What it can do
The assistant has read access to your workspace: trades, signals, accounts and performance. It answers questions about them in plain language.
- "Which source lost me the most last month?"
- "Why was this signal rejected?"
- "Show my worst drawdown day and what was open during it."
- "Summarise this week across all accounts."
What it will not do
- It does not place, modify or close trades on its own.
- Any action with a side effect requires your explicit approval, configured under Settings → AI.
- It sees only your workspace. It cannot read other tenants' data.
- It is not investment advice, and it has no special knowledge of where the market goes next.
!Treat its answers as a fast first pass over your own data, not as a verdict. When a number matters, check it in Performance or the trade log.
Configuration
Settings → AI controls which model is used, which tools the assistant may call, and whether tool calls need approval. Turning the whole assistant off is one switch, and it changes nothing else about execution.
Still stuck?
Send the raw signal, the timestamp and the account name — that is usually enough to answer on the first reply.