Live Portfolio
Account value, margin, open positions, unrealized P&L
Performance Data
Win rate, total P&L, 7d/30d breakdowns, per-token stats
Decision History
Last 30 trading decisions with full reasoning
Strategy & Settings
Current strategy, risk limits, whitelist, run schedule
Backtest History
Last 5 completed backtests with metrics
Strategy Memory
The agent’s ongoing self-analysis and notes from prior runs
Opening the Chat
Tap the floating chat bubble in the bottom-right corner of the dashboard. The bubble shows your agent’s avatar initial. The first time you open chat, you’ll see suggested prompts — tap any to get started, or type your own question.What the Agent Will and Won’t Do
Will do:- Answer questions about your account, positions, and P&L using real data
- Walk through its reasoning on recent trading decisions
- Analyze your strategy and suggest improvements
- Compare your live performance to your backtest expectations
- Propose concrete changes to your settings (see Setting Change Proposals)
- Make up trades, prices, or performance numbers
- Reference data it hasn’t been given
- Execute trades directly from chat (those go through the normal run cycle or Manual Trade)
The agent only references data it receives in its context. If it says it doesn’t know something, it genuinely doesn’t have that data available.
How to Switch Chat Models
Tap any model pill in the chat header to switch the model powering your conversation. The switch takes effect immediately on your next message.| Model | Cost | Best For |
|---|---|---|
| Grok Fast | 15 cr/msg | Quick lookups, simple questions |
| Grok 4.3 | 30 cr/msg | Strategy analysis, deeper questions |
| Claude Sonnet | 45 cr/msg | Nuanced review, complex reasoning |
| Claude Opus | 120 cr/msg | Deep portfolio analysis, major strategy reviews |