Define the question and the spending limit
Choose one market and one monitoring task. Review the analysis price cap and daily and total budgets before activation. Scheduled analyses can consume Credits even when the explanation contains no actionable change.
Treat quiet, stale and unavailable differently
No material change is different from missing data or a failed model request. Read the recorded task state and evidence time. If a result or charge is uncertain, inspect the existing run instead of starting another paid attempt.
Keep the controls within reach
Review your agent's history and pause future runs when the task is no longer useful. An in-flight request may still settle after pausing. Monitoring produces research observations, not automatic permission to place orders.
Start small, keep your budget visible
When a trial campaign is active, eligible verified accounts can claim up to $0.50 in service allowance for at most three analysis admissions, expiring within seven days. The workspace shows the actual offer and cost cap before use. Add $10 or $20 of Credits only through an enabled checkout; applicable tax is shown there. Credits cover CatalystDesk analysis and model use, not wallet funding or trading capital. After reviewing a simulation, a separately enabled Testnet flow may let you review and sign each exact order in your wallet; this is not live-market access.
An example of the questions to make explicit
Illustrative workflow · No market data or trading instruction
- Question
- What could change this market assessment?
- Evidence
- Source context and missing information are identified.
- Decision State
- Human review required
- Limitations
- No current market observation or execution instruction.
Start with the service you can verify
The private workspace, when enabled, shows the current service status, per-analysis cost limit and your available allowance before you submit a task. Email verification is required. No ChatGPT or Claude account, model API key, wallet deposit or coding is needed for the hosted analysis flow. This guide does not activate the service or promise a free allowance. Real trading is not available in this flow.