Oscar
Ask Oscar about Tradeways and the trading context available in your current workspace.
Oscar
Oscar is the AI assistant in Tradeways. Open the Oscar workspace from the icon rail for a full conversation view. The workspace uses the same chat as the Oscar side panel.
Start a conversation
Enter a question in the message field. Oscar can answer questions about Tradeways. Oscar can also use the trading context that the current page makes available.
Use the Oscar panel when you want to keep the current page visible. Use the full Oscar workspace when the conversation needs more room.
Conversations
The sidebar shows your conversation history in the Oscar workspace. Open a previous conversation to continue it. Select New chat to start without the messages from the open conversation.
Memory
Oscar can save durable notes from conversations with the account owner. Oscar uses these notes as coaching context in later conversations. You can ask Oscar to resolve or dismiss a note in the conversation.
Proactive summaries
Oscar can create a summary conversation after a completed trade import. This requires Oscar to be enabled and the Oscar usage disclaimer to be accepted.
Review changes
Oscar can prepare changes to trading accounts, goals, tags, strategies, strategy rules, and trades. Each proposal shows the affected records and the proposed values. No change is applied until you select Approve. Select Reject to leave the records unchanged.
Review every proposal before you approve it. If a proposal expires or its target changes, ask Oscar to prepare the change again.
Activity
Open Activity in the Oscar workspace to review every record that Oscar created or changed. Each entry shows the affected records, the outcome, and the source conversation when one is available.
Goals, strategies, and trades can show an Edited by Oscar marker. Select the marker to open the matching activity entry.
Access and limits
You must enable Oscar and accept its usage notice before Oscar can reply. Open Settings, then select Oscar to change this setting.
Oscar usage follows the limit for your plan. Open Settings, then select Billing to review current usage.
If Oscar is disabled, the workspace shows a link to its settings. Your trading data and previous conversations remain unavailable to Oscar until you enable it again.