Plain language is the default — a description, a structured summary, and the strategy’s risk scenarios. The assistant handles the rest, and shows you the code behind it whenever you ask.
How it works
Authoring is a short loop you repeat until the strategy is one you’d trust with a live account:
Interrogate and refine loop back through the live preview as many times as you like — nothing is committed until you save.
- 1 Describe your idea
Brief it the way you’d brief a colleague — "16-delta iron condor on SPX 0DTE, exit at 50% of the credit or at 4:00 PM ET, no stop." Even a bare fragment works: "a long call", "something bullish for today", "an iron condor", or "something safe that’s done by noon" is enough to get a complete strategy, with anything you left out filled in by convention (entered at the open, held to expiration). Say hello and nothing else and it won’t invent a trade for you — it asks what you want to test, and writes the strategy once you’ve said.
- 2 The assistant authors it
It streams its reply and asks one clarifying question at a time when something is ambiguous. When it keeps working after saying something, that progress message stays in the conversation rather than disappearing, so nothing you watched it write is lost. By default you work in plain English: a natural-language description, a structured summary, and the strategy’s risk scenarios — each with its severity and worst-case loss. Ask to see the code behind the strategy and the assistant shows you that too.
- 3 Live preview on every edit
A real backtest re-runs beside the chat each time the strategy changes, so the equity curve, metrics, and daily P&L respond to every refinement — exactly the preview the form builder shows.
- 4 Ask about the results
Once a strategy is on screen, ask how it performed — "why did this session open no position?", "which sessions lost the most?", "was it ever stopped out?" — or click a day in the P&L calendar to ask about it directly. It reads the same results you’re looking at and explains them in plain trading terms, grounded in the actual numbers. When the cause can’t be pinned down from the data, it says so rather than inventing one — and if it turns up a real bug, it offers to fix it.
- 5 Your strategy, and only yours
The assistant never puts a strategy on screen that you didn’t ask for. A conversation starts empty; the first message that describes a trade — however briefly — produces a complete, backtestable strategy, and it tells you which conventions it filled the gaps with. A message with no trade in it gets a question back, not a guess. Once a strategy exists it stays valid: every edit leaves a complete strategy in place, and a follow-up clearly unrelated to it gets a brief redirect back to your work instead of changing anything.
- 6 Save when you’re happy
There is no separate "submit" step. Every turn that changes the strategy leaves that version behind in the conversation with its own two buttons — view brings it back into the preview (summary, parameters, risks and its own backtest), save publishes it as an immutable strategy with those results attached. Saving happens in place: the conversation stays open, so you can carry on refining and save again, and one conversation can publish several strategies — including a version you had already moved past. Each saved strategy links back to the message that wrote it.
Good to know
An assistant-authored strategy is a saved strategy like any other: evaluate its backtest, then create a bot from it to run it live, hands-free. What runs live is precisely the source you saved.
Most strategies open a single trade a day, and that stays the default. Ask for more — a second entry later on, a re-entry once the first one stops out, a hedge added on a signal — and the assistant opens them as separate trades, each with its own exits and its own profit and loss, up to 20 a day and 12 running at the same time. Want several strategies side by side instead, each sized on its own? That is a portfolio.
Once a strategy’s historical results are complete, the assistant may occasionally come back on its own with a short note — most often when the strategy turned out never to enter a trade in any of those trading sessions, which usually means an entry condition it could never satisfy. It either corrects the strategy or tells you what it found, in the same conversation. Notes like these are rare, and they count toward the same daily assistant limits as the messages you send.
An older conversation may ask you to refresh its strategy before you can continue, and results after a refresh can differ from the numbers discussed before it.
Heavy days can use up the daily assistant allowance. When that happens the conversation says so straight away and tells you exactly when you can continue — the allowance drains over a rolling 24 hours, so it comes back a little at a time rather than at midnight.
The strategy builder remains available for point-and-click authoring of leg structures, relative strike selection, the entry time, and profit/stop/time exits.