TradingFlow Recipes
A good question.
A recipe
worth keeping.
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.
ONE QUESTION. A REPEATABLE PROCESS.
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.
Ticker Options Snapshot
Answer "what is happening in this ticker’s options" before deciding which deeper read to open.
Explore templateAdvanced / Session overviewDaily Market Recap
Read one session recap instead of assembling Rank, tape, and GEX by hand.
Explore templateBasic / One focused questionExpected Move
Answer "how far is this name priced to move by Friday" without building a vol surface first.
Explore templateBrowse all templates
Make 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.
Your instruction
“Keep every chapter. Add a Symbol input with NVDA as the default, and use it in Spotlight.”
A scripted example. No AI request is sent and no recipe is saved.
Spotlight
A closer look at headline names
Choose a prompt and preview its effect on this outline.
Recipe 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.
“Update my Market Recap recipe. Add a symbol selector to Spotlight and keep every other chapter. Show me the proposal before saving.”
Example instruction for your connected agent
- 1
Read the recipe
Load the official template or your private version.
get_recipe - 2
Propose the change
Validate the proposed recipe. This step does not save it.
propose_recipe_edit - 3
You review. Then confirm.
Approve the separate save action after inspecting the proposal.
confirm_recipe_save
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
Give it a recipe.
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.