Documentation
3. Chatting With Your Chart
- Created
- Jun 5, 2026
- Updated
- Jun 5, 2026
Once a provider is configured, type a message in the assistant drawer and send it. The assistant answers with the chart as context, gathering what it needs through read tools before responding.
Chart-aware context
When you send a message, the assistant knows about the active pane: the symbol, timeframe, and series type, plus what indicators and drawings are present. To go deeper it can call read tools that run immediately and feed results back into its answer:
| Read tool | What it reads |
|---|---|
get_bars | The visible bars on a pane. |
get_drawings | The drawings on a pane. |
get_indicators | The indicators on a pane. |
capture_chart_image | A snapshot image of the chart for visual reasoning. |
get_strategy / get_backtest_results | The current strategy and its latest results. |
get_strategy_api / get_indicator_api | The authoring API references, so generated code is valid. |
Because these read tools only observe, they run without asking — the assistant uses them to ground its answer in your actual chart.
Attachments
You can attach images (and PDFs) to a message — for example a screenshot of a setup or a page of notes — and ask the assistant to reason about them alongside the chart.
The agent loop
The assistant works in steps: it may read context, think, propose actions, and continue, up to a small step limit per turn. You will see its activity (which tools it called) so you can follow what it did.
Tips for good answers
- Be specific about the pane and timeframe you mean if several are visible.
- Ask for one outcome at a time (e.g. "add RSI 14", then "now mark divergence").
- For strategy help, describe entries and exits in plain language; the assistant can turn them into code for the backtester.
Next steps
See how the assistant's proposed changes reach your chart.