OHLCX AI Agent
Context, not guesswork
ProAsk questions in plain English and get live answers grounded in your account, strategies, signals, and platform guides. Responses appear as they are generated so you are not staring at a blank screen.
Where it lives
Open the AI Assistant (beta) from the right sidebar robot icon. The side panel keeps your conversation in session and opens ready to help with trading or platform questions.
- ✓One-click access from the right sidebar
- ✓Unified assistant mode for everyday questions
- ✓Dedicated support and trading modes when you need them
- ✓Embedded AI enabled by default in Settings
What it can access
When you are signed in, the assistant can reference your strategies, brokerage accounts, signals, recent activity, analysis briefings, and news. Support mode answers from the knowledge base only, with no account data required.
- ✓Search platform how-to articles and terminology
- ✓Summarize strategies, accounts, signals, and activity
- ✓Pull analysis briefings and market news when logged in
- ✓Pro: live markets, sectors, calendar, and balance context
Built for trading workflows
Ask for position rationales, exit-flow framing, session summaries, or how a signal relates to your deployed strategies. Answers draw on your real platform data instead of inventing market moves.
- ✓Exit-flow explanations on demand
- ✓Strategy and signal summaries in plain language
- ✓Uses the same vocabulary as the OHLCX knowledge base
- ✓Public support answers for prospects exploring the platform
For builders and integrators
The in-app assistant is your trader-facing experience. Developers can access the same intelligence through the AI Reference and MCP Reference pages for automation and tooling.
- ✓AI Reference for agent capabilities and integration patterns
- ✓MCP Reference for IDE and ops workflows
- ✓Same underlying agents available outside the chart
- ✓80+ platform tools for custom integrations
How it works
Click the robot icon in the right sidebar (Embedded AI on).
Ask about positions, strategies, signals, or how the platform works.
Review the answer as it appears, grounded in your data or the knowledge base.
Jump from insight to orders, signals, or strategy controls.
Who it is for
Learn order flows, widgets, and platform guides without leaving the chart.
Summarize open risk, recent signals, and strategy state between sessions.
Connect the same assistant capabilities to ops bots and external tooling via developer docs.