AI Chat Page

The AI Chat Page at takeprofit.com/ai gives the assistant a screen of its own. The conversation sits on the left, and everything the agent produces — charts, scripts, alert lists, screens, backtests — opens on the right, where you can work with it directly. This is a different surface from the assistant inside your workspace: there you attach a widget and ask about it, here the agent builds what it needs as you talk. Both draw on the same usage budget.

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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.

The composer also shows how much of your hosted budget is left, with a countdown to the day it resets — the budget runs on a rolling 30-day window, so the reset date moves with your first request rather than the calendar month. The same figures appear in Chat settings and in the model picker, so you can weigh a model against what you have left before you pick it. The hosted budget belongs to the All-In subscription. On the free plan, and during the All-In trial, there is nothing to spend on it — an All-In subscription or your own Anthropic API key is what puts the hosted models within reach. If you are not sure what to ask, use the suggestion chips under the composer. Pick a category — Indicators, Technical analysis, Alerts, or Platform docs — and it expands into ready-made starting points such as Build an indicator, Pine to Indie, Analyze a ticker, Support & resistance, Create in bulk, or Set up a webhook. Selecting one fills the composer, so you can edit it before sending. You can paste attachments straight into the field. While an answer is streaming, keep typing if you want — messages are queued and sent once the current one finishes. Stop ends a response early and keeps whatever has already been written. While the agent works, a compact progress line shows what it is doing and how many steps it has taken; expand it to see the individual steps.

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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.

The sidebar and the right-hand panel can both be resized, and the widths are remembered.

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Working with the answer

Answers are interactive. Rather than plain text, the agent replies with blocks you can dig into.

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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.

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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.

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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.

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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.

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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.

For the IDE inside a workspace, see AI Assistant in the IDE.

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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.

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Watchlists

The assistant reaches the same watchlists as your workspace, so you can ask what is in a list, quote the whole list at once, and edit what it holds without opening the widget. Changes are written to the list itself, not to a copy of it. Lists also work as input for other skills — “set the same alert on every symbol in my Semis watchlist” is one request.

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Screens

Describe what you are looking for and the assistant builds a screener rather than a paragraph about one. It screens on price behaviour — performance, relative volume, distance to a high or low, gaps — across stocks, ETFs, CFDs, and crypto; fundamental screens stay in the Stock Screener widget.

• The request comes back as a card in the conversation and opens as a screener tab in the right-hand panel, with its own filter and sorting header.
• Refining the screen in a follow-up patches the tab you already have instead of opening a second one, and keeps any filter you set by hand. A patch can tighten or loosen a condition but will not remove one — restate the screen if you want a filter gone.
• Closing the tab drops the screen; the answer card stays in the thread.

You can also open a screener yourself from the + menu above the right-hand panel, which is the same place charts, IDE tabs, and backtests are added from. In a workspace, the assistant opens the screener as a widget in your layout instead of a tab.

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Lists of tickers in an answer

When an answer contains a list of instruments — a screen result, a watchlist, the movers behind an analysis — each row is clickable. Clicking one opens that instrument in a chart tab, reusing a chart tab that is already open, so the timeframe, indicators, and drawings you set up are kept. The price block on each row is coloured by the actual move, so you can read the list before opening anything.

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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 and is the way to use the chat without an All-In subscription. Models running on your key are marked as not billed against the hosted limit, so it stays obvious which requests spend your budget and which don’t. See limits. Delete all chats removes your entire chat history. It cannot be undone.

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Next step