Ivy & your account
Build trades and get answers, in the corner of every screen
Ivy is the bubble in the bottom-right corner — an options-literate assistant wired into the same engine and the same delayed chain as the rest of the app. Ask her to build something (“sell a 30-delta CSP on KO about 30 days out”) and you land in the builder with real legs. Ask how anything works and she answers and walks you to the screen.
What is free, what is Pro
| Capability | Tier |
|---|---|
| How-do-I answers, walking you to the right screen | Free — even without an account |
| Quotes, chains, building strategies, analyzing ad-hoc legs | Free — even without an account |
| Reading your book: saved trades, portfolio, cycles, watchlists, alerts | Pro |
| Acting on it: saving, closing, logging wheel events, rolls, alert edits | Pro |
| Pricing a what-if on an open trade, and ranking your roll options | Pro |
| Applying a what-if to a live position | Never — that is yours, in Explore |
| The brokerage-screenshot import | Pro |
The boundary is enforced server-side, not by the chat window — asking nicely does not change it. Saving by hand in the UI works on every tier.
She built it — you are in the builder
Ask Ivy to build or open one trade and, the moment the build finishes, the chat closes and the builder opens on it with the legs already on the ladder. A short Built — open chat to continue notice appears for a few seconds; its Open chat button, or the bubble, brings the same conversation back — the thread is kept, nothing is re-asked. On a phone with the app installed to the Home Screen, the edge-swipe back returns to the screen you asked from, not to an empty chat.
It only happens when you asked for the trade and one strategy was built. A question Ivy answers by pricing a trade (its breakeven or chance of profit), a how-do-I answer that links to a screen, a what-if on a trade you hold, and two strategies built side by side for comparison all keep their cards in the open chat; so does a build that failed, one you asked for while you were already typing a follow-up, and any build made on the full-page chat at /chat, where there is no panel to close — use the card’s Open in builder link there. Prefer the old behaviour everywhere? Tick Stay in the chat under Preferences on /account and every build keeps the chat open with its card.
How to: have Ivy build a trade and keep talking
1. Ask for the trade
Open the bubble and ask for one trade in plain words — “Build me a cash-secured put on TSLA about 30 days out at roughly the 30 delta”. No account is needed to build.
2. The chat steps aside, the builder opens
When the build finishes the chat closes and the builder opens on the trade, legs on the ladder and priced off the chain. The Built — open chat to continue notice sits under the header for a few seconds.
3. Reopen the chat to continue
Press Open chat on the notice, or the bubble at any time. The same thread comes back — your request, the tool step and the trade card with its Open in builder link — so a follow-up (“make it 45 days instead”) carries on from there.
4. Questions keep the chat open
Ask what is the breakeven on that? or how do I record an assignment? and the chat stays where it is — answers, priced checks, what-ifs and side-by-side comparisons all keep their cards in the panel. Only a request for one trade hands off.
5. Turn the handoff off
Prefer the chat to stay open after every build? On /account, under Preferences, tick Stay in the chat and press Save preferences. Builds then stay in the panel as a card with its Open in builder link.
Common questions
- Why did the chat close? You asked Ivy to build a trade, and she opened it in the builder. Nothing is lost — the bubble brings the conversation back.
- Is my conversation saved? Yes. The bubble reopens the same thread; signed in it is kept with your account, signed out it is tied to that browser.
- Where is the builder link if I stay in the chat? On the trade card, as Open in builder.
- Does it happen on the full-page chat at /chat? No. There is no panel to close there, so the card stays and its Open in builder link takes you across.
Two-phase actions: preview, then confirm
When Ivy does something to your book — save a trade, log an assignment, roll a call — the tool stages a preview card with Confirm and Cancel. Nothing is written until you press Confirm. She will tell you to review it; she will never claim something was saved when it was not.
What-ifs: she prices them, you apply them
Ask “what if I add a put at 55?” or “show me roll options” on a trade you hold and Ivy prices it against the real chain: what the change costs at today’s marks, what it does to your collateral, and how max profit, max loss, breakevens and chance of profit move before → after. Say the word and she keeps it as a what-if beside the trade — after you confirm. That is as far as a what-if goes: no tool of hers applies one, or rewrites a position’s legs, so turning a sketch into your real trade stays where it belongs — in Explore, behind your own confirm. Ask her to change a position outright and the honest boundary is narrower than “never”: she can close a saved trade, and record a covered-call roll on a wheel or CC cycle, each behind its own Confirm card. What she cannot do is apply the variant she just priced you.
Long conversations and usage limits
Ivy re-reads the conversation on every turn, and there is a ceiling on how much of it she carries. A long conversation is not cut off: she forgets the oldest turns first and keeps answering from the recent ones, so if she has lost track of something from much earlier, say it again. The transcript on your screen is unchanged. If a single turn still needs more than fits in one request — usually a long run of lookups — it stops with “This conversation got too long for one turn. Start a new chat and the copilot will pick straight back up.” Press New chat and carry on. The request that was refused is not counted against your daily AI calls; any lookups that turn had already made are. Visitors who are not signed in share one daily allowance between them; the home page’s describe-a-trade field draws on that allowance for free text only — a strategy and a ticker typed there use no AI call — and says so, with the time it returns, when it is used up.
Signed-in accounts each have their own daily ceiling on AI calls (see account, billing and trial). Visitors who are not signed in share one daily AI allowance between them, kept separate from signed-in accounts. When it is used up, Ivy and the describe-your-goal boxes pause for visitors who are not signed in until the time given in the message; signed-in accounts are not affected, and building by hand keeps working for everyone.
She is also the help desk
Ivy knows every screen and flow in this help center. “How do I record an assignment?” gets the answer, a link to the right screen, and — where more depth helps — a pointer to the full article here. If she cannot resolve something, send feedback and a human reads it.