> ## Documentation Index
> Fetch the complete documentation index at: https://takeprofit.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Work with AI Tools
The AI Assistant can use different tools depending on your task.
You can keep the tool selector in **Auto** mode or manually choose a specific tool when you want a more focused answer.
## Tool selector
The tool selector controls which assistant skill is used for the current prompt.
By default, it is set to **Auto**. In Auto mode, the assistant decides which tool is most relevant.
You can manually select a tool when:
* You want a focused answer
* The assistant used the wrong tool
* You are working on one specific workflow
* You do not want the assistant to switch context automatically
The available tools are:
* **Technical Analysis** — indicators, chart patterns, key levels, and market structure
* **Indie Scripts** — creating, modifying, and debugging custom indicators and strategies
* **Alerts** — creating, editing, pausing, deleting, and troubleshooting price alerts
* **Watchlists** — reading your watchlists, quoting them, and editing what is in them
* **Screener** — screening stocks, ETFs, CFDs, and crypto on price behaviour: performance, relative volume, gaps
* **Platform Guide** — searching platform documentation, features, and how-to guides
* **Risk & Position Sizing** — position size, risk/reward, max loss, and Kelly criterion sizing
On the [AI Chat Page](https://takeprofit.com/docs/guide/platform/ai-assistant/AI-chat-page.md) the same selector lets you tick more than one skill at a time.
## Technical Analysis
Use **Technical Analysis** to analyze charts, indicators, chart patterns, key levels, and market structure.
This tool is useful for:
* Trend analysis
* Support and resistance
* Breakouts and pullbacks
* Indicator confirmation
* Divergences
* Chart patterns
* Fibonacci levels
* Channels
* Multi-timeframe context
* Bullish and bearish scenarios
### Best prompts
```text theme={null}
Analyze the current trend structure and key support and resistance levels.
```
```text theme={null}
Give me bullish and bearish scenarios for this chart with confirmation and invalidation levels.
```
```text theme={null}
Is this move more likely a reversal or a pullback?
```
```text theme={null}
Find the main chart patterns and explain which levels confirm or invalidate them.
```
```text theme={null}
Compare the current 1H structure with the daily trend.
```
### Best practices
* Attach the chart widget before asking for analysis.
* Mention the timeframe if it matters.
* Ask for scenarios instead of one-direction predictions.
* Request confirmation and invalidation levels.
* Ask the assistant to separate structure, levels, indicators, and risks.
* Start a new thread when switching to another ticker.
### Chart actions and suggestions
After analysis, the assistant may suggest actions that can be applied to your chart.
These may include:
* Adding horizontal levels
* Adding trendlines
* Adding rectangles or channels
* Adding Fibonacci retracement
* Marking ABCD or XABCD patterns
* Updating existing drawings
* Removing selected drawings
Each action appears as a card. You can review, accept, or reject it.
> [!NOTE]
>
> Chart actions are applied only to a matching chart. If the ticker does not match, open the correct chart first.
#### Chart suggestions
Chart suggestions are follow-up prompts generated by the assistant after an analysis.
They help you continue working with the same chart context without writing a new prompt from scratch. For example, after a risk or Fibonacci-based analysis, the assistant may suggest next steps such as monitoring the entry zone, setting price alerts, or checking the market structure.
Click a suggestion to send it as the next prompt. The assistant will continue from the current chart context and use the selected suggestion as the next task.
## Indie Scripts
Use **Indie Scripts** to create, modify, debug, or explain Indie® indicators and strategies.
This tool is useful for:
* Generating new Indie® scripts
* Fixing compilation errors
* Explaining existing code
* Adding inputs and parameters
* Adding alert conditions
* Adding plots, arrows, labels, and background highlights
* Refactoring scripts
* Converting Pine Script ideas to Indie®
* Searching Indie® documentation
### Best prompts
```text theme={null}
Write an RSI indicator with divergence detection and alerts.
```
```text theme={null}
This Indie script does not compile. Explain the error, fix the code, and keep the original logic unchanged.
```
```text theme={null}
Add an ATR-based stop to this strategy.
```
```text theme={null}
Convert this Pine Script idea to Indie.
```
```text theme={null}
Add a parameter to control the lookback period from the UI.
```
```text theme={null}
Highlight the chart background green when the condition is true.
```
### Best practices
* Specify whether you need an indicator or a strategy.
* Include the full error message when debugging.
* Ask the assistant to preserve original logic if needed.
* Describe required inputs, plots, alerts, and visual elements.
* Ask for a small fix if you do not want a full rewrite.
* Use a separate thread for each script.
### Controlled code edits
Use prompts like this when you want minimal changes:
```text theme={null}
Fix only the compilation error. Do not change calculations, plots, or alert behavior.
```
```text theme={null}
Refactor this script for readability, but do not change the signal logic.
```
```text theme={null}
Add alerts to this script and keep all existing plots unchanged.
```
## Alerts
Use **Alerts** to work with your [price alerts](https://takeprofit.com/docs/guide/alerts/Alerts-overview.md) through the assistant instead of the alerts panel.
This tool is useful for:
* Listing your alerts and seeing which ones are active, paused, or already fired
* Creating an alert from a condition you describe in words
* Setting an alert on one of your own indicators, including private ones
* Applying the same condition across several symbols at once
* Editing or pausing a group of alerts together
* Cleaning up duplicates
* Working out why an alert did not fire
### Best prompts
```text theme={null}
Show me a list of my alerts.
```
```text theme={null}
Create an alert for TSLA crossing above $340, delivered by email.
```
```text theme={null}
Set the same crossover alert on every symbol in my watchlist.
```
```text theme={null}
Pause all my TLT alerts.
```
```text theme={null}
Why hasn't my BTC alert triggered yet?
```
```text theme={null}
Alert me when my "Range Breakout" script gives a long signal on ES.
```
> [!NOTE]
>
> **Your own scripts work here too.** An alert can trigger on the values of an indicator you wrote, not only on price or a built-in. As soon as the script is saved to **My scripts** in the [IDE](https://takeprofit.com/docs/guide/platform/ide-widget/IDE-overview.md), you can ask the assistant to alert on it — it does not have to be published to the Marketplace first. The assistant can write the indicator, save it and set the alert in one conversation, and the [MCP server](https://takeprofit.com/docs/guide/platform/ai-assistant/Mcp-server-guide.md#your-private-scripts) does the same from your own AI client.
### Best practices
* Name the instrument, the condition, and the delivery channel — that is everything an alert needs.
* For an alert on your own script, say which plot or signal should fire it — a script with several outputs is ambiguous otherwise.
* Ask for the list first when you plan a bulk edit, so you can see what will be affected.
* Review what the assistant proposes before confirming a bulk change.
## Watchlists
Use **Watchlists** to read and edit your [watchlists](https://takeprofit.com/docs/guide/platform/watchlist-widget/Creating-and-managing-watchlist.md) from the conversation instead of the widget.
This tool is useful for:
* Seeing what is in a list without opening it
* Quoting a whole list at once — prices, moves, and which names lead or lag today
* Creating a new list, optionally pre-filled with instruments
* Adding, removing, or swapping instruments in an existing list
* Feeding a list into another skill — alerts on every symbol in it, for example
### Best prompts
```text theme={null}
What is in my "Crypto majors" watchlist, and how is each name doing today?
```
```text theme={null}
Create a watchlist called "Semis" with NVDA, AMD, AVGO, and TSM.
```
```text theme={null}
Add SOL and remove DOGE from my "Crypto majors" list.
```
```text theme={null}
Which names in my "Semis" list are down more than 3% today?
```
```text theme={null}
Set the same crossover alert on every symbol in my "Semis" watchlist.
```
### Best practices
* Name the list exactly as it appears in the widget; if two titles are similar, the assistant will ask which one you mean.
* Say the exchange when a ticker trades on several venues — the assistant stores an instrument as a ticker *and* an exchange, and will tell you where a name ended up.
* Ask for the list first when you plan a bulk change, so you can see what will be affected.
* Deleting a list cannot be undone. The assistant asks you to confirm the title before it does.
## Screener
Use **Screener** to describe what you are looking for in words and get a working [screener](https://takeprofit.com/docs/guide/platform/stock-screener/Stock-screener-overview) back, instead of assembling the filters by hand.
The chat screener works on **price behaviour**: performance over a period, relative volume, distance to a high or low, and gaps. It covers stocks, ETFs, CFDs, and crypto.
This tool is useful for:
* Turning a set of criteria into a screen you can act on
* Narrowing or widening a screen you already have without starting over
* Getting from an idea to a list of tickers you can open on a chart
> [!NOTE]
>
> Fundamental screens — market cap, valuation multiples, revenue and the like — are not available in the chat. Use the [Stock Screener](https://takeprofit.com/docs/guide/platform/stock-screener/Stock-screener-overview) widget for those.
The result arrives as a card inside the answer and opens as a **screener tab** in the right-hand panel, with its own filter and sorting header. Clicking a row opens that instrument in a chart tab, reusing one that is already open, so the timeframe, indicators, and drawings you set up stay in place.
### Best prompts
```text theme={null}
Show me US stocks that are up more than 10% today.
```
```text theme={null}
Find crypto pairs with unusually high relative volume right now.
```
```text theme={null}
Which of these are trading within 2% of their 52-week high?
```
```text theme={null}
Sort this screen by relative volume and show the top 20.
```
### Best practices
* Give the universe first — asset class and market — then the conditions.
* State thresholds as numbers rather than adjectives: "up more than 10%" beats "big movers".
* Refine in follow-ups instead of rewriting the whole request; the assistant patches the open tab rather than building a second one. A follow-up can tighten or loosen a condition, but it will not drop one — say what you want the screen to be if you need a filter gone.
* Open a row on a chart before acting on it — a screen tells you what matched, not why.
## Platform Guide
Use **Platform Guide** to search platform documentation, understand features, and get step-by-step instructions.
This tool is useful for:
* Platform navigation
* Chart settings
* Alerts
* Webhooks
* Drawing tools
* Widget Hub
* Watchlists
* Screeners
* Backtesting
* Sharing charts
* Indie® documentation lookup
### Best prompts
```text theme={null}
How do I create a webhook alert?
```
```text theme={null}
Where do I save a chart template?
```
```text theme={null}
How do I share a chart with annotations?
```
```text theme={null}
How do I add a widget to my workspace?
```
```text theme={null}
Explain how to set up Telegram alerts step by step.
```
### Best practices
* Ask for a specific workflow.
* Mention the feature name if you know it.
* Ask for step-by-step instructions.
* Ask for links to relevant documentation if needed.
* Use this tool when you want platform guidance instead of market analysis.
### Good prompt format
```text theme={null}
Explain how to [platform task] step by step.
```
Example:
```text theme={null}
Explain how to create a multi-condition alert step by step.
```
## Risk & Position Sizing
Use **Risk & Position Sizing** to calculate trade size, stop-loss distance, risk exposure, and basic risk/reward scenarios.
This tool is useful for:
* Position size calculations
* Stop-loss distance
* Risk per trade
* Risk/reward ratio
* Account-based sizing
* Scenario comparison
* Kelly criterion explanations
### Best prompts
```text theme={null}
Calculate position size for a $10,000 account with 1% risk and a stop-loss 2.5% away.
```
```text theme={null}
My entry is 120, stop-loss is 114, and I want to risk $200. What position size should I use?
```
```text theme={null}
Compare risk/reward if my target is 135 and my stop is 114.
```
```text theme={null}
Explain the Kelly criterion in simple terms.
```
```text theme={null}
Calculate position size if I risk 0.5% of my account and the stop is below the recent swing low.
```
### Best practices
* Provide account size.
* Provide risk percentage or fixed risk amount.
* Provide entry price.
* Provide stop-loss price.
* Provide target price if you want risk/reward.
* Specify whether you trade stocks, crypto, futures, or another instrument.
* Treat calculations as planning support, not trading advice.
> [!WARNING]
>
> Risk and position sizing outputs are educational and analytical. Always verify calculations before placing any trade.
## General best practices
Use clear, focused prompts.
### Too broad
```text theme={null}
AAPL
```
### Better
```text theme={null}
Analyze AAPL on the 1H chart. Focus on structure, support and resistance, and bullish/bearish scenarios with invalidation levels.
```
### Too broad
```text theme={null}
Fix this script.
```
### Better
```text theme={null}
This Indie script does not compile. Explain the error, fix the code, and keep the original logic unchanged.
```
### Too broad
```text theme={null}
How much should I buy?
```
### Better
```text theme={null}
Calculate position size for a $5,000 account, 1% risk, entry at 42.50, and stop-loss at 40.80.
```
## Troubleshooting
> **The answer is too generic**
>
> Attach the relevant widget and make the prompt more specific.
>
> Include ticker, timeframe, goal, and expected output.
> **The assistant did not analyze my chart**
>
> Check that you attached the chart widget before sending the prompt.
>
> If several charts are open, make sure you selected the correct one.
> **The assistant used the wrong tool**
>
> Choose the required tool manually from the tool selector and send the prompt again.
> **A chart action was not applied**
>
> Check that the correct chart is open and that the ticker matches the action context.
> **The assistant asks a clarifying question**
>
> Select one of the suggested options or rewrite your prompt with more detail.
> **The context is almost full**
>
> Start a new thread, attach the relevant widget again, and restate the current goal.
> **You see a rate-limit error**
>
> The AI Assistant currently allows up to 5 requests per minute per user.
>
> Wait until the limit resets and try again.
> **The generated Indie® code does not compile**
>
> Send the full script, the full error message, and explain what the script is supposed to do.
>
> Ask the assistant to preserve the original logic if needed.
> **The assistant changed too much code**
>
> Ask for a smaller edit.
>
> Example:
>
> ```text theme={null}
> Do not rewrite the full script. Fix only the broken function and explain the change.
> ```
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