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Warren AI chat

Streaming portfolio assistant with optional attachments.

endpoint
method
POST
path
/api/warren/chat
auth
session
tier
ai_consult quota
content types
  • application/json — messages array
  • multipart/form-data — payload JSON + userText + files[]
json body
messages
role
user | assistant
content
string (max 12000)
language
optional
activePortfolioId
optional
activePortfolioName
optional
baseCurrency
default EUR
portfolioContext
optional Warren portfolio snapshot
response
text/event-stream — WarrenStreamFrame JSON lines
related
confirm proposals
POST /api/warren/confirm

JSON API: https://trefolio.com/api/docs/warren-chat