Docs/Wiz AI
AI Assistant

Meet Wiz

Wiz is your on-desk trading analyst. It runs on the Wiz engine, reads your active symbol and watchlist as context, and can actually do things in the terminal — deploy a bot, place an alert, or run a full chart analysis.

Wiz analyzing a symbol with tool calls, confidence score, and execution plan

The Wiz Operator Panel — streaming chat with inline Execution Protocol and confirmation cards.

What Wiz can do

Wiz is an agent, not just a chatbot. It answers in plain English, but it can also trigger real actions inside the terminal.

  • Analyze a chart — full setup with entry, stop, two targets, confidence, and the indicators behind the call.
  • Open a bot — "Deploy a swing bot on SOLUSDT" launches the Deploy Bot flow with fields pre-filled.
  • Create alerts — price, RSI, volume-spike, or trend-change alerts with delivery channels.
  • Explain patterns — describe candlestick formations, indicator divergences, or order-flow behavior on the current chart.
  • Research a ticker — fundamentals, recent news, sector context (Ultimate uses Wiz with web search for deeper results).
  • Manage your workspace — add or remove symbols from watchlists, jump the chart to another ticker, or run a screener.

How to use Wiz

Focus slot

Wiz quietly attaches your active symbol, timeframe, and open positions to every message. Load a chart first and Wiz will assume you mean that asset.

Prompt chips

Dynamic suggestion chips sit above the input. They change with context — e.g. "Bias for SOLUSDT 4h" while a chart is open, "Summarize today's market" on the overview tab.

Attachments

Click the paperclip in the input to attach a chart screenshot. Wiz reads the image multimodally and comments on structure, levels, or setup quality.

Example prompts:
- Give me a 4h long setup on SOLUSDT with entry, stop, and two targets.
- Deploy a conservative swing bot on NVDA, 1h timeframe.
- Alert me if BTC breaks $72k on the 15m chart.

Models: Wiz Fast vs Wiz

Wiz is TradingWizard's trading-tuned AI engine. The model badge in the Wiz panel header shows which tier is active — click it to switch where your plan allows.

Wiz Fast
Default on Pro, Lite variant on Starter

Fast, low-latency responses. Best for chart questions, quick setups, and day-to-day chat. Streaming usually starts within ~1 second.

Wiz
Ultimate only — "smart" mode

Deeper reasoning with web search. Use it for research, fundamental take, or when you want Wiz to argue a thesis end to end. Slower but more thorough.

Wiz Operator actions

When Wiz is about to do something real — open a bot, place an alert, run a full analysis — it inlines a confirmation card in the chat. Nothing executes until you click through. Cards you'll see:

AnalysisConfirmButton
Before Wiz kicks off a full chart analysis.

Confirms the symbol and timeframe, then runs POST /api/analyze in the background.

StrategyCard
When Wiz proposes a complete strategy (bias + rules).

Shows the strategy shape and a Deploy button that launches the Deploy Bot flow pre-filled.

ExecutionProtocolCard
Attached to analysis results.

Structured entry / stop / target / confidence block you can act on with one click.

PaperTradeCard
When Wiz is about to place a paper trade.

Quick confirmation with direction, size, and risk. Safe default for new users.

ScreenerResultsCard
When Wiz runs a screener / scan.

Tabular results with per-row actions: load on chart, deploy bot, or set alert.

Daily usage limits

Wiz tracks messages per user per day via User.dailyKaiMessages. The counter resets at UTC midnight.

PlanDefault modelDaily Wiz messages
Starter (Free)Wiz NanoDaily cap applies
Pro ($39/mo)Wiz FastGenerous daily allowance
Ultimate ($99/mo)Wiz + web searchHighest allowance, Pro model unlocked

Exact numeric caps can change — the Wiz panel shows your remaining messages for the day inline in the header.

What Wiz sees (privacy)

To give useful answers, Wiz attaches a small context payload to each request. This is called out here so you know exactly what leaves your workspace:

  • Active symbol & timeframe — whatever chart you currently have loaded.
  • Your watchlist — ticker symbols only, used to ground references like "my tech list".
  • Open trades & bots — a summary of current exposure, so Wiz can reason about risk.
  • Your trading profile — level, style, and risk tolerance from onboarding.

Wiz never has access to your password, connected brokerages, or payment methods. All Wiz requests stream through app/api/terminal/kai/route.ts, which is auth-gated.

Next: automate it

Wiz is great for one-off analysis. Bots run the same thinking on a schedule.

Bot Engine