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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. A card on the Home strip or in the full Feed opens its detail view with the full chart, summary, detail copy, and the button that hands the insight to the assistant.
In MyTruv iOS 1.7 and later, insights live in the Feed tab. Tapping a card shrinks it to a thumbnail and slides the full write-up up underneath, with a suggested follow-up question and a Discuss button that opens the assistant. Tap the card or the space around it to close.

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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

The rating controls sit on the card itself, next to Discuss: Helpful and Not helpful. Tap either to rate, tap again to undo. You’re rating the card, not the thing it reports, and your rating influences what kinds of insights MyTruv surfaces next.
Rating a card doesn’t remove it from the Feed. Once you’ve read a card it moves to the bottom, in with the other cards you’ve already read.
Before MyTruv iOS 1.7 the rating lived on the detail view instead: a thumbs-up kept the insight on the main Insights page, and a thumbs-down moved it into the Archived section at the bottom, where you could reopen it and change the rating.

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What insight cards don’t do

Insight cards don’t have a “dismiss” or “archive” button on either platform. The only direct actions on a card are opening its detail view, rating it, and tapping Discuss to ask the assistant.

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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. Mark the noise Not helpful so MyTruv can learn what’s not useful.