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Click the AI chat button in your workspace to open the assistant beside your widgets. Use it when you are already set up the way you want and just need a second opinion on what is in front of you — the AI Chat Page is the better place for open-ended work where the agent builds things for you. You can move the chat icon to any corner of the chart for a more comfortable layout.

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Attach widget context

Use the attachment icon near the message field to pick the widget you want the assistant to work with. With a chart attached, the assistant can see:
  • The ticker and exchange
  • The current timeframe
  • The visible chart range
  • Active indicators
  • Existing drawings
That means you can ask:
instead of describing every detail of the chart yourself.
If you have several charts open, attach the exact one you want analyzed.

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Threads and context

Each chat is a thread. Keep separate threads for separate topics — one ticker, one script, one workflow per thread — so the context stays relevant. The assistant shows context usage below the message field. When it is nearly full, start a new thread and attach the widget again.

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Stop a response

Responses stream as they are generated, so you can start reading before they finish. Stop interrupts generation, and the part that has already been written stays on screen.

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Next step

Skills and prompts

Technical Analysis, Indie Scripts, Alerts, Platform Guide, and Risk & Position Sizing — what each skill is for and how to prompt it.