AI Assistant

Capandex includes an AI assistant powered by Anthropic's Claude that can help you understand your trading flows, troubleshoot issues, and learn about strategy concepts. This document explains what the assistant does, how to configure it, and the limitations of AI-generated responses.

What the AI Assistant Does

The AI assistant is a conversational interface available within the flow builder. It can:

Explain what specific nodes do and how they should be configured
Analyze your current flow and describe its logic in plain language
Help troubleshoot why a flow may not be producing expected results
Answer questions about trading concepts, technical indicators, and strategy design
Suggest improvements or identify potential issues in your flow configuration

The assistant has access to your current flow's node and edge data so it can provide context-specific responses. Chat messages are saved per flow and can be cleared at any time.

What the AI Assistant Does Not Do

IMPORTANT: The AI assistant has strict limitations. Read this section carefully.

The AI assistant does not:

Provide investment advice, trading signals, or buy/sell recommendations
Guarantee that any suggested configuration will be profitable
Execute trades, modify your flow, or take any action on your behalf
Access your exchange accounts, API keys, or financial data
Predict market movements or future performance of any strategy

The AI assistant is an educational and debugging tool. All responses are generated by a language model and may contain inaccuracies. Users are responsible for verifying any information provided by the assistant and for all trading decisions they make.

Disclaimer of Responsibility

Capandex is not responsible for any actions taken based on AI assistant responses. The assistant is provided as a convenience tool to help users understand platform features and trading concepts. It is not a substitute for professional financial advice or independent research.

AI-generated responses may be incorrect, incomplete, or outdated. Users should always verify information independently and should never rely solely on AI suggestions when making trading decisions or configuring live engines.

Configuration

The AI assistant requires an Anthropic API key to function. Each user provides their own key, and API usage is billed directly by Anthropic to the user's account.

How to Set Up the AI Assistant

Obtain an Anthropic API key. Create an account at Anthropic and generate an API key from your account dashboard.
Open Settings. In Capandex, navigate to the Settings page from the main navigation or sidebar.
Enter your API key. In the AI Assistant section of Settings, paste your Anthropic API key and click Save. The key is encrypted and stored securely using AES-256-GCM encryption.
Validate the key. Use the Validate button to confirm the key is active and working. A successful validation means the assistant is ready to use.
Open the assistant. In the Flow Builder, open the AI chat panel. You can now ask questions about your flow, nodes, or trading concepts.

API Key Security

Your Anthropic API key is handled with the same security as exchange API keys:

Encrypted at rest using AES-256-GCM encryption
Used only to send requests to the Anthropic API on your behalf
Never logged, shared with third parties, or stored in plain text
Can be deleted at any time from your Settings page

Chat History

Chat messages are stored per flow. Each flow has its own conversation thread. You can:

View previous messages when reopening the chat panel for a flow
Clear all messages for a flow using the delete endpoint or UI controls

Chat data is associated with your account and is deleted if you delete your account.