AI Chat Assistant

The LamaTrader AI assistant is a fully context-aware trading co-pilot embedded directly in the platform. Unlike generic AI chatbots with a broker plugin bolted on, the LamaTrader AI has live access to your entire trading environment — and responds with interactive charts and widgets rather than walls of text.

What the AI Knows

When you open the AI chat, it has real-time access to:

• All open positions — symbol, entry price, current price, unrealized P&L, Greeks for options legs
• Your watchlist — live quotes, price change, volume
• The options chain for any symbol you're viewing — strikes, expirations, IV, all Greeks
• Portfolio-level metrics — net delta, theta decay per day, sector allocation, buying power, net liquidation value
• Open and pending orders — status, fill price, remaining quantity
• Market screener data — top movers, most actives, IV rank
• Recent trade and fill history
• Live news feed filtered to your watchlist symbols

No copy-pasting data into a chat window. No explaining your portfolio from scratch every session. The AI already knows.

Visual Responses

The AI answers with interactive widgets — not plain text — whenever the response calls for visual data.

Ask about a symbol's price action and a live chart appears inline in the conversation. Ask about your Greeks exposure and a breakdown widget renders immediately. Ask to compare two options strategies and both P&L diagrams appear side-by-side. The information density of a trading conversation is enormous — presenting it as formatted text is the wrong interface for the job.

Every inline widget is live, not a static screenshot. You can interact with the chart, expand the data table, or click through to the full dedicated screen for that piece of information.

Chat and Screens — Together

The AI is not a replacement for the platform's dedicated screens. It works alongside them.

Start in chat: ask the AI to surface the best options setups for the day, explain a position's risk, or suggest a hedge for your portfolio. The AI surfaces the answer visually. When the answer points to something specific — a position, a symbol, an order — click through to the full interactive screen for that item without losing your place in the conversation.

Or go the other direction: you're deep in the positions screen, analyzing your holdings, and you want the AI's perspective on what you're seeing. Open the AI panel alongside the screen you're on. The AI sees your current context and answers without you having to explain anything.

Supported AI Providers

LamaTrader routes your conversation through your choice of AI provider:

Switch providers at any time. Your conversation history and saved strategies are stored in LamaTrader, independent of the provider.

Connect your own API key for each provider. LamaTrader stores keys encrypted and never shares them with third parties.

Example Conversations

Portfolio risk check:

"What's my biggest risk right now?"

The AI scans your positions, calculates net Greeks and sector concentration, and surfaces the two or three most significant exposures — with a visual breakdown widget showing your allocation.

Options screening:

"Find me SPY puts expiring in two weeks with a delta around -0.20 and at least 500 open interest"

The AI queries the live options chain and returns a filtered list of matching contracts as an interactive table. Click any row to add it to the trade form.

Portfolio hedge suggestion:

"I'm long heavy in tech — what's a reasonable hedge given current IV?"

The AI evaluates your position mix, current IV levels, and buying power to suggest a hedging approach, explaining the trade-offs between different strategies.

News summary:

"What happened with NVDA today?"

The AI pulls recent news and price action for the symbol and gives a concise summary grounded in real events — not a generic disclaimer about market risk.

Privacy and Data

For traders with strict data privacy requirements, the Ollama integration runs entirely on your local machine. The AI model processes your trading data locally — no position information, no portfolio data, no queries leave your device.

For cloud provider integrations, conversation content is sent to the selected provider per their privacy policy. LamaTrader does not store your conversation content on its servers beyond the current session.

AI Tools

Beyond answering questions, the AI has access to platform tools it can use on your behalf:

• Search and filter the options chain
• Retrieve live quotes for any symbol
• Check position Greeks and portfolio risk metrics
• Open the order form pre-populated with a trade it recommends
• Run a Code Mode strategy script (see AI Code Mode)

You confirm any order before it is placed. The AI cannot execute trades without your explicit approval.