Creating a Strategy
Review supported data before defining requirements so you know which market inputs are available to your strategy.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 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-4o-mini
- GPT-4.1-nano
- GPT-4.1-mini
- GPT-5-nano
- GPT-5-mini
Limitations
The Assistant currently has the following limitations:
- Cannot access real-time market data.
- Cannot submit strategies for options markets.
- Has a 15-message context window.
- Cannot access your personal account data, including trades, orders, or open positions.
Rate Limits
Limits reset daily at 12:00 PM UTC. Funded accounts receive higher rate limits and larger context windows.