AI Trade Analysis
Get instant, expert-level analysis on any trade opportunity powered by GPT-4o.
Click the AI star icon next to any opportunity to launch AI analysis.
What the AI Analyzes
The AI agent evaluates every aspect of the trade:
Greeks Analysis
- Delta (directional exposure)
- Gamma (delta acceleration)
- Theta (time decay impact)
- Vega (volatility sensitivity)
- Rho (interest rate risk)
Market Conditions
- Implied vs Historical Volatility
- Volume & Open Interest trends
- Bid-ask spread quality
- Probability calculations
- Risk/Reward ratio
Risk Assessment
- Maximum loss calculation
- Break-even points
- Position sizing recommendations
- Worst-case scenarios
- Exit strategy suggestions
Strategy Insights
- Best use case for this setup
- Market outlook required
- Time frame considerations
- Alternative strategies
- Adjustment recommendations
Understanding AI Recommendations
The AI provides one of three clear recommendations:
| Recommendation |
What It Means |
Example Reasons |
| BUY |
Strong setup with favorable risk/reward |
• High probability of profit
• Good liquidity
• Favorable Greeks alignment
• Low implied volatility (for buyers)
|
| SELL |
Poor setup or unfavorable conditions |
• Low probability of profit
• Poor liquidity (wide spreads)
• Unfavorable risk/reward
• Data quality issues
|
| HOLD |
Neutral or mixed signals, wait for clarity |
• Moderate probability
• Some favorable, some unfavorable factors
• Need more time/data
• Better alternatives exist
|
Color-Coded Analysis Text
The AI analysis uses color coding to highlight key information:
- GREEN text: Positive factors (bullish, high probability, low risk, buying opportunity)
- RED text: Negative factors (bearish, high risk, warning signs, selling pressure)
- YELLOW text: Neutral or caution factors (moderate, hold, wait, uncertainty)
- CYAN section headers: Organize the analysis into clear sections
AI Usage Limits
AI trade analysis has monthly token limits based on subscription tier:
- Free Tier: 1,000 tokens/month
- Starter Tier: 50,000 tokens/month
- Pro Tier: Unlimited AI analysis
- Admin/super_admin: Unlimited access without subscription requirement
Note: Each AI analysis uses approximately 500-1,000 tokens depending on opportunity complexity. Admins and super_admins have unrestricted access to all AI features without payment.
Pro Tips for Using AI Analysis
- Read the Full Analysis: Don't just look at BUY/SELL/HOLD—understand the reasoning
- Check Data Quality: AI warns about missing Greeks or stale prices
- Compare Alternatives: Run AI on multiple opportunities before choosing
- Consider Your Risk: AI assumes moderate risk tolerance—adjust for your profile
- Use With Fundamentals: AI analyzes technicals—you still need to know the company
Mobile AI Analysis
Full-Screen Modal on Mobile
On smartphones and tablets, AI analysis opens in a full-screen modal:
- Swipe to Dismiss: Swipe down to close (iOS/Android)
- Formatted Text: All color coding preserved
- Long-Press to Copy: Copy analysis text to clipboard
- Horizontal Rules: Clear section separators
Note: AI analysis loads in under 1 second on good connections. On slow networks, you'll see a loading spinner while GPT-4o generates the analysis.
Troubleshooting
Q: AI analysis showing "Error" or "No analysis available"?
A: This usually means:
- Missing critical data (Greeks, prices)
- API timeout (try again)
- Invalid option data (expired contract)
Q: Why does AI recommend SELL on seemingly good opportunities?
A: Common reasons:
- Wide bid-ask spread (poor liquidity)
- Extremely low probability of profit
- Data quality warnings (invalid Greeks)
- Better alternatives available
Q: Can I save AI analyses for later review?
A: Currently, AI analyses are generated on-demand. Future updates will include analysis history tracking. For now, copy important analyses to your notes app.