1. AI Assistant Overview

The AI assistant is a chat that understands your chart. It can read what is on screen — bars, drawings, indicators, the current strategy, and backtest results — and propose concrete chart actions for you to approve, without leaving the workspace.

Opening the assistant

Open the AI panel from the toolbar, or launch the workspace into it with /chart/BTCUSDT?panel=ai-assistant. It opens as a chat drawer beside the chart.

The assistant requires an AI provider and API key to be configured first — see Setting Up an AI Provider.

What it can do

The assistant works through an agent loop: it can call read tools to gather context and write tools to propose changes.

• Read (runs immediately): read visible bars, drawings, and indicators; capture a chart image; read the current strategy, the backtest results, and the strategy/indicator API references.
• Write (queued for your approval): switch the symbol, timeframe, or series type; change the layout, pane focus, sync, and expansion; add, update, or remove indicators; select drawing tools and create or update drawings; and propose strategy code and backtests.

Crucially, write actions do not change your chart until you click Apply — the assistant proposes, you decide. See Applying AI Chart Actions.

Typical uses

• "What is this chart showing?" — interpret visible price action and indicators.
• "Add a 50 EMA and RSI 14." — propose indicator changes you can apply.
• "Draft a strategy that buys pullbacks to the 20 SMA." — turn an idea into strategy code for the backtester.
• "Mark the recent swing high and low." — propose drawings.

Next steps

Configure a provider so the assistant can run.

Next: Setting Up an AI Provider