AI strategy assistant

The AI strategy assistant authors a 0DTE SPX strategy from a plain-English description — you chat with it the way you'd brief a colleague, and it produces a complete, valid strategy that drops into the same saved-strategies pipeline as the form builder.

How it works

1. Describe your idea. For example: "16-delta iron condor on SPX 0DTE, exit at 50% of the credit captured or at 4:00 PM ET, no stop." Even a bare fragment like "a long call" works — your first message always becomes a complete strategy, with anything you didn't specify filled in by convention (entered at the market open, held to expiration). If your opening message doesn't describe a position at all, you'll get the default: a short iron condor with $50-wide wings, entered at the open and held to expiration.
2. The assistant authors it, streaming its reply and asking one clarifying question at a time when something is ambiguous. You only ever work with a natural-language description, a structured summary, and the strategy's risk scenarios (each with its severity and worst-case loss, shown below the description) — never code.
3. Live preview on every edit. A real backtest re-runs beside the chat each time the strategy changes, so you see 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 you can ask the assistant about 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 preview results you're looking at and explains what happened in plain trading terms, grounded in the actual numbers. When the cause of a flat or losing session can't be pinned down from the data, it says so and gives its best-supported read rather than inventing an answer. If the investigation turns up a real bug, it offers to fix it — the same edit flow as any other change.
5. Always valid, always on topic. The assistant never leaves you with a broken strategy: there is always a complete, backtestable strategy on screen. Your first message never blocks — vague or off-topic input falls back to documented 0DTE conventions (and, in the worst case, a short iron condor) and tells you what it chose. Once a strategy exists, a follow-up clearly unrelated to it (a coding question, small talk) gets a brief redirect back to your strategy instead of changing anything — your work stays exactly as it was.
6. Save when you're happy. There is no separate "submit" or readiness step. Publishing works exactly like the builder: the finished strategy is saved as an immutable strategy with its results attached, and you land on its detail page.

Good to know

• Backtest it, then run it live. 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.
• No "open in Builder" — clone the conversation instead. The assistant writes the strategy directly rather than filling out the form, so assistant strategies can't be opened back in the builder. To iterate on one, use Clone on its detail page: it forks the original conversation into a new editable chat (the strategy and its transcript are copied), where you refine and save a variant while the original stays untouched. Cloning an assistant strategy is owner-only — it copies your private conversation, so the button is hidden when you're viewing a strategy someone shared with you.
• Defined-risk only. Naked short positions aren't supported — ask for a naked put, naked call, or short strangle and the assistant adds far-out-of-the-money long wings (roughly $0.05 options) to cap the risk, turning it into a spread, and tells you so.
• One trade per session. Each strategy opens a single trade per day — one entry, managed to its exits. Ask for several entries in a day (say, one at 10:00 and another at 10:30) and the assistant builds one of them and points you to portfolios: make each entry its own strategy and combine them, which backtests each independently and aggregates the results.

The strategy builder remains available for point-and-click authoring of leg structures, relative strike selection, the entry time, and profit/stop/time exits.