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Beginner

Stay in control of the AI

The AI stays in check: approval for every real trade, direct demo trading only where you choose it, pause switches, Streamer Mode and a record of what it did.

Who it is for
Every trader who uses the AI chat or connects an AI app.
Time
4 min
Steps
6 steps
  1. Step 1: Approve or Deny each trade request

    When the AI asks to open, close or change a trade, or to cancel a pending order, an “AI trade request” dialog shows what it wants and its reason in its own words. Press Approve to go ahead or Deny to refuse. Deny has the focus, so a hasty key press says no, and a countdown ends the request if you do nothing. The order is checked again after you approve.

    The approval dialog asking the trader to approve or deny an action the AI wants to take
  2. Step 2: Direct demo trading: only where you choose it

    On a demo account, the AI access level can also offer Direct demo trading. Choose it and the AI opens, closes and changes trades on that demo account without asking you. It works only on the demo account you chose it for, a “Direct demo trading on” badge shows while it is on, and it is never offered on a real account. Choose another level to require your approval again.

    The choice to let the AI trade a demo account directly
  3. Step 3: Pause the AI

    There are two pauses: one for the chat with your key, one for your connected AI app. Pause AI in the AI Assistant’s header pauses the AI you are using on that screen: the chat with your key, or your connected AI app. The connected app’s pause is also on the Connection tab, under Advanced, as “Pause AI access on this site”. Either way, a request still waiting for your approval is cancelled. In Sky Connector’s menu, “Pause AI for this app” pauses AI for the trading site on that computer, and “Revoke pairing” cuts the site off. Signing out signs the AI out too.

    The AI Assistant header with the AI paused: the pause button pressed and the Paused badge
  4. Step 4: Turn on Streamer Mode before you stream

    Turn on Streamer Mode in Platform Settings. The AI then does not get your account number, its voice stays quiet, and a strip in the chat reminds you that its replies may show real figures. It still reads the figures it needs to answer, so check a reply before you share it.

    The AI Assistant with the Streamer Mode notice above the conversation
  5. Step 5: Check the activity feed

    Open the AI Assistant and choose “Use your own AI app” to reach the Connection tab; if you are chatting with your key, open Settings, then Advanced, then “Change connection method”. On the Connection tab, press “Activity”, the row that also shows how many actions there are, to see every action the AI took and every one that was refused, newest first, from the chat and from your AI app. Each account keeps its own record.

    The AI connection panel with its activity feed of recent AI actions
  6. Step 6: Know what the AI can never do

    The AI cannot trade a real account without your Approve. It cannot delete a watchlist, save or delete a chart template, or change your Platform Settings. It never gets your name or your broker’s comments on your trades, and it cannot trade live while a Trading Lab replay runs. The AI in the chat is also told to ignore instructions hidden in market data and symbol names.

That is the whole guide

You have done every step. Pick what to learn next, or try it on the live chart.

Up next

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    Chat with the AI using your own key

    Paste an API key from Anthropic or an OpenAI-compatible service, let Sky Trade check it, and ask the AI about your chart without leaving the trading screen.

    4 min6 steps
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    Add Claude Desktop, with nothing to copy

    Connect Claude Desktop from the Connection tab. Claude Desktop shows its own install screen, you click Install, and Claude can read your chart and work with it.

    3 min4 steps

Try it on a real chart

Open the live chart in your browser, or open a free demo account and follow along without risking real money.