ next to the button to expand a dropdown and choose upload type (Files / Image / Portfolio file)
• For free users, the top of the dropdown shows an "Upgrade plan" entry

Method 2: Drag & Drop Upload

• Drag files anywhere on the page — the page auto-highlights a drop zone
• Release the mouse to start uploading
• Full-page overlay + "Drop to upload" prompt
• Free users see an upgrade toast on drag & drop

Method 3: File Picker

• Clicking the drop zone in the middle of the page also opens the file picker
• When no files exist, the zone is larger (hero style); narrows to a single line once files exist

Upload Progress

During upload, a progress list appears:

• One row per file, showing filename and status
• 🔄 Uploading / ✅ Done / ⚠️ Error
• Failed files show error reason
• After upload completes, click "Clear" to dismiss the progress list

Frontend pre-validation runs before upload (file size, extension) — invalid files show an error directly without a network request.

File List

Layout

• Card-style grid layout
• Desktop: 5 columns, tablet: 3 columns, mobile: 2 columns
• Each card shows thumbnail/icon, filename, size, date

File Card Display Rules

• Images: Direct thumbnail display (supports PNG/JPG/JPEG/GIF/WEBP/BMP)
• Documents: Colored block + extension + icon by type
  • PDF: blue
  • Other documents: sky blue
  • Spreadsheets: emerald green
  • Slides: orange
  • Data files: purple
  • Images (formats not previewable by browser): gray

Card Actions (on hover)

• 👁️ Preview — preview the file
• 🗑️ Delete — delete the file
• Top-left checkbox — bulk select
• Bottom-right Chat button — jump to InvestGPT with the file attached

Search & Filtering

Bulk Actions

• After selecting multiple files, the toolbar shows the selection count
• Click "Delete" button to bulk delete
• Click ✕ to clear selection

File Preview

Click the preview button to open a preview modal:

The preview modal also shows:

• Filename
• File size and upload date
• "Open" external link button (opens original file in a new tab)

Chat Integration

• Click the "Chat" button on a file card
• Auto-jumps to the InvestGPT page
• File is auto-attached to the dialog (shown as a chip tag)
• Just type your question and AI will answer based on that file

Deleting Files

• Single file delete: Hover and click 🗑️
• Bulk delete: Select files then click the top Delete button
• Confirmation dialog appears before deletion
• Deleted files are removed from storage
• Note: Conversations that used the file are unaffected — their answers remain intact

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Permissions & Plan Differences

Free vs Pro

Upgrade Prompts

Free users on the Files page see:

• Upload button becomes an upgrade prompt ("Upgrade to upload your own files")
• Upload dropdown has an "Upgrade plan" entry at the top
• Drag & drop files triggers an upgrade toast
• Optional Upgrade Hero card showing different plan capacities

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FAQ

How long is my history saved?

All history (chats, research, prompts, articles, files) is saved long-term unless you actively delete it.

Can deleted records be recovered?

Deletion is irreversible. Please confirm before deleting — data is removed from the server after deletion.

Can I export my history?

Currently Library does not offer bulk export. You can manually view and copy content on each page.

Is there a limit to how many stars/favorites I can have?

There's no limit on star favorites — you can favorite any number of conversations.

Are uploaded files secure?

Files are stored in secure cloud object storage and only accessible by your account. Uploaded files are only used for InvestGPT conversation analysis you initiate.

What if my file exceeds the size limit?

• Documents: max 20 MB, images: max 10 MB, portfolio files: max 1 MB
• Files exceeding limits are intercepted during frontend pre-validation with a prompt
• Large files should be compressed or split before uploading
• Up to 10 files can be attached per conversation

Why can't I see the Files tab?

The Files feature is controlled by a feature flag and may be in gradual rollout. If you're a Pro member but don't see the Files entry, contact support to confirm.

Can I close the page while a research report is generating?

Yes. Analysis runs in the background — closing the page won't interrupt it. You can view the completed report when you open Research History again.

How do I save a prompt?

In InvestGPT conversations, click the Saved Prompts button at the bottom of each conversation round to open the save modal. You can optionally fill in a title and description, then click Save to add it to your Prompts library. For more details, see Saving Prompts from InvestGPT.

How do I save an article?

When viewing an article on its detail page, click the Save button below the article title to add the article to your Articles library. For more details, see Saving Articles.

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Appendix: URLs & Quick Actions

Page URLs

Visiting the root path /investgpt-history auto-redirects to the Chat History page.

Quick Action Reference

Category Feature Comparison

Screenshots in this article: Actual product UI as of August 2026. For feedback or questions, reach out to our team anytime.