AI Insights

AI Insights is a conversational assistant that can read your OptionsPro data and, with your explicit approval, perform a small set of write actions on it. Its home is Risk & Insights - the /ai-insights URL redirects there - and on a desktop browser the side panel puts the same chat one click away from every other page.

You can ask things like:

• "Which strategy has my highest win rate over the last 90 days?"
• "Why did my March P&L drop compared to February?"
• "Summarize my current positions by expiration bucket."
• "Add a note to my last SPY trade explaining why I closed it."

Answers reference your actual trades, positions, and metrics - no training data from other users, no guessing.

The interface

On wide screens the chat panel sits on the left and the risk metrics column sits on the right. On narrower screens both stack into mobile tabs. Responses stream in as the model generates them, and the model can render tables and charts inline.

The side panel

On a desktop browser, a speech-bubble button in the app header opens the same assistant as a panel on the right of whatever page you're on, so you can ask about a row you're looking at without leaving it. The button turns blue while the panel is open, and clicking it again closes it.

• The conversation follows you. Once opened, the panel keeps its thread, an unsent draft, and any reply still streaming while you navigate between pages or close and reopen it. It's the same chat and the same history as the one on Risk & Insights, not a second conversation.
• It stands down on Risk & Insights, which already embeds the chat in the page. The header button is disabled there and the panel collapses, then comes back on the next page you visit.
• It needs a selected organization with at least one trade, the same as the chat on the page. Until then the panel says so instead of opening a thread.
• On the free plan the button carries a Pro diamond and opens the Pro preview rather than the chat.

Opening it closes the docs panel and the profit calculator panel, so only one side panel is ever competing for the width.

On a phone there is no side panel, and no button for it - there isn't room to put the chat beside your data. Go to Risk & Insights, where the chat is one of the two mobile tabs.

What the model can read

The assistant has access to read tools covering most of OptionsPro's data:

• Portfolio & accounts - list portfolios, summarize the portfolio, check sync status, get a portfolio risk roll-up.
• Trades - list trades, fetch trade stats, calculate P&L, run a trade pattern analysis, fetch a specific trade's notes.
• Positions - list current positions, fetch positions for a specific date, check position health.
• Strategies - list strategies, fetch a single strategy, get a strategy summary, look up the strategy a position belongs to.
• Dashboard & calendar - dashboard stats, equity curve, calendar data for a given month.
• Live market data - current stock quotes, available expirations and strikes for an underlying. These hit the live market data provider, not just your cached positions.
• Product documentation - the assistant can search the help center ("how do I connect a brokerage?", "what is strategy detection?") and cite the relevant doc page in its reply.

Hypothetical strategy analysis

The assistant can model trades you haven't placed. Ask something like "What would a bull call spread on SPY look like?" and it will pull the current quote, available expirations and strikes, ask you for the missing parameters, then compute the payoff curve, max profit / max loss / break-evens, and Greeks. This does not create a trade - it's analysis only.

What the model can write

These actions all require an explicit confirmation prompt before they run - the model is instructed to ask before invoking any of them.

• Update trade notes - write a note (max 1000 characters) on a specific trade.
• Assign a trade to a portfolio - move a trade between portfolios, or unassign it.
• Mark trades as expired - close opening trades by expiration (worthless OTM or assigned ITM).
• Request a roll analysis - kick off a roll-analysis job for a position identified by its contract key.

What the model cannot do

• Read other users' or other organizations' data.
• Place orders or interact with your brokerage. SnapTrade is read-only and the assistant has no order-entry capability.
• Modify trades, positions, or strategies beyond the four write actions above.
• Give recommendations or advice. The assistant is instructed to describe what your data shows, not to tell you what to trade.

Limits

• Rate limit: up to 10 messages per minute per organization.
• Session length: each chat thread holds the most recent 100 messages. Older messages drop off as new ones come in.
• Session retention: your 10 most recent threads are kept indefinitely; older threads are deleted after a period of inactivity.
• Trade reads: on a very large book the trade-listing tools return your most recent matches rather than every one, and report that they did. The model is instructed to answer totals from your saved P&L instead of counting the rows it was handed - so if a count looks low, ask for the total explicitly. See Large Trade Histories.

Tips

• Be specific about scope: "last 30 days" is more useful than "recently".
• Ask follow-ups: the conversation keeps context within a single thread, so you can drill into a strategy or underlying without restating.
• Confirm carefully: when the assistant asks to take an action, the confirmation shows you exactly what will happen. Read it before approving.

Privacy

Every message is scoped to your user and sent to our model provider for processing. See the Privacy Policy for the full details.