Sending your first request
Type your request in the composer at the bottom of the screen. Two controls sit under the field:- Skill picker (left) — leave it on Auto to let the assistant choose, or open it and tick the skills you want it to use. See AI tools for what each skill covers.
- Model picker (right) — which model answers you.
Threads
Every conversation is a thread, and threads persist — you can leave and come back at any time.- Recent threads are listed in the sidebar, grouped by how long ago you used them.
- Pin the ones you keep returning to so they stay at the top.
- Rename or delete a thread from the same list.
- Each thread has its own address, so you can bookmark it. Browser back and forward move between threads.
Working with the answer
Answers are interactive. Rather than plain text, the agent replies with blocks you can dig into.Ask about a detail
Select any part of a reply — a term, a number, a summary card — and an Explain with AI action appears. It asks a follow-up about exactly that fragment, so you do not have to restate the context.Follow-up suggestions
After many answers the assistant offers next steps as chips — for example Inspect TLT alerts or Reactivate BTC alert after it lists your alerts. One click continues the conversation along that path.Charts
When your question is about price, the answer comes back as a chart rather than a description of one.- A chart appears as a card in the conversation, with the indicator or drawings the agent added already applied.
- Expand it for a full-size view.
- Edit to change the symbol, timeframe, or drawings yourself — the agent keeps working with the chart as you leave it.
- Copy to workspace to move the chart into a workspace of your own and carry on there with the rest of your tools.
- Charts can also open as tabs in the right-hand panel, where the agent updates or closes them as the conversation moves on. The tab layout is saved per thread, so reopening an old conversation restores the charts that belonged to it.
Structured results
Depending on the question, the agent renders purpose-built blocks instead of prose — a multi-timeframe structure summary with a card per timeframe, statistics and price readouts, tables, gauges, risk-reward and position-level views, scenario breakdowns. When it needs one more detail before continuing, it asks with a small inline form rather than a paragraph of questions. Strategy questions can come back as a backtest card, which expands into a full backtesting tab.Indie scripts
Code the assistant writes is not just text to copy:- Open in IDE turns a code block into a real editor tab with the Indie IDE inside the chat.
- The agent can write directly into that tab, streaming the script as it goes — useful for converting an existing script or fixing one that does not compile.
- Add to chart compiles the script into an indicator and plots it, either inline or in a chart tab.
- Several IDE tabs can stay open at once.
Alerts
You can ask the assistant to list, create, edit, pause, and delete alerts without leaving the conversation. Listing them returns a table with the instrument, condition, delivery channels, status, and creation date for each one, so you can spot duplicates or alerts that never fired. Bulk requests are supported too — applying the same condition across a list of symbols, or editing a group of existing alerts at once.Chat settings
Open Chat settings to shape how the assistant answers you. These are preferences, not hard rules — the assistant treats them as guidance. Responses
System models — the models available to answer, currently Claude Sonnet and Claude Haiku, with the active one marked. The model picker in the composer switches between them per message.
API key — connect your own Anthropic API key. Once enabled, every Claude model runs through your account instead of the hosted budget, which removes the TakeProfit usage caps. See limits.
Delete all chats removes your entire chat history. It cannot be undone.
Next step
How to Work with AI Tools
Technical Analysis, Indie Scripts, Alerts, Platform Guide, and Risk & Position Sizing — what each skill is for and how to prompt it.