AI Trading Agents
Deploy 8 specialized AI agents powered by GPT-4o that work 24/7 analyzing markets, managing risk,
and delivering expert-level insights faster than any human analyst.
What Are AI Agents?
AI agents are specialized assistants trained on millions of data points to perform specific trading tasks.
Each agent has expertise in a particular area, from strategy recommendations to risk assessment.
They analyze data in real-time, learn from market patterns, and provide actionable insights tailored to your trading style.
The 8 AI Agents
Your 24/7 trading mentor powered by GPT-4o. Ask anything about options trading, market conditions,
strategies, or platform features. Get instant, expert-level responses in plain English.
Key Capabilities:
- Answer trading questions in real-time
- Explain complex options concepts simply
- Provide market context and analysis
- Help troubleshoot platform features
- Suggest strategies based on market conditions
Example Questions:
"What's the difference between a bull put spread and a bear call spread?"
"Why are my NVDA calls showing high IV?"
"Should I roll my position or take profits?"
Analyzes current market conditions and recommends optimal strategies for specific symbols.
Considers volatility regime, price trends, and your risk profile to suggest tailored approaches.
Key Capabilities:
- Identify market regime (trending, mean-reverting, high/low volatility)
- Recommend strategy type (directional, neutral, volatility plays)
- Suggest specific strike prices and expirations
- Adapt recommendations to your risk tolerance
- Provide rationale for each suggestion
Usage:
Navigate to AI Agents → Strategy Advisor, enter a symbol (e.g., TSLA), and get instant strategy recommendations
based on current market conditions and historical patterns.
Provides deep-dive analysis of specific opportunities. Click the AI star icon on any opportunity in
Dashboard or Watchlist to get instant, comprehensive analysis.
Key Capabilities:
- Analyze option Greeks and their implications
- Evaluate risk/reward ratio
- Assess liquidity and execution feasibility
- Compare to similar opportunities
- Identify potential profit scenarios
How to Use:
- Browse opportunities on Dashboard or Watchlist
- Click the AI star icon next to any opportunity
- Review the AI-generated analysis in the popup modal
- Use insights to make informed trading decisions
Your personal risk management expert. Reviews potential trades and identifies hidden risks,
over-concentration issues, and poor risk/reward setups before you commit capital.
Key Capabilities:
- Evaluate position sizing appropriateness
- Identify portfolio concentration risks
- Flag poor risk/reward ratios
- Suggest position adjustments
- Warn about excessive leverage
Risk Levels:
The Risk Coach categorizes trades into three risk levels:
- LOW: Well-balanced risk/reward, appropriate sizing
- MEDIUM: Some concerns, manageable with attention
- HIGH: Significant risk factors identified
Monitors implied volatility (IV) and historical volatility (HV) across your watchlist.
Identifies when IV is elevated or suppressed relative to historical norms.
Key Capabilities:
- Track IV percentile and rank
- Compare IV to HV for mispricing signals
- Alert on volatility expansion/contraction
- Identify volatility arbitrage opportunities
- Recommend volatility-based strategies
Pro Tip
Use the Volatility Intelligence agent before earnings announcements or major events.
It can identify when IV is priced efficiently versus when there are opportunities
to sell premium (high IV) or buy cheap options (low IV).
Analyzes your watchlist for concentration risk, correlation, and sector exposure.
Helps maintain a balanced, diversified portfolio.
Key Capabilities:
- Identify over-concentration in single stocks
- Analyze sector and industry exposure
- Calculate correlation between positions
- Suggest diversification improvements
- Track aggregate portfolio Greeks
What It Monitors:
- Position Sizing: No single position > 20% of portfolio
- Sector Exposure: Balanced across industries
- Correlation: Avoids highly correlated positions
- Directional Bias: Delta exposure across portfolio
Creates intelligent alerts based on complex conditions. Goes beyond simple price alerts
to monitor Greeks changes, volatility shifts, and opportunity score movements.
Key Capabilities:
- Multi-condition alert triggers
- Greeks-based alerts (Delta, Theta changes)
- Volatility expansion/contraction alerts
- Opportunity score threshold notifications
- Customizable delivery (email, in-app)
Alert Examples:
"Notify when AAPL put Delta < -0.30 and IV rank > 50"
"Alert when any watchlist opportunity score > 85"
"Warn when portfolio total Delta exceeds +5.0"
Tracks all your AI agent interactions and learns from your trading patterns.
Provides insights into what works and what doesn't based on your historical data.
Key Capabilities:
- Log all AI agent interactions
- Track which strategies you prefer
- Analyze success rate of AI recommendations
- Identify patterns in your trading behavior
- Provide personalized improvement suggestions
Access Your History:
Navigate to AI Agents → History to review past interactions, see which trades you analyzed,
and track the performance of AI-recommended strategies.
How to Access AI Agents
Method 1: Dedicated AI Agents Page
- Click AI Agents in the main navigation menu
- Select the agent you want to use from the vertical navigation
- Enter your question or select a symbol
- Review the AI-generated response
Method 2: Quick Analysis (AI Star Icon)
- Browse opportunities on Dashboard or Watchlist
- Look for the AI star icon (⭐) in the AI column
- Click the star to trigger instant Trade Analyzer agent
- Review comprehensive analysis in popup modal
Best Practices for AI Agents
- Be Specific: Ask detailed questions to get better answers
- Verify Critical Decisions: Use AI insights as input, not sole decision-maker
- Review Multiple Agents: Cross-reference insights from different agents
- Track Your Results: Use History agent to learn what works for you
- Update Context: AI agents work better with up-to-date risk parameters
AI Agent Response Times
All AI agents are powered by GPT-4o and provide responses typically within:
- Chat Assistant: 1-3 seconds
- Strategy Advisor: 2-4 seconds
- Trade Analyzer: 1-2 seconds (optimized for quick analysis)
- Risk Coach: 2-3 seconds
- Other Agents: 1-4 seconds
Privacy & Data Usage
Your AI agent interactions are:
- Private: Only you can see your conversation history
- Secure: All communications encrypted in transit
- Stored: Saved for your reference in the History agent
- Not Shared: Your trading data is never shared with third parties
- Anonymized: Analytics use aggregated, anonymized data only
Ready to Start?
Head to the AI Agents page from the main menu and start exploring.
Try asking the Chat Assistant about your trading questions, or click an AI star on
your dashboard to analyze an opportunity!