Creating a Strategy
Review supported data before defining requirements so you know which market inputs are available to your strategy. If your idea needs an extra data source, such as the VIX or the Fear & Greed Index, the Assistant adds it to the strategy’s input data for you.1
Describe your trading logic
Tell the Assistant which markets you want to trade, the conditions that should trigger a trade, and any preferences like order size or holding period. Plain English works. No special syntax is required.
2
Answer follow-up questions
The Assistant may ask clarifying questions to fill in details it needs, such as your preferred timeframe, confidence threshold, or risk limits.
3
Review and submit
Depending on your selected approval mode, the Assistant either asks for your explicit confirmation before submitting or sends the strategy automatically. Once submitted, the strategy begins evaluating markets immediately.
Approval Modes
Approval modes control whether the Assistant requires your confirmation before creating or modifying a strategy.
Safe Mode is the default. You can switch modes at any time. Changing modes does not affect strategies that are already running.
Use Safe Mode while you are validating a new strategy. Blitz Mode can modify strategies without confirmation, so reserve it for workflows where you trust the output.
Supported Models and Reasoning
Choose the model and reasoning depth that best fits your needs. More reasoning depth gives more deliberate responses at the cost of speed. Supported models- GPT-5.6 Luna (default)
- GPT-6 Luna
- GPT-5.4-mini
Trading Actions
Beyond building strategies, the Assistant can act on your behalf:- Submit, modify, and cancel orders, one at a time or several at once
- Close open positions
- Set stop losses and take profits
- Pause, resume, update, and delete strategies
- Prepare and run Fast Estimates (backtests) on historical candles
Account and Market Context
The Assistant has access to the following context when creating or modifying strategies:- Real-time market data
- Your open positions
- Your running strategies and their recent events
- Your active and historical orders
- Your account balances
- Other account context relevant to strategy construction
Limitations
The Assistant currently has the following limitations:
- Backtests (Fast Estimates) run on historical candles, so they cannot use the extra data sources, which have no history.
- Has a 15-message context window.
Rate Limits
Limits reset daily at 12:00 PM UTC. Funded accounts receive higher rate limits and larger context windows.