Product · Research assistant
TradingFlow AI
Updated 2026-07-26
Quick answer
TradingFlow AI is a docked options research assistant inside the TradingFlow terminal. It explains Rank, live option flow, and GEX/chain structure from your current page context, runs read-only market tools, can render inline charts or tables, and can propose cookbook recipes you review before Apply/Save. It is not a generic chatbot and does not auto-trade.
Built on Rank → Tape → Structure
The assistant does not replace the evidence loop—it rides on top of it. Discover unusual names on Rank, validate prints on the tape, confirm walls and GEX on structure, then ask AI to explain, chart, or turn the workflow into a reusable recipe.
- Rank Symbols / Contracts — surface unusual activity.
- Option Trades — validate live flow (premium, side, DEX).
- Chain / GEX drawers — confirm walls, OI, gamma regime.
- TradingFlow AI — explain, visualize, or draft a recipe.
What the assistant can do
Ask about what you see
On Rank, Option Trades, chain/GEX drawers, or any recipe, ask what the view means. Answers are grounded in the exact product surface and read-only market tools—not a free-floating chat window.
Select an element
Use Select element to attach a chart, table, or row as focused context. Add or remove chips, then ask only about those selections.
Inline charts and tables
For rankings and row-sets, the assistant can answer with inline visual blocks (KPI, table, chart) via governed tools—not only markdown prose.
Read-only data tools
Tools include read-only SQL over aggregate options data, a canonical metrics registry, and product knowledge search. The agent cannot mutate market data or your account state except narrow memory/skills you request.
Cookbooks: live recipes, not chat dumps
A recipe is code: named ClickHouse queries plus render blocks (markdown, KPI rows, tables, charts). Opening a template runs live data for a session date. AI can help build or edit a recipe in a workspace with a live preview; you still hit Apply/Save. Recipe edit may be early access for some accounts.
AI Insight on a running recipe sends the recipe plus a trimmed data slice for an on-demand narrative read—separate from saving the recipe itself.
Official template examples
- Daily Option Flow
- Gamma Key Levels
- Zero-Gamma Flip
- Front-Run Radar
- Top Gainers — Flow Confirmation
- Vol Surface
- Daily Market Recap (recipe form)
Market Recap: daily AI session brief
Market Recap is a dated, AI-authored post on the prior U.S. options session—title, key stats, prose sections, and charts—produced from vetted session data. It is a published brief, not the docked chat. Guests can read public previews; full recent posts are premium, with delayed public archive access.
TradingFlow AI vs generic chat
| Capability | Generic AI chat | TradingFlow AI |
|---|---|---|
| Live options tape / Rank | No product context | Page context + Select element chips |
| Market data access | Training text / web browse | Governed read-only SQL & metrics registry |
| Visual answers | Usually prose only | Inline KPI / table / chart blocks |
| Reusable research | Copy-paste chat | Cookbooks recipes (HITL Apply/Save) |
| Writes / trading | Varies; often unconstrained text | No auto-save recipes; no auto-trading |
Access, credits, and safety
- Signed-in, paid subscription required for AI tools.
- AI consent and per-user rate limits apply.
- Turns draw from a shared AI credit pool (web assistant; messaging channels if enabled share the same pool).
- Read-only market queries; agent does not change underlying data stores for analysis.
- Research only—not investment advice.
Messaging apps (optional)
The same assistant can run on linked Slack, Telegram, Discord, or Messenger identities when messaging features are enabled for your account. Linking starts from a verified web session (Settings → Messaging apps or an in-app link code)—not from a cold start in the chat app. Channel availability may be limited during rollout.
Frequently asked questions
- What is TradingFlow AI?
- TradingFlow AI is a docked research assistant inside the TradingFlow options terminal. It answers from the data on your screen (Rank, Option Trades tape, chain/GEX views, recipes), runs read-only market SQL and metrics tools, can render inline charts or tables, and can propose cookbook recipes for you to review before saving. It is not a generic chatbot and does not auto-trade.
- How is this different from ChatGPT or Claude for options?
- General chat models explain concepts from training text. TradingFlow AI is wired to your product context and a governed tool set: read-only queries over options flow and structure data, a metrics registry, knowledge search, inline visual answers (render_view), and human-in-the-loop recipe propose/apply. It cannot invent fills or change market data.
- What can I ask the assistant?
- Examples: explain the current Rank view; top symbols by option premium today; most active 0DTE contracts; build a net-premium leaders chart; which names look bullish on dealer positioning. You can also use Select element to point at a chart, table, or row and ask only about that selection.
- What are Cookbooks and recipes?
- A cookbook recipe is a declarative live report: named server-side queries plus blocks (markdown, KPIs, tables, charts). Official templates include Daily Option Flow, Gamma Key Levels, Zero-Gamma Flip, Front-Run Radar, and related analyses. Opening a template runs live SQL for a session date—not a frozen archive snapshot.
- Does AI auto-save recipes or trades?
- No. Propose/edit flows surface a preview; you Apply or Save explicitly. The agent never auto-saves recipes. Market data tools are read-only.
- Is TradingFlow AI free?
- AI features require a paid subscription, AI consent, and draw from a shared AI credit pool (web and optional messaging channels share the same credits). Some recipe-edit capabilities may roll out per account as early access.
- What is Market Recap?
- Market Recap is a dated, AI-authored daily brief on the prior U.S. options session (prose + charts), separate from the docked chat. Public previews are available; full recent posts are premium, with delayed public archive access.
- Is this investment advice?
- No. Answers and recaps are research tools for self-directed traders. Always apply your own risk controls.
Learn the concepts the AI reasons about
Try the evidence loop, then ask AI
Open Rank and Option Trades in the app, then use ✦ AI in the header. In-app education lives at /app/ai after sign-in.