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Using VandaInsights in Your AI Assistant

Ask your AI assistant what Vanda's published research says — in plain English — and get the relevant passages back, with links to the source publications.

Once you connect Vanda to an AI assistant such as Claude or ChatGPT Apps, you can ask questions like:

  • "What is our view on the yen?"
  • "Have we written about retail flows into NVDA?"
  • "What did we say most recently about positioning?"
  • "What did we publish last week?"
  • "Walk me through the latest CIO Risk Report."

The assistant searches Vanda's published research under your own Vanda login and answers from what was actually written. You don't touch any settings or code; you just ask.

VandaInsights is one of the products available through the same Vanda connector as VandaTrack. If you have already connected Vanda, you don't need to set anything up again — see Connecting your AI assistant.


Contents

  1. What you can explore
  2. Before you connect
  3. Connecting your AI assistant
  4. Signing in and permissions
  5. What you can ask
  6. How VandaInsights interprets your questions
  7. Troubleshooting
  8. Good to know
  9. FAQ

What you can explore

VandaInsights gives your assistant access to Vanda's published research, from two sources:

SourceCovers
Vanda researchVanda's own email research, such as Positioning Updates, GETS, FICC and the CIO Risk Report
ExanteData blogPublished posts from the ExanteData blog

With it you can:

  • Search what the research says on a topic and get back the matching passages.
  • Read a single publication end to end, including its charts.
  • List what was published — by date, source, or research type.

Only published research is available. Drafts and in-progress work are not searchable. The assistant cannot tell you everything that exists — only what the published research says.


Before you connect

You need three things before setup:

  • A Vanda account with access to VandaInsights through the Vanda MCP connector.
  • A Vanda connection link from your Vanda contact. It should be an official Vanda-hosted HTTPS link and usually looks like https://<your-vanda-address>/mcp.
  • An AI assistant plan or workspace that allows custom MCP servers, custom connectors, or custom apps. In some organizations, an administrator must enable this first.

Do not use a Vanda MCP link from a third party, a shared document you do not trust, or an unofficial proxy. The connection should point to Vanda's own service.


Connecting your AI assistant

VandaInsights uses the same connection link and the same connector as VandaTrack and VandaXAsset — there is nothing extra to install. Which products your assistant can use depends on your Vanda account, not on the link.

Follow the setup steps for your assistant on the VandaTrack MCP page (Claude and ChatGPT Apps are covered there). If Vanda is already connected, VandaInsights appears in the same connector once your account has access to it.


Signing in and permissions

Vanda always asks you to sign in — it uses your own Vanda account, so you see exactly the research you're entitled to and nothing more.

The first time your assistant fetches Vanda data, a browser window opens on the Vanda login page. Sign in (and approve the short access prompt if shown), and the assistant continues automatically. You stay signed in until your session expires, at which point you'll simply be asked to sign in again.

Access is granted per product. If your account does not include VandaInsights, the assistant will not list its tools at all, and cannot use them even if you name them. Contact your Vanda account manager to add access.

Your Vanda password is never shared with the assistant. Do not paste your Vanda password, one-time codes, or recovery codes into chat.


What you can ask

You don't need to learn any commands — just describe what you want. Here are the kinds of questions VandaInsights handles well, with example phrasings.

What the research says about a topic

"What is our view on the yen?" "Have we written about retail flows into NVDA?" "Summarise the latest positioning commentary."

Best for any question about content. Ask the question as you would ask a colleague — the search matches on meaning as well as keywords, so a paraphrase works. One search answers the question: you get the best matching passages, quoted from the publications, each with its title, source, publication date and a link to the publication in Vanda. By default you get the 6 best passages, at most 2 from any one publication, and the assistant can widen the sweep to up to 30.

The latest on a topic

"What did we say most recently about the dollar?" "The latest on CTA positioning."

Search ranks by relevance, not by date, so the newest piece on a topic is often not the most relevant. When you ask for the latest, the assistant asks for the most recent among the strongest matches, so a passing mention published yesterday cannot outrank the piece that is actually about it.

A period

"What did we write about Japan in June?" "Anything on retail flows in the last two weeks?"

Give a time frame and the assistant limits the search to it. If nothing was published in that window, it says so instead of quoting older research.

Narrowing by series, source or author

"Positioning Updates on Brazil." "What has Jens written about the Fed?" "Only the ExanteData blog."

You can narrow by research series — Vanda's shorthand PU, GETS, FICC and CIO is understood — by source (Vanda research or the ExanteData blog), or by author name.

What was published

"What did we publish last week?" "Show me the latest Positioning Updates." "What has Kaidi written?"

Best for which publications exist, newest first. You get the title, author, date, a short description and a link, without the article body. You can list either source or both merged into one newest-first list, filter Vanda research by type and by date range, and page through the results.

Listing shows what exists, not what it says, and it cannot filter by topic. For "what did we write about X," ask as a search question instead.

Reading one publication

"Summarise that piece." "Walk me through the CIO Risk Report." "What else does it argue?"

Best when passages aren't enough. The assistant reads the whole publication — the article as text, plus its charts — and answers from it. Very long articles are cut at 40,000 characters, with a note saying so; the assistant can search the same publication for the part you need.


How VandaInsights interprets your questions

  • Search is by meaning and keywords. Ask the whole question rather than a list of keywords.
  • Ranking ignores dates. Ask for "the latest" or give a period when recency matters.
  • Dates. You can ask for a period ("last week", "in June") or give exact dates; both ends are inclusive.
  • Links. Every publication the assistant names should link to its page in Vanda. Some publications also have a link to the publisher's own page, offered as a secondary "read the original".
  • Charts. Charts from a publication come back as links rather than embedded images. Chart captions are machine-written descriptions, not the publication's own words, and the assistant should not quote them as if they were.
  • Empty results. If a search returns nothing, the published research does not answer the question. The assistant should say so rather than answer from its own knowledge.

Troubleshooting

I don't see VandaInsights in my assistant. Your account may not include VandaInsights. Contact your Vanda account manager. You can also sign in again, in case your session has expired.

The assistant says nothing was published. Search covers published research only. If you asked about a time window, nothing may have been published in it — try a wider period.

The results aren't the most recent. Ask for "the latest" or give a date range so the assistant sorts and limits by date.

A listing doesn't show what I asked about. Listing works by date and cannot filter by topic. Ask a search question ("what did we write about X") instead.

A publication link is missing. A few publications may not have a link available. The assistant names the publication without one rather than invent it.

I cannot add the connector. See Troubleshooting on the VandaTrack MCP page.


Good to know

  • One search is enough. The search covers both sources at once; the assistant does not need to rephrase and search again.
  • Passages are verbatim. Quotes come straight from the published text, with the title, source and date, so you can check them.
  • Published research only. Drafts and in-progress work are not included.
  • You only see what you're entitled to. If a product is outside your subscription, the assistant will let you know. Contact your Vanda account manager to expand your access.

FAQ

Do I need to install anything? No. VandaInsights uses the same connection link as the rest of the Vanda MCP connector.

Which research is included? Vanda's published email research (for example Positioning Updates, GETS, FICC and the CIO Risk Report) and the ExanteData blog.

Can it search unpublished drafts? No. Only published research is searchable.

Can I chart research alongside market data? No. Research is text, not a data series, so it cannot be combined into a chart with VandaTrack or VandaXAsset data.

Is my data private? Yes. Every request runs under your own Vanda account and entitlements — you only ever see what you're licensed for, and your login is never shared with the assistant.


Questions or access requests: contact your Vanda account manager.