Trading AI is an in-portal chat with an AI analyst that knows about your account, your strategies, and your trade history. You can ask it open-ended questions in plain English.

What you can ask

• "How have my SPY puts performed this month?"
• "Which of my strategies has the best win rate?"
• "Did I lose money on FOMC days more often than other days?"
• "Explain why this morning's trade hit the stop-loss."
• "Summarize last week."

The agent has visibility into your trade results, your strategy settings, and general market context. It does not place trades. It can analyze, summarize, and explain — that's it.

Sending a message

Type into the input at the bottom of the page and hit Send (or press Enter). The agent's response streams back as it's written. You can keep chatting; the agent remembers earlier messages in the same conversation.

Starting a new chat

Click New Chat to clear the conversation and start fresh. Useful when you switch topics — for example, going from "review my week" to "compare two strategies" — and want the agent to focus only on the new question.

Note

Trading AI is a research assistant, not a financial advisor. Treat its suggestions the way you'd treat a smart friend's opinion: useful input, not gospel. The final decision on any trade or setting is still yours.