Knowledge Base

Master Professional Trading

AI Agent

Automated analysis, conditions, and intelligent alerts

The AI agent is a conversational trading assistant built into Profitabul. It can analyze charts, set automated conditions, monitor markets on your behalf, and propose trades for your approval. Think of it as a co-pilot that watches the markets so you don't have to stare at screens all day.

Starting a conversation:Open the agent panel and type a message. The agent responds in real time with streaming text, so you see answers as they're generated.

What you can ask: Market analysis, trade setup ideas, risk assessment, explanations of orderflow patterns, or help setting up conditions and automation.

Context awareness: The agent can see your current positions, account balance, active conditions, and live market data to provide relevant, personalized responses.

Conditions are automated rules that fire when specific criteria are met. They let you set up alerts and triggers without watching the market constantly.

Price Cross — Fires when price crosses above or below a specified level. Use for support/resistance alerts.

Signal — Fires on built-in signals: GEX bias flip, volume surge, delta divergence, or VWAP cross.

Composite — Combine multiple conditions with AND/OR logic. Example: price above VWAP AND volume surge detected.

Create conditions by chatting with the agent ("alert me when ES crosses 5000") or through the conditions panel. The condition fire log keeps a history of every trigger with timestamps.

Scheduled automation: Crons are recurring tasks that run on a schedule you define. The agent executes them automatically at the specified times.

Use cases:

Morning market scan before the open
End-of-day review summarizing your trades and key levels
Weekly performance digest
Pre-session GEX analysis

Create crons from the crons panel. Each cron has a name, schedule, and a prompt that tells the agent what to do when it runs.

What intents are:When the agent identifies a trade opportunity, it creates an intent—a proposed trade awaiting your approval.

Intent lifecycle:

Pending — Agent proposes the trade with entry, stop, and target
Approved — You review and approve the trade for execution
Executed — The order is placed on your behalf

You can enable auto-execute modeto skip manual approval, but this is recommended only after you've built trust in the agent's suggestions and have proper risk management configured.

Agent guardrails: Configure hard limits to control what the agent can do. These settings apply to all agent-initiated trades.

Max contracts per trade: Limit position size on any single trade
Max dollar risk per trade: Cap the maximum dollar amount at risk
Max open positions: Limit how many simultaneous positions the agent can hold
Allowed symbols: Whitelist specific instruments the agent can trade
Require stop loss: Force a stop-loss on every agent trade
Min risk/reward ratio: Reject trades below your minimum R:R threshold

Kill switch:Immediately halts all agent activity—cancels pending intents, disables conditions, and stops all automation. Use this if the agent is behaving unexpectedly.

Persistent memory: The agent remembers past conversations and learns your trading preferences over time. It builds context about your style, preferred setups, and risk tolerance.

Memory dashboard: View and manage stored context in the agent settings
Budget meter: Track token usage to understand agent activity and costs
Context pruning: The agent automatically manages its context window to stay within limits

Important

The AI agent is a tool, not financial advice. Always review suggestions critically before acting on them. Past performance of agent recommendations does not guarantee future results.

Pro Tip

Use conditions to automate your watchlist—set alerts for key levels and let the agent notify you when something interesting happens instead of watching charts all day.