diff --git a/app/__init__.py b/app/__init__.py
index 21010096..640f2f9f 100644
--- a/app/__init__.py
+++ b/app/__init__.py
@@ -130,6 +130,8 @@ def create_app(config_class=Config):
     app.register_blueprint(profile_bp)
     from app.settings.ai_model_routes import ai_model_bp
     app.register_blueprint(ai_model_bp)
+    from app.companion import companion_bp
+    app.register_blueprint(companion_bp)
 
     # ── Auto-seed on startup ────────────────────────────────────────
     from app.services.market_sweep_service import seed_market_sweeps
diff --git a/app/assets.py b/app/assets.py
index 73ecffe0..eb78a4af 100644
--- a/app/assets.py
+++ b/app/assets.py
@@ -72,6 +72,9 @@
     'css/modules/_toast.css',
     'css/modules/_mental-models.css',
 
+    # Global companion widget (mounted in _base.html on any opted-in page).
+    'css/modules/_companion.css',
+
     filters='rcssmin',
     output='css/gen/core.%(version)s.css',
 )
@@ -105,7 +108,6 @@
     'css/modules/_company-resources.css',
     'css/modules/_document-annotations.css',
     'css/modules/_send-to-sector.css',
-    'css/modules/_companion.css',
     'css/modules/_create-template.css',
     'css/modules/_start-research.css',
     'css/modules/_free-research.css',
diff --git a/app/celery_tasks/__init__.py b/app/celery_tasks/__init__.py
index 11f0b8ec..4ddc4d35 100644
--- a/app/celery_tasks/__init__.py
+++ b/app/celery_tasks/__init__.py
@@ -65,6 +65,10 @@
     screening_analysis_task,
 )
 
+from app.celery_tasks.tasks_companion import (
+    companion_ask_task,
+)
+
 __all__ = [
     # Portfolio tasks
     'portfolio_ai_analysis_task',
@@ -90,4 +94,7 @@
 
     # Screening analysis tasks
     'screening_analysis_task',
+
+    # Companion tasks
+    'companion_ask_task',
 ]
diff --git a/app/celery_tasks/tasks_companion.py b/app/celery_tasks/tasks_companion.py
new file mode 100644
index 00000000..93180415
--- /dev/null
+++ b/app/celery_tasks/tasks_companion.py
@@ -0,0 +1,76 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Companion background task.
+
+The companion agent runs a multi-hop tool-calling loop (several sequential LLM
+calls) and lazy-loads a local embedding model, so it runs in a Celery worker —
+not the web process — matching every other AI operation in the app.
+"""
+
+import json
+import logging
+
+from app import db, create_app
+from app.models import BackgroundTask, User
+from celery_app import celery
+
+from app.services.argos.agent import CompanionAgent
+from app.utils.time_utils import now_utc
+
+logger = logging.getLogger(__name__)
+
+
+@celery.task(bind=True)
+def companion_ask_task(self, task_id, user_id, question, history, focus):
+    """Run CompanionAgent.ask in the background, tracking status on BackgroundTask."""
+    app = create_app()
+    with app.app_context():
+        task = BackgroundTask.query.get(task_id)
+        if not task:
+            logger.error(f"TASK {self.request.id}: companion task {task_id} not found")
+            return {"status": "failed", "message": "Task not found"}
+
+        try:
+            task.status = 'running'
+            task.started_at = now_utc()
+            db.session.commit()
+
+            result = CompanionAgent(user_id).ask(question, history, focus)
+
+            user = User.query.get(user_id)
+            if user:
+                user.increment_ai_tokens(500)
+
+            task.status = 'completed'
+            task.completed_at = now_utc()
+            task.result = json.dumps(result)
+            db.session.commit()
+
+            logger.info(f"TASK {self.request.id}: companion answer for user {user_id} "
+                        f"({result.get('hops')} hop(s))")
+            return {"status": "completed", **result}
+
+        except Exception as e:
+            logger.error(f"TASK {self.request.id}: companion ask failed - {e}", exc_info=True)
+            task = BackgroundTask.query.get(task_id)
+            if task:
+                task.status = 'failed'
+                task.completed_at = now_utc()
+                task.error_message = str(e)
+                db.session.commit()
+            return {"status": "failed", "message": str(e)}
diff --git a/app/companies/templates/company_detail.html b/app/companies/templates/company_detail.html
index f3b418cd..bbf53adb 100644
--- a/app/companies/templates/company_detail.html
+++ b/app/companies/templates/company_detail.html
@@ -1,4 +1,6 @@
 {% extends "main/_base_companies.html" %}
+{# Opt in to the global companion, focused on this company (rendered by _base.html) #}
+{% set companion_focus = {'type': 'company', 'company_id': company.id} %}
 
 {% block title %}{{ company.name }} — Company Hub{% endblock %}
 
diff --git a/app/companion/__init__.py b/app/companion/__init__.py
new file mode 100644
index 00000000..d42155fc
--- /dev/null
+++ b/app/companion/__init__.py
@@ -0,0 +1,22 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+from flask import Blueprint
+
+companion_bp = Blueprint('companion', __name__, url_prefix='/companion')
+
+# Import routes to register them with the blueprint.
+from app.companion import routes  # noqa: E402,F401
diff --git a/app/companion/routes.py b/app/companion/routes.py
new file mode 100644
index 00000000..9dce678a
--- /dev/null
+++ b/app/companion/routes.py
@@ -0,0 +1,156 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Global companion routes.
+
+- POST /companion/ask       — agentic chat grounded in the user's whole account
+- POST /companion/capture   — quick-capture an insight as a JournalEntry
+- GET  /companion/warnings  — zero-token proactive warnings for a company
+
+Focus is a page hint: {'type': 'company'|'research'|'portfolio', 'id': int, 'step': int}.
+Every handler is scoped to current_user; the agent/executor enforce ownership below.
+"""
+
+import logging
+
+from flask import request
+from flask_login import current_user, login_required
+
+from app import db
+from app.companion import companion_bp
+from app.models.journal import JournalEntry
+from app.models.research import ResearchProject
+from app.models.company import Company
+from app.models.background_task import BackgroundTask
+from app.services.argos import ArgosService
+from app.services.background_tasks import BackgroundTaskService
+from app.utils.time_utils import now_utc
+from app.utils.response_utils import json_success, json_error, json_validation_error
+from app.utils.db_utils import safe_add_and_commit
+
+logger = logging.getLogger(__name__)
+
+
+def _capture_link(focus):
+    """
+    Resolve (company_id, project_id) a capture should attach to.
+
+    A research project always belongs to a company, so a research capture links both;
+    a company capture links only the company. Ids come from focus explicitly and are
+    VALIDATED against the current user — an unowned or missing id links nothing rather
+    than trusting client input. `type` is a UI hint only and isn't used here.
+    """
+    project_id = focus.get('project_id')
+    if project_id:
+        project = ResearchProject.query.filter_by(
+            id=project_id, user_id=current_user.id).first()
+        if project:
+            return project.company_id, project.id  # company derived from the project
+        return None, None
+
+    company_id = focus.get('company_id')
+    if company_id:
+        company = Company.query.filter_by(
+            id=company_id, user_id=current_user.id).first()
+        return (company.id if company else None), None
+
+    return None, None
+
+
+@companion_bp.route('/ask', methods=['POST'])
+@login_required
+def ask():
+    """Kick off the agentic companion in the background. Returns a task_id to poll.
+
+    The agent runs a multi-hop tool-calling loop + local embedding, so it runs in a
+    Celery worker (like every other AI op) rather than blocking the web request.
+    """
+    data = request.get_json(silent=True) or {}
+    question = (data.get('question') or '').strip()
+    if not question:
+        return json_validation_error('Question is required')
+
+    history = data.get('history') or []
+    focus = data.get('focus') or {}
+
+    try:
+        task_id = BackgroundTaskService.start_companion_ask(
+            current_user.id, question, history, focus)
+        return json_success('Companion working', data={'task_id': task_id})
+    except Exception as e:
+        logger.error(f"Companion ask kickoff failed: {e}")
+        return json_error(str(e), status_code=500)
+
+
+@companion_bp.route('/ask/status/<task_id>', methods=['GET'])
+@login_required
+def ask_status(task_id):
+    """Poll a companion task. Returns {status, result?/error?}. Ownership-checked."""
+    task = BackgroundTask.query.filter_by(id=task_id, user_id=current_user.id).first()
+    if not task:
+        return json_error('Task not found', status_code=404)
+
+    status = BackgroundTaskService.get_task_status(task_id)
+    return json_success('Task status', data=status)
+
+
+@companion_bp.route('/capture', methods=['POST'])
+@login_required
+def capture():
+    """Capture a finding from an external source as a JournalEntry."""
+    data = request.get_json(silent=True) or {}
+    text = (data.get('text') or '').strip()
+    if not text:
+        return json_validation_error('Text is required')
+
+    source_title = (data.get('source_title') or '').strip() or None
+    url = (data.get('url') or '').strip() or None
+    focus = data.get('focus') or {}
+    company_id, project_id = _capture_link(focus)
+
+    entry = JournalEntry(
+        user_id=current_user.id,
+        title=source_title or 'External capture',
+        entry_type='observation',
+        content=text,
+        source=source_title,
+        source_url=url,
+        company_id=company_id,
+        project_id=project_id,
+        tags=['external_capture'],
+        created_at=now_utc(),
+    )
+    if safe_add_and_commit(db.session, entry, 'companion capture'):
+        return json_success('Captured', data={'entry_id': entry.id})
+    return json_error('Failed to save capture', status_code=500)
+
+
+@companion_bp.route('/warnings', methods=['GET'])
+@login_required
+def warnings():
+    """Proactive warnings for a company — pattern/journal/mistake history. Zero token cost."""
+    company_id = request.args.get('company_id', type=int)
+    if not company_id:
+        return json_validation_error('company_id is required')
+
+    try:
+        argos = ArgosService(user_id=current_user.id)
+        return json_success('Warnings loaded',
+                            data={'warnings': argos.get_warnings_by_company(company_id)})
+    except Exception as e:
+        logger.error(f"Companion warnings failed: {e}")
+        return json_error(str(e), status_code=500)
diff --git a/app/models/__init__.py b/app/models/__init__.py
index 7a76d343..33170ee5 100644
--- a/app/models/__init__.py
+++ b/app/models/__init__.py
@@ -124,6 +124,9 @@
 from .user_ai_preferences import (
     UserAIPreference,
 )
+from .knowledge_chunk import (
+    KnowledgeChunk,
+)
 
 
 
@@ -226,4 +229,6 @@ def load_user(user_id):
     'MarketSweepDecision',
     # User AI Preferences
     'UserAIPreference',
+    # Companion knowledge index
+    'KnowledgeChunk',
 ]
diff --git a/app/models/knowledge_chunk.py b/app/models/knowledge_chunk.py
new file mode 100644
index 00000000..15898d41
--- /dev/null
+++ b/app/models/knowledge_chunk.py
@@ -0,0 +1,66 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+KnowledgeChunk — one embedded summary of a piece of the user's knowledge.
+
+The companion's `search_my_knowledge` tool retrieves across four sources
+(research findings, journal entries, decision journals, saved resources).
+Each source item is summarised, embedded once (BGE-base, 768 dims, pgvector),
+and stored here keyed by (source_type, source_id) so re-indexing is idempotent.
+
+Matches the existing embedding infra: `EmbeddingStore` uses the same
+`Vector(768)` pgvector column type.
+"""
+
+from pgvector.sqlalchemy import Vector
+
+from app import db
+from app.utils.time_utils import now_utc
+
+
+class KnowledgeChunk(db.Model):
+    """An embedded, summarised chunk of one user's knowledge."""
+
+    __tablename__ = 'knowledge_chunk'
+
+    id = db.Column(db.Integer, primary_key=True)
+    user_id = db.Column(
+        db.Integer, db.ForeignKey('user.id', ondelete='CASCADE'),
+        nullable=False, index=True)
+    company_id = db.Column(
+        db.Integer, db.ForeignKey('company.id', ondelete='CASCADE'),
+        nullable=True, index=True)
+
+    # 'finding' | 'journal' | 'decision' | 'resource'
+    source_type = db.Column(db.String(20), nullable=False, index=True)
+    source_id = db.Column(db.Integer, nullable=False)
+
+    title = db.Column(db.String(300))
+    summary = db.Column(db.Text, nullable=False)  # the embedded string
+
+    # BGE-base-en-v1.5, 768 dims (same as EmbeddingStore). Requires pgvector.
+    embedding = db.Column(Vector(768), nullable=True)
+
+    token_estimate = db.Column(db.Integer, default=0)
+    updated_at = db.Column(db.DateTime, default=now_utc, onupdate=now_utc)
+
+    __table_args__ = (
+        db.UniqueConstraint('source_type', 'source_id', name='uq_knowledge_source'),
+    )
+
+    def __repr__(self):
+        return f'<KnowledgeChunk {self.source_type} #{self.source_id}>'
diff --git a/app/portfolio/templates/portfolio_dashboard.html b/app/portfolio/templates/portfolio_dashboard.html
index 0eed2e9e..147624a7 100644
--- a/app/portfolio/templates/portfolio_dashboard.html
+++ b/app/portfolio/templates/portfolio_dashboard.html
@@ -1,4 +1,6 @@
 {% extends "main/_base_portfolio.html" %}
+{# Opt in to the global companion, focused on the whole portfolio (rendered by _base.html) #}
+{% set companion_focus = {'type': 'portfolio'} %}
 
 {% block title %}Portfolio{% endblock %}
 
diff --git a/app/research_workflow/companion_routes.py b/app/research_workflow/companion_routes.py
index edaea68a..8aa41390 100644
--- a/app/research_workflow/companion_routes.py
+++ b/app/research_workflow/companion_routes.py
@@ -15,14 +15,21 @@
 # along with this program. If not, see <https://www.gnu.org/licenses/>.
 
 """
-Research Companion Routes
-
-API endpoints for companion features:
-- POST /companion/<project_id>/brief — generate research brief
-- POST /companion/<project_id>/ask — live companion chat
-- POST /companion/<project_id>/counter-evidence — counter-evidence for a finding
-- POST /companion/<project_id>/wrapup — session wrap-up
-- POST /companion/<project_id>/capture — quick-capture (creates JournalEntry)
+Research Companion Routes (project-scoped, legacy).
+
+The global agentic companion now lives at the `/companion` blueprint
+(`app/companion/`): chat via POST /companion/ask (async, Celery + poll) and
+quick-capture via POST /companion/capture. The widget uses those everywhere.
+
+These project-scoped routes remain for research-only features still wired to them:
+- POST /companion/<project_id>/brief   — pre-session research brief
+- POST /companion/<project_id>/wrapup  — session wrap-up (still used by the widget)
+- GET  /companion/<project_id>/warnings — zero-token warnings
+
+DEPRECATED (superseded by /companion/ask and /companion/capture; kept for any
+legacy callers, no longer used by the widget):
+- POST /companion/<project_id>/ask
+- POST /companion/<project_id>/capture
 """
 
 import logging
diff --git a/app/research_workflow/templates/execute_kill_checklist_step.html b/app/research_workflow/templates/execute_kill_checklist_step.html
index 88a99678..22ffa7f4 100644
--- a/app/research_workflow/templates/execute_kill_checklist_step.html
+++ b/app/research_workflow/templates/execute_kill_checklist_step.html
@@ -1,4 +1,6 @@
 {% extends "main/_base_companies.html" %}
+{# Opt in to the global companion (rendered by _base.html) #}
+{% set companion_focus = {'type': 'research', 'company_id': project.company_id, 'project_id': project.id, 'step': step_index | default(0)} %}
 
 {% block content %}
 <div class="row">
@@ -196,5 +198,5 @@ <h6 class="mb-0">Screening Tips</h6>
 setInterval(saveProgress, 30000);
 </script>
 
-{% include 'partials/_companion_widget.html' %}
+{# companion now rendered globally by _base.html via companion_enabled #}
 {% endblock %}
\ No newline at end of file
diff --git a/app/research_workflow/templates/execute_step.html b/app/research_workflow/templates/execute_step.html
index 1cea68dd..4ccba458 100644
--- a/app/research_workflow/templates/execute_step.html
+++ b/app/research_workflow/templates/execute_step.html
@@ -1,4 +1,6 @@
 {% extends "main/_base_companies.html" %}
+{# Opt in to the global companion (rendered by _base.html) #}
+{% set companion_focus = {'type': 'research', 'company_id': project.company_id, 'project_id': project.id, 'step': step_index | default(0)} %}
 
 {% block content %}
 <div class="container-fluid mt-4">
@@ -196,7 +198,7 @@ <h2 class="accordion-header">
 
 </div>
 
-{% include 'partials/_companion_widget.html' %}
+{# companion now rendered globally by _base.html via companion_enabled #}
 {% endblock %}
 
 {% block scripts %}
diff --git a/app/research_workflow/templates/free_research_step.html b/app/research_workflow/templates/free_research_step.html
index ed6dea93..267cfa88 100644
--- a/app/research_workflow/templates/free_research_step.html
+++ b/app/research_workflow/templates/free_research_step.html
@@ -1,4 +1,6 @@
 {% extends "main/_base_companies.html" %}
+{# Opt in to the global companion (rendered by _base.html) #}
+{% set companion_focus = {'type': 'research', 'company_id': project.company_id, 'project_id': project.id, 'step': step_index | default(0)} %}
 
 {% block head %}
 <!-- Styles loaded from /static/css/modules/_free-research.css via design-system.css -->
@@ -207,7 +209,7 @@ <h5 class="mb-1">Ready to move on?</h5>
     </div>
 </div>
 
-{% include 'partials/_companion_widget.html' %}
+{# companion now rendered globally by _base.html via companion_enabled #}
 {% include 'components/send_to_sector_modal.html' %}
 {% include 'components/company_resources_modal.html' %}
 {% endblock %}
diff --git a/app/research_workflow/templates/partials/_companion_widget.html b/app/research_workflow/templates/partials/_companion_widget.html
deleted file mode 100644
index 1ae32496..00000000
--- a/app/research_workflow/templates/partials/_companion_widget.html
+++ /dev/null
@@ -1,318 +0,0 @@
-{#
-  Research Companion — Floating Chat Widget
-
-  A floating action button (FAB) + slide-up chat panel for live companion chat.
-  Wired to POST /companion/<project_id>/ask for Q&A during research sessions.
-
-  Include in research step templates with:
-  {% include 'partials/_companion_widget.html' %}
-
-  Requires: project (with .id), step_index, step.type
-  CSS: modules/_companion.css
-#}
-
-{% set _project_id = project.id if project is defined and project and project.id else 0 %}
-{% set _step_index = step_index if step_index is defined else 0 %}
-
-{% if _project_id %}
-<!-- Companion FAB -->
-<button class="companion-fab" id="companionFab" onclick="CompanionChat.toggle()">
-    <i class="bi bi-chat-text" id="companionFabIcon"></i>
-    <span class="companion-fab-badge" id="companionFabBadge" style="display: none;">0</span>
-</button>
-
-<!-- Companion Chat Panel -->
-<div class="companion-panel" id="companionPanel">
-    <!-- Header -->
-    <div class="companion-panel-header">
-        <div class="companion-panel-title">
-            <span class="companion-status-dot"></span>
-            Research Companion
-        </div>
-        <div class="companion-panel-actions">
-            <button title="Minimize" onclick="CompanionChat.toggle()"><i class="bi bi-dash-lg"></i></button>
-        </div>
-    </div>
-
-    <!-- Messages -->
-    <div class="companion-messages" id="companionMessages">
-        <div class="c-msg c-msg--system">
-            Companion ready — facts only, opinions are yours.
-        </div>
-    </div>
-
-    <!-- Quick Actions -->
-    <div class="companion-quick-actions">
-        <button class="cqa-btn" onclick="CompanionChat.quickAction('gaps')">
-            <i class="bi bi-search"></i> Gaps?
-        </button>
-        <button class="cqa-btn" onclick="CompanionChat.quickAction('capture')">
-            <i class="bi bi-bookmark-plus"></i> Capture
-        </button>
-        <button class="cqa-btn" onclick="CompanionChat.quickAction('wrapup')">
-            <i class="bi bi-flag"></i> Wrap Up
-        </button>
-    </div>
-
-    <!-- Input -->
-    <div class="companion-input">
-        <textarea rows="1" placeholder="Ask about your research..."
-                  id="companionChatInput"
-                  onkeydown="if(event.key==='Enter'&&!event.shiftKey){event.preventDefault();CompanionChat.send()}"></textarea>
-        <button class="companion-send-btn" onclick="CompanionChat.send()">
-            <i class="bi bi-send-fill"></i>
-        </button>
-    </div>
-</div>
-
-<!-- Quick Capture Modal -->
-<div class="modal fade" id="companionCaptureModal" tabindex="-1" aria-labelledby="companionCaptureModalLabel" aria-hidden="true">
-    <div class="modal-dialog">
-        <div class="modal-content">
-            <div class="modal-header">
-                <h5 class="modal-title" id="companionCaptureModalLabel">
-                    <i class="bi bi-bookmark-plus me-2"></i>Quick Capture
-                </h5>
-                <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
-            </div>
-            <div class="modal-body">
-                <p class="text-muted small mb-3">Capture insights from articles, podcasts, or conversations during research.</p>
-                <div class="mb-3">
-                    <label for="captureText" class="form-label">Text <span class="text-danger">*</span></label>
-                    <textarea class="form-control" id="captureText" rows="4"
-                              placeholder="Key insight or finding..."></textarea>
-                </div>
-                <div class="mb-3">
-                    <label for="captureSourceTitle" class="form-label">Source Title</label>
-                    <input type="text" class="form-control" id="captureSourceTitle"
-                           placeholder="e.g., Annual Report 2023, Q3 Earnings Call">
-                </div>
-                <div class="mb-3">
-                    <label for="captureUrl" class="form-label">URL</label>
-                    <input type="url" class="form-control" id="captureUrl"
-                           placeholder="https://...">
-                </div>
-            </div>
-            <div class="modal-footer">
-                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
-                <button type="button" class="btn btn-primary" onclick="CompanionChat.saveCapture()">
-                    <i class="bi bi-check-lg me-1"></i>Save Capture
-                </button>
-            </div>
-        </div>
-    </div>
-</div>
-
-<script>
-const CompanionChat = {
-    projectId: {{ _project_id }},
-    stepIndex: {{ _step_index }},
-    isOpen: false,
-    conversationHistory: [],
-
-    toggle() {
-        this.isOpen = !this.isOpen;
-        const panel = document.getElementById('companionPanel');
-        const fab = document.getElementById('companionFab');
-        const icon = document.getElementById('companionFabIcon');
-
-        panel.classList.toggle('open', this.isOpen);
-        fab.classList.toggle('active', this.isOpen);
-        icon.className = this.isOpen ? 'bi bi-x-lg' : 'bi bi-chat-text';
-
-        if (this.isOpen) {
-            document.getElementById('companionFabBadge').style.display = 'none';
-            this.scrollToBottom();
-            document.getElementById('companionChatInput').focus();
-        }
-    },
-
-    async send() {
-        const input = document.getElementById('companionChatInput');
-        const text = input.value.trim();
-        if (!text) return;
-
-        // Check GDPR consent before sending data to AI providers
-        if (typeof checkAIConsent === 'function') {
-            const consented = await checkAIConsent();
-            if (!consented) return;
-        }
-
-        // Add user message
-        this.appendMessage('user', text);
-        this.conversationHistory.push({ role: 'user', content: text });
-        input.value = '';
-
-        // Show typing indicator
-        this.showTyping();
-
-        try {
-            const response = await fetch(`/research/workflow/companion/${this.projectId}/ask`, {
-                method: 'POST',
-                headers: { 'Content-Type': 'application/json' },
-                body: JSON.stringify({
-                    question: text,
-                    conversation_history: this.conversationHistory,
-                    step_index: this.stepIndex
-                })
-            });
-
-            this.hideTyping();
-            const data = await response.json();
-
-            if (data.success) {
-                const answer = data.data.answer;
-                this.appendMessage('assistant', this.escapeHtml(answer));
-                this.conversationHistory.push({ role: 'assistant', content: answer });
-            } else {
-                this.appendMessage('assistant', `<span class="text-danger">Error: ${this.escapeHtml(data.error || 'Failed to get answer')}</span>`);
-            }
-        } catch (err) {
-            this.hideTyping();
-            this.appendMessage('assistant', `<span class="text-danger">Connection error: ${this.escapeHtml(err.message)}</span>`);
-        }
-    },
-
-    quickAction(type) {
-        const input = document.getElementById('companionChatInput');
-
-        if (type === 'gaps') {
-            input.value = 'What gaps remain in my research for this step?';
-            this.send();
-        } else if (type === 'capture') {
-            this.openCaptureModal();
-        } else if (type === 'wrapup') {
-            this.runWrapup();
-        }
-    },
-
-    openCaptureModal() {
-        const modal = new bootstrap.Modal(document.getElementById('companionCaptureModal'));
-        document.getElementById('captureText').value = '';
-        document.getElementById('captureSourceTitle').value = '';
-        document.getElementById('captureUrl').value = '';
-        modal.show();
-    },
-
-    async saveCapture() {
-        const text = document.getElementById('captureText').value.trim();
-        const sourceTitle = document.getElementById('captureSourceTitle').value.trim();
-        const url = document.getElementById('captureUrl').value.trim();
-
-        if (!text) {
-            alert('Please enter text to capture');
-            return;
-        }
-
-        try {
-            const response = await fetch(`/research/workflow/companion/${this.projectId}/capture`, {
-                method: 'POST',
-                headers: { 'Content-Type': 'application/json' },
-                body: JSON.stringify({
-                    text: text,
-                    source_title: sourceTitle,
-                    url: url
-                })
-            });
-
-            const data = await response.json();
-
-            if (data.success) {
-                // Close modal
-                const modal = bootstrap.Modal.getInstance(document.getElementById('companionCaptureModal'));
-                modal.hide();
-
-                // Show success in chat
-                this.appendMessage('system',
-                    `<i class="bi bi-check-circle-fill text-success me-1"></i> Captured to journal (entry #${data.data.entry_id})`
-                );
-            } else {
-                alert('Failed to save capture: ' + (data.error || 'Unknown error'));
-            }
-        } catch (err) {
-            alert('Connection error: ' + err.message);
-        }
-    },
-
-    async runWrapup() {
-        this.appendMessage('system', 'Generating session wrap-up...');
-        this.showTyping();
-
-        try {
-            const response = await fetch(`/research/workflow/companion/${this.projectId}/wrapup`, {
-                method: 'POST',
-                headers: { 'Content-Type': 'application/json' },
-                body: JSON.stringify({
-                    step_index: this.stepIndex,
-                    session_findings: this.gatherPageText(),
-                    duration_minutes: 0
-                })
-            });
-
-            this.hideTyping();
-            const data = await response.json();
-
-            if (data.success) {
-                this.appendMessage('assistant',
-                    `<div class="c-msg-wrapup-label"><i class="bi bi-flag-fill me-1"></i> Session Summary</div>${this.escapeHtml(data.data.summary)}`
-                );
-            } else {
-                this.appendMessage('assistant', `<span class="text-danger">Wrap-up failed: ${this.escapeHtml(data.error || 'Unknown error')}</span>`);
-            }
-        } catch (err) {
-            this.hideTyping();
-            this.appendMessage('assistant', `<span class="text-danger">Connection error: ${this.escapeHtml(err.message)}</span>`);
-        }
-    },
-
-    appendMessage(type, html) {
-        const msg = document.createElement('div');
-        msg.className = `c-msg c-msg--${type}`;
-        if (type === 'assistant') {
-            html += aiDisclaimer(true);
-        }
-        msg.innerHTML = html;
-        document.getElementById('companionMessages').appendChild(msg);
-        this.scrollToBottom();
-    },
-
-    showTyping() {
-        const msg = document.createElement('div');
-        msg.className = 'c-msg c-msg--typing';
-        msg.id = 'companionTyping';
-        msg.innerHTML = '<div class="typing-dots"><span></span><span></span><span></span></div>';
-        document.getElementById('companionMessages').appendChild(msg);
-        this.scrollToBottom();
-    },
-
-    hideTyping() {
-        const el = document.getElementById('companionTyping');
-        if (el) el.remove();
-    },
-
-    scrollToBottom() {
-        const el = document.getElementById('companionMessages');
-        el.scrollTop = el.scrollHeight;
-    },
-
-    gatherPageText() {
-        const sources = [];
-        document.querySelectorAll('textarea').forEach(ta => {
-            if (ta.value.trim() && ta.id !== 'companionChatInput') sources.push(ta.value);
-        });
-        document.querySelectorAll('[class*="blocknote"]').forEach(el => {
-            if (el.textContent.trim()) sources.push(el.textContent);
-        });
-        const notes = document.getElementById('notes');
-        if (notes && notes.value) sources.push(notes.value);
-        return sources.join(' ').substring(0, 500);
-    },
-
-    escapeHtml(text) {
-        const div = document.createElement('div');
-        div.textContent = text;
-        return div.innerHTML;
-    }
-};
-</script>
-{% endif %}
diff --git a/app/services/ai/ai_service.py b/app/services/ai/ai_service.py
index b9897d7e..6e668af3 100644
--- a/app/services/ai/ai_service.py
+++ b/app/services/ai/ai_service.py
@@ -65,6 +65,7 @@
 from .providers.gemini import GeminiProvider
 from .providers.claude import ClaudeProvider
 from .providers.deepseek import DeepseekProvider
+from app.services.ai.tool_calling import run_tool_loop
 
 logger = logging.getLogger(__name__)
 
@@ -265,7 +266,51 @@ def generate_text(
             stop_sequences=stop_sequences,
             **kwargs
         )
-    
+
+    def generate_with_tools(
+        self,
+        messages,
+        tools,
+        executor,
+        system=None,
+        task=None,
+        provider=None,
+        model=None,
+        max_hops=5,
+        max_tokens=1024,
+        temperature=0.3,
+    ):
+        """
+        Run an agentic tool-calling loop.
+
+        Routes to a tool-capable provider (Gemini/Claude) and drives the
+        model ⇄ tool conversation via `run_tool_loop`. See
+        `app.services.ai.tool_calling` for the neutral contract.
+
+        Args:
+            messages: neutral transcript (Message objects or plain dicts)
+            tools: list[ToolSpec] the model may call
+            executor: ToolExecutorFn mapping a ToolCall to a ToolResult
+            system: optional system prompt
+            task/provider/model: routing controls (as for generate_text)
+            max_hops: maximum tool-execution rounds
+
+        Returns:
+            ToolLoopResult(text, hops, calls)
+
+        Raises:
+            RuntimeError: if the routed provider does not support tools
+        """
+
+        ai_provider = self._get_provider(task, provider, model)
+        if not ai_provider.supports_tools():
+            raise RuntimeError(
+                f"Provider {ai_provider.model_name} does not support tool-calling")
+        return run_tool_loop(
+            ai_provider, messages, tools, executor,
+            system=system, max_hops=max_hops,
+            max_tokens=max_tokens, temperature=temperature)
+
     def generate_json(
         self,
         prompt: str,
diff --git a/app/services/ai/prompts/companion/companion_agent.yaml b/app/services/ai/prompts/companion/companion_agent.yaml
new file mode 100644
index 00000000..da785228
--- /dev/null
+++ b/app/services/ai/prompts/companion/companion_agent.yaml
@@ -0,0 +1,52 @@
+name: "companion_agent"
+description: "Global agentic companion — answers grounded in the user's own account via tools"
+version: "1.0"
+category: "companion"
+
+preferred_provider: "gemini"
+model: "gemini-3-pro-preview"
+# Per-turn output budget. Tool-call turns are naturally short; this headroom is for
+# the final answer when a question spans several sources and needs real synthesis.
+max_tokens: 4096
+temperature: 0.3
+
+system_context: |
+  You are the user's research companion. You have tools to look up their portfolio,
+  companies, research projects, journal notes, saved links, and logged mistakes.
+  Decide which tools to call to ground every answer in THEIR OWN DATA, and chain
+  calls when a question spans several of them (e.g. resolve their biggest position,
+  then search what they found about it).
+
+  CRITICAL RULES (never break):
+  1. You surface FACTS, DATA, and INFORMATION from the user's own account. You NEVER
+     give investment opinions or recommendations. Facts only — opinions are yours.
+  2. If asked "Should I invest?", "Is this a good company?", "What do you think?", or
+     any opinion-seeking question, respond: "Forming the investment opinion is your
+     job — that's where your edge comes from. I can show you what your data says and
+     what you might be missing." Then surface the relevant facts via tools.
+  3. Reference the user's own history as facts: "Your mistake log shows..." not
+     "You tend to...". Frame gaps as "X has no findings yet", never "You should...".
+  4. Prefer calling a tool over guessing. If the account map already answers a purely
+     navigational question, answer directly. Always ground claims in what you found.
+  5. The ACCOUNT MAP below is the user's ENTIRE account (all holdings, research, and
+     history) — it is NOT the page they are on. For "what is this page?" / "where am I?"
+     questions, use CURRENT PAGE below. You can see the page's title and URL but NOT its
+     on-screen contents; say which page it is and what you can help with there. NEVER
+     infer or invent the page name from the account map.
+
+template: |
+  ACCOUNT MAP — the user's ENTIRE account (all holdings, research, history). This is
+  NOT the page the user is on:
+  {account_map}
+
+  CURRENT PAGE — where the user actually is right now:
+  {focus}
+
+  Use the tools as needed to answer the user's question. Ground every claim in what
+  you find.
+
+output_format: |
+  Plain text. Be as concise as the question allows — a sentence or two for simple
+  lookups, a fuller answer when connecting facts across several sources. Name the
+  source of each fact (e.g. "your journal", "your mistake log", "your research on X").
+  Use short bullets only when listing several distinct data points.
diff --git a/app/services/ai/prompts/companion/knowledge_summary.yaml b/app/services/ai/prompts/companion/knowledge_summary.yaml
new file mode 100644
index 00000000..c82a6206
--- /dev/null
+++ b/app/services/ai/prompts/companion/knowledge_summary.yaml
@@ -0,0 +1,26 @@
+name: "knowledge_summary"
+description: "Compress one piece of a user's research knowledge into a short, embeddable factual summary"
+version: "1.0"
+category: "companion"
+
+preferred_provider: "gemini"
+model: "gemini-3-flash-preview"
+max_tokens: 120
+temperature: 0.2
+
+system_context: |
+  You compress a single piece of an investor's own research knowledge into a short
+  summary that will be embedded for later semantic retrieval.
+
+  RULES:
+  1. Facts only — no opinions, no recommendations, no added interpretation.
+  2. Preserve the concrete specifics (names, numbers, claims); drop filler.
+  3. Neutral, third-person phrasing. No "the user" preamble — state the content.
+
+template: |
+  Summarise the following {source_type} in {max_words} words or fewer, facts only:
+
+  {content}
+
+output_format: |
+  Plain text, a single compact paragraph, no headers or bullets.
diff --git a/app/services/ai/providers/base.py b/app/services/ai/providers/base.py
index 91b94fbd..b6f30f4d 100644
--- a/app/services/ai/providers/base.py
+++ b/app/services/ai/providers/base.py
@@ -148,10 +148,40 @@ def model_name(self) -> str:
         """
         pass
 
+    def supports_tools(self) -> bool:
+        """
+        Whether this provider implements agentic tool-calling (`generate_turn`).
+
+        Defaults to False; providers that implement `generate_turn` override to True.
+        """
+        return False
+
+    def generate_turn(self, messages, tools, system=None, max_tokens=1024, temperature=0.3):
+        """
+        Execute ONE turn of a tool-calling conversation.
+
+        Providers that support tools translate the neutral `messages`/`tools`
+        into their SDK format, call the model, and return a
+        `app.services.ai.tool_calling.TurnResult` (either prose text or tool-call
+        requests). The orchestration loop (`run_tool_loop`) owns the iteration.
+
+        Args:
+            messages: neutral transcript (list of dicts with 'role'/'content';
+                assistant tool requests carry 'tool_calls', results carry 'tool_call_id')
+            tools: list[ToolSpec] the model may call (empty to force a prose answer)
+            system: optional system prompt
+            max_tokens/temperature: generation controls
+
+        Raises:
+            NotImplementedError: if the provider does not support tools
+        """
+        raise NotImplementedError(
+            f"{type(self).__name__} does not support tool-calling")
+
     def count_tokens(self, text: str) -> int:
         """
         Estimate token count for text.
-        
+
         Default implementation uses rough approximation.
         Override for provider-specific token counting.
 
diff --git a/app/services/ai/providers/claude.py b/app/services/ai/providers/claude.py
index c85b6c46..20924347 100644
--- a/app/services/ai/providers/claude.py
+++ b/app/services/ai/providers/claude.py
@@ -47,6 +47,7 @@
 from ..prompt_service import get_intelligence_prompt
 from ..analytics import log_prompt_usage
 from app.utils.time_utils import now_utc
+from app.services.ai.tool_calling import Message, TurnResult, ToolCall
 
 logger = logging.getLogger(__name__)
 
@@ -275,6 +276,64 @@ def generate_text(
                     error_message=error_message
                 )
 
+    def supports_tools(self) -> bool:
+        return True
+
+    def _messages_to_claude(self, messages):
+        """Translate a neutral transcript (Message objects or dicts) into
+        Anthropic message dicts. Tool results become tool_result blocks in a
+        user message; assistant tool requests become tool_use blocks."""
+        
+        out = []
+        for raw in messages:
+            msg = Message.coerce(raw)
+            if msg.role == 'tool':
+                out.append({'role': 'user', 'content': [{
+                    'type': 'tool_result',
+                    'tool_use_id': msg.tool_call_id,
+                    'content': msg.content,
+                }]})
+            elif msg.role == 'assistant':
+                blocks = []
+                if msg.content:
+                    blocks.append({'type': 'text', 'text': msg.content})
+                for call in msg.tool_calls or []:
+                    blocks.append({'type': 'tool_use', 'id': call.id,
+                                   'name': call.name, 'input': call.arguments})
+                out.append({'role': 'assistant', 'content': blocks})
+            else:  # user
+                out.append({'role': 'user', 'content': msg.content})
+        return out
+
+    def generate_turn(self, messages, tools, system=None, max_tokens=1024, temperature=0.3):
+        """One turn of a tool-calling conversation. Returns a TurnResult."""
+        
+        create_params = {
+            'model': self._model_enum.model_id,
+            'max_tokens': max_tokens,
+            'temperature': temperature,
+            'messages': self._messages_to_claude(messages),
+        }
+        if system:
+            create_params['system'] = system
+        if tools:
+            create_params['tools'] = [{
+                'name': t.name,
+                'description': t.description,
+                'input_schema': t.parameters,
+            } for t in tools]
+
+        response = self._client.messages.create(**create_params)
+
+        calls, text = [], None
+        for block in response.content:
+            if block.type == 'tool_use':
+                calls.append(ToolCall(id=block.id, name=block.name,
+                                      arguments=dict(block.input)))
+            elif block.type == 'text':
+                text = (text or '') + block.text
+        return TurnResult(text=text, tool_calls=calls)
+
     def generate_json(
         self,
         prompt: str,
diff --git a/app/services/ai/providers/gemini.py b/app/services/ai/providers/gemini.py
index 7faa4a1c..c91172ee 100644
--- a/app/services/ai/providers/gemini.py
+++ b/app/services/ai/providers/gemini.py
@@ -42,6 +42,7 @@
 
 from .base import AIProvider
 from ..config import get_ai_config, AIModel, AIProvider as AIProviderEnum
+from app.services.ai.tool_calling import Message, TurnResult, ToolCall
 
 logger = logging.getLogger(__name__)
 
@@ -205,6 +206,72 @@ def generate_text(
             logger.error(f"Gemini generate_text error: {str(e)}")
             raise
 
+    def supports_tools(self) -> bool:
+        return True
+
+    def _messages_to_gemini(self, messages):
+        """Translate a neutral transcript (Message objects or dicts) into
+        google-genai Content objects."""
+        contents = []
+        for raw in messages:
+            msg = Message.coerce(raw)
+            if msg.role == 'tool':
+                # A tool result is returned to the model as a function_response part.
+                contents.append(genai_types.Content(
+                    role='tool',
+                    parts=[genai_types.Part.from_function_response(
+                        name=msg.tool_call_id or 'tool',
+                        response={'result': msg.content})]))
+            elif msg.role == 'assistant':
+                parts = []
+                if msg.content:
+                    parts.append(genai_types.Part(text=msg.content))
+                for call in msg.tool_calls or []:
+                    part_kwargs = {
+                        'function_call': genai_types.FunctionCall(
+                            name=call.name, args=call.arguments),
+                    }
+                    # Gemini 3 requires the thought_signature to be echoed back
+                    # with the function call it originally produced.
+                    if call.signature is not None:
+                        part_kwargs['thought_signature'] = call.signature
+                    parts.append(genai_types.Part(**part_kwargs))
+                contents.append(genai_types.Content(role='model', parts=parts))
+            else:  # 'user' (or anything else) → user turn
+                contents.append(genai_types.Content(
+                    role='user', parts=[genai_types.Part(text=msg.content)]))
+        return contents
+
+    def generate_turn(self, messages, tools, system=None, max_tokens=1024, temperature=0.3):
+        """One turn of a tool-calling conversation. Returns a TurnResult."""
+        contents = self._messages_to_gemini(messages)
+        config_dict = {'temperature': temperature, 'max_output_tokens': max_tokens}
+        if system:
+            config_dict['system_instruction'] = system
+        if tools:
+            config_dict['tools'] = [genai_types.Tool(function_declarations=[
+                genai_types.FunctionDeclaration(
+                    name=t.name, description=t.description, parameters=t.parameters)
+                for t in tools])]
+
+        response = self._client.models.generate_content(
+            model=self._model_enum.model_id, contents=contents, config=config_dict)
+
+        calls, text = [], None
+        candidate = response.candidates[0] if getattr(response, 'candidates', None) else None
+        parts = candidate.content.parts if candidate and candidate.content else []
+        for part in parts:
+            fc = getattr(part, 'function_call', None)
+            if fc:
+                # Gemini function calls have no id; use the name as the correlation id.
+                # Preserve thought_signature — Gemini 3 requires it echoed back.
+                calls.append(ToolCall(
+                    id=fc.name, name=fc.name, arguments=dict(fc.args or {}),
+                    signature=getattr(part, 'thought_signature', None)))
+            elif getattr(part, 'text', None):
+                text = (text or '') + part.text
+        return TurnResult(text=text, tool_calls=calls)
+
     def generate_json(
         self,
         prompt: str,
diff --git a/app/services/ai/tool_calling.py b/app/services/ai/tool_calling.py
new file mode 100644
index 00000000..4a30012c
--- /dev/null
+++ b/app/services/ai/tool_calling.py
@@ -0,0 +1,163 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Provider-agnostic tool-calling primitives.
+
+The types here describe an agentic tool-calling conversation in a neutral shape,
+independent of any provider SDK. Providers translate to/from their own formats
+(Gemini FunctionDeclaration, Claude tool_use blocks); the orchestration loop
+(`run_tool_loop`, added in Task 4) drives the conversation using only these types.
+
+- ToolSpec:   the menu entry the model sees (name + description + JSON-Schema params)
+- ToolCall:   the model's request to run a tool
+- ToolResult: the executed result fed back to the model
+- TurnResult: one model turn — either prose text, or tool-call requests
+- ToolLoopResult: the final outcome of the whole loop
+"""
+
+from dataclasses import dataclass, field
+from typing import Callable, List, Dict, Any, Optional
+
+
+@dataclass
+class ToolSpec:
+    """A tool the model may call. `parameters` is a JSON-Schema object."""
+    name: str
+    description: str
+    parameters: Dict[str, Any]
+
+
+@dataclass
+class ToolCall:
+    """A model's request to invoke a tool.
+
+    `signature` is an opaque, provider-specific token that some models (e.g.
+    Gemini 3's `thought_signature`) attach to a function call and REQUIRE to be
+    echoed back when the call is replayed into the next turn's history. Providers
+    populate it on extraction and restore it when rebuilding the transcript;
+    providers that don't use it leave it None.
+    """
+    id: str
+    name: str
+    arguments: Dict[str, Any]
+    signature: Optional[Any] = None
+
+
+@dataclass
+class ToolResult:
+    """The result of executing a ToolCall, fed back to the model."""
+    id: str
+    content: str
+
+
+@dataclass
+class Message:
+    """
+    One entry in the neutral transcript every provider must speak.
+
+    This is the provider-agnostic contract: `run_tool_loop` and callers build
+    `Message`s (or plain dicts, coerced at the boundary), and each provider's
+    `generate_turn` translates them into its own SDK format.
+
+    - role 'user'      → content
+    - role 'assistant' → content and/or tool_calls (a model turn)
+    - role 'tool'      → content is a tool result, tool_call_id correlates it
+    """
+    role: str
+    content: str = ''
+    tool_calls: List["ToolCall"] = field(default_factory=list)
+    tool_call_id: Optional[str] = None
+
+    @classmethod
+    def coerce(cls, m: Any) -> "Message":
+        """Accept an existing Message or a plain dict; return a Message."""
+        if isinstance(m, cls):
+            return m
+        return cls(
+            role=m.get('role', 'user'),
+            content=m.get('content', '') or '',
+            tool_calls=m.get('tool_calls', []) or [],
+            tool_call_id=m.get('tool_call_id'),
+        )
+
+
+# An executor takes a ToolCall and returns its ToolResult.
+ToolExecutorFn = Callable[[ToolCall], ToolResult]
+
+
+@dataclass
+class ToolLoopResult:
+    """Final outcome of an agentic tool-calling loop."""
+    text: str
+    hops: int
+    calls: List[ToolCall] = field(default_factory=list)
+
+
+@dataclass
+class TurnResult:
+    """One model turn: either prose `text`, or `tool_calls` requesting execution."""
+    text: Optional[str]
+    tool_calls: List[ToolCall] = field(default_factory=list)
+
+
+def run_tool_loop(provider, messages, tools, executor,
+                  system=None, max_hops=5, max_tokens=1024, temperature=0.3) -> ToolLoopResult:
+    """
+    Drive an agentic tool-calling conversation.
+
+    The provider owns ONE turn (`generate_turn`); this function owns the loop:
+    ask the model with the tool menu; if it returns tool calls, execute them,
+    append the results to the transcript, and ask again; stop when the model
+    returns prose, or when the hop cap is reached (then force a final,
+    tool-free answer so the user always gets prose back).
+
+    Args:
+        provider:    object with `generate_turn(messages, tools, system, max_tokens, temperature)`
+        messages:    neutral transcript — list of dicts with 'role' and 'content';
+                     assistant tool requests carry 'tool_calls', tool results carry 'tool_call_id'
+        tools:       list[ToolSpec] the model may call
+        executor:    ToolExecutorFn mapping a ToolCall to a ToolResult
+        system:      optional system prompt
+        max_hops:    maximum tool-execution rounds before forcing an answer
+    """
+    transcript: List[Message] = [Message.coerce(m) for m in messages]
+    all_calls: List[ToolCall] = []
+    hops = 0
+    while True:
+        turn = provider.generate_turn(transcript, tools, system=system,
+                                      max_tokens=max_tokens, temperature=temperature)
+
+        # Model wants to call tools and we still have budget: execute + continue.
+        if turn.tool_calls and hops < max_hops:
+            hops += 1
+            transcript.append(Message(role='assistant', content=turn.text or '',
+                                      tool_calls=turn.tool_calls))
+            for call in turn.tool_calls:
+                all_calls.append(call)
+                res = executor(call)
+                transcript.append(Message(role='tool', tool_call_id=call.id,
+                                          content=res.content))
+            continue
+
+        # Hop cap hit while the model still wants tools: force a tool-free answer.
+        if turn.tool_calls and hops >= max_hops:
+            final = provider.generate_turn(transcript, [], system=system,
+                                           max_tokens=max_tokens, temperature=temperature)
+            return ToolLoopResult(text=final.text or '', hops=hops, calls=all_calls)
+
+        # Model returned prose: done.
+        return ToolLoopResult(text=turn.text or '', hops=hops, calls=all_calls)
diff --git a/app/services/argos/account_map.py b/app/services/argos/account_map.py
new file mode 100644
index 00000000..9e9d450d
--- /dev/null
+++ b/app/services/argos/account_map.py
@@ -0,0 +1,161 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Account map — the compact, cheap DB skeleton the companion agent sees every turn.
+
+Pure DB queries, no LLM. Gives the model the *shape* of the user's account
+(holdings + weights, researched companies + project state) plus the current page
+focus, so it knows what exists and what to fetch via tools. Kept small on purpose
+(a few hundred tokens once rendered).
+"""
+
+from sqlalchemy import func
+from sqlalchemy.orm import joinedload
+
+from app import db
+from app.models.portfolio import PortfolioPosition
+from app.models.research import ResearchProject
+from app.models.journal import JournalEntry, PatternRecognition
+from app.models.idea_pipeline import MistakeLog
+
+
+def _counts_by_company(model, user_id):
+    """{company_id -> count} for a user, in one grouped query.
+
+    The None key holds rows not tied to a company (general notes / mistakes).
+    """
+    rows = (
+        db.session.query(model.company_id, func.count(model.id))
+        .filter(model.user_id == user_id)
+        .group_by(model.company_id)
+        .all()
+    )
+    return {company_id: count for company_id, count in rows}
+
+
+def build_account_map(user_id, focus=None):
+    """Assemble the account skeleton for one user. Returns a plain dict."""
+    # Cheap grouped counts of the user's journal + mistake history.
+    notes_by_company = _counts_by_company(JournalEntry, user_id)
+    mistakes_by_company = _counts_by_company(MistakeLog, user_id)
+    patterns_total = PatternRecognition.query.filter_by(user_id=user_id).count()
+    journal_general = notes_by_company.get(None, 0)
+    mistakes_general = mistakes_by_company.get(None, 0)
+    positions = (
+        PortfolioPosition.query
+        .options(joinedload(PortfolioPosition.company))
+        .filter_by(user_id=user_id, is_active=True)
+        .all()
+    )
+    total_value = sum(float(p.current_value or 0) for p in positions) or 0.0
+
+    holdings = []
+    for p in positions:
+        company = p.company
+        value = float(p.current_value or 0)
+        holdings.append({
+            'company_id': p.company_id,
+            'name': company.name if company else 'Unknown',
+            'ticker': company.ticker_symbol if company else None,
+            'weight_pct': round(value / total_value * 100, 1) if total_value else 0.0,
+            'notes': notes_by_company.get(p.company_id, 0),
+            'mistakes': mistakes_by_company.get(p.company_id, 0),
+        })
+    holdings.sort(key=lambda h: h['weight_pct'], reverse=True)
+
+    researched = (
+        ResearchProject.query
+        .options(joinedload(ResearchProject.company))
+        .filter_by(user_id=user_id)
+        .all()
+    )
+    researched_companies = []
+    for proj in researched:
+        company = proj.company
+        state = proj.status or 'in_progress'
+        if proj.current_step_index is not None:
+            state = f"{state} (step {proj.current_step_index + 1})"
+        researched_companies.append({
+            'company_id': proj.company_id,
+            'name': company.name if company else 'Unknown',
+            'project_state': state,
+            'notes': notes_by_company.get(proj.company_id, 0),
+            'mistakes': mistakes_by_company.get(proj.company_id, 0),
+        })
+
+    company_ids = {h['company_id'] for h in holdings} | {
+        r['company_id'] for r in researched_companies}
+
+    return {
+        'holdings': holdings,
+        'researched_companies': researched_companies,
+        'focus': focus or {},
+        'counts': {
+            'holdings': len(holdings),
+            'companies': len(company_ids),
+            'journal_entries': sum(notes_by_company.values()),
+            'journal_general': journal_general,
+            'mistakes': sum(mistakes_by_company.values()),
+            'mistakes_general': mistakes_general,
+            'patterns': patterns_total,
+        },
+    }
+
+
+def render_account_map(account_map):
+    """Render the account map as a compact text block for the prompt."""
+    lines = []
+    focus = account_map.get('focus') or {}
+    if focus.get('type'):
+        target = f" (id={focus['id']})" if focus.get('id') else ''
+        lines.append(f"CURRENT FOCUS: {focus['type']}{target}")
+
+    def _tags(item):
+        parts = []
+        if item.get('notes'):
+            parts.append(f"{item['notes']} note(s)")
+        if item.get('mistakes'):
+            parts.append(f"{item['mistakes']} mistake(s)")
+        return f" · {', '.join(parts)}" if parts else ''
+
+    holdings = account_map.get('holdings', [])
+    lines.append(f"PORTFOLIO — {len(holdings)} holding(s):")
+    if holdings:
+        for h in holdings:
+            ticker = f" ({h['ticker']})" if h.get('ticker') else ''
+            lines.append(f"  - {h['name']}{ticker}: {h['weight_pct']}%{_tags(h)}")
+    else:
+        lines.append("  - none")
+
+    researched = account_map.get('researched_companies', [])
+    if researched:
+        lines.append(f"RESEARCHED COMPANIES — {len(researched)}:")
+        for r in researched:
+            lines.append(f"  - {r['name']}: {r['project_state']}{_tags(r)}")
+
+    counts = account_map.get('counts', {})
+    history = []
+    if counts.get('mistakes'):
+        history.append(f"{counts['mistakes']} logged mistake(s)")
+    if counts.get('patterns'):
+        history.append(f"{counts['patterns']} behavioural pattern(s)")
+    if counts.get('journal_general'):
+        history.append(f"{counts['journal_general']} general note(s)")
+    if history:
+        lines.append("HISTORY: " + ", ".join(history))
+
+    return "\n".join(lines)
diff --git a/app/services/argos/agent.py b/app/services/argos/agent.py
new file mode 100644
index 00000000..dffe8cc1
--- /dev/null
+++ b/app/services/argos/agent.py
@@ -0,0 +1,134 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+CompanionAgent — the global agentic companion.
+
+Assembles the account map (cheap DB skeleton) + focus into the system prompt,
+offers the tool menu, and runs the tool-calling loop via ai_service. The model
+decides which tools to call and chains them; every answer is grounded in the
+user's own data. Facts-only compliance rules live in companion_agent.yaml.
+"""
+
+import logging
+
+from app.services.ai import ai_service
+from app.services.ai.prompt_service import prompt_service, resolve_model_provider
+from app.services.ai.analytics import log_prompt_usage
+from app.services.argos.account_map import build_account_map, render_account_map
+from app.services.argos.tools import COMPANION_TOOLS, ToolExecutor
+from app.utils.time_utils import now_utc
+
+logger = logging.getLogger(__name__)
+
+_MAX_HOPS = 5
+
+
+def _render_focus(focus):
+    """Human-readable 'current page' block for the prompt.
+
+    Leads with the real page (URL + title) so the agent answers "what is this page?"
+    from where the user actually is, not by guessing from the account-wide map.
+    """
+    focus = focus or {}
+    lines = []
+    if focus.get('title'):
+        lines.append(f"Page title: {focus['title']}")
+    if focus.get('path'):
+        lines.append(f"URL path: {focus['path']}")
+    if focus.get('type'):
+        lines.append(f"Focus type: {focus['type']}")
+    if focus.get('company_id'):
+        lines.append(f"Company id: {focus['company_id']}")
+    if focus.get('project_id'):
+        lines.append(f"Research project id: {focus['project_id']}")
+    return "\n".join(lines) if lines else "No page context provided."
+
+
+class CompanionAgent:
+    """One instance per user; ``ask`` answers a question grounded in their account."""
+
+    def __init__(self, user_id):
+        self.user_id = user_id
+
+    def ask(self, question, history=None, focus=None):
+        """
+        Answer a question using account map + tools.
+
+        Returns {'answer': str, 'hops': int, 'tool_calls': [tool names]}.
+        """
+        account_map = build_account_map(self.user_id, focus)
+
+        prompt_data = prompt_service.get_prompt_with_metadata(
+            'companion', 'companion_agent',
+            account_map=render_account_map(account_map),
+            focus=_render_focus(focus),
+        )
+        metadata = prompt_data.get('metadata', {})
+        system = prompt_data['prompt']
+        model_enum, provider_enum = resolve_model_provider(
+            metadata, user_id=self.user_id, prompt_category='companion')
+
+        messages = [
+            {'role': m['role'], 'content': m['content']}
+            for m in (history or [])[-10:]
+        ]
+        messages.append({'role': 'user', 'content': question})
+
+        started = now_utc()
+        try:
+            result = ai_service.generate_with_tools(
+                messages,
+                COMPANION_TOOLS,
+                ToolExecutor(self.user_id),
+                system=system,
+                provider=provider_enum,
+                model=model_enum,
+                max_hops=_MAX_HOPS,
+                max_tokens=metadata.get('max_tokens', 4096),
+                temperature=metadata.get('temperature', 0.3),
+            )
+        except Exception as e:
+            self._log_usage(metadata, provider_enum, model_enum, started,
+                            success=False, error=str(e))
+            raise
+
+        self._log_usage(metadata, provider_enum, model_enum, started,
+                        success=True, hops=result.hops)
+        return {
+            'answer': result.text,
+            'hops': result.hops,
+            'tool_calls': [c.name for c in result.calls],
+        }
+
+    def _log_usage(self, metadata, provider_enum, model_enum, started,
+                   success, hops=0, error=None):
+        """Record the companion run in prompt analytics (best-effort)."""
+        try:
+            latency_ms = int((now_utc() - started).total_seconds() * 1000)
+            log_prompt_usage(
+                prompt_name='companion_agent',
+                prompt_version=str(metadata.get('version', '1.0')),
+                provider=getattr(provider_enum, 'value', str(provider_enum)),
+                model=getattr(model_enum, 'model_id', str(model_enum)),
+                latency_ms=latency_ms,
+                success=success,
+                error_message=error,
+                context_data={'hops': hops},
+                user_id=self.user_id,
+            )
+        except Exception as log_err:
+            logger.warning(f"companion usage logging failed: {log_err}")
diff --git a/app/services/argos/companion.py b/app/services/argos/companion.py
index a5857497..98fde413 100644
--- a/app/services/argos/companion.py
+++ b/app/services/argos/companion.py
@@ -33,6 +33,7 @@
 from app.models.journal import DecisionJournal, PatternRecognition
 from app.models.research import ResearchProject, FreeResearchQuestion
 from app.models import Company
+from app.models.portfolio import PortfolioPosition
 from app.services.ai import ai_service
 from app.services.ai.prompt_service import prompt_service, resolve_model_provider
 
@@ -61,6 +62,26 @@ def to_dict(self) -> Dict[str, Any]:
         return asdict(self)
 
 
+@dataclass
+class CompanyContext:
+    """Project-free context about one company. Used on the company dashboard."""
+    company_id: int
+    company_name: str
+    sector_name: str
+    project_state: str
+    red_flags: str
+    green_flags: str
+    investment_thesis: str
+    latest_decision: Optional[str]  # decision from the most recent completed project
+    position: Optional[Dict[str, Any]]  # held-position summary, or None
+    journal_summary: str
+    mistake_summary: str
+    pattern_summary: str
+
+    def to_summary(self) -> Dict[str, Any]:
+        return asdict(self)
+
+
 class CompanionMixin:
     """
     Companion features mixed into ArgosService.
@@ -72,6 +93,83 @@ class CompanionMixin:
     # Companion Features
     # =========================================================================
 
+    def build_company_context(self, company_id: int) -> "CompanyContext":
+        """
+        Assemble project-optional context about one company (for the company dashboard).
+
+        "Project-free" means it works WITHOUT a research project — not that it ignores
+        them. When projects exist it distinguishes active (in-progress) from completed
+        (decided) ones: live flags/thesis come from the active project if there is one,
+        otherwise from the most recent completed project, whose decision is surfaced too.
+        Reuses the journal/mistake/pattern enrichment helpers.
+        """
+        company = Company.query.filter_by(id=company_id, user_id=self.user_id).first()
+        if not company:
+            raise ValueError(f"Company {company_id} not found or access denied")
+
+        sector_name = 'Unknown'
+        if hasattr(company, 'sector') and company.sector:
+            sector_name = company.sector.name if hasattr(company.sector, 'name') else str(company.sector)
+
+        projects = (
+            ResearchProject.query
+            .filter_by(user_id=self.user_id, company_id=company_id)
+            .order_by(ResearchProject.id.desc())
+            .all()
+        )
+        active = [p for p in projects if (p.status or 'active') != 'completed']
+        completed = [p for p in projects if (p.status or 'active') == 'completed']
+
+        # Live flags/thesis: prefer an active project, else the latest completed.
+        primary = active[0] if active else (completed[0] if completed else None)
+        if primary:
+            red_flags = ', '.join(primary.red_flags or []) or 'None identified yet'
+            green_flags = ', '.join(primary.green_flags or []) or 'None identified yet'
+            investment_thesis = primary.investment_thesis or 'Not yet formed'
+        else:
+            red_flags = green_flags = 'None identified yet'
+            investment_thesis = 'Not yet formed'
+
+        # Human-readable state across all projects.
+        state_parts = []
+        if active:
+            a = active[0]
+            step = f" (step {a.current_step_index + 1})" if a.current_step_index is not None else ''
+            state_parts.append(f"{len(active)} active{step}")
+        if completed:
+            decisions = [p.decision for p in completed if p.decision]
+            dec = f" — decisions: {', '.join(decisions)}" if decisions else ''
+            state_parts.append(f"{len(completed)} completed{dec}")
+        project_state = '; '.join(state_parts) or 'No research project yet'
+
+        latest_decision = next((p.decision for p in completed if p.decision), None)
+
+        # Held position summary (or None).
+        pos = PortfolioPosition.query.filter_by(
+            user_id=self.user_id, company_id=company_id, is_active=True).first()
+        position = None
+        if pos:
+            position = {
+                'unrealized_pct': float(pos.unrealized_gain_loss_pct or 0),
+                'days_held': pos.days_held or 0,
+                'current_value': float(pos.current_value or 0),
+            }
+
+        return CompanyContext(
+            company_id=company_id,
+            company_name=company.name,
+            sector_name=sector_name,
+            project_state=project_state,
+            red_flags=red_flags,
+            green_flags=green_flags,
+            investment_thesis=investment_thesis,
+            latest_decision=latest_decision,
+            position=position,
+            journal_summary=self._build_journal_summary(company_id, sector_name),
+            mistake_summary=self._build_mistake_summary(company_id, sector_name),
+            pattern_summary=self._build_pattern_summary(),
+        )
+
     def build_research_context(self, project_id: int, step_index: Optional[int] = None) -> CompanionContext:
         """
         Build enriched context from ResearchProject + history data.
@@ -249,8 +347,8 @@ def get_warnings_by_company(self, company_id: int) -> List[Dict[str, Any]]:
         Get proactive warnings for a company — pattern warnings + journal insights + mistake history.
         Pure DB queries, zero token cost. Works with company_id directly (no project required).
         """
-        company = Company.query.get(company_id)
-        if not company or company.user_id != self.user_id:
+        company = Company.query.filter_by(id=company_id, user_id=self.user_id).first()
+        if not company:
             return []
 
         warnings = []
diff --git a/app/services/argos/knowledge_index.py b/app/services/argos/knowledge_index.py
new file mode 100644
index 00000000..40e2cd93
--- /dev/null
+++ b/app/services/argos/knowledge_index.py
@@ -0,0 +1,176 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Knowledge index builder for the companion.
+
+Indexes the four knowledge sources (research findings, journal entries, decision
+journals, saved resources) into ``KnowledgeChunk`` rows: each item is summarised
+to a short factual string, embedded once (BGE-base, 768 dims), and upserted keyed
+by ``(source_type, source_id)`` so re-running is idempotent.
+
+Long items are summarised via a tunable YAML prompt (``companion/knowledge_summary``);
+short items pass through unchanged to avoid a needless LLM call.
+"""
+
+import logging
+
+from app import db
+from app.models.knowledge_chunk import KnowledgeChunk
+from app.models.research import ResearchProject
+from app.models.journal import JournalEntry, DecisionJournal
+from app.models.company import Company, CompanyResource
+from app.models.idea_pipeline import MistakeLog
+from app.services.ai import ai_service
+from app.services.ai.embedding_service import get_embedding_service
+from app.services.ai.prompt_service import prompt_service, resolve_model_provider
+from app.utils.db_utils import safe_commit
+
+logger = logging.getLogger(__name__)
+
+_MAX_WORDS = 60
+
+
+def _summarise(user_id, source_type, raw):
+    """Short text passes through; long text is summarised via YAML prompt."""
+    raw = (raw or '').strip()
+    if not raw:
+        return ''
+    if len(raw.split()) <= _MAX_WORDS:
+        return raw
+    try:
+        prompt_data = prompt_service.get_prompt_with_metadata(
+            'companion', 'knowledge_summary',
+            source_type=source_type, max_words=_MAX_WORDS, content=raw[:4000])
+        model_enum, provider_enum = resolve_model_provider(
+            prompt_data.get('metadata', {}), user_id=user_id, prompt_category='companion')
+        summary = ai_service.generate_text(
+            prompt_data['prompt'], model=model_enum, provider=provider_enum,
+            max_tokens=120, temperature=0.2)
+        return (summary or '').strip() or raw[:400]
+    except Exception as e:
+        logger.warning(f"knowledge summary failed ({source_type}): {e}")
+        return raw[:400]
+
+
+def _mistake_text(mistake):
+    """Flatten a MistakeLog into one embeddable string (what + lesson)."""
+    parts = [mistake.title or '', mistake.description or '']
+    if mistake.lesson_learned:
+        parts.append(f"Lesson: {mistake.lesson_learned}")
+    return '. '.join(p for p in parts if p)
+
+
+def _upsert(user_id, company_id, source_type, source_id, title, raw):
+    """Create or update one KnowledgeChunk. Returns the row, or None if empty."""
+    summary = _summarise(user_id, source_type, raw)
+    if not summary:
+        return None
+
+    embedding = get_embedding_service().embed(summary)
+
+    # Always scope the lookup by user_id (defence-in-depth; source ids are
+    # globally-unique PKs so cross-user collision can't happen, but we never
+    # query without user_id).
+    row = KnowledgeChunk.query.filter_by(
+        user_id=user_id, source_type=source_type, source_id=source_id).first()
+    if row is None:
+        row = KnowledgeChunk(source_type=source_type, source_id=source_id)
+        db.session.add(row)
+
+    row.user_id = user_id
+    row.company_id = company_id
+    row.title = (title or '')[:300]
+    row.summary = summary
+    row.embedding = embedding.tolist() if embedding is not None else None
+    row.token_estimate = max(1, len(summary) // 4)
+    return row
+
+
+def index_company_knowledge(user_id, company_id):
+    """(Re)index all knowledge for one company. Returns the number of chunks."""
+    count = 0
+
+    # Research findings (one chunk per finding; stable id from project + position)
+    projects = ResearchProject.query.filter_by(
+        user_id=user_id, company_id=company_id).all()
+    for proj in projects:
+        for i, finding in enumerate(proj.key_findings or []):
+            if _upsert(user_id, company_id, 'finding',
+                       proj.id * 1000 + i, 'Finding', str(finding)):
+                count += 1
+
+    # Journal entries (free-form notes)
+    for entry in JournalEntry.query.filter_by(
+            user_id=user_id, company_id=company_id).all():
+        if _upsert(user_id, company_id, 'journal', entry.id, entry.title, entry.content):
+            count += 1
+
+    # Decision journals (structured theses)
+    for decision in DecisionJournal.query.filter_by(
+            user_id=user_id, company_id=company_id).all():
+        if _upsert(user_id, company_id, 'decision', decision.id,
+                   'Decision', decision.investment_thesis):
+            count += 1
+
+    # Saved resources (links + files: index title/description)
+    for resource in CompanyResource.query.filter_by(
+            user_id=user_id, company_id=company_id).all():
+        raw = resource.description or resource.title
+        if _upsert(user_id, company_id, 'resource', resource.id, resource.title, raw):
+            count += 1
+
+    # Logged mistakes tied to this company (blind-spot detector signal)
+    for mistake in MistakeLog.query.filter_by(
+            user_id=user_id, company_id=company_id).all():
+        if _upsert(user_id, company_id, 'mistake', mistake.id,
+                   mistake.title, _mistake_text(mistake)):
+            count += 1
+
+    safe_commit(db.session, 'index company knowledge')
+    return count
+
+
+def index_general_knowledge(user_id):
+    """(Re)index the user's knowledge that isn't tied to any company.
+
+    General notes and general mistakes carry ``company_id IS NULL`` and would be
+    missed by the per-company pass, so they get their own path.
+    """
+    count = 0
+
+    for entry in JournalEntry.query.filter_by(
+            user_id=user_id, company_id=None).all():
+        if _upsert(user_id, None, 'journal', entry.id, entry.title, entry.content):
+            count += 1
+
+    for mistake in MistakeLog.query.filter_by(
+            user_id=user_id, company_id=None).all():
+        if _upsert(user_id, None, 'mistake', mistake.id,
+                   mistake.title, _mistake_text(mistake)):
+            count += 1
+
+    safe_commit(db.session, 'index general knowledge')
+    return count
+
+
+def index_user_knowledge(user_id):
+    """(Re)index all of a user's knowledge — every company plus general items."""
+    total = 0
+    for company in Company.query.filter_by(user_id=user_id).all():
+        total += index_company_knowledge(user_id, company.id)
+    total += index_general_knowledge(user_id)
+    return total
diff --git a/app/services/argos/knowledge_search.py b/app/services/argos/knowledge_search.py
new file mode 100644
index 00000000..2f8b7d70
--- /dev/null
+++ b/app/services/argos/knowledge_search.py
@@ -0,0 +1,112 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Budgeted knowledge retrieval — "the control".
+
+`search_my_knowledge` embeds the query, cosine-ranks the user's KnowledgeChunks,
+and fills the result under a HARD budget: a total ceiling AND per-source caps, so
+unbounded sources (notes, links) can never crowd out research findings. Chunks
+from currently-held companies get a small ranking bonus (the portfolio reflects
+where the user's real knowledge concentrates).
+
+Only summaries are returned here. Raw note/resource text is fetched separately via
+`get_resource`, and only for the owning user.
+"""
+
+import numpy as np
+
+from app.models.knowledge_chunk import KnowledgeChunk
+from app.models.portfolio import PortfolioPosition
+from app.models.journal import JournalEntry
+from app.models.company import CompanyResource
+from app.services.ai.embedding_service import get_embedding_service
+
+_DEFAULT_CAPS = {'finding': 3, 'journal': 3, 'resource': 2, 'decision': 3, 'mistake': 2}
+_HELD_BONUS = 0.05
+
+
+def _held_company_ids(user_id):
+    return {
+        p.company_id
+        for p in PortfolioPosition.query.filter_by(user_id=user_id, is_active=True).all()
+    }
+
+
+def search_my_knowledge(user_id, query, company_id=None, total_cap=8, per_source_caps=None):
+    """
+    Retrieve the user's knowledge for a query, under a total + per-source budget.
+
+    Returns a list of dicts: {source_type, source_id, title, summary, score},
+    at most `total_cap` items, with each source capped by `per_source_caps`.
+    """
+    caps = per_source_caps or dict(_DEFAULT_CAPS)
+
+    query_vec = get_embedding_service().embed(query)
+    if query_vec is None:
+        return []
+    query_vec = np.asarray(query_vec, dtype=np.float64)
+    query_norm = np.linalg.norm(query_vec) or 1.0
+
+    rows = KnowledgeChunk.query.filter_by(user_id=user_id)
+    if company_id is not None:
+        rows = rows.filter_by(company_id=company_id)
+
+    held = _held_company_ids(user_id)
+
+    scored = []
+    for row in rows.all():
+        if row.embedding is None:
+            continue
+        vec = np.asarray(row.embedding, dtype=np.float64)
+        denom = query_norm * (np.linalg.norm(vec) or 1.0)
+        score = float(np.dot(query_vec, vec) / denom)
+        if row.company_id in held:
+            score += _HELD_BONUS
+        scored.append((score, row))
+
+    scored.sort(key=lambda pair: pair[0], reverse=True)
+
+    results = []
+    used = {}
+    for score, row in scored:
+        if len(results) >= total_cap:
+            break
+        if used.get(row.source_type, 0) >= caps.get(row.source_type, 1):
+            continue
+        used[row.source_type] = used.get(row.source_type, 0) + 1
+        results.append({
+            'source_type': row.source_type,
+            'source_id': row.source_id,
+            'title': row.title,
+            'summary': row.summary,
+            'score': round(score, 4),
+        })
+    return results
+
+
+def get_resource(user_id, source_type, source_id):
+    """Fetch raw content for one note/resource — only if owned by the user."""
+    if source_type == 'journal':
+        entry = JournalEntry.query.filter_by(id=source_id, user_id=user_id).first()
+        return {'title': entry.title, 'content': entry.content} if entry else None
+    if source_type == 'resource':
+        resource = CompanyResource.query.filter_by(id=source_id, user_id=user_id).first()
+        if not resource:
+            return None
+        return {'title': resource.title, 'url': resource.url,
+                'description': resource.description}
+    return None
diff --git a/app/services/argos/tools.py b/app/services/argos/tools.py
new file mode 100644
index 00000000..68d6b737
--- /dev/null
+++ b/app/services/argos/tools.py
@@ -0,0 +1,166 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Companion tools + the ownership-bound ToolExecutor.
+
+`COMPANION_TOOLS` are the schemas the model sees (names, descriptions, JSON-Schema
+params). `ToolExecutor` is the SECURITY BOUNDARY: it binds `current_user.id` at
+construction and validates ownership of every company/project/resource id before
+touching a service. The model never supplies a user id and cannot reach another
+user's data — a bad id returns an error string, never a leak.
+
+Each tool is a thin wrapper over a service we already have; results are returned
+as compact JSON (dates/Decimals stringified) for the model to read.
+"""
+
+import json
+import logging
+import dataclasses
+
+from app.services.ai.tool_calling import ToolSpec, ToolResult
+from app.services.argos.core import ArgosService
+from app.services.argos.knowledge_search import search_my_knowledge, get_resource
+from app.services.portfolio_intelligence import PortfolioIntelligenceService
+from app.models.company import Company
+from app.models.research import ResearchProject
+from app.models.journal import PatternRecognition
+from app.models.idea_pipeline import MistakeLog
+
+logger = logging.getLogger(__name__)
+
+
+COMPANION_TOOLS = [
+    ToolSpec(
+        'get_portfolio_overview',
+        "The user's portfolio: positions, weights, concentration, and how each "
+        "holding's actual return compares to its original thesis.",
+        {'type': 'object', 'properties': {}},
+    ),
+    ToolSpec(
+        'get_company_context',
+        "Everything the user knows about one company: research state, flags, thesis, "
+        "past decision, held position, and their journal/mistake/pattern history for it.",
+        {'type': 'object',
+         'properties': {'company_id': {'type': 'integer'}},
+         'required': ['company_id']},
+    ),
+    ToolSpec(
+        'get_research_project',
+        "Findings, questions, flags, and thesis for one research project.",
+        {'type': 'object',
+         'properties': {'project_id': {'type': 'integer'}},
+         'required': ['project_id']},
+    ),
+    ToolSpec(
+        'search_my_knowledge',
+        "Semantic search across the user's own research findings, journal notes, "
+        "saved links, decisions, and logged mistakes. Use for 'what did I find/note "
+        "about X' questions. Optionally scope to one company.",
+        {'type': 'object',
+         'properties': {'query': {'type': 'string'},
+                        'company_id': {'type': 'integer'}},
+         'required': ['query']},
+    ),
+    ToolSpec(
+        'get_resource',
+        "Fetch the raw text of one note or saved resource returned by "
+        "search_my_knowledge (source_type is 'journal' or 'resource').",
+        {'type': 'object',
+         'properties': {'source_type': {'type': 'string'},
+                        'source_id': {'type': 'integer'}},
+         'required': ['source_type', 'source_id']},
+    ),
+    ToolSpec(
+        'get_mistakes_and_patterns',
+        "The user's past mistakes and behavioural patterns, as facts to weigh against "
+        "the current decision.",
+        {'type': 'object',
+         'properties': {'topic': {'type': 'string'}}},
+    ),
+]
+
+
+class ToolExecutor:
+    """Dispatches a ToolCall to its handler, scoped to one user."""
+
+    def __init__(self, user_id):
+        self.user_id = user_id
+
+    def __call__(self, call):
+        handler = getattr(self, f'_{call.name}', None)
+        if handler is None:
+            return ToolResult(call.id, f"Unknown tool: {call.name}")
+        try:
+            data = handler(call.arguments or {})
+            return ToolResult(call.id, json.dumps(data, default=str))
+        except Exception as e:
+            logger.warning(f"companion tool {call.name} failed: {e}")
+            return ToolResult(call.id, json.dumps({'error': f'Tool failed: {e}'}))
+
+    # --- handlers (each ownership-scoped to self.user_id) ----------------
+
+    def _get_company_context(self, args):
+        company = Company.query.filter_by(
+            id=args.get('company_id'), user_id=self.user_id).first()
+        if not company:
+            return {'error': 'Company not found or access denied'}
+        return ArgosService(self.user_id).build_company_context(company.id).to_summary()
+
+    def _get_research_project(self, args):
+        project = ResearchProject.query.filter_by(
+            id=args.get('project_id'), user_id=self.user_id).first()
+        if not project:
+            return {'error': 'Project not found or access denied'}
+        return ArgosService(self.user_id).build_research_context(project.id).to_dict()
+
+    def _get_portfolio_overview(self, args):
+        service = PortfolioIntelligenceService(self.user_id)
+        reality = service.get_thesis_reality_check()
+        return {
+            'positions': [
+                dataclasses.asdict(t) if dataclasses.is_dataclass(t) else dict(t.__dict__)
+                for t in reality[:20]
+            ],
+        }
+
+    def _search_my_knowledge(self, args):
+        return {'results': search_my_knowledge(
+            self.user_id, args['query'], args.get('company_id'))}
+
+    def _get_resource(self, args):
+        resource = get_resource(self.user_id, args['source_type'], args['source_id'])
+        return resource or {'error': 'Not found or access denied'}
+
+    def _get_mistakes_and_patterns(self, args):
+        # User-wide mistakes + behavioural patterns (not company-scoped).
+        mistakes = (MistakeLog.query
+                    .filter_by(user_id=self.user_id)
+                    .order_by(MistakeLog.id.desc()).limit(8).all())
+        patterns = (PatternRecognition.query
+                    .filter_by(user_id=self.user_id)
+                    .order_by(PatternRecognition.impact_score.desc()).limit(5).all())
+        return {
+            'mistakes': [
+                {'title': m.title, 'type': m.mistake_type, 'lesson': m.lesson_learned}
+                for m in mistakes
+            ],
+            'patterns': [
+                {'name': p.pattern_name, 'impact': p.impact_score,
+                 'how_to_avoid': p.how_to_avoid}
+                for p in patterns
+            ],
+        }
diff --git a/app/services/background_tasks.py b/app/services/background_tasks.py
index fbadcf74..81e07a35 100644
--- a/app/services/background_tasks.py
+++ b/app/services/background_tasks.py
@@ -35,6 +35,7 @@
 from app.celery_tasks import checklist_item_analyze_task
 from app.celery_tasks import ai_research_assist_task
 from app.celery_tasks import screening_analysis_task
+from app.celery_tasks import companion_ask_task
 
 logger = logging.getLogger(__name__)
 
@@ -293,6 +294,24 @@ def start_bias_check(user_id, project_id):
 
         return task_id
 
+    @staticmethod
+    def start_companion_ask(user_id, question, history, focus):
+        """Start a companion agentic-chat task in the background. Returns task_id."""
+        task_id = str(uuid.uuid4())
+        task = BackgroundTask(
+            id=task_id,
+            user_id=user_id,
+            task_type='companion_ask',
+            status='pending',
+        )
+        db.session.add(task)
+        db.session.commit()
+
+        celery_task = companion_ask_task.delay(task_id, user_id, question, history, focus)
+        logger.info(f"Started companion_ask task {task_id} (Celery: {celery_task.id}) "
+                    f"for user {user_id}")
+        return task_id
+
     @staticmethod
     def start_argos_deep_analysis(user_id, company_id, step_type, step_context, current_text, include_companion_warnings):
         """Start an Argos deep analysis task in the background.
diff --git a/app/static/css/modules/_companion.css b/app/static/css/modules/_companion.css
index 4d1205ec..39d3a197 100644
--- a/app/static/css/modules/_companion.css
+++ b/app/static/css/modules/_companion.css
@@ -560,6 +560,13 @@
     flex-shrink: 0;
 }
 
+.companion-panel-heading {
+    display: flex;
+    flex-direction: column;
+    gap: 0.15rem;
+    min-width: 0;
+}
+
 .companion-panel-title {
     display: flex;
     align-items: center;
@@ -568,6 +575,21 @@
     font-weight: 600;
 }
 
+.companion-panel-scope {
+    display: flex;
+    align-items: center;
+    gap: 0.3rem;
+    font-size: 0.7rem;
+    font-weight: 500;
+    color: rgba(255, 255, 255, 0.72);
+    padding-left: calc(7px + 0.5rem); /* align under the title text, past the status dot */
+}
+
+.companion-panel-scope i {
+    font-size: 0.75rem;
+    opacity: 0.9;
+}
+
 .companion-status-dot {
     width: 7px;
     height: 7px;
@@ -640,6 +662,44 @@
     background: var(--gray-100, #f3f4f6);
     color: var(--gray-800, #1f2937);
     border-bottom-left-radius: var(--radius-sm, 4px);
+    /* Assistant messages hold rendered markdown (block HTML), not raw text. */
+    white-space: normal;
+}
+
+/* Rendered-markdown spacing inside assistant bubbles */
+.c-msg--assistant p {
+    margin: 0 0 0.5rem;
+}
+
+.c-msg--assistant p:last-child {
+    margin-bottom: 0;
+}
+
+.c-msg--assistant ul,
+.c-msg--assistant ol {
+    margin: 0.25rem 0 0.5rem;
+    padding-left: 1.2rem;
+}
+
+.c-msg--assistant li {
+    margin-bottom: 0.15rem;
+}
+
+.c-msg--assistant li:last-child {
+    margin-bottom: 0;
+}
+
+.c-msg--assistant pre {
+    white-space: pre-wrap;
+    word-break: break-word;
+    background: var(--gray-200, #e5e7eb);
+    padding: 0.4rem 0.55rem;
+    border-radius: var(--radius-sm, 4px);
+    margin: 0.3rem 0;
+}
+
+.c-msg--assistant code {
+    font-size: 0.92em;
 }
 
 .c-msg--system {
diff --git a/app/static/js/companion.js b/app/static/js/companion.js
new file mode 100644
index 00000000..dc521400
--- /dev/null
+++ b/app/static/js/companion.js
@@ -0,0 +1,454 @@
+/**
+ * =============================================================================
+ * Research Companion — Floating Chat Widget (extracted from _companion_widget.html)
+ * =============================================================================
+ * Config is read from the #companion-root dataset so the widget can be mounted
+ * on any page. Focus is a page hint: {type, company_id?, project_id?, step?}.
+ *   data-endpoint-base       — global companion API base (default: /companion)
+ *   data-focus-type          — 'company' | 'research' | 'portfolio' | ''
+ *   data-focus-company-id    — company id (or empty)
+ *   data-focus-project-id    — research project id (or empty)
+ *   data-focus-step          — research step index (or empty)
+ *
+ * Chat + capture go to the global /companion endpoint; wrap-up stays on the
+ * research route (research-only feature). History is one rolling thread per
+ * browser tab, kept in sessionStorage.
+ *
+ * Exposes window.CompanionChat with toggle/send/quickAction/saveCapture/runWrapup.
+ */
+(function () {
+  const root = document.getElementById('companion-root');
+  if (!root) return;
+
+  const toInt = (v) => (v ? parseInt(v, 10) : null);
+
+  // Thread identity: one conversation per focus context. Most-specific wins, so a
+  // research project (which belongs to a company) keeps its own thread, distinct
+  // from the company page and the portfolio. Unfocused pages share 'general'.
+  const focusKey = (f) => {
+    if (f.project_id) return 'project:' + f.project_id;
+    if (f.company_id) return 'company:' + f.company_id;
+    if (f.type === 'portfolio') return 'portfolio';
+    return 'general';
+  };
+
+  // Human label for the current scope, shown in the panel header so a shared
+  // 'general' thread across unfocused pages reads as intentional, not a glitch.
+  // Generic (scope type only) — no per-page wiring.
+  const scopeLabel = (f) => {
+    if (f.project_id) return { icon: 'bi-search', text: 'This research session' };
+    if (f.company_id) return { icon: 'bi-building', text: 'Focused on this company' };
+    if (f.type === 'portfolio') return { icon: 'bi-pie-chart', text: 'Across your portfolio' };
+    return { icon: 'bi-globe', text: 'Across your whole account' };
+  };
+
+  const cfg = {
+    endpointBase: root.dataset.endpointBase || '/companion',
+    researchBase: '/research/workflow/companion',
+    focus: {
+      type: root.dataset.focusType || '',
+      company_id: toInt(root.dataset.focusCompanyId),
+      project_id: toInt(root.dataset.focusProjectId),
+      step: toInt(root.dataset.focusStep),
+      // Which page the user is actually on, so the agent can answer "what is this
+      // page?" instead of guessing from the account-wide map.
+      path: window.location.pathname,
+      title: document.title,
+    },
+  };
+
+  // sessionStorage keys are scoped to the focus context (and per browser tab), so
+  // switching pages loads the right conversation and tabs never collide.
+  const CTX_KEY = focusKey(cfg.focus);
+  const THREAD_KEY = 'companion.thread:' + CTX_KEY;
+  const OPEN_KEY = 'companion.open';   // tab-global: whether the panel is open
+  const PENDING_KEY = 'companion.pending:' + CTX_KEY;  // in-flight task for this context
+
+  // Quick actions per focus type. `prefill` sends a question through the agent;
+  // `action` runs a widget function. "Capture" is universal. Labels stay factual
+  // (the companion surfaces facts, not opinions — e.g. concentration, not "risk").
+  const QUICK_ACTIONS = {
+    company: [
+      { label: 'What did I miss?', icon: 'bi-search',
+        prefill: 'What did I miss on this company — which research steps, flags, or checkpoints are still open?' },
+      { label: 'Past mistakes here?', icon: 'bi-exclamation-triangle',
+        prefill: 'What past mistakes or behavioural patterns of mine are relevant to this company?' },
+      { label: 'Capture', icon: 'bi-bookmark-plus', action: 'capture' },
+    ],
+    portfolio: [
+      { label: 'Where am I concentrated?', icon: 'bi-pie-chart',
+        prefill: 'Where is my portfolio most concentrated — by position and by sector?' },
+      { label: 'Checkpoints due?', icon: 'bi-calendar-check',
+        prefill: 'Which of my holdings have checkpoints or thesis reviews due?' },
+      { label: 'Capture', icon: 'bi-bookmark-plus', action: 'capture' },
+    ],
+    research: [
+      { label: 'Gaps?', icon: 'bi-search',
+        prefill: 'What gaps remain in my research for this step?' },
+      { label: 'Wrap Up', icon: 'bi-flag', action: 'wrapup' },
+      { label: 'Capture', icon: 'bi-bookmark-plus', action: 'capture' },
+    ],
+    default: [
+      { label: 'Capture', icon: 'bi-bookmark-plus', action: 'capture' },
+    ],
+  };
+
+  const CompanionChat = {
+    endpointBase: cfg.endpointBase,
+    researchBase: cfg.researchBase,
+    focus: cfg.focus,
+    projectId: cfg.focus.project_id,   // research-only helpers (wrap-up)
+    stepIndex: cfg.focus.step || 0,
+    isOpen: false,
+    conversationHistory: [],
+
+    // One rolling thread per tab.
+    loadThread() {
+      try {
+        this.conversationHistory = JSON.parse(sessionStorage.getItem(THREAD_KEY) || '[]');
+      } catch (e) {
+        this.conversationHistory = [];
+      }
+    },
+    saveThread() {
+      try {
+        sessionStorage.setItem(THREAD_KEY, JSON.stringify(this.conversationHistory));
+      } catch (e) { /* storage full / disabled — non-fatal */ }
+    },
+
+    // Apply + persist open/closed. Shared by toggle() and the on-load restore so
+    // the panel stays open across navigations (tab-global preference).
+    setOpen(open) {
+      this.isOpen = open;
+      document.getElementById('companionPanel').classList.toggle('open', open);
+      document.getElementById('companionFab').classList.toggle('active', open);
+      document.getElementById('companionFabIcon').className =
+        open ? 'bi bi-x-lg' : 'bi bi-chat-text';
+      try {
+        sessionStorage.setItem(OPEN_KEY, open ? '1' : '');
+      } catch (e) { /* storage disabled — non-fatal */ }
+      if (open) {
+        document.getElementById('companionFabBadge').style.display = 'none';
+        this.scrollToBottom();
+      }
+    },
+
+    toggle() {
+      this.setOpen(!this.isOpen);
+      if (this.isOpen) document.getElementById('companionChatInput').focus();
+    },
+
+    async send() {
+      const input = document.getElementById('companionChatInput');
+      const text = input.value.trim();
+      if (!text) return;
+
+      // Check GDPR consent before sending data to AI providers
+      if (typeof checkAIConsent === 'function') {
+        const consented = await checkAIConsent();
+        if (!consented) return;
+      }
+
+      // Add user message
+      this.appendMessage('user', text);
+      this.conversationHistory.push({ role: 'user', content: text });
+      this.saveThread();
+      input.value = '';
+
+      // Show typing indicator
+      this.showTyping();
+
+      try {
+        // Kick off the background task, then poll for the answer.
+        const response = await fetch(`${this.endpointBase}/ask`, {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json' },
+          body: JSON.stringify({
+            question: text,
+            history: this.conversationHistory,
+            focus: this.focus
+          })
+        });
+        const data = await response.json();
+        if (!data.success) {
+          this.hideTyping();
+          this.appendMessage('assistant', `<span class="text-danger">Error: ${this.escapeHtml(data.error || 'Failed to start')}</span>`);
+          return;
+        }
+        // Record the in-flight task so the answer can be recovered if the user
+        // navigates away before it finishes (the Celery task keeps running).
+        try {
+          sessionStorage.setItem(PENDING_KEY, JSON.stringify({
+            taskId: data.data.task_id, startedAt: Date.now(),
+          }));
+        } catch (e) { /* storage disabled — resume is best-effort */ }
+
+        const answer = await this.pollAnswer(data.data.task_id);
+        sessionStorage.removeItem(PENDING_KEY);
+        this.hideTyping();
+        if (answer !== null) {
+          this.appendMessage('assistant', this.renderMarkdown(answer));
+          this.conversationHistory.push({ role: 'assistant', content: answer });
+          this.saveThread();
+        }
+      } catch (err) {
+        this.hideTyping();
+        this.appendMessage('assistant', `<span class="text-danger">Connection error: ${this.escapeHtml(err.message)}</span>`);
+      }
+    },
+
+    // Poll the companion task until completed/failed. Returns the answer or null.
+    async pollAnswer(taskId, intervalMs = 1200, timeoutMs = 90000) {
+      const deadline = Date.now() + timeoutMs;
+      while (Date.now() < deadline) {
+        await new Promise((r) => setTimeout(r, intervalMs));
+        let data;
+        try {
+          const resp = await fetch(`${this.endpointBase}/ask/status/${taskId}`);
+          data = await resp.json();
+        } catch (e) {
+          continue; // transient — keep polling
+        }
+        const status = data && data.data ? data.data.status : null;
+        if (status === 'completed') {
+          return (data.data.result && data.data.result.answer) || '(no answer)';
+        }
+        if (status === 'failed') {
+          this.appendMessage('assistant', `<span class="text-danger">Failed: ${this.escapeHtml((data.data && data.data.error) || 'unknown error')}</span>`);
+          return null;
+        }
+      }
+      this.appendMessage('assistant', '<span class="text-danger">Timed out waiting for the companion.</span>');
+      return null;
+    },
+
+    // Re-attach to a task that was still running when the user navigated here.
+    // Only this context's pending task is resumed; a task started elsewhere stays
+    // put and resolves when the user returns to that context.
+    resumePending() {
+      let p;
+      try { p = JSON.parse(sessionStorage.getItem(PENDING_KEY) || 'null'); }
+      catch (e) { p = null; }
+      if (!p || !p.taskId) return;
+
+      // Always allow one status check (a finished task returns instantly), but
+      // bound the polling loop to ~3 min from when it started so a lost worker
+      // can't spin forever.
+      const AGE_CAP = 3 * 60 * 1000;
+      const remaining = Math.max(2000, AGE_CAP - (Date.now() - (p.startedAt || 0)));
+
+      this.showTyping();
+      this.pollAnswer(p.taskId, 1200, remaining).then((answer) => {
+        this.hideTyping();
+        sessionStorage.removeItem(PENDING_KEY);
+        if (answer !== null) {
+          this.appendMessage('assistant', this.renderMarkdown(answer));
+          this.conversationHistory.push({ role: 'assistant', content: answer });
+          this.saveThread();
+          if (!this.isOpen) {
+            document.getElementById('companionFabBadge').style.display = 'block';
+          }
+        }
+      });
+    },
+
+    renderScope() {
+      const el = document.getElementById('companionScope');
+      if (!el) return;
+      const s = scopeLabel(this.focus);
+      el.innerHTML = `<i class="bi ${s.icon}"></i> ${this.escapeHtml(s.text)}`;
+    },
+
+    renderQuickActions() {
+      const container = document.getElementById('companionQuickActions');
+      if (!container) return;
+      const actions = QUICK_ACTIONS[this.focus.type] || QUICK_ACTIONS.default;
+      container.innerHTML = '';
+      actions.forEach((a) => {
+        const btn = document.createElement('button');
+        btn.className = 'cqa-btn';
+        btn.type = 'button';
+        btn.innerHTML = `<i class="bi ${a.icon}"></i> ${a.label}`;
+        btn.addEventListener('click', () => {
+          if (a.action === 'capture') {
+            this.openCaptureModal();
+          } else if (a.action === 'wrapup') {
+            this.runWrapup();
+          } else if (a.prefill) {
+            document.getElementById('companionChatInput').value = a.prefill;
+            this.send();
+          }
+        });
+        container.appendChild(btn);
+      });
+    },
+
+    openCaptureModal() {
+      const modal = new bootstrap.Modal(document.getElementById('companionCaptureModal'));
+      document.getElementById('captureText').value = '';
+      document.getElementById('captureSourceTitle').value = '';
+      document.getElementById('captureUrl').value = '';
+      modal.show();
+    },
+
+    async saveCapture() {
+      const text = document.getElementById('captureText').value.trim();
+      const sourceTitle = document.getElementById('captureSourceTitle').value.trim();
+      const url = document.getElementById('captureUrl').value.trim();
+
+      if (!text) {
+        alert('Please enter text to capture');
+        return;
+      }
+
+      try {
+        const response = await fetch(`${this.endpointBase}/capture`, {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json' },
+          body: JSON.stringify({
+            text: text,
+            source_title: sourceTitle,
+            url: url,
+            focus: this.focus
+          })
+        });
+
+        const data = await response.json();
+
+        if (data.success) {
+          // Close modal
+          const modal = bootstrap.Modal.getInstance(document.getElementById('companionCaptureModal'));
+          modal.hide();
+
+          // Show success in chat
+          this.appendMessage('system',
+            `<i class="bi bi-check-circle-fill text-success me-1"></i> Captured to journal (entry #${data.data.entry_id})`
+          );
+        } else {
+          alert('Failed to save capture: ' + (data.error || 'Unknown error'));
+        }
+      } catch (err) {
+        alert('Connection error: ' + err.message);
+      }
+    },
+
+    async runWrapup() {
+      // Wrap-up is a research-only feature; keep it on the research route.
+      if (!this.projectId) return;
+      this.appendMessage('system', 'Generating session wrap-up...');
+      this.showTyping();
+
+      try {
+        const response = await fetch(`${this.researchBase}/${this.projectId}/wrapup`, {
+          method: 'POST',
+          headers: { 'Content-Type': 'application/json' },
+          body: JSON.stringify({
+            step_index: this.stepIndex,
+            session_findings: this.gatherPageText(),
+            duration_minutes: 0
+          })
+        });
+
+        this.hideTyping();
+        const data = await response.json();
+
+        if (data.success) {
+          this.appendMessage('assistant',
+            `<div class="c-msg-wrapup-label"><i class="bi bi-flag-fill me-1"></i> Session Summary</div>${this.renderMarkdown(data.data.summary)}`
+          );
+        } else {
+          this.appendMessage('assistant', `<span class="text-danger">Wrap-up failed: ${this.escapeHtml(data.error || 'Unknown error')}</span>`);
+        }
+      } catch (err) {
+        this.hideTyping();
+        this.appendMessage('assistant', `<span class="text-danger">Connection error: ${this.escapeHtml(err.message)}</span>`);
+      }
+    },
+
+    appendMessage(type, html) {
+      const msg = document.createElement('div');
+      msg.className = `c-msg c-msg--${type}`;
+      if (type === 'assistant') {
+        html += aiDisclaimer(true);
+      }
+      msg.innerHTML = html;
+      document.getElementById('companionMessages').appendChild(msg);
+      this.scrollToBottom();
+    },
+
+    showTyping() {
+      const msg = document.createElement('div');
+      msg.className = 'c-msg c-msg--typing';
+      msg.id = 'companionTyping';
+      msg.innerHTML = '<div class="typing-dots"><span></span><span></span><span></span></div>';
+      document.getElementById('companionMessages').appendChild(msg);
+      this.scrollToBottom();
+    },
+
+    hideTyping() {
+      const el = document.getElementById('companionTyping');
+      if (el) el.remove();
+    },
+
+    scrollToBottom() {
+      const el = document.getElementById('companionMessages');
+      el.scrollTop = el.scrollHeight;
+    },
+
+    gatherPageText() {
+      const sources = [];
+      document.querySelectorAll('textarea').forEach(ta => {
+        if (ta.value.trim() && ta.id !== 'companionChatInput') sources.push(ta.value);
+      });
+      document.querySelectorAll('[class*="blocknote"]').forEach(el => {
+        if (el.textContent.trim()) sources.push(el.textContent);
+      });
+      const notes = document.getElementById('notes');
+      if (notes && notes.value) sources.push(notes.value);
+      return sources.join(' ').substring(0, 500);
+    },
+
+    escapeHtml(text) {
+      const div = document.createElement('div');
+      div.textContent = text;
+      return div.innerHTML;
+    },
+
+    // Render the agent's markdown answer to sanitized HTML. `marked` does the
+    // markdown → HTML; `DOMPurify` strips anything unsafe (answers are LLM output,
+    // so this must be sanitized). Falls back to escaped plain text if the vendored
+    // libs somehow didn't load.
+    renderMarkdown(text) {
+      const raw = String(text == null ? '' : text);
+      if (window.marked && window.DOMPurify) {
+        return window.DOMPurify.sanitize(window.marked.parse(raw, { breaks: true }));
+      }
+      return this.escapeHtml(raw);
+    }
+  };
+
+  window.CompanionChat = CompanionChat;
+
+  // Render the scope indicator and focus-appropriate quick actions.
+  CompanionChat.renderScope();
+  CompanionChat.renderQuickActions();
+
+  // Restore the rolling thread for this tab and replay it into the panel.
+  CompanionChat.loadThread();
+  CompanionChat.conversationHistory.forEach((m) => {
+    const isUser = m.role === 'user';
+    CompanionChat.appendMessage(
+      isUser ? 'user' : 'assistant',
+      isUser ? CompanionChat.escapeHtml(m.content) : CompanionChat.renderMarkdown(m.content)
+    );
+  });
+
+  // Restore panel open/closed state across navigation (tab-global). Don't focus
+  // the input on restore — that would steal focus/scroll on every page load.
+  if (sessionStorage.getItem(OPEN_KEY)) {
+    CompanionChat.setOpen(true);
+  }
+
+  // Resume an answer that was still generating when we navigated to this page.
+  CompanionChat.resumePending();
+})();
diff --git a/app/static/js/vendor/marked.min.js b/app/static/js/vendor/marked.min.js
new file mode 100644
index 00000000..a91afe79
--- /dev/null
+++ b/app/static/js/vendor/marked.min.js
@@ -0,0 +1,6 @@
+/**
+ * marked v12.0.2 - a markdown parser
+ * Copyright (c) 2011-2024, Christopher Jeffrey. (MIT Licensed)
+ * https://github.com/markedjs/marked
+ */
+!function(e,t){"object"==typeof exports&&"undefined"!=typeof module?t(exports):"function"==typeof define&&define.amd?define(["exports"],t):t((e="undefined"!=typeof globalThis?globalThis:e||self).marked={})}(this,(function(e){"use strict";function t(){return{async:!1,breaks:!1,extensions:null,gfm:!0,hooks:null,pedantic:!1,renderer:null,silent:!1,tokenizer:null,walkTokens:null}}function n(t){e.defaults=t}e.defaults={async:!1,breaks:!1,extensions:null,gfm:!0,hooks:null,pedantic:!1,renderer:null,silent:!1,tokenizer:null,walkTokens:null};const s=/[&<>"']/,r=new RegExp(s.source,"g"),i=/[<>"']|&(?!(#\d{1,7}|#[Xx][a-fA-F0-9]{1,6}|\w+);)/,l=new RegExp(i.source,"g"),o={"&":"&amp;","<":"&lt;",">":"&gt;",'"':"&quot;","'":"&#39;"},a=e=>o[e];function c(e,t){if(t){if(s.test(e))return e.replace(r,a)}else if(i.test(e))return e.replace(l,a);return e}const h=/&(#(?:\d+)|(?:#x[0-9A-Fa-f]+)|(?:\w+));?/gi;function p(e){return 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n=t[2],s="";if(this.options.pedantic){const e=/^([^'"]*[^\s])\s+(['"])(.*)\2/.exec(n);e&&(n=e[1],s=e[3])}else s=t[3]?t[3].slice(1,-1):"";return n=n.trim(),/^</.test(n)&&(n=this.options.pedantic&&!/>$/.test(e)?n.slice(1):n.slice(1,-1)),b(t,{href:n?n.replace(this.rules.inline.anyPunctuation,"$1"):n,title:s?s.replace(this.rules.inline.anyPunctuation,"$1"):s},t[0],this.lexer)}}reflink(e,t){let n;if((n=this.rules.inline.reflink.exec(e))||(n=this.rules.inline.nolink.exec(e))){const e=t[(n[2]||n[1]).replace(/\s+/g," ").toLowerCase()];if(!e){const e=n[0].charAt(0);return{type:"text",raw:e,text:e}}return b(n,e,n[0],this.lexer)}}emStrong(e,t,n=""){let s=this.rules.inline.emStrongLDelim.exec(e);if(!s)return;if(s[3]&&n.match(/[\p{L}\p{N}]/u))return;if(!(s[1]||s[2]||"")||!n||this.rules.inline.punctuation.exec(n)){const n=[...s[0]].length-1;let r,i,l=n,o=0;const 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{2,}\n)|[\s\S]*?(?:(?=[\\<!\[`*_]|\b_|$)|[^ ](?= {2,}\n)))/,url:f},V={...K,link:k(/^!?\[(label)\]\((.*?)\)/).replace("label",F).getRegex(),reflink:k(/^!?\[(label)\]\s*\[([^\]]*)\]/).replace("label",F).getRegex()},W={...K,escape:k(Q).replace("])","~|])").getRegex(),url:k(/^((?:ftp|https?):\/\/|www\.)(?:[a-zA-Z0-9\-]+\.?)+[^\s<]*|^email/,"i").replace("email",/[A-Za-z0-9._+-]+(@)[a-zA-Z0-9-_]+(?:\.[a-zA-Z0-9-_]*[a-zA-Z0-9])+(?![-_])/).getRegex(),_backpedal:/(?:[^?!.,:;*_'"~()&]+|\([^)]*\)|&(?![a-zA-Z0-9]+;$)|[?!.,:;*_'"~)]+(?!$))+/,del:/^(~~?)(?=[^\s~])([\s\S]*?[^\s~])\1(?=[^~]|$)/,text:/^([`~]+|[^`~])(?:(?= {2,}\n)|(?=[a-zA-Z0-9.!#$%&'*+\/=?_`{\|}~-]+@)|[\s\S]*?(?:(?=[\\<!\[`*~_]|\b_|https?:\/\/|ftp:\/\/|www\.|$)|[^ ](?= {2,}\n)|[^a-zA-Z0-9.!#$%&'*+\/=?_`{\|}~-](?=[a-zA-Z0-9.!#$%&'*+\/=?_`{\|}~-]+@)))/},Y={...W,br:k(v).replace("{2,}","*").getRegex(),text:k(W.text).replace("\\b_","\\b_| {2,}\\n").replace(/\{2,\}/g,"*").getRegex()},ee={normal:q,gfm:L,pedantic:P},te={normal:K,gfm:W,breaks:Y,pedantic:V};class ne{tokens;options;state;tokenizer;inlineQueue;constructor(t){this.tokens=[],this.tokens.links=Object.create(null),this.options=t||e.defaults,this.options.tokenizer=this.options.tokenizer||new w,this.tokenizer=this.options.tokenizer,this.tokenizer.options=this.options,this.tokenizer.lexer=this,this.inlineQueue=[],this.state={inLink:!1,inRawBlock:!1,top:!0};const n={block:ee.normal,inline:te.normal};this.options.pedantic?(n.block=ee.pedantic,n.inline=te.pedantic):this.options.gfm&&(n.block=ee.gfm,this.options.breaks?n.inline=te.breaks:n.inline=te.gfm),this.tokenizer.rules=n}static get rules(){return{block:ee,inline:te}}static lex(e,t){return new ne(t).lex(e)}static lexInline(e,t){return new ne(t).inlineTokens(e)}lex(e){e=e.replace(/\r\n|\r/g,"\n"),this.blockTokens(e,this.tokens);for(let e=0;e<this.inlineQueue.length;e++){const t=this.inlineQueue[e];this.inlineTokens(t.src,t.tokens)}return this.inlineQueue=[],this.tokens}blockTokens(e,t=[]){let n,s,r,i;for(e=this.options.pedantic?e.replace(/\t/g,"    ").replace(/^ +$/gm,""):e.replace(/^( *)(\t+)/gm,((e,t,n)=>t+"    ".repeat(n.length)));e;)if(!(this.options.extensions&&this.options.extensions.block&&this.options.extensions.block.some((s=>!!(n=s.call({lexer:this},e,t))&&(e=e.substring(n.raw.length),t.push(n),!0)))))if(n=this.tokenizer.space(e))e=e.substring(n.raw.length),1===n.raw.length&&t.length>0?t[t.length-1].raw+="\n":t.push(n);else if(n=this.tokenizer.code(e))e=e.substring(n.raw.length),s=t[t.length-1],!s||"paragraph"!==s.type&&"text"!==s.type?t.push(n):(s.raw+="\n"+n.raw,s.text+="\n"+n.text,this.inlineQueue[this.inlineQueue.length-1].src=s.text);else if(n=this.tokenizer.fences(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.heading(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.hr(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.blockquote(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.list(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.html(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.def(e))e=e.substring(n.raw.length),s=t[t.length-1],!s||"paragraph"!==s.type&&"text"!==s.type?this.tokens.links[n.tag]||(this.tokens.links[n.tag]={href:n.href,title:n.title}):(s.raw+="\n"+n.raw,s.text+="\n"+n.raw,this.inlineQueue[this.inlineQueue.length-1].src=s.text);else if(n=this.tokenizer.table(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.lheading(e))e=e.substring(n.raw.length),t.push(n);else{if(r=e,this.options.extensions&&this.options.extensions.startBlock){let t=1/0;const n=e.slice(1);let s;this.options.extensions.startBlock.forEach((e=>{s=e.call({lexer:this},n),"number"==typeof s&&s>=0&&(t=Math.min(t,s))})),t<1/0&&t>=0&&(r=e.substring(0,t+1))}if(this.state.top&&(n=this.tokenizer.paragraph(r)))s=t[t.length-1],i&&"paragraph"===s.type?(s.raw+="\n"+n.raw,s.text+="\n"+n.text,this.inlineQueue.pop(),this.inlineQueue[this.inlineQueue.length-1].src=s.text):t.push(n),i=r.length!==e.length,e=e.substring(n.raw.length);else if(n=this.tokenizer.text(e))e=e.substring(n.raw.length),s=t[t.length-1],s&&"text"===s.type?(s.raw+="\n"+n.raw,s.text+="\n"+n.text,this.inlineQueue.pop(),this.inlineQueue[this.inlineQueue.length-1].src=s.text):t.push(n);else if(e){const t="Infinite loop on byte: "+e.charCodeAt(0);if(this.options.silent){console.error(t);break}throw new Error(t)}}return this.state.top=!0,t}inline(e,t=[]){return this.inlineQueue.push({src:e,tokens:t}),t}inlineTokens(e,t=[]){let n,s,r,i,l,o,a=e;if(this.tokens.links){const e=Object.keys(this.tokens.links);if(e.length>0)for(;null!=(i=this.tokenizer.rules.inline.reflinkSearch.exec(a));)e.includes(i[0].slice(i[0].lastIndexOf("[")+1,-1))&&(a=a.slice(0,i.index)+"["+"a".repeat(i[0].length-2)+"]"+a.slice(this.tokenizer.rules.inline.reflinkSearch.lastIndex))}for(;null!=(i=this.tokenizer.rules.inline.blockSkip.exec(a));)a=a.slice(0,i.index)+"["+"a".repeat(i[0].length-2)+"]"+a.slice(this.tokenizer.rules.inline.blockSkip.lastIndex);for(;null!=(i=this.tokenizer.rules.inline.anyPunctuation.exec(a));)a=a.slice(0,i.index)+"++"+a.slice(this.tokenizer.rules.inline.anyPunctuation.lastIndex);for(;e;)if(l||(o=""),l=!1,!(this.options.extensions&&this.options.extensions.inline&&this.options.extensions.inline.some((s=>!!(n=s.call({lexer:this},e,t))&&(e=e.substring(n.raw.length),t.push(n),!0)))))if(n=this.tokenizer.escape(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.tag(e))e=e.substring(n.raw.length),s=t[t.length-1],s&&"text"===n.type&&"text"===s.type?(s.raw+=n.raw,s.text+=n.text):t.push(n);else if(n=this.tokenizer.link(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.reflink(e,this.tokens.links))e=e.substring(n.raw.length),s=t[t.length-1],s&&"text"===n.type&&"text"===s.type?(s.raw+=n.raw,s.text+=n.text):t.push(n);else if(n=this.tokenizer.emStrong(e,a,o))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.codespan(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.br(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.del(e))e=e.substring(n.raw.length),t.push(n);else if(n=this.tokenizer.autolink(e))e=e.substring(n.raw.length),t.push(n);else if(this.state.inLink||!(n=this.tokenizer.url(e))){if(r=e,this.options.extensions&&this.options.extensions.startInline){let t=1/0;const n=e.slice(1);let s;this.options.extensions.startInline.forEach((e=>{s=e.call({lexer:this},n),"number"==typeof s&&s>=0&&(t=Math.min(t,s))})),t<1/0&&t>=0&&(r=e.substring(0,t+1))}if(n=this.tokenizer.inlineText(r))e=e.substring(n.raw.length),"_"!==n.raw.slice(-1)&&(o=n.raw.slice(-1)),l=!0,s=t[t.length-1],s&&"text"===s.type?(s.raw+=n.raw,s.text+=n.text):t.push(n);else if(e){const t="Infinite loop on byte: "+e.charCodeAt(0);if(this.options.silent){console.error(t);break}throw new Error(t)}}else e=e.substring(n.raw.length),t.push(n);return t}}class se{options;constructor(t){this.options=t||e.defaults}code(e,t,n){const s=(t||"").match(/^\S*/)?.[0];return e=e.replace(/\n$/,"")+"\n",s?'<pre><code class="language-'+c(s)+'">'+(n?e:c(e,!0))+"</code></pre>\n":"<pre><code>"+(n?e:c(e,!0))+"</code></pre>\n"}blockquote(e){return`<blockquote>\n${e}</blockquote>\n`}html(e,t){return e}heading(e,t,n){return`<h${t}>${e}</h${t}>\n`}hr(){return"<hr>\n"}list(e,t,n){const s=t?"ol":"ul";return"<"+s+(t&&1!==n?' start="'+n+'"':"")+">\n"+e+"</"+s+">\n"}listitem(e,t,n){return`<li>${e}</li>\n`}checkbox(e){return"<input "+(e?'checked="" ':"")+'disabled="" type="checkbox">'}paragraph(e){return`<p>${e}</p>\n`}table(e,t){return t&&(t=`<tbody>${t}</tbody>`),"<table>\n<thead>\n"+e+"</thead>\n"+t+"</table>\n"}tablerow(e){return`<tr>\n${e}</tr>\n`}tablecell(e,t){const n=t.header?"th":"td";return(t.align?`<${n} align="${t.align}">`:`<${n}>`)+e+`</${n}>\n`}strong(e){return`<strong>${e}</strong>`}em(e){return`<em>${e}</em>`}codespan(e){return`<code>${e}</code>`}br(){return"<br>"}del(e){return`<del>${e}</del>`}link(e,t,n){const s=g(e);if(null===s)return n;let r='<a href="'+(e=s)+'"';return t&&(r+=' title="'+t+'"'),r+=">"+n+"</a>",r}image(e,t,n){const s=g(e);if(null===s)return n;let r=`<img src="${e=s}" alt="${n}"`;return t&&(r+=` title="${t}"`),r+=">",r}text(e){return e}}class re{strong(e){return e}em(e){return e}codespan(e){return e}del(e){return e}html(e){return e}text(e){return e}link(e,t,n){return""+n}image(e,t,n){return""+n}br(){return""}}class ie{options;renderer;textRenderer;constructor(t){this.options=t||e.defaults,this.options.renderer=this.options.renderer||new se,this.renderer=this.options.renderer,this.renderer.options=this.options,this.textRenderer=new re}static parse(e,t){return new ie(t).parse(e)}static parseInline(e,t){return new ie(t).parseInline(e)}parse(e,t=!0){let n="";for(let s=0;s<e.length;s++){const r=e[s];if(this.options.extensions&&this.options.extensions.renderers&&this.options.extensions.renderers[r.type]){const e=r,t=this.options.extensions.renderers[e.type].call({parser:this},e);if(!1!==t||!["space","hr","heading","code","table","blockquote","list","html","paragraph","text"].includes(e.type)){n+=t||"";continue}}switch(r.type){case"space":continue;case"hr":n+=this.renderer.hr();continue;case"heading":{const e=r;n+=this.renderer.heading(this.parseInline(e.tokens),e.depth,p(this.parseInline(e.tokens,this.textRenderer)));continue}case"code":{const e=r;n+=this.renderer.code(e.text,e.lang,!!e.escaped);continue}case"table":{const e=r;let t="",s="";for(let t=0;t<e.header.length;t++)s+=this.renderer.tablecell(this.parseInline(e.header[t].tokens),{header:!0,align:e.align[t]});t+=this.renderer.tablerow(s);let i="";for(let t=0;t<e.rows.length;t++){const n=e.rows[t];s="";for(let t=0;t<n.length;t++)s+=this.renderer.tablecell(this.parseInline(n[t].tokens),{header:!1,align:e.align[t]});i+=this.renderer.tablerow(s)}n+=this.renderer.table(t,i);continue}case"blockquote":{const e=r,t=this.parse(e.tokens);n+=this.renderer.blockquote(t);continue}case"list":{const e=r,t=e.ordered,s=e.start,i=e.loose;let l="";for(let t=0;t<e.items.length;t++){const n=e.items[t],s=n.checked,r=n.task;let o="";if(n.task){const e=this.renderer.checkbox(!!s);i?n.tokens.length>0&&"paragraph"===n.tokens[0].type?(n.tokens[0].text=e+" "+n.tokens[0].text,n.tokens[0].tokens&&n.tokens[0].tokens.length>0&&"text"===n.tokens[0].tokens[0].type&&(n.tokens[0].tokens[0].text=e+" "+n.tokens[0].tokens[0].text)):n.tokens.unshift({type:"text",text:e+" "}):o+=e+" "}o+=this.parse(n.tokens,i),l+=this.renderer.listitem(o,r,!!s)}n+=this.renderer.list(l,t,s);continue}case"html":{const e=r;n+=this.renderer.html(e.text,e.block);continue}case"paragraph":{const e=r;n+=this.renderer.paragraph(this.parseInline(e.tokens));continue}case"text":{let i=r,l=i.tokens?this.parseInline(i.tokens):i.text;for(;s+1<e.length&&"text"===e[s+1].type;)i=e[++s],l+="\n"+(i.tokens?this.parseInline(i.tokens):i.text);n+=t?this.renderer.paragraph(l):l;continue}default:{const e='Token with "'+r.type+'" type was not found.';if(this.options.silent)return console.error(e),"";throw new Error(e)}}}return n}parseInline(e,t){t=t||this.renderer;let n="";for(let s=0;s<e.length;s++){const r=e[s];if(this.options.extensions&&this.options.extensions.renderers&&this.options.extensions.renderers[r.type]){const e=this.options.extensions.renderers[r.type].call({parser:this},r);if(!1!==e||!["escape","html","link","image","strong","em","codespan","br","del","text"].includes(r.type)){n+=e||"";continue}}switch(r.type){case"escape":{const e=r;n+=t.text(e.text);break}case"html":{const e=r;n+=t.html(e.text);break}case"link":{const e=r;n+=t.link(e.href,e.title,this.parseInline(e.tokens,t));break}case"image":{const e=r;n+=t.image(e.href,e.title,e.text);break}case"strong":{const e=r;n+=t.strong(this.parseInline(e.tokens,t));break}case"em":{const e=r;n+=t.em(this.parseInline(e.tokens,t));break}case"codespan":{const e=r;n+=t.codespan(e.text);break}case"br":n+=t.br();break;case"del":{const e=r;n+=t.del(this.parseInline(e.tokens,t));break}case"text":{const e=r;n+=t.text(e.text);break}default:{const e='Token with "'+r.type+'" type was not found.';if(this.options.silent)return console.error(e),"";throw new Error(e)}}}return n}}class le{options;constructor(t){this.options=t||e.defaults}static passThroughHooks=new Set(["preprocess","postprocess","processAllTokens"]);preprocess(e){return e}postprocess(e){return e}processAllTokens(e){return e}}class oe{defaults={async:!1,breaks:!1,extensions:null,gfm:!0,hooks:null,pedantic:!1,renderer:null,silent:!1,tokenizer:null,walkTokens:null};options=this.setOptions;parse=this.#e(ne.lex,ie.parse);parseInline=this.#e(ne.lexInline,ie.parseInline);Parser=ie;Renderer=se;TextRenderer=re;Lexer=ne;Tokenizer=w;Hooks=le;constructor(...e){this.use(...e)}walkTokens(e,t){let n=[];for(const s of e)switch(n=n.concat(t.call(this,s)),s.type){case"table":{const e=s;for(const s of e.header)n=n.concat(this.walkTokens(s.tokens,t));for(const s of e.rows)for(const e of s)n=n.concat(this.walkTokens(e.tokens,t));break}case"list":{const e=s;n=n.concat(this.walkTokens(e.items,t));break}default:{const e=s;this.defaults.extensions?.childTokens?.[e.type]?this.defaults.extensions.childTokens[e.type].forEach((s=>{const r=e[s].flat(1/0);n=n.concat(this.walkTokens(r,t))})):e.tokens&&(n=n.concat(this.walkTokens(e.tokens,t)))}}return n}use(...e){const t=this.defaults.extensions||{renderers:{},childTokens:{}};return e.forEach((e=>{const n={...e};if(n.async=this.defaults.async||n.async||!1,e.extensions&&(e.extensions.forEach((e=>{if(!e.name)throw new Error("extension name required");if("renderer"in e){const n=t.renderers[e.name];t.renderers[e.name]=n?function(...t){let s=e.renderer.apply(this,t);return!1===s&&(s=n.apply(this,t)),s}:e.renderer}if("tokenizer"in e){if(!e.level||"block"!==e.level&&"inline"!==e.level)throw new Error("extension level must be 'block' or 'inline'");const n=t[e.level];n?n.unshift(e.tokenizer):t[e.level]=[e.tokenizer],e.start&&("block"===e.level?t.startBlock?t.startBlock.push(e.start):t.startBlock=[e.start]:"inline"===e.level&&(t.startInline?t.startInline.push(e.start):t.startInline=[e.start]))}"childTokens"in e&&e.childTokens&&(t.childTokens[e.name]=e.childTokens)})),n.extensions=t),e.renderer){const t=this.defaults.renderer||new se(this.defaults);for(const n in e.renderer){if(!(n in t))throw new Error(`renderer '${n}' does not exist`);if("options"===n)continue;const s=n,r=e.renderer[s],i=t[s];t[s]=(...e)=>{let n=r.apply(t,e);return!1===n&&(n=i.apply(t,e)),n||""}}n.renderer=t}if(e.tokenizer){const t=this.defaults.tokenizer||new w(this.defaults);for(const n in e.tokenizer){if(!(n in t))throw new Error(`tokenizer '${n}' does not exist`);if(["options","rules","lexer"].includes(n))continue;const s=n,r=e.tokenizer[s],i=t[s];t[s]=(...e)=>{let n=r.apply(t,e);return!1===n&&(n=i.apply(t,e)),n}}n.tokenizer=t}if(e.hooks){const t=this.defaults.hooks||new le;for(const n in e.hooks){if(!(n in t))throw new Error(`hook '${n}' does not exist`);if("options"===n)continue;const s=n,r=e.hooks[s],i=t[s];le.passThroughHooks.has(n)?t[s]=e=>{if(this.defaults.async)return Promise.resolve(r.call(t,e)).then((e=>i.call(t,e)));const n=r.call(t,e);return i.call(t,n)}:t[s]=(...e)=>{let n=r.apply(t,e);return!1===n&&(n=i.apply(t,e)),n}}n.hooks=t}if(e.walkTokens){const t=this.defaults.walkTokens,s=e.walkTokens;n.walkTokens=function(e){let n=[];return n.push(s.call(this,e)),t&&(n=n.concat(t.call(this,e))),n}}this.defaults={...this.defaults,...n}})),this}setOptions(e){return this.defaults={...this.defaults,...e},this}lexer(e,t){return ne.lex(e,t??this.defaults)}parser(e,t){return ie.parse(e,t??this.defaults)}#e(e,t){return(n,s)=>{const r={...s},i={...this.defaults,...r};!0===this.defaults.async&&!1===r.async&&(i.silent||console.warn("marked(): The async option was set to true by an extension. The async: false option sent to parse will be ignored."),i.async=!0);const l=this.#t(!!i.silent,!!i.async);if(null==n)return l(new Error("marked(): input parameter is undefined or null"));if("string"!=typeof n)return l(new Error("marked(): input parameter is of type "+Object.prototype.toString.call(n)+", string expected"));if(i.hooks&&(i.hooks.options=i),i.async)return Promise.resolve(i.hooks?i.hooks.preprocess(n):n).then((t=>e(t,i))).then((e=>i.hooks?i.hooks.processAllTokens(e):e)).then((e=>i.walkTokens?Promise.all(this.walkTokens(e,i.walkTokens)).then((()=>e)):e)).then((e=>t(e,i))).then((e=>i.hooks?i.hooks.postprocess(e):e)).catch(l);try{i.hooks&&(n=i.hooks.preprocess(n));let s=e(n,i);i.hooks&&(s=i.hooks.processAllTokens(s)),i.walkTokens&&this.walkTokens(s,i.walkTokens);let r=t(s,i);return i.hooks&&(r=i.hooks.postprocess(r)),r}catch(e){return l(e)}}}#t(e,t){return n=>{if(n.message+="\nPlease report this to https://github.com/markedjs/marked.",e){const e="<p>An error occurred:</p><pre>"+c(n.message+"",!0)+"</pre>";return t?Promise.resolve(e):e}if(t)return Promise.reject(n);throw n}}}const ae=new oe;function ce(e,t){return ae.parse(e,t)}ce.options=ce.setOptions=function(e){return ae.setOptions(e),ce.defaults=ae.defaults,n(ce.defaults),ce},ce.getDefaults=t,ce.defaults=e.defaults,ce.use=function(...e){return ae.use(...e),ce.defaults=ae.defaults,n(ce.defaults),ce},ce.walkTokens=function(e,t){return ae.walkTokens(e,t)},ce.parseInline=ae.parseInline,ce.Parser=ie,ce.parser=ie.parse,ce.Renderer=se,ce.TextRenderer=re,ce.Lexer=ne,ce.lexer=ne.lex,ce.Tokenizer=w,ce.Hooks=le,ce.parse=ce;const he=ce.options,pe=ce.setOptions,ue=ce.use,ke=ce.walkTokens,ge=ce.parseInline,fe=ce,de=ie.parse,xe=ne.lex;e.Hooks=le,e.Lexer=ne,e.Marked=oe,e.Parser=ie,e.Renderer=se,e.TextRenderer=re,e.Tokenizer=w,e.getDefaults=t,e.lexer=xe,e.marked=ce,e.options=he,e.parse=fe,e.parseInline=ge,e.parser=de,e.setOptions=pe,e.use=ue,e.walkTokens=ke}));
diff --git a/app/static/js/vendor/purify.min.js b/app/static/js/vendor/purify.min.js
new file mode 100644
index 00000000..f016fb30
--- /dev/null
+++ b/app/static/js/vendor/purify.min.js
@@ -0,0 +1,3 @@
+/*! @license DOMPurify 3.1.7 | (c) Cure53 and other contributors | Released under the Apache license 2.0 and Mozilla Public License 2.0 | github.com/cure53/DOMPurify/blob/3.1.7/LICENSE */
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+//# sourceMappingURL=purify.min.js.map
diff --git a/app/templates/main/_base.html b/app/templates/main/_base.html
index fc03c186..fe09e7bd 100644
--- a/app/templates/main/_base.html
+++ b/app/templates/main/_base.html
@@ -79,6 +79,14 @@
         </div>
     </div>
 
+    {# Markdown rendering + sanitizer for AI answers (self-hosted). Loaded before the
+       companion so marked/DOMPurify are available when companion.js runs. #}
+    <script defer src="{{ url_for('static', filename='js/vendor/marked.min.js') }}"></script>
+    <script defer src="{{ url_for('static', filename='js/vendor/purify.min.js') }}"></script>
+
+    {# Global research/portfolio companion — renders for authenticated users (opt-out) #}
+    {% include 'main/_companion_widget.html' ignore missing %}
+
     <!-- Modal Block - Modals should be direct children of body for proper Bootstrap positioning -->
     {% block modals %}
     {% endblock %}
diff --git a/app/templates/main/_companion_widget.html b/app/templates/main/_companion_widget.html
new file mode 100644
index 00000000..09155488
--- /dev/null
+++ b/app/templates/main/_companion_widget.html
@@ -0,0 +1,110 @@
+{#
+  Research Companion — Floating Chat Widget
+
+  A floating action button (FAB) + slide-up chat panel for live companion chat.
+  Wired to POST /companion/<project_id>/ask for Q&A during research sessions.
+
+  Rendered globally by main/_base.html. A page opts in by setting:
+    {% set companion_enabled = true %}
+    {% set companion_focus = {'type': 'research'|'company'|'portfolio', 'company_id': ..., 'project_id': ..., 'step': ...} %}
+
+  CSS: modules/_companion.css
+#}
+
+{% set _focus = companion_focus | default({}) %}
+
+{% if current_user.is_authenticated and (companion_enabled | default(true)) %}
+<!-- Config for companion.js (read via dataset) -->
+<div id="companion-root"
+     data-focus-type="{{ _focus.type | default('') }}"
+     data-focus-company-id="{{ _focus.company_id | default('') }}"
+     data-focus-project-id="{{ _focus.project_id | default('') }}"
+     data-focus-step="{{ _focus.step | default('') }}"
+     data-endpoint-base="/companion"
+     style="display:none;"></div>
+
+<!-- Companion FAB -->
+<button class="companion-fab" id="companionFab" onclick="CompanionChat.toggle()">
+    <i class="bi bi-chat-text" id="companionFabIcon"></i>
+    <span class="companion-fab-badge" id="companionFabBadge" style="display: none;">0</span>
+</button>
+
+<!-- Companion Chat Panel -->
+<div class="companion-panel" id="companionPanel">
+    <!-- Header -->
+    <div class="companion-panel-header">
+        <div class="companion-panel-heading">
+            <div class="companion-panel-title">
+                <span class="companion-status-dot"></span>
+                Research Companion
+            </div>
+            <!-- Scope indicator (set by companion.js from focus) -->
+            <div class="companion-panel-scope" id="companionScope"></div>
+        </div>
+        <div class="companion-panel-actions">
+            <button title="Minimize" onclick="CompanionChat.toggle()"><i class="bi bi-dash-lg"></i></button>
+        </div>
+    </div>
+
+    <!-- Messages -->
+    <div class="companion-messages" id="companionMessages">
+        <div class="c-msg c-msg--system">
+            Companion ready — facts only, opinions are yours.
+        </div>
+    </div>
+
+    <!-- Quick Actions (rendered by companion.js based on focus type) -->
+    <div class="companion-quick-actions" id="companionQuickActions"></div>
+
+    <!-- Input -->
+    <div class="companion-input">
+        <textarea rows="1" placeholder="Ask about your research..."
+                  id="companionChatInput"
+                  onkeydown="if(event.key==='Enter'&&!event.shiftKey){event.preventDefault();CompanionChat.send()}"></textarea>
+        <button class="companion-send-btn" onclick="CompanionChat.send()">
+            <i class="bi bi-send-fill"></i>
+        </button>
+    </div>
+</div>
+
+<!-- Quick Capture Modal -->
+<div class="modal fade" id="companionCaptureModal" tabindex="-1" aria-labelledby="companionCaptureModalLabel" aria-hidden="true">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title" id="companionCaptureModalLabel">
+                    <i class="bi bi-bookmark-plus me-2"></i>Quick Capture
+                </h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
+            </div>
+            <div class="modal-body">
+                <p class="text-muted small mb-3">Capture insights from articles, podcasts, or conversations during research.</p>
+                <div class="mb-3">
+                    <label for="captureText" class="form-label">Text <span class="text-danger">*</span></label>
+                    <textarea class="form-control" id="captureText" rows="4"
+                              placeholder="Key insight or finding..."></textarea>
+                </div>
+                <div class="mb-3">
+                    <label for="captureSourceTitle" class="form-label">Source Title</label>
+                    <input type="text" class="form-control" id="captureSourceTitle"
+                           placeholder="e.g., Annual Report 2023, Q3 Earnings Call">
+                </div>
+                <div class="mb-3">
+                    <label for="captureUrl" class="form-label">URL</label>
+                    <input type="url" class="form-control" id="captureUrl"
+                           placeholder="https://...">
+                </div>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
+                <button type="button" class="btn btn-primary" onclick="CompanionChat.saveCapture()">
+                    <i class="bi bi-check-lg me-1"></i>Save Capture
+                </button>
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-- Companion widget logic (extracted module) -->
+<script defer src="{{ url_for('static', filename='js/companion.js') }}"></script>
+{% endif %}
diff --git a/celery_app.py b/celery_app.py
index 74bc81d8..ce6ec956 100644
--- a/celery_app.py
+++ b/celery_app.py
@@ -33,6 +33,7 @@
                     'app.celery_tasks.tasks_import',           # Portfolio import tasks
                     'app.celery_tasks.tasks_checkpoint_analysis',  # Daily checkpoint analysis
                     'app.celery_tasks.tasks_screening',             # Screening analysis tasks
+                    'app.celery_tasks.tasks_companion',             # Companion agentic chat tasks
                 ]
                 )
 
diff --git a/migrations/versions/c85080497f69_add_knowledge_chunk.py b/migrations/versions/c85080497f69_add_knowledge_chunk.py
new file mode 100644
index 00000000..6babfd98
--- /dev/null
+++ b/migrations/versions/c85080497f69_add_knowledge_chunk.py
@@ -0,0 +1,69 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""add knowledge_chunk
+
+Revision ID: c85080497f69
+Revises: unique_company_ticker
+Create Date: 2026-07-24 22:38:15.699396
+
+"""
+from alembic import op
+import sqlalchemy as sa
+from pgvector.sqlalchemy import Vector
+
+
+# revision identifiers, used by Alembic.
+revision = 'c85080497f69'
+down_revision = 'reconcile_schema_drift'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # Only creates knowledge_chunk. Unrelated autogenerated diffs (dropped
+    # indexes / constraints on other tables, reflecting pre-existing dev-DB
+    # drift) were removed by hand — this migration is scoped to the companion
+    # knowledge index alone.
+    op.create_table('knowledge_chunk',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('user_id', sa.Integer(), nullable=False),
+    sa.Column('company_id', sa.Integer(), nullable=True),
+    sa.Column('source_type', sa.String(length=20), nullable=False),
+    sa.Column('source_id', sa.Integer(), nullable=False),
+    sa.Column('title', sa.String(length=300), nullable=True),
+    sa.Column('summary', sa.Text(), nullable=False),
+    sa.Column('embedding', Vector(768), nullable=True),
+    sa.Column('token_estimate', sa.Integer(), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), nullable=True),
+    sa.ForeignKeyConstraint(['company_id'], ['company.id'], ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['user_id'], ['user.id'], ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('source_type', 'source_id', name='uq_knowledge_source')
+    )
+    with op.batch_alter_table('knowledge_chunk', schema=None) as batch_op:
+        batch_op.create_index(batch_op.f('ix_knowledge_chunk_company_id'), ['company_id'], unique=False)
+        batch_op.create_index(batch_op.f('ix_knowledge_chunk_source_type'), ['source_type'], unique=False)
+        batch_op.create_index(batch_op.f('ix_knowledge_chunk_user_id'), ['user_id'], unique=False)
+
+
+def downgrade():
+    with op.batch_alter_table('knowledge_chunk', schema=None) as batch_op:
+        batch_op.drop_index(batch_op.f('ix_knowledge_chunk_user_id'))
+        batch_op.drop_index(batch_op.f('ix_knowledge_chunk_source_type'))
+        batch_op.drop_index(batch_op.f('ix_knowledge_chunk_company_id'))
+
+    op.drop_table('knowledge_chunk')
diff --git a/unittests/conftest.py b/unittests/conftest.py
new file mode 100644
index 00000000..32e6cc24
--- /dev/null
+++ b/unittests/conftest.py
@@ -0,0 +1,324 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Shared pytest fixtures for DB-backed companion tests.
+
+Uses a DEDICATED scratch Postgres database (``<dev_db>_companion_test``) so tests
+never touch the dev database. The scratch DB is created on first use, the pgvector
+extension is enabled, and the full schema is built with ``create_all``. Each test
+runs against it and all rows are deleted afterwards, so tests are isolated without
+paying to rebuild the schema every time.
+
+Embeddings are stubbed (``stub_embedding``) to a fixed vector — indexing/retrieval
+logic is what we test here, not the embedding model.
+"""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+import numpy as np
+import pytest
+from sqlalchemy import create_engine, text
+from sqlalchemy.engine.url import make_url
+
+from config import Config
+from app import create_app, db
+from app.models import User, Company, ResearchProject
+from app.models.research import ResearchTemplate
+from app.models.journal import JournalEntry
+from app.models.idea_pipeline import MistakeLog
+from app.models.knowledge_chunk import KnowledgeChunk
+from app.models.portfolio import PortfolioPosition
+
+_BASE_URL = make_url(Config.SQLALCHEMY_DATABASE_URI)
+_SCRATCH_URL = _BASE_URL.set(database=_BASE_URL.database + '_companion_test')
+
+
+class TestConfig(Config):
+    """Config pointed at the scratch DB; CSRF off for the test client."""
+    # render_as_string(hide_password=False) — plain str(url) masks the password as "***".
+    SQLALCHEMY_DATABASE_URI = _SCRATCH_URL.render_as_string(hide_password=False)
+    TESTING = True
+    WTF_CSRF_ENABLED = False
+
+
+def _ensure_scratch_db():
+    """Create the scratch DB (if absent) and enable pgvector.
+
+    Bootstraps from the dev DB connection (known-good credentials) rather than the
+    `postgres` maintenance DB, whose auth rules may differ. CREATE DATABASE works
+    from any autocommit connection.
+    """
+    admin = create_engine(_BASE_URL, isolation_level='AUTOCOMMIT')
+    try:
+        with admin.connect() as conn:
+            exists = conn.execute(
+                text("SELECT 1 FROM pg_database WHERE datname = :n"),
+                {"n": _SCRATCH_URL.database},
+            ).scalar()
+            if not exists:
+                conn.execute(text(f'CREATE DATABASE "{_SCRATCH_URL.database}"'))
+    finally:
+        admin.dispose()
+
+    scratch = create_engine(_SCRATCH_URL, isolation_level='AUTOCOMMIT')
+    try:
+        with scratch.connect() as conn:
+            conn.execute(text("CREATE EXTENSION IF NOT EXISTS vector"))
+    finally:
+        scratch.dispose()
+
+
+@pytest.fixture(scope='session')
+def _app():
+    """Session-scoped Flask app bound to the scratch DB with the schema built."""
+    _ensure_scratch_db()
+    app = create_app(TestConfig)
+    with app.app_context():
+        db.create_all()
+    yield app
+
+
+@pytest.fixture
+def app_context(_app):
+    """Push an app context; delete all rows afterwards to isolate tests."""
+    with _app.app_context():
+        yield
+        db.session.rollback()
+        # Delete children before parents to respect FK constraints.
+        for table in reversed(db.metadata.sorted_tables):
+            db.session.execute(table.delete())
+        db.session.commit()
+
+
+@pytest.fixture
+def stub_embedding(monkeypatch):
+    """Replace the embedding service with a deterministic 768-dim vector."""
+    class _FakeEmbeddingService:
+        def embed(self, text, use_cache=True):
+            # Deterministic pseudo-vector seeded by the text, so different texts
+            # get different vectors (needed by retrieval-ranking tests).
+            rng = np.random.default_rng(abs(hash(text)) % (2 ** 32))
+            return rng.random(768, dtype=np.float64)
+
+    fake = _FakeEmbeddingService()
+    # Patch every module that resolves the embedding service.
+    for modpath in ('app.services.argos.knowledge_index',
+                    'app.services.argos.knowledge_search'):
+        try:
+            monkeypatch.setattr(f'{modpath}.get_embedding_service', lambda: fake)
+        except (AttributeError, ImportError):
+            pass
+    return fake
+
+
+# =========================================================================
+# Seed helpers
+# =========================================================================
+
+def _make_user(email='tester@example.com'):
+    user = User(email=email)
+    db.session.add(user)
+    db.session.flush()
+    return user
+
+
+def _make_company(user_id, name='ASML Holding', ticker='ASML'):
+    company = Company(name=name, ticker_symbol=ticker, user_id=user_id)
+    db.session.add(company)
+    db.session.flush()
+    return company
+
+
+def _make_project(user_id, company_id, findings=None):
+    template = ResearchTemplate(user_id=user_id, name='T', workflow_steps=[])
+    db.session.add(template)
+    db.session.flush()
+    project = ResearchProject(
+        user_id=user_id, company_id=company_id, template_id=template.id,
+        key_findings=findings or [],
+    )
+    db.session.add(project)
+    db.session.flush()
+    return project
+
+
+def _make_chunk(user_id, company_id, source_type, source_id, summary):
+    chunk = KnowledgeChunk(
+        user_id=user_id, company_id=company_id,
+        source_type=source_type, source_id=source_id,
+        title=source_type, summary=summary,
+        embedding=np.random.default_rng(source_id + abs(hash(source_type)) % 1000)
+        .random(768).tolist(),
+        token_estimate=max(1, len(summary) // 4),
+    )
+    db.session.add(chunk)
+    return chunk
+
+
+@pytest.fixture
+def seed_company_with_findings(app_context):
+    """A user + company + a research project carrying two key findings."""
+    user = _make_user()
+    company = _make_company(user.id)
+    _make_project(user.id, company.id, findings=[
+        'The company has a durable moat from its distribution network and switching costs.',
+        'Management has a consistent capital allocation record over the last decade.',
+    ])
+    db.session.commit()
+    return user.id, company.id
+
+
+@pytest.fixture
+def seed_many_chunks(app_context):
+    """One user with 10 chunks in each of finding/journal/resource (30 total)."""
+    user = _make_user()
+    company = _make_company(user.id)
+    for source_type in ('finding', 'journal', 'resource'):
+        for i in range(10):
+            _make_chunk(user.id, company.id, source_type, i,
+                        f'{source_type} {i}: notes on the competitive moat and advantage')
+    db.session.commit()
+    return user.id
+
+
+@pytest.fixture
+def other_user(app_context):
+    """A second user who owns no knowledge."""
+    user = _make_user(email='other@example.com')
+    db.session.commit()
+    return user.id
+
+
+@pytest.fixture
+def client_logged_in(app_context, _app):
+    """A Flask test client with a logged-in user. Returns (client, user_id)."""
+    user = _make_user()
+    db.session.commit()
+    client = _app.test_client()
+    with client.session_transaction() as session:
+        session['_user_id'] = str(user.id)
+        session['_fresh'] = True
+    return client, user.id
+
+
+@pytest.fixture
+def seed_two_users(app_context):
+    """Two users; the second owns a company. Returns (u1_id, u2_id, u2_company_id)."""
+    u1 = _make_user(email='u1@example.com')
+    u2 = _make_user(email='u2@example.com')
+    db.session.flush()
+    u2_company = _make_company(u2.id)
+    db.session.commit()
+    return u1.id, u2.id, u2_company.id
+
+
+@pytest.fixture
+def seed_portfolio(app_context):
+    """A user with two active positions in European companies. Returns user_id."""
+    user = _make_user()
+    c1 = _make_company(user.id, name='ASML Holding', ticker='ASML')
+    c2 = _make_company(user.id, name='SAP SE', ticker='SAP')
+    db.session.add(PortfolioPosition(
+        user_id=user.id, company_id=c1.id, is_active=True,
+        total_shares=100, current_value=140000))
+    db.session.add(PortfolioPosition(
+        user_id=user.id, company_id=c2.id, is_active=True,
+        total_shares=50, current_value=60000))
+    db.session.commit()
+    return user.id
+
+
+@pytest.fixture
+def seed_portfolio_with_history(app_context):
+    """A held company that also has one journal note and one logged mistake.
+
+    Returns (user_id, company_id).
+    """
+    user = _make_user()
+    company = _make_company(user.id)
+    db.session.add(PortfolioPosition(
+        user_id=user.id, company_id=company.id, is_active=True,
+        total_shares=10, current_value=50000))
+    db.session.add(JournalEntry(
+        user_id=user.id, company_id=company.id, entry_type='observation',
+        title='Note', content='An observation about the company.'))
+    db.session.add(MistakeLog(
+        user_id=user.id, company_id=company.id, title='Overpaid',
+        description='Bought above intrinsic value.', mistake_type='valuation',
+        lesson_learned='Anchor to a valuation range before buying.'))
+    db.session.commit()
+    return user.id, company.id
+
+
+@pytest.fixture
+def seed_company_no_project(app_context):
+    """A user + company with NO research project and NO position. Returns (uid, cid)."""
+    user = _make_user()
+    company = _make_company(user.id)
+    db.session.commit()
+    return user.id, company.id
+
+
+@pytest.fixture
+def seed_company_completed_project(app_context):
+    """A user + company with a COMPLETED research project (decision + flags). Returns (uid, cid)."""
+    user = _make_user()
+    company = _make_company(user.id)
+    template = ResearchTemplate(user_id=user.id, name='T', workflow_steps=[])
+    db.session.add(template)
+    db.session.flush()
+    db.session.add(ResearchProject(
+        user_id=user.id, company_id=company.id, template_id=template.id,
+        status='completed', decision='invest',
+        red_flags=['high debt load'], green_flags=['strong cash flow'],
+        investment_thesis='Durable moat with pricing power.'))
+    db.session.commit()
+    return user.id, company.id
+
+
+@pytest.fixture
+def seed_general_knowledge(app_context):
+    """A user with a company-less note and a company-less mistake. Returns user_id."""
+    user = _make_user()
+    db.session.add(JournalEntry(
+        user_id=user.id, company_id=None, entry_type='observation',
+        title='General note', content='A general reflection not tied to a company.'))
+    db.session.add(MistakeLog(
+        user_id=user.id, company_id=None, title='Chased momentum',
+        description='Bought after a fast run-up without a thesis.',
+        mistake_type='behavioural',
+        lesson_learned='Require a written thesis before buying.'))
+    db.session.commit()
+    return user.id
+
+
+@pytest.fixture
+def seed_journal_resource(app_context):
+    """A user + company + one real JournalEntry. Returns (user_id, entry_id)."""
+    user = _make_user()
+    company = _make_company(user.id)
+    entry = JournalEntry(
+        user_id=user.id, company_id=company.id,
+        entry_type='observation', title='Moat note',
+        content='A note about the company moat and switching costs.',
+    )
+    db.session.add(entry)
+    db.session.commit()
+    return user.id, entry.id
diff --git a/unittests/test_account_map.py b/unittests/test_account_map.py
new file mode 100644
index 00000000..8adb297b
--- /dev/null
+++ b/unittests/test_account_map.py
@@ -0,0 +1,61 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Account map builder — cheap DB skeleton for the agent (Task 9). DB-backed."""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+from app.services.argos.account_map import build_account_map, render_account_map
+
+
+def test_account_map_shape_and_holdings(app_context, seed_portfolio):
+    uid = seed_portfolio
+    amap = build_account_map(uid, focus={'type': 'portfolio'})
+
+    assert amap['focus']['type'] == 'portfolio'
+    assert 'holdings' in amap and 'counts' in amap
+    assert amap['counts']['holdings'] == len(amap['holdings']) >= 1
+
+    holding = amap['holdings'][0]
+    assert {'company_id', 'name', 'ticker', 'weight_pct'} <= set(holding)
+
+
+def test_render_account_map_is_nonempty_text(app_context, seed_portfolio):
+    text = render_account_map(build_account_map(seed_portfolio))
+    assert isinstance(text, str) and text.strip()
+
+
+def test_account_map_scoped_to_user(app_context, seed_portfolio, other_user):
+    assert build_account_map(other_user)['holdings'] == []
+
+
+def test_account_map_surfaces_journal_and_mistakes(app_context, seed_portfolio_with_history):
+    uid, cid = seed_portfolio_with_history
+    amap = build_account_map(uid)
+
+    assert amap['counts']['journal_entries'] >= 1
+    assert amap['counts']['mistakes'] >= 1
+
+    holding = next(h for h in amap['holdings'] if h['company_id'] == cid)
+    assert holding['notes'] >= 1
+    assert holding['mistakes'] >= 1
+
+    # The rendered skeleton must advertise the mistake history to the agent.
+    text = render_account_map(amap)
+    assert 'mistake' in text.lower()
diff --git a/unittests/test_base_mounts_companion.py b/unittests/test_base_mounts_companion.py
new file mode 100644
index 00000000..34bc5e16
--- /dev/null
+++ b/unittests/test_base_mounts_companion.py
@@ -0,0 +1,76 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Companion widget is global: auth-gated, opt-out (seamless chat, #300)."""
+
+import os
+
+from flask import render_template
+from flask_login import login_user
+
+from app import db
+from app.models.user import User
+
+BASE = os.path.join(os.path.dirname(__file__), '..', 'app/templates/main/_base.html')
+WIDGET = os.path.join(
+    os.path.dirname(__file__), '..', 'app/templates/main/_companion_widget.html')
+
+
+def test_base_includes_companion_widget():
+    html = open(BASE, encoding='utf-8').read()
+    assert '_companion_widget.html' in html
+
+
+def test_base_loads_markdown_libs_before_companion():
+    """marked + DOMPurify are self-hosted and load before the companion widget."""
+    html = open(BASE, encoding='utf-8').read()
+    marked_at = html.find('vendor/marked.min.js')
+    purify_at = html.find('vendor/purify.min.js')
+    widget_at = html.find('_companion_widget.html')
+    assert marked_at != -1 and purify_at != -1, 'markdown libs not loaded'
+    assert marked_at < widget_at and purify_at < widget_at, 'libs must precede companion.js'
+
+
+def test_widget_guard_is_auth_gated_opt_out():
+    """Renders for authenticated users unless a page explicitly opts out."""
+    html = open(WIDGET, encoding='utf-8').read()
+    assert 'current_user.is_authenticated' in html
+    assert 'companion_enabled | default(true)' in html
+    assert 'data-focus-type' in html
+
+
+def test_widget_renders_for_authenticated_user(app_context, _app):
+    user = User(email='mount@example.com')
+    db.session.add(user)
+    db.session.commit()
+    with _app.test_request_context('/'):
+        login_user(user)
+        html = render_template('main/_companion_widget.html')
+    assert 'companion-root' in html
+
+
+def test_widget_hidden_for_anonymous(app_context, _app):
+    with _app.test_request_context('/'):
+        html = render_template('main/_companion_widget.html')  # no login_user
+    assert 'companion-root' not in html
+
+
+def test_companion_css_is_in_global_core_bundle():
+    """The widget is global, so its CSS must live in css_core (not css_companies)."""
+    src = open(os.path.join(os.path.dirname(__file__), '..', 'app/assets.py'),
+               encoding='utf-8').read()
+    core_section = src[src.index('css_core = Bundle('):src.index('css_companies = Bundle(')]
+    assert "'css/modules/_companion.css'" in core_section
diff --git a/unittests/test_companion_agent.py b/unittests/test_companion_agent.py
new file mode 100644
index 00000000..0ce0b758
--- /dev/null
+++ b/unittests/test_companion_agent.py
@@ -0,0 +1,76 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""CompanionAgent wiring account map + tools + loop (Task 12). DB-backed."""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+from app.services.argos import agent as agent_mod
+from app.services.argos.agent import CompanionAgent
+from app.services.ai.tool_calling import ToolLoopResult
+
+
+def test_agent_ask_assembles_system_tools_and_messages(monkeypatch, app_context, seed_portfolio):
+    captured = {}
+
+    def fake_generate_with_tools(messages, tools, executor, system=None, **kwargs):
+        captured['system'] = system
+        captured['tools'] = tools
+        captured['messages'] = messages
+        return ToolLoopResult(text='the answer', hops=1, calls=[])
+
+    monkeypatch.setattr(agent_mod.ai_service, 'generate_with_tools', fake_generate_with_tools)
+
+    out = CompanionAgent(seed_portfolio).ask('what did I miss?', [], {'type': 'portfolio'})
+
+    assert out['answer'] == 'the answer'
+    assert out['hops'] == 1
+    # Facts-only compliance rules must be in the system prompt.
+    assert 'opinions are yours' in captured['system'].lower()
+    # The account map (holdings) must be embedded in the system prompt.
+    assert 'portfolio' in captured['system'].lower()
+    # All six tools offered.
+    assert len(captured['tools']) == 6
+    # The user's question is the final message.
+    assert captured['messages'][-1] == {'role': 'user', 'content': 'what did I miss?'}
+
+
+def test_agent_prompt_gives_page_context_and_separates_it_from_account_map(
+        monkeypatch, app_context, seed_portfolio):
+    """Regression: on an unfocused page the agent must know the real page and not
+    describe the whole-account map as 'this page'."""
+    captured = {}
+
+    def fake_generate_with_tools(messages, tools, executor, system=None, **kwargs):
+        captured['system'] = system
+        return ToolLoopResult(text='x', hops=1, calls=[])
+
+    monkeypatch.setattr(agent_mod.ai_service, 'generate_with_tools', fake_generate_with_tools)
+
+    CompanionAgent(seed_portfolio).ask(
+        'what is this page?', [],
+        {'type': '', 'path': '/ideas/inbox', 'title': 'Idea Inbox'})
+
+    system = captured['system']
+    # The real page reaches the prompt…
+    assert '/ideas/inbox' in system
+    assert 'Idea Inbox' in system
+    # …and the model is told the account map is the entire account, not the page.
+    assert 'entire account' in system.lower()
+    assert 'not the page' in system.lower()
diff --git a/unittests/test_companion_js_contract.py b/unittests/test_companion_js_contract.py
new file mode 100644
index 00000000..c10af03e
--- /dev/null
+++ b/unittests/test_companion_js_contract.py
@@ -0,0 +1,116 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Static contract checks on companion.js (Task 14). No app/DB needed."""
+
+import os
+
+JS = os.path.join(os.path.dirname(__file__), '..', 'app/static/js/companion.js')
+WIDGET = os.path.join(
+    os.path.dirname(__file__), '..', 'app/templates/main/_companion_widget.html')
+
+
+def _js():
+    return open(JS, encoding='utf-8').read()
+
+
+def test_js_posts_to_companion_ask_with_focus_and_history():
+    s = _js()
+    assert '/ask' in s
+    assert 'focus' in s
+    assert 'history' in s
+
+
+def test_js_persists_thread_in_sessionstorage():
+    s = _js()
+    assert 'sessionStorage' in s
+
+
+def test_js_has_focus_specific_quick_actions():
+    s = _js()
+    assert 'What did I miss' in s          # company focus
+    assert 'Where am I concentrated' in s  # portfolio focus (factual, not a "risk")
+    assert 'Checkpoints due' in s          # portfolio focus
+    assert 'Past mistakes' in s            # company focus
+    assert 'renderQuickActions' in s
+
+
+def test_js_threads_are_per_context():
+    """Each focus context keeps its own thread (company/portfolio/project/general)."""
+    s = _js()
+    assert 'focusKey' in s
+    assert 'companion.thread:' in s
+
+
+def test_js_persists_open_state():
+    """Panel open/closed survives navigation (tab-global)."""
+    s = _js()
+    assert 'companion.open' in s
+    assert 'setOpen' in s
+
+
+def test_js_resumes_pending_task_per_context():
+    """A still-running answer is re-attached after navigation, per context."""
+    s = _js()
+    assert 'companion.pending:' in s
+    assert 'resumePending' in s
+    assert 'startedAt' in s
+
+
+def test_js_sends_current_page_context():
+    """The companion tells the agent which page the user is on (URL + title)."""
+    s = _js()
+    assert 'window.location.pathname' in s
+    assert 'document.title' in s
+
+
+def test_js_shows_scope_indicator():
+    """Header names the current scope so a shared 'general' thread isn't confusing."""
+    s = _js()
+    assert 'scopeLabel' in s
+    assert 'companionScope' in s
+    assert 'Across your whole account' in s   # general
+    assert 'Focused on this company' in s     # company
+
+
+def test_js_renders_markdown_answers():
+    """Answers are markdown from the agent; render via marked + DOMPurify (sanitized)."""
+    s = _js()
+    assert 'renderMarkdown' in s
+    assert 'marked.parse' in s        # markdown -> HTML
+    assert 'DOMPurify.sanitize' in s  # sanitize LLM output before innerHTML
+    # No longer rendered as plain escaped text:
+    assert 'this.escapeHtml(answer)' not in s
+
+
+def test_widget_has_scope_element():
+    html = open(WIDGET, encoding='utf-8').read()
+    assert 'companionScope' in html
+
+
+def test_widget_exposes_focus_dataset():
+    html = open(WIDGET, encoding='utf-8').read()
+    assert 'data-focus-type' in html
+    assert 'data-focus-company-id' in html
+    assert 'data-focus-project-id' in html
+    assert 'data-endpoint-base="/companion"' in html
+
+
+if __name__ == '__main__':
+    test_js_posts_to_companion_ask_with_focus_and_history()
+    test_js_persists_thread_in_sessionstorage()
+    test_widget_exposes_focus_dataset()
+    print("PASS")
diff --git a/unittests/test_companion_routes.py b/unittests/test_companion_routes.py
new file mode 100644
index 00000000..2987a93f
--- /dev/null
+++ b/unittests/test_companion_routes.py
@@ -0,0 +1,127 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""The /companion blueprint: ask, capture, warnings (Task 13). DB-backed."""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+import json
+
+import app.companion.routes as companion_routes
+from app import db
+from app.models.journal import JournalEntry
+from app.models.user import User
+from app.models.company import Company
+from app.models.background_task import BackgroundTask
+
+
+def test_ask_route_returns_task_id(monkeypatch, client_logged_in):
+    client, _uid = client_logged_in
+    monkeypatch.setattr(
+        companion_routes.BackgroundTaskService, 'start_companion_ask',
+        staticmethod(lambda user_id, question, history, focus: 'task-123'))
+
+    resp = client.post('/companion/ask',
+                       json={'question': 'hi', 'history': [], 'focus': {}})
+
+    assert resp.status_code == 200
+    assert resp.get_json()['data']['task_id'] == 'task-123'
+
+
+def test_ask_status_returns_completed_result(client_logged_in):
+    client, uid = client_logged_in
+    db.session.add(BackgroundTask(
+        id='t-done', user_id=uid, task_type='companion_ask', status='completed',
+        result=json.dumps({'answer': 'the answer', 'hops': 1, 'tool_calls': []})))
+    db.session.commit()
+
+    resp = client.get('/companion/ask/status/t-done')
+    assert resp.status_code == 200
+    assert resp.get_json()['data']['result']['answer'] == 'the answer'
+
+
+def test_ask_status_denies_foreign_task(client_logged_in):
+    client, _uid = client_logged_in
+    other = User(email='foreign@example.com')
+    db.session.add(other)
+    db.session.flush()
+    db.session.add(BackgroundTask(
+        id='t-foreign', user_id=other.id, task_type='companion_ask', status='completed'))
+    db.session.commit()
+
+    resp = client.get('/companion/ask/status/t-foreign')
+    assert resp.status_code == 404
+
+
+def test_ask_route_rejects_empty_question(client_logged_in):
+    client, _uid = client_logged_in
+    resp = client.post('/companion/ask', json={'question': '   ', 'focus': {}})
+    assert resp.status_code == 400
+
+
+def test_capture_route_creates_journal_entry(client_logged_in):
+    client, uid = client_logged_in
+    resp = client.post('/companion/capture',
+                       json={'text': 'A captured insight.', 'source_title': 'Blog',
+                             'url': 'https://example.com', 'focus': {}})
+
+    assert resp.status_code == 200
+    entry_id = resp.get_json()['data']['entry_id']
+    entry = JournalEntry.query.get(entry_id)
+    assert entry is not None and entry.user_id == uid
+
+
+def test_capture_links_owned_company(client_logged_in):
+    client, uid = client_logged_in
+    company = Company(name='ASML Holding', ticker_symbol='ASML', user_id=uid)
+    db.session.add(company)
+    db.session.commit()
+
+    resp = client.post('/companion/capture', json={
+        'text': 'A note about ASML.',
+        'focus': {'type': 'company', 'company_id': company.id}})
+
+    assert resp.status_code == 200
+    entry = JournalEntry.query.get(resp.get_json()['data']['entry_id'])
+    assert entry.company_id == company.id
+
+
+def test_capture_ignores_unowned_company(client_logged_in):
+    client, uid = client_logged_in
+    other = User(email='foreign@example.com')
+    db.session.add(other)
+    db.session.flush()
+    foreign_company = Company(name='SAP SE', ticker_symbol='SAP', user_id=other.id)
+    db.session.add(foreign_company)
+    db.session.commit()
+
+    resp = client.post('/companion/capture', json={
+        'text': 'Trying to attach to a foreign company.',
+        'focus': {'type': 'company', 'company_id': foreign_company.id}})
+
+    # Capture still succeeds, but the unowned company id is rejected → linked to nothing.
+    assert resp.status_code == 200
+    entry = JournalEntry.query.get(resp.get_json()['data']['entry_id'])
+    assert entry.company_id is None
+
+
+def test_ask_requires_login(_app):
+    # No session → login required → not a 200.
+    resp = _app.test_client().post('/companion/ask', json={'question': 'hi'})
+    assert resp.status_code != 200
diff --git a/unittests/test_companion_widget_markup.py b/unittests/test_companion_widget_markup.py
new file mode 100644
index 00000000..939ff957
--- /dev/null
+++ b/unittests/test_companion_widget_markup.py
@@ -0,0 +1,42 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Widget partial has no inline JS and exposes a config root (Task 1)."""
+
+import os
+import sys
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+WIDGET = os.path.join(
+    os.path.dirname(__file__), '..',
+    'app/templates/main/_companion_widget.html')
+
+
+def test_widget_has_no_inline_script():
+    html = open(WIDGET, encoding='utf-8').read()
+    assert 'const CompanionChat' not in html, "inline JS must move to companion.js"
+
+
+def test_widget_exposes_config_root():
+    html = open(WIDGET, encoding='utf-8').read()
+    assert 'id="companion-root"' in html
+    assert 'data-endpoint-base' in html
+
+
+if __name__ == '__main__':
+    test_widget_has_no_inline_script()
+    test_widget_exposes_config_root()
+    print("PASS")
diff --git a/unittests/test_company_context.py b/unittests/test_company_context.py
new file mode 100644
index 00000000..96aa20b7
--- /dev/null
+++ b/unittests/test_company_context.py
@@ -0,0 +1,52 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Project-free company context for the companion (Task 11). DB-backed."""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+from app.services.argos.core import ArgosService
+
+
+def test_build_company_context_without_project(app_context, seed_company_no_project):
+    uid, cid = seed_company_no_project
+    summary = ArgosService(uid).build_company_context(cid).to_summary()
+
+    assert summary['company_id'] == cid
+    assert 'position' in summary
+    assert summary['position'] is None  # not held
+
+
+def test_build_company_context_with_held_position(app_context, seed_portfolio_with_history):
+    uid, cid = seed_portfolio_with_history
+    summary = ArgosService(uid).build_company_context(cid).to_summary()
+
+    assert summary['company_id'] == cid
+    assert isinstance(summary['position'], dict)
+    assert 'days_held' in summary['position']
+
+
+def test_build_company_context_uses_completed_project(app_context, seed_company_completed_project):
+    uid, cid = seed_company_completed_project
+    summary = ArgosService(uid).build_company_context(cid).to_summary()
+
+    assert summary['latest_decision'] == 'invest'
+    assert 'completed' in summary['project_state']
+    assert 'high debt load' in summary['red_flags']
+    assert summary['investment_thesis'] == 'Durable moat with pricing power.'
diff --git a/unittests/test_knowledge_chunk_model.py b/unittests/test_knowledge_chunk_model.py
new file mode 100644
index 00000000..44462824
--- /dev/null
+++ b/unittests/test_knowledge_chunk_model.py
@@ -0,0 +1,41 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""KnowledgeChunk model shape (Task 6). Import-only, no DB required."""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+import app.models as models
+from app.models.knowledge_chunk import KnowledgeChunk
+
+
+def test_knowledge_chunk_fields():
+    for f in ['user_id', 'company_id', 'source_type', 'source_id',
+              'title', 'summary', 'embedding', 'token_estimate', 'updated_at']:
+        assert hasattr(KnowledgeChunk, f), f"missing {f}"
+
+
+def test_knowledge_chunk_exported_from_models_package():
+    assert hasattr(models, 'KnowledgeChunk'), "KnowledgeChunk not registered in app.models"
+
+
+if __name__ == '__main__':
+    test_knowledge_chunk_fields()
+    test_knowledge_chunk_exported_from_models_package()
+    print("PASS")
diff --git a/unittests/test_knowledge_index.py b/unittests/test_knowledge_index.py
new file mode 100644
index 00000000..48471062
--- /dev/null
+++ b/unittests/test_knowledge_index.py
@@ -0,0 +1,56 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Knowledge index build + idempotency (Task 7). DB-backed (scratch Postgres)."""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+from app.models.knowledge_chunk import KnowledgeChunk
+from app.services.argos.knowledge_index import (
+    index_company_knowledge, index_general_knowledge)
+
+
+def test_index_creates_chunks_and_is_idempotent(app_context, seed_company_with_findings, stub_embedding):
+    uid, cid = seed_company_with_findings
+
+    n1 = index_company_knowledge(uid, cid)
+    n2 = index_company_knowledge(uid, cid)
+
+    assert n1 > 0, "expected at least one chunk from the seeded findings"
+    assert n2 == n1, "re-indexing must upsert, not duplicate"
+    assert KnowledgeChunk.query.filter_by(company_id=cid).count() == n1
+
+
+def test_index_includes_company_mistakes(app_context, seed_portfolio_with_history, stub_embedding):
+    uid, cid = seed_portfolio_with_history
+    index_company_knowledge(uid, cid)
+
+    assert KnowledgeChunk.query.filter_by(company_id=cid, source_type='mistake').count() == 1
+    assert KnowledgeChunk.query.filter_by(company_id=cid, source_type='journal').count() == 1
+
+
+def test_index_general_knowledge_covers_companyless_items(app_context, seed_general_knowledge, stub_embedding):
+    uid = seed_general_knowledge
+    n = index_general_knowledge(uid)
+
+    assert n == 2  # one general note + one general mistake
+    assert KnowledgeChunk.query.filter_by(
+        user_id=uid, company_id=None, source_type='mistake').count() == 1
+    assert KnowledgeChunk.query.filter_by(
+        user_id=uid, company_id=None, source_type='journal').count() == 1
diff --git a/unittests/test_knowledge_search.py b/unittests/test_knowledge_search.py
new file mode 100644
index 00000000..91dc0448
--- /dev/null
+++ b/unittests/test_knowledge_search.py
@@ -0,0 +1,50 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Budgeted knowledge retrieval: caps, ceiling, ownership (Task 8). DB-backed."""
+
+import os
+import sys
+from collections import Counter
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+from app.services.argos.knowledge_search import search_my_knowledge, get_resource
+
+
+def test_respects_total_and_per_source_caps(app_context, seed_many_chunks, stub_embedding):
+    uid = seed_many_chunks  # many findings + journal + resources for one user
+    out = search_my_knowledge(
+        uid, "moat competitive advantage", total_cap=8,
+        per_source_caps={'finding': 3, 'journal': 3, 'resource': 2, 'decision': 3})
+
+    assert len(out) <= 8, "total ceiling must hold"
+    counts = Counter(o['source_type'] for o in out)
+    assert counts['finding'] <= 3
+    assert counts['journal'] <= 3
+    assert counts['resource'] <= 2
+
+
+def test_search_only_returns_own_chunks(app_context, seed_many_chunks, other_user, stub_embedding):
+    # other_user has no chunks of their own → empty result, never the seeded user's.
+    out = search_my_knowledge(other_user, "moat", total_cap=8)
+    assert out == []
+
+
+def test_get_resource_denies_other_user(app_context, seed_journal_resource, other_user):
+    owner_id, journal_id = seed_journal_resource
+    assert get_resource(owner_id, 'journal', journal_id) is not None
+    assert get_resource(other_user, 'journal', journal_id) is None
diff --git a/unittests/test_target_pages_enable_companion.py b/unittests/test_target_pages_enable_companion.py
new file mode 100644
index 00000000..d61a2091
--- /dev/null
+++ b/unittests/test_target_pages_enable_companion.py
@@ -0,0 +1,41 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Target pages set companion_focus; the widget is now global (no per-page flag)."""
+
+import os
+
+ROOT = os.path.join(os.path.dirname(__file__), '..')
+
+CASES = [
+    ('app/companies/templates/company_detail.html', "'company'"),
+    ('app/portfolio/templates/portfolio_dashboard.html', "'portfolio'"),
+    ('app/research_workflow/templates/execute_step.html', "'research'"),
+]
+
+
+def test_target_pages_set_focus_without_flag():
+    for path, focus_type in CASES:
+        html = open(os.path.join(ROOT, path), encoding='utf-8').read()
+        normalised = html.replace(' ', '')
+        assert 'companion_enabled=true' not in normalised, f"{path}: flag should be gone (widget is global)"
+        assert 'companion_focus' in html, f"{path}: missing companion_focus"
+        assert focus_type in html, f"{path}: missing focus type {focus_type}"
+
+
+if __name__ == '__main__':
+    test_target_pages_set_focus_without_flag()
+    print("PASS")
diff --git a/unittests/test_tool_calling.py b/unittests/test_tool_calling.py
new file mode 100644
index 00000000..9e8bce91
--- /dev/null
+++ b/unittests/test_tool_calling.py
@@ -0,0 +1,129 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Provider-agnostic tool-calling types + agentic loop (Tasks 3-5)."""
+
+import os
+import sys
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+from app.services.ai import ai_service
+from app.services.ai.tool_calling import (
+    ToolSpec, ToolCall, ToolResult, TurnResult, ToolLoopResult, run_tool_loop,
+)
+
+
+# --------------------------------------------------------------------------
+# Task 3 — types
+# --------------------------------------------------------------------------
+
+def test_toolspec_roundtrips():
+    spec = ToolSpec(name="ping", description="d", parameters={"type": "object", "properties": {}})
+    assert spec.name == "ping"
+    call = ToolCall(id="1", name="ping", arguments={})
+    res = ToolResult(id="1", content="pong")
+    assert res.id == call.id
+
+
+# --------------------------------------------------------------------------
+# Task 4 — the agentic loop (fake provider, no network)
+# --------------------------------------------------------------------------
+
+def _fake_provider(script):
+    """A provider whose generate_turn returns scripted TurnResults in order."""
+    state = {'i': 0}
+
+    class FakeProvider:
+        def supports_tools(self):
+            return True
+
+        def generate_turn(self, messages, tools, system=None, max_tokens=1024, temperature=0.3):
+            step = script[state['i']]
+            state['i'] += 1
+            return TurnResult(text=step.get('text'), tool_calls=step.get('tool_calls', []))
+
+    return FakeProvider()
+
+
+def test_loop_executes_tool_then_answers():
+    provider = _fake_provider([
+        {'tool_calls': [ToolCall(id='a', name='get', arguments={'x': 1})]},
+        {'text': 'final answer'},
+    ])
+    seen = []
+
+    def executor(call):
+        seen.append(call.name)
+        return ToolResult(id=call.id, content='DATA')
+
+    result = run_tool_loop(provider, [{'role': 'user', 'content': 'q'}],
+                           [ToolSpec('get', 'd', {'type': 'object', 'properties': {}})],
+                           executor, max_hops=5)
+    assert result.text == 'final answer'
+    assert result.hops == 1
+    assert seen == ['get']
+
+
+def test_loop_stops_at_hop_cap():
+    script = [{'tool_calls': [ToolCall(id=str(i), name='get', arguments={})]} for i in range(10)]
+    script.append({'text': 'forced'})
+    provider = _fake_provider(script)
+
+    def executor(call):
+        return ToolResult(id=call.id, content='D')
+
+    result = run_tool_loop(provider, [{'role': 'user', 'content': 'q'}],
+                           [ToolSpec('get', 'd', {'type': 'object', 'properties': {}})],
+                           executor, max_hops=3)
+    assert result.hops == 3  # capped
+
+
+# --------------------------------------------------------------------------
+# Task 5 — ai_service.generate_with_tools routing
+# --------------------------------------------------------------------------
+
+def test_ai_service_generate_with_tools_routes(monkeypatch):
+    fake = _fake_provider([{'text': 'ok'}])
+    monkeypatch.setattr(ai_service, '_get_provider', lambda *a, **k: fake)
+    out = ai_service.generate_with_tools(
+        [{'role': 'user', 'content': 'hi'}],
+        [ToolSpec('t', 'd', {'type': 'object', 'properties': {}})],
+        lambda c: ToolResult(id=c.id, content='x'))
+    assert out.text == 'ok'
+
+
+def test_ai_service_rejects_provider_without_tools(monkeypatch):
+
+    class NoTools:
+        def supports_tools(self):
+            return False
+        model_name = 'no-tools'
+
+    monkeypatch.setattr(ai_service, '_get_provider', lambda *a, **k: NoTools())
+    try:
+        ai_service.generate_with_tools([{'role': 'user', 'content': 'hi'}], [],
+                                       lambda c: ToolResult(id=c.id, content='x'))
+        assert False, "expected RuntimeError"
+    except RuntimeError as e:
+        assert 'tool' in str(e).lower()
+
+
+if __name__ == '__main__':
+    test_toolspec_roundtrips()
+    test_loop_executes_tool_then_answers()
+    test_loop_stops_at_hop_cap()
+    print("PASS (loop tests; pytest for monkeypatch tests)")
diff --git a/unittests/test_tool_executor.py b/unittests/test_tool_executor.py
new file mode 100644
index 00000000..69487108
--- /dev/null
+++ b/unittests/test_tool_executor.py
@@ -0,0 +1,64 @@
+# StartWithA
+# Copyright (C) 2024-2026 Kiran Mathews
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+"""Tool schemas + ownership-bound ToolExecutor (Task 10). DB-backed."""
+
+import os
+import sys
+import json
+
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..')))
+
+from app.services.ai.tool_calling import ToolCall
+from app.services.argos.tools import COMPANION_TOOLS, ToolExecutor
+
+
+def test_tool_registry_has_six_tools():
+    names = {t.name for t in COMPANION_TOOLS}
+    assert names == {
+        'get_portfolio_overview', 'get_company_context', 'get_research_project',
+        'search_my_knowledge', 'get_resource', 'get_mistakes_and_patterns',
+    }
+
+
+def test_executor_denies_foreign_company(app_context, seed_two_users):
+    u1, u2, u2_company = seed_two_users
+    result = ToolExecutor(user_id=u1)(
+        ToolCall(id='1', name='get_company_context', arguments={'company_id': u2_company}))
+    payload = json.loads(result.content)
+    assert 'error' in payload  # ownership denied, no data leaked
+
+
+def test_executor_unknown_tool(app_context, seed_two_users):
+    u1, _, _ = seed_two_users
+    result = ToolExecutor(user_id=u1)(ToolCall(id='1', name='nope', arguments={}))
+    assert 'unknown tool' in result.content.lower()
+
+
+def test_executor_runs_owned_company(app_context, seed_company_no_project):
+    uid, cid = seed_company_no_project
+    result = ToolExecutor(user_id=uid)(
+        ToolCall(id='1', name='get_company_context', arguments={'company_id': cid}))
+    payload = json.loads(result.content)
+    assert payload['company_id'] == cid
+
+
+def test_mistakes_tool_returns_user_mistakes(app_context, seed_portfolio_with_history):
+    uid, _cid = seed_portfolio_with_history
+    result = ToolExecutor(user_id=uid)(
+        ToolCall(id='1', name='get_mistakes_and_patterns', arguments={}))
+    payload = json.loads(result.content)
+    assert len(payload['mistakes']) >= 1  # previously always empty (company_id=0 bug)