Common questions about the in-chart assistant — capabilities, limits, privacy, and compliance.
Anyone with a signed-in Tradeiz account. The sparkle button on the chart page redirects unauthenticated visitors to login first.
Tradeiz AI is in open beta with AI balance credits per account. Heavy features — deep backtests, premium data tools — consume credits and may require a higher membership tier. We will announce quota changes in-app before they take effect.
Yes. Before each tool executes, system_api checks your plan entitlements (footprint, liquidation heatmap, depth history, netflow, pair history, and others). If a tool is not in your tier, the AI explains the limit in chat — it does not place orders or bypass gates.
No. Tradeiz AI has no access to exchange API keys, balances, or live fills. It can write and backtest YeScript and read paper-trading positions, but executing on a live venue is entirely your responsibility.
No. Every code change appears as an inline diff. You click Accept or Reject. The only exception is the optional Auto-Accept toggle you control in the panel header.
Chart context (symbol, exchange, timeframe, visible range, bar count), YeScript you attach via @-references or editor tools, market data fetched through its 111 registered tools, and your conversation history. It does not see payment details beyond your user id.
In-browser: up to 40,000 loaded bars with full chart markers. Server deep backtest: up to 200,000 bars with SSE progress and a text KPI summary (markers skipped for performance). Request get_klines_history first if the chart has not loaded enough bars.
111 as of July 2026: 14 browser bridge tools, 87 read-only market-data tools, 8 persistence tools, and 2 built-in YeScript template tools. The set grows as we wire new system_api endpoints.
We use an OpenAI-compatible reasoning model behind a Tradeiz system prompt and tool schema. The provider may change as the landscape evolves; output quality depends on the prompt, tools, and your chart context.
Conversations are stored per user account so history persists across sessions. They are not shared between accounts. We may use anonymised patterns to improve prompts and tools; raw transcripts are not sold to third parties.
Yes. The trash icon in the History panel deletes the conversation from your sidebar; records are purged on our regular cleanup cycle.
Only compact chart context JSON and tool summaries — not full bar arrays. Candles and Redis series stay on Tradeiz infrastructure; the model sees aggregates and structured tool results.
Read the error in the diff bubble — it shows line and reason. Ask the AI to fix it; compile errors are fed back into the thread for self-correction. See the YeScript reference if you want to verify syntax yourself.
Click Stop to cancel the stream. Long runs usually involve deep backtests or multi-symbol scans. Narrow the bar window or ask for one symbol at a time.
You may have dragged the left edge past the auto-collapse threshold. Click the sparkle icon to reopen. Width resets to default on the next open if you fully collapsed it.
That is expected for gated data tools (footprint, liquidation heatmap, depth history, netflow, etc.). Upgrade your membership or ask the AI to answer with publicly available aggregates instead.
Email [email protected] with a screenshot of the chat panel (the header shows the build version) and the conversation id if available.