Profile cards
A profile card stores a person's birth information so you can reference it across conversations. BaZi, Zi Wei Dou Shu, and Western natal charts need these inputs; when tarot or six lines revolve around one concrete question, there is no need to force a complete birth record into them.
Check before filling anything in
| Field | What to enter | Common mix-up |
|---|---|---|
| Name and relationship label | A label you can recognize | Referencing the wrong person with the same name; a full legal name is unnecessary |
| Birth date | The current date field uses the Gregorian date | Entering a lunar date directly as Gregorian |
| Birth time | The clock time recorded at the birthplace; say so when unknown | Treating a double-hour as exact minutes; converting time zones yourself first |
| Birthplace | Select the actual birthplace and check for duplicate region names | Using the current residence or ancestral home |
| Residence | Fill in separately from the birthplace | Accidentally editing the birthplace when changing residence |
| Sex and charting sex | Check against the interface fields; some traditional rules use a binary charting parameter | Not confirming which charting parameter is actually used for an unknown or other identity |
If the source record is lunar, confirm whether there is a leap month, verify the converted Gregorian date, and then fill in the date field. You can note the source calendar and any uncertainty in the remarks or in the conversation. Do not assume a date field converts calendars just because a remark mentions "calendar".
Create, edit, and reference
Create a record from the profile card entry, fill in what you know, and save. Reopen it after saving to verify the date, time, and place. Reference the card in a conversation with @, or choose the person in a profile-selection inquiry from the Agent.
Check the reference before sending your question; when several people are involved, state each person's role and the purpose of the comparison instead of writing only "he" or "she".
After editing records, if you want to continue the original discussion, tell the Agent which fields changed and ask for the related charts to be regenerated. Earlier replies should be read against the records in use at the time; do not assume they recompute automatically when the record changes.
Uncertain birth time
Not knowing the minute, knowing only a double-hour, and knowing only a rough range are different levels of precision. State them separately, for example "I only know it was in the morning, the exact time is unknown". Do not write a guessed minute as established fact.
An inquiry can help organize background and candidate conditions; it cannot independently prove the real birth moment. When comparing times, check the inputs used for each first, then observe which parts of the chart change, and keep whatever remains undetermined.
Place, time zone, and chart differences
The coordinates and time zone attached to the birthplace affect calculations that need time and location. When checking the place, watch for countries, cities, or administrative areas with the same name, and whether the record is specific enough. Do not apply your own time-zone or true-solar-time correction in advance unless you know exactly what input the calculation path in use expects; otherwise you may correct twice.
When comparing with other software, besides the inputs themselves, check the time, calendar, and system rules. The order for troubleshooting is in Charting and chart anomalies.
Saving, deleting, and privacy
Profile card files are stored in the workspace. Before deleting, confirm the person and the purpose and make a backup; do not treat a same-named record as a backup of the same card.
Storing locally does not mean the record is never sent to a model. Once a profile card is referenced, related information may become inference context. With Newton or cloud BYOK, understand how the relevant service handles data first, see Privacy and local data. For migration, see Backup.