Meet Relay: RelayDesk's New AI Trading Assistant Is Here in 3.0.0

RelayDesk 3.0.0 is a ground-up rebuild. New engine, redesigned interface, Signal-Managed Exits, a Research section with live options chains and market data, a rebuilt Bot Builder with real-time risk profiles, there’s a lot in this release. Returning users have described it as feeling like a completely different app.

But the thing people keep coming back to talk about is Relay.

Introducing Relay

Relay is RelayDesk's integrated AI trading assistant, and it's unlike anything we've shipped before. It lives inside the platform, has direct access to your bots, your trade history, your configurations, and your performance data, and it lets you work with all of that through plain conversation.

The welcome screen says it plainly: "Ask about trades, optimize bots, replay executions, or get performance insights."

That's not a tagline. That's a literal description of what it does.

Eight Ways to Start — Instantly

When you open Relay, you're not greeted with a blank prompt box. Eight capability chips give you a one-click entry point into the most common things traders want to do:

• Search trades — Find specific trades by symbol, date, outcome, or any other criteria
• Performance reports — Pull structured reports across any time range
• Bot management — Query and manage your bots through conversation
• Trade replay — Step through the lifecycle of any closed trade
• Execution speed — Analyze how quickly your bots are getting in and out
• Streak analysis — Check your current winning or losing streak patterns
• Compare bots — Put your bots side by side across every key metric
• VIX correlation — See how your trade performance shifts across different volatility environments

Click any chip, or just type your question. Relay understands both.

The Full Capability Grid: Twelve Ways to Go Deeper

Beyond the quick-access chips, Relay's full capability menu reveals the breadth of what the AI can work through with you. Twelve purpose-built modes, each targeting a specific analytical workflow:

Analysis & Reporting

• Weekly Review — Comprehensive performance report across your entire portfolio of bots for the week
• Trade Analysis — A deep dive into recent trade performance, pattern recognition, and what the data actually shows
• Daily Summary — A quick overview of today's trading activity when you want the short version

Bot Management & Setup

• Bot Health Check — Checks the performance and configuration health of all your active bots in one pass
• New Bot Setup — Guided conversational setup for configuring a new trading bot, walking through parameters step by step
• Compare Bots — Side-by-side performance and configuration comparison across multiple bots simultaneously

Visualization & Simulation

• Trade Replay — Animated bar-by-bar replay of a recent trade's full execution lifecycle
• Equity Curve — Visualizes your cumulative P&L over time to show trajectory and consistency
• P&L Distribution — Histogram of trade outcomes showing how your wins and losses are distributed
• What-If Simulation — Simulates how different parameters would have affected your outcomes on past trades

Market Context

• Streak Analysis — Analyzes your current winning or losing streaks in context
• VIX Correlation — Maps your trade performance against VIX levels to surface how volatility environments affect your specific bots

Relay in Action: Compare Bots

The best way to understand Relay is to see it work. Here's what happens when a user types "Compare my bots side by side."

Relay doesn't just return a table. It shows its reasoning in real time, first listing your bots, then running the comparison, and finally delivering two outputs simultaneously: a structured card view for quick scanning and a written summary for context.

The card view pulls every metric that matters: total P&L, win rate, total trades, average P&L per trade, average hold time, and full configuration details: stop-loss levels, take-profit tiers and sizing, trailing settings, cooldown windows, position-sizing method, and entry timing.

This is the kind of analysis that used to require manually cross-referencing multiple views in the platform. With Relay, it's a single sentence.

Real Workflows, Real Utility

Here's how these capabilities fit together in practice:

The Daily Check-In Open Relay, hit Daily Summary for a quick read on how today went, then drill in with Trade Analysis if anything stands out. Two steps. Two minutes. Full picture.

The Weekly Strategy Session Pull a Weekly Review across all bots. Use Compare Bots to see which configurations outperformed this week. Use What-If Simulation on the underperformers to explore whether parameter adjustments would have moved the needle. Check VIX Correlation if the week had notable volatility swings.

Learning from Specific Trades Find a trade that surprised you, positive or negative, through Search trades, then run Trade Replay to watch it bar-by-bar. The animated replay shows the exact execution timeline, price movement, and how your bot's configuration interacted with market conditions at each step.

Bot Configuration Reviews: Before changing anything on a live bot, use Bot Health Check to establish a current baseline, then use What-If Simulation to model the impact of the change against recent history. Change with evidence, not intuition.

Starting Fresh New to a strategy idea? The New Bot Setup mode walks you through configuration conversationally, asking the right questions in sequence rather than presenting you with a full parameter page all at once.

What Else Shipped in 3.0.0

Relay is the headline, but 3.0.0 is a full platform rebuild. Other major additions:

• Signal-Managed Exits — TradingView signals can now close positions, not just open them, enabling complete signal-driven workflows
• Research Section — Live quotes, full options chains with real-time Greeks, market heatmaps, stock screeners, earnings calendars, news feeds, social sentiment, short interest data, and payoff diagrams with your bot's actual trades overlaid
• Rebuilt Bot Builder — Guided mode (seven sequential stages) and All Sections mode (everything on one page), both with real-time risk profiles and validation alerts with AI-powered suggestions
• Performance Analytics Suite — Equity curves, bot-by-bot P&L comparison, Sharpe ratio, maximum drawdown, profit factor, and optimization recommendations
• Trade History — 16 configurable columns, AI-generated pattern insights, detailed exit timelines, and execution histories
• Full Mobile Support — Complete platform functionality in a mobile browser, no app download required

Coming Soon: The Relay How-To Series

Relay has a lot of depth, and we want every user to get the most out of it. We're building a dedicated series of How-To articles in the Learning Center that go deep on each of Relay's major capabilities, from getting started all the way through advanced use cases like VIX correlation analysis and What-If simulations.

Watch the Learning Center for these dropping over the coming weeks.

RelayDesk 3.0.0 is available now. If you haven't opened Relay yet, start with something simple: hit the Compare Bots chip and see what it surfaces about your current setup. You might find something you didn't know you were missing.

RelayDesk is an automated options trading platform. Relay's analysis is based on historical data and patterns in your account’s configuration. Nothing in this article constitutes financial advice or implies specific trading outcomes.