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, calling three kinds of tool:

• 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; and read your paper-trading accounts — positions, orders, fills, closed trades, performance breakdowns, and journal, including archived sessions.
• 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; propose strategy code and backtests; and propose simulated paper orders, closes, cancels, and bracket changes.
• Provider-run (off by default, turned on per browser): web search, a code sandbox, and image generation. These run inside your model's provider rather than in this app, so what is available depends on which provider and model you selected — see Provider capabilities.

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

Each reply is preceded by a list of what the assistant actually did, so you can see which tools an answer was based on. You can also dictate your message instead of typing it. Both are covered in Chatting With Your Chart.

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