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Every insight is a starting point - the real value is what you do with it. This article covers what each surface lets you do.

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Opening an insight

Tap an insight card to open its detail view.
On the web - a card on Home or on the full Insights list opens its dedicated detail page with the full chart, summary, detail copy, and the Ask AI button.On iOS - tapping a card on Home (the compact carousel) or on the Insights page opens a full-screen detail with the same content and an Ask AI for more button.

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Following up with the assistant

The detail view has an Ask-AI button that opens the chat with a related question pre-filled. You can edit the question before sending or send it as-is. The conversation continues in its own thread - see Chat History - so you can come back to it later. Example follow-ups the button typically drafts:
  • “Tell me more about my dining spending increase”
  • “Show me all my Netflix charges this year”
  • “Why did my net worth change this month?”

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Rating an insight (iOS only)

iOS lets you give each insight a thumbs-up or thumbs-down on the detail view.
  • Thumbs-up keeps the insight on the main Insights page.
  • Thumbs-down moves it into the Archived section at the bottom of the Insights page. Tap the Archived heading to expand it, open any archived insight to read it, and change the rating to bring it back to the main list.
Ratings also influence what kinds of insights MyTruv surfaces next. The web doesn’t currently have a rating control - insights stay on the page until they age out naturally.

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What insight cards don’t do

Insight cards don’t have a “dismiss”, “mark as read”, or “archive” button on either platform. The only direct action on a card is to open its detail view; the rating flow above is iOS-only.

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Following an insight to its source

Most insights are about something concrete in your account - a specific category, a specific merchant, a specific month. The fastest way to dig into the underlying transactions is to use the Ask AI button to ask the assistant for the list, then jump to the relevant data page (Transactions, Spending, Cash Flow, Recurring) to filter or sort the data yourself.
Don’t try to act on every insight - they’re informational, not a checklist. Skim the new ones, dig into the ones that surprise you, and leave the rest. On iOS, use thumbs-down for noise so MyTruv can learn what’s not useful.