Documentation

4. Applying AI Chart Actions

Created
Jun 5, 2026
Updated
Jun 5, 2026

When the assistant wants to change your chart, it does not do so directly. Instead it queues the change as a proposed action, and you apply it with a click. This keeps you in control of every modification.

Proposed actions, not automatic edits

Any write tool the assistant calls is queued for your approval rather than executed. The assistant's message shows each proposed change as an action card with an Apply button. Nothing on the chart changes until you click it.

What the assistant can propose

AreaExample write actions
Navigationset_ticker, set_timeframe, set_series_type, set_active_pane
Layoutset_chart_layout, set_chart_expanded, set_chart_sync
Indicatorsadd_indicator, update_indicator, remove_indicator
Drawingsset_drawing_tool, set_drawing_settings, create_drawing, update_drawing
Strategypropose strategy code and a backtest to run

Reviewing before you apply

Each action card describes exactly what will change — for example which indicator and inputs will be added, or the geometry of a drawing. Review it, then:

  • Apply to make the change on the active chart.
  • Ignore it to leave your chart untouched.

For strategy proposals, applying brings the code into the Strategy Tester so you can run it yourself — see Running Your First Backtest.

Why approval matters

This proposal-then-apply model means the assistant can be helpful and specific without ever surprising you by mutating the chart, your indicators, or your strategy on its own.

Next steps

Your conversations are saved per symbol — see how.

Next: Conversation History