Docs/Kai AI
AI Assistant

Meet Kai

Kai is your on-desk trading analyst. It streams from Google's Gemini 3 models, 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.

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

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

What Kai can do

Kai 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 (Premium uses Gemini 3 Pro 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 Kai

Focus slot

Kai quietly attaches your active symbol, timeframe, and open positions to every message. Load a chart first and Kai 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. Kai 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: Flash vs Pro

Kai runs on Google Gemini 3 via @google/generative-ai. The model badge in the Kai panel header shows which model is active — click it to switch where your plan allows.

Gemini 3 Flash
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.

Gemini 3 Pro
Premium only — "smart" mode

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

Kai Operator actions

When Kai 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 Kai kicks off a full chart analysis.

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

StrategyCard
When Kai 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 Kai is about to place a paper trade.

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

ScreenerResultsCard
When Kai runs a screener / scan.

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

Daily usage limits

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

PlanDefault modelDaily Kai messages
Starter (Free)Gemini 3 Flash LiteDaily cap applies
Pro ($39/mo)Gemini 3 FlashGenerous daily allowance
Premium ($99/mo)Gemini 3 Pro + web searchHighest allowance, Pro model unlocked

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

What Kai sees (privacy)

To give useful answers, Kai 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 Kai can reason about risk.
  • Your trading profile — level, style, and risk tolerance from onboarding.

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

Next: automate it

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

Bot Engine