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The AI assistant

The AI assistant

A built-in helper that lives in the Lab. Ask it what a brick does and how to wire it, or describe an idea and have it assemble a valid strategy on the canvas. It is deliberately locked to TradeBricks knowledge — it is a building aid, not a market oracle.

Open it from the ✦ Assistant button in the bottom-right of the Lab. A small chat panel slides up with two modes you toggle at the top: Ask and Build.

Ask

Questions about TradeBricks — what a brick does, how ports connect, how to read the verdict, how to avoid overfitting. Answers stay grounded in the platform.

Build

Describe a strategy in plain English. The assistant replies with a short explanation and an Assemble on canvas button that drops the graph into the Lab.

Ask mode

In Ask mode the assistant is a patient tutor for the platform. Good questions are the kind a new user actually has:

  • “What is a barrier exit?” — it explains the brick and its params.
  • “How do I avoid overfitting?” — it points you at the Dev/Holdout split and the guards.
  • “Which brick turns a comparison into entries?” — it walks you to enter_when.

It knows the same material these docs cover — the bricks, the typed ports, the backtesting model, and the overfitting guards — so its answers line up with what you read here.

Build mode

In Build mode you give it an idea and it returns a working graph. It always builds a valid shape: every strategy starts from a data_source, ends in the terminal barrier_exit, and wires ports only where the types match — the same rules you’d follow building it by hand.

a Build-mode turn
you:        "Build an RSI mean-reversion strategy"

assistant:  Here's a simple RSI reversion: buy when RSI(14) crosses back
            above 30, exit on a stop/target barrier. ▸ Assemble on canvas
            ┌─────────────────────────────────────────────┐
            │  data_source → rsi(14) ┐                     │
            │       const(30) ───────┴→ cross_above ─┐     │
            │                          enter_when ◀──┘     │
            │                          barrier_exit (exit) │
            └─────────────────────────────────────────────┘
  1. Switch the panel to Build and describe the strategy.
  2. Read the short plain-language explanation of what it built and why.
  3. Press Assemble on canvas — the bricks and wires appear in the Lab, ready to inspect, tweak, and backtest.
Treat a built graph as a first draft

The assistant gets you a wired, runnable starting point in seconds — but the honest work is still yours. Open the params, understand each brick, and run it on the holdout before you trust it. A graph it assembled is exactly as overfit-prone as one you drew.

What it can and cannot do

It can
  • Explain any brick, port type, or backtest statistic.
  • Suggest concrete bricks and params for an idea.
  • Assemble a valid, type-checked strategy onto the canvas.
  • Coach you on the Dev/Holdout split and overfitting.
It cannot
  • Answer off-topic questions — it stays inside TradeBricks.
  • Give financial or investment advice, or pick what to trade.
  • Predict markets or promise a strategy will be profitable.
  • Place trades, see your account, or touch your broker keys.

Locked to TradeBricks knowledge

The assistant is scoped on purpose. It is briefed only on TradeBricks — the bricks, how to wire them, backtesting, and reading results — and it politely declines anything outside that, then steers back. Ask it for general trivia, unrelated code, or current events and it won’t wander off topic. This keeps it reliable: a help tool for this app, not a general chatbot bolted onto a trading screen.

Why scope it so tightly?

A narrow assistant is a trustworthy one. Because it only knows the platform, its answers stay consistent with these docs and the actual engine — and it can’t be talked into giving stock tips or off-label advice.

Not a financial advisor

The assistant is explicit about this and so are we: it is not a financial advisor. It will not give personalized investment advice, tell you what to buy or sell, or predict where a market is going. It helps you express an idea as bricks and test it honestly — whether the idea is any good is a question only an honest backtest can begin to answer.

Backtests aren't promises

If you press it on whether a strategy will make money, it’ll tell you it can’t give financial advice and remind you that a backtest is not a prediction — a strategy with no out-of-sample edge is probably overfit. That’s the same line these docs take in Backtesting & overfitting.

Privacy & security

  • Your keys never reach it. The assistant runs in the Lab to help you build. It has no access to your broker or prop-firm credentials, which are stored encrypted server-side and read only by your own live-trading worker — see Connecting providers.
  • It can’t place trades. Building a graph and placing an order are completely separate. Nothing the assistant produces touches an account; only the Watcher, acting through your own live-trading worker, can ever act on a market.
  • It resists manipulation. Messages are treated as untrusted data, not instructions. Attempts to make it drop its scope, leak its setup, or role-play as a different system are refused — it keeps helping with TradeBricks only.

If it says it isn’t set up

The assistant is powered by a language model behind a server-side key. If that key isn’t configured for a deployment, the panel degrades gracefully — it tells you it isn’t connected yet instead of erroring, and the rest of the Lab works exactly as before. Everything else in TradeBricks — building, backtesting, the Market — never depends on it.

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