TradingFlow Recipes
Research,
worth repeating.
Turn options research into a process you can return to. Start with a template. Shape it with AI. Run it for the session you choose.
Paid access · AI editing and MCP available to eligible accounts.
A different perspective.Explore AI editing
The Research Archive
Every good analysis
starts with a question.
Keep the way you answered it.
A Recipe brings your inputs, evidence, and explanations into one reusable report. Return to the same process with a different symbol or market session.
Start with a question.
There’s a template for that.
Get a focused answer with a Basic recipe, or work through a broader question with an Advanced report. Each gives your research a starting structure.
Choose a template and watch its inputs and evidence assemble. Your selection continues into the AI and agent demos below.
Condensed component examples. Switching templates resets this local illustration.
Daily Market Recap
Session tone
ChartPremium grouped by sentiment. Interpretation needs context.
Symbol focus
SPYMake it yours.
One conversation at a time.
Choose Edit with AI to work on a private copy. Describe the change in chat, inspect the updated preview, and save when it answers your question.
Daily Market Recap
Describe one change.
Add a Symbol input with NVDA as the default. Use it in Symbol focus. Keep the overview unchanged.
The relevant input or evidence block will update here. Your other blocks stay in place.
Start with an official template. An edit creates a private working copy.
Nothing is saved to your account. Refreshing the page resets the demo.
Daily Market Recap
Session tone
ChartPremium grouped by sentiment. Interpretation needs context.
Symbol focus
SPYRecipe authoring has a limited rollout. If your account does not show Edit with AI or New recipe, you can still use the official library with paid access.
Bring the agent
you already work with.
Use an MCP-compatible agent such as Codex, Claude Code, or Cursor to work on your Recipe. Ask it to read the current version, propose a focused edit, and show you what will change.
The same recipe. A different way to edit.
“Move Symbol focus above the overview in my Daily Market Recap. Keep the inputs and data. Show me the proposal first.”
- 1Read the saved recipe
get_recipe - 2Prepare a proposal
propose_recipe_edit - 3Wait for your review
Your decision - 4Save after confirmation
confirm_recipe_save
The demo pauses at review. A proposal cannot save itself.
Run the example to inspect a proposed edit before confirming it.
Daily Market Recap
Session tone
ChartPremium grouped by sentiment. Interpretation needs context.
Symbol focus
SPYIllustration only. No MCP connection, credentials, or real save operation is used.
Requires eligible MCP and recipe-authoring access, plus an API key with recipe:write. Default keys and Claude OAuth are read-only. Your connected agent’s usage charges apply.
A few things
before you begin.
What exactly is a recipe?
A recipe is a reusable research report made of inputs, data queries, charts, tables, and explanation blocks. It resolves data when you run it for a selected market session. It is not a frozen dataset or an automated trading strategy.
Can I use every feature on this page?
Cookbooks requires paid access. Recipe authoring and MCP have separate account rollouts, so a paid account can have templates without editing controls. In-app AI also requires consent and AI credits. Check your account for availability.
Does AI Chat save my edits?
No. In the recipe workspace, AI edits update an unsaved preview. Review the changes, use Undo if needed, then choose Save or Save as… to keep a private recipe. AI Insight explains a report; Edit with AI opens the authoring workspace.
What does my external agent need?
A compatible MCP client, eligible TradingFlow access, and an API key with the opt-in recipe:write permission. Default API keys and Claude OAuth connections are read-only. Your agent uses its own plan or API budget for reasoning.
Who can see the recipe I save?
Your recipes are private and owner-only. Editing an official template creates or updates your private copy; it does not change the official version. There is no public or share-link publishing state for user recipes.
Your next research question
Make it
your own.
Pick a starting point. Make the research your own.
Open RecipesResearch tools, not trade signals. AI can make mistakes. Verify the represented session, evidence, and interpretation before making decisions.