The assistant is a personal helper docked on the right of every page. It's scoped to you: it only ever sees and acts on your own strategies, grids, and data, and every conversation is private to your account.
What it can help with#
- Strategy creation — describe an idea in plain language and it will scaffold a strategy: pick the ticker/timeframe, add indicators, write entry/exit rules, and set risk management.
- Grid creation — turn a strategy into a parameter sweep.
- Backtesting — run a backtest and explain the results.
- Documentation — answer questions about how the platform works, using these help docs.
What it will not do#
- It never enables live trading, approves an order, or turns a strategy live. Strategies it creates are in backtest or paper mode.
- It won't publish or share your strategies, expose secrets, or change billing/account settings.
- It can't act on anyone else's account or data.
How it works on a multi-step task#
Ask for something that takes several steps — "copy strategy X onto ETH/USDT and grid search the RSI length" — and the assistant will first show you a plan: a numbered checklist of everything it intends to do, with the cost of any expensive step spelled out ("Run grid — about 180 backtests").
You approve that plan once. From then on it works on its own: it carries out every step, ticking them off as it goes, and posts a short line about what it's currently doing. You don't need to click it forward or ask whether it's finished.
While it's working, a bar at the top of the panel shows which step it's on, with a Stop button if you want to halt it. Stopping leaves anything it already did in place — it's not an undo.
When it stops for you#
It interrupts in only three situations:
- Approving a plan — the one-click go-ahead described above.
- A genuinely ambiguous choice — for example, if you have three strategies called "RSI" it will ask which one you meant, rather than guessing.
- An expensive action it wasn't given the go-ahead for — a single action outside any plan, or a grid that turned out far larger than the plan said. Then you get the familiar confirm card.
If you'd rather it never ask at all, tick Auto-run actions in the conversation. You can turn that back off at any point.
Long-running jobs#
A grid search backtests every variation in the background, which can take minutes. The assistant waits for it: it reports progress in the chat ("Backtesting the grid — 42/180 done") and summarizes the best variations once it finishes. You don't have to go and check the Grids page yourself.
You can close the panel or reload the page while it's working — the run continues, and the transcript is there when you come back.
The docs panel#
The assistant answers in its own words. Sometimes you would rather just read the manual — so the same documentation is available as a panel, on the right of every screen, under the Docs tab.
It opens on whatever you are looking at. On the Bias Generators tab it shows the bias-generator section; switch to Signals and it follows. Open a dialog like Add Signal Rule and it narrows again to the part that explains rule conditions — and the dialog makes room for it, so you can read the rules while you fill the form in. Close the dialog and the panel goes back to the tab underneath.
To look something else up, type in the box at the top. Results appear as you type, matched against every page. If your question is phrased as a question — "how do I size a position?" — press Enter and it also searches by meaning, which finds pages that answer you without using your words. A chip at the top offers the way back to where you were; clearing the box does the same.
Clicking a result opens that page inside the panel, so following a link never loses your place. Read the full page does the same for the section you started on, and Ask the assistant hands the topic over to the Copilot with the question half-written for you.
The assistant knows which screen you are on, too. Asking "what does this do?" with the risk tab open gets an answer about stops and position sizing — and a link into the documentation it used, so you can read the rest yourself.
Tips#
- Be specific: "make a mean-reversion strategy on ETH/USDT 1h using RSI and Bollinger Bands with a 2% stop" gets a better result than "make me a strategy."
- Ask it to explain a backtest ("why is the drawdown so high?") — it can read your results and reason about them.
- It respects your daily usage limits, same as the rest of the platform.