AI Assistant – Chat Workspace
Welcome to the Chat Workspace inside My Strategies. Here you can hold a natural-language conversation with Stoic’s agents, iteratively design or refine trading ideas, and run instant back-tests without ever leaving the screen.
1. Page anatomy
(A) Navigation bar – left edge
Jump between Overview, My strategies (current), Community Strategies, Portfolio and Settings. The “Coming Soon” tags mark sections that are under development.
(B) Breadcrumbs – top of the canvas
Shows the current path—My Strategies › <strategy-ID> › Chat. Click any part to move back up.
(C) Chat list panel
All chats attached to this strategy. Select one to reopen it or press Add new chat to start fresh.
(D) Conversation canvas
The main chat area. Responses from Stoic’s specialised sub-agents (Crypto Trading, Technical Analysis, Portfolio Strategy) appear here.
(E) Quick suggestions
One-click prompts (Create a mean-reversion strategy, Create a trend-following strategy, Create a simple price-action strategy) to bootstrap a chat.
(F) Message bar
Write or paste your own prompt. Press ⏎ to send or the paper-plane button on the right.
(G) Action buttons – bottom right
Backtest — runs the strategy against historical data Save — persists the conversation & generated code ⚙︎ Configure — opens back-test settings (time-frame & max open trades) Paper-plane — send current prompt
2. Using the workspace
2.1 Start or reopen a chat
Click Add new chat or pick an existing thread in panel (C).
The conversation canvas (D) welcomes you with: “How can we assist you today? Leverage advanced AI agents specialising in Crypto Trading, Technical Analysis, and Portfolio Strategy.”
2.2 Ask a question
Option A – click one of the purple quick-suggestion pills (E). Option B – type your own prompt in the message bar (F) and hit ⏎.
Stoic routes the request to the most relevant sub-agent and returns code snippets, trade logic or commentary.
2.3 Configure back-test parameters
Press the ⚙︎ Configure button (bottom right).
Pick a Time-frame (e.g. 5 m, 1 h, 1 D).
Set Max open trades (how many simultaneous positions the bot may hold).
Click Apply – these settings are stored with the chat and used for future back-tests.
2.4 Run a back-test
After generating or editing strategy code in the chat:
Press Backtest.
Stoic sends the current code, time-frame and trade limits to the backend.
Progress updates stream in real-time; when complete you’ll see profit-curve, draw-down and key metrics in a separate page.
If issues are detected, ask the AI to revise the code and back-test again.
2.5 Save your work
Hit Save any time. The full dialogue, code versions and test results are written to your personal library under the enclosing strategy.
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