Get started

AI Assistant

What data the AI Assistant can access

Understand which account data informs AI responses.

Last updated 3 September 2026

The AI Assistant accesses your Trade Optic account data to provide personalised answers. This includes imported trades, journal notes, emotions, strategies, goals, Pattern Analysis and Trading DNA where available.

  • It does not access your broker login credentials.
  • It does not place trades or move funds.
  • Responses are generated for your account only and are not shared with other users.
Do not paste broker passwords, API keys or payment card numbers into the AI Assistant chat.
AI Assistant privacy →
Privacy policy →

Was this article helpful?

Related articles

AI Assistant privacy

How your data is used when you chat with the AI Assistant.

AI Assistant overview

Ask questions about your trading activity and receive personalised analysis.

Still need help?

If this article did not resolve your issue, contact Trade Optic Support. Do not include passwords, complete API keys or payment details.

Contact Support
← Back to Help Centre

More resources