Your AI trading co-pilot, available on every page.
Ask questions in plain language and get answers grounded in your real trade history, live market data, and the strategies you've built — powered by Claude, one click away from anywhere in the dashboard.
Watch how the AI Personal Assistant answers a real trading question.
This sample animation shows the assistant flow: a question comes in, the assistant checks relevant context — your trade journal, live market data, or a strategy you've built — and replies in plain language, right where you're already working.
AI Personal Assistant sample
Question-to-answer walkthrough
Strategies, indicators, or your open positions — in plain language.
Can pull context from your AI Coach trade-history insights.
References live AI Market Intelligence signals when relevant.
Explains or refines a strategy built with the AI Strategy Builder.
One click from any dashboard page — no page switching.
How the AI Personal Assistant works technically
The assistant is not a generic chatbot bolted on top. It is wired into the same data your dashboard already uses.
You ask a question from the chat widget, available on every dashboard page.
The assistant sends your message, plus recent conversation history, to Claude.
When relevant, it can reference your trade journal, live market data, or the strategies already in your account.
Claude composes a plain-language answer grounded in that context.
The conversation stays open as you keep working — no page switching required.
Why this helps
The strongest advantage is context. A generic AI chatbot doesn't know your trades — this one can.
Faster than searching menus or documentation — ask directly and get a direct answer.
Answers can reference your own trade history and account data, not just generic trading knowledge.
Available at the exact moment a question comes up, without breaking your workflow.
Educational support, not investment advice — final trading decisions remain yours.
Have a question? The AI Personal Assistant is one click away.
Sign up and open the assistant from any dashboard page — it's included with your account.