Centaur Intelligence is Ezana’s AI command center. You can chat with a general assistant named Yohannes, hold “boardroom meetings” with AI personas modeled on the published thinking of well-known investors, and open a weekly Sentinel report on your portfolio.
Availability
Centaur Intelligence is listed under Research in the navigation. During the beta it carries a v1.0 badge, and on many accounts it opens a notice that the feature will be available with the v1.0 launch. If you see that notice, the feature is not yet enabled for your account.
How it works
- Chat with Yohannes: the default assistant for general investing questions.
- Boardroom Meetings: switch the chat to a persona inspired by the public writings and interviews of Warren Buffett (BuffettBot), Ray Dalio (DalioMind), Cathie Wood (ArkOracle), or Paul Tudor Jones (TudorSignal). Each persona shows a disclaimer that it is not affiliated with or endorsed by the real person. The Council Chamber shows additional advisors, some marked as coming soon.
- Sentinel Weekly Report: a portfolio health and weekly briefing, with earlier reports available to reopen.
- Debrief Queue: events you sent over from Global Market Analysis, ready to discuss.
Step-by-step
- Open Research → Centaur Intelligence.
- Type a question in the prompt box, or pick a suggested prompt.
- To hear a different perspective, choose an investor under Boardroom Meetings or select an advisor in the Council Chamber.
- Read the reply, then ask follow-ups in the same chat.
- Open the Sentinel Weekly Report card for your portfolio briefing.
What Centaur uses
If you have connected a brokerage, each chat request includes a summary of those holdings (ticker, quantity, cost basis, and price) and up to five recent Debrief Queue items, so replies can refer to your actual positions. Without a connected brokerage, replies are general.
Things to know
- Replies are AI-generated text for educational purposes and end with a reminder that they are not financial advice.
- Replies do not include source citations. Check any specific figure in Company Research or at the original source before acting on it.
- There is a short-term limit on how many messages you can send per minute. If you hit it, wait a minute and try again.
Troubleshooting
- Seeing a v1.0 notice? The feature is not yet enabled for your account.
- “Too many requests”? You hit the per-minute limit; pause briefly.
- Replies ignore your holdings? Only holdings from a connected brokerage are shared; connect one from Home.
Next in Research Tools: Managing Your Ezana Echo Subscriptions and Earnings Call Analyzer (NLP Sentiment).
Related articles
- Using Company Research
- Learning From Legendary Investors
- Market Analysis Tools
- Importing Your Portfolio From a Brokerage
FAQ
Q: Is Centaur giving me investment advice?
A: No. It is an educational tool. Treat replies as a starting point for your own research.
Q: Am I talking to the real Warren Buffett or Ray Dalio?
A: No. The personas are AI models inspired by publicly available material and are not affiliated with those investors.
Q: Can Centaur place trades?
A: No. It only answers questions.