Relay AI Assistant: Complete Feature Guide

What Is Relay?

Relay is the AI assistant built directly into the RelayDesk platform. It knows your trading data, every trade, every bot, every execution, and can answer questions, surface insights, and help you manage your bots through natural conversation.

You don't need to navigate through pages of charts and filters. Ask Relay in plain English and it queries your data, runs the analysis, and gives you a direct answer.

Two ways to access Relay

Ask Relay (floating widget)

The Ask Relay button appears in the bottom-right corner of every page in RelayDesk. Click it to open a compact chat window without leaving whatever you're looking at. It's designed for quick questions "how am I doing today?", "what's my SPY win rate?", "pause my QQQ bot."

The widget is available to authenticated users on all tiers.

Assistant Page

The full Assistant page (accessible from the main navigation) gives you a complete conversational workspace with:

• Full conversation history in a left sidebar
• Quick-start templates for common workflows
• Larger response area for detailed analysis and charts
• Side-by-side comparison cards, performance reports, and trade replay visualizations

What Relay can do

Your trading data, on demand

Relay has direct read access to all of your trading data. Ask it anything about your history:

• "What were my trades today?"
• "Show me my last 10 SPY trades sorted by P&L"
• "What's my win rate on calls vs puts over the last 30 days?"
• "Did I make money last week?"
• "What's my biggest losing trade all time?"

It understands natural language filters, time periods ("today", "this week", "last month"), symbols, bots, option types, and P&L ranges. When results are large, it summarizes them with totals, win rates, and the top performers rather than flooding you with a list.

All results use Eastern Time (ET) trading day boundaries, so "today" means the current trading session (9:30 AM–4:00 PM ET), not midnight UTC.

Analytics and performance reports

Relay goes beyond simple lookups with built-in analytics tools. Here's what it can generate from your data:

Performance reports

• Weekly, monthly, and custom-period performance summaries with win rate, total P&L, trade count, and a breakdown by symbol and bot
• Equity curve: your cumulative P&L plotted over time
• P&L distribution: a histogram of trade outcomes showing the spread of your wins and losses

Trade analysis

• Trade Scoring: grades a specific trade's exit execution A through F based on how much of the available move was captured (MFE/MAE analysis)
• Trade Autopsy: a deep post-mortem covering entry timing, exit efficiency, hold time evaluation, and a letter grade
• Trade Replay: a bar-by-bar price path timeline showing entry, peak move (MFE), worst drawdown (MAE), reversal start, and final exit

Bot analysis

• Bot Health Check: compares a bot's recent performance against its historical baseline and flags degraded or idle bots
• Bot Comparison: side-by-side metrics for 2–4 bots including win rate, total P&L, average trade, best and worst trade, and a settings diff
• Streak Analysis: current winning and losing streaks with historical streak patterns

Market context

• VIX Correlation: segments your trade performance by VIX level at the time of entry, showing how your results vary across low, normal, and high volatility environments
• DTE Performance: breaks down win rate and P&L by days-to-expiration buckets
• Market Regime Summary: current VIX level, sector movers, and broad market context

Advanced analytics

• What-If Simulation: replays a specific trade with different stop loss, take profit, or trailing stop settings to show what would have happened
• Parameter Optimizer: runs your closed trade history through alternative exit parameter combinations and shows the P&L impact with a per-trade comparison table and sensitivity curves
• Smart Schedule Analyzer: win rate and P&L heatmap by hour of day and day of week with statistical significance
• Performance Anomaly Detection: compares recent trades against your historical baseline to flag win rate shifts, streak changes, hold time drift, and time-of-day pattern changes
• Ghost Trader Benchmark: shows what would have happened if you took the opposite side of every trade you made (a directional skill check)
• Capital Efficiency Report: analyzes return on deployed capital and flags idle or underutilized capital
• Sector Exposure Report: maps your positions to sectors and flags concentration risk
• Portfolio Correlation Analysis: detects position overlap and directional bias across your bots
• Max Drawdown Analysis: historical max drawdown and recovery periods
• Position Sizing Analyzer: win rate and P&L breakdown by position size bucket, with Kelly criterion calculation
• Theta Decay Report: time decay impact on open positions and historical theta P&L contribution
• Opportunity Cost Tracker: analyzes signals that were received but skipped (cooldown, entry window, bot limits) and estimates what was missed
• Earnings Calendar Check: upcoming earnings for any symbols in your active positions
• Cross-Bot Conflict Detector: finds bots with overlapping symbols and entry windows that may be competing

Bot management through chat

Relay can propose and apply changes to your bots — but it never makes a change without your explicit approval.

How confirmed changes work:

1. You ask Relay to change a bot setting (e.g., "tighten the stop loss on my SPY bot to 25%")
2. Relay prepares a confirmation card in chat showing exactly what will change — the setting name, current value, and new value
3. You click Confirm in the chat UI
4. The change is applied

Until you click Confirm, nothing is written. Relay cannot change your bots silently.

What you can change through Relay:

• Stop loss percentage
• Trailing stop (enable/disable, percentage)
• Entry window (start and end time)
• Cooldown period
• Position sizing (type and value)
• Bot status (pause or resume)
• Move to breakeven after TP1 (enable/disable)
• SL management mode
• Take profit levels

Batch changes: When you have multiple changes to make, across settings on one bot or the same setting across multiple bots, Relay batches them into a single confirmation card. You review the full list and confirm once. Example: "Tighten the stop loss to 25% on all my SPY bots" queues all the changes and asks you to confirm them together.

Bot Creation: You can create a new bot entirely through conversation. Relay walks you through each parameter, uses sensible defaults for anything you don't specify, and presents a full preview before creating the draft. The bot is always created as a draft, you activate it from the Bots page.

Platform Help

Ask Relay how anything in RelayDesk works:

• "What does a trailing stop do?"
• "How does the entry window work?"
• "What's the difference between cooldown and entry window?"
• "How does position sizing work?"

Relay explains platform features in plain language without jargon. It won't send you to external documentation, it knows the platform.

Cross-conversation memory

Relay remembers context across conversations. When you mention a preference, your preferred symbols, your timezone, a nickname you use for a bot, your trading style, it saves that context and brings it into future conversations. You don't have to repeat yourself.

If you say "I mostly trade SPY" or "I'm a scalper," Relay notes it quietly (no popup, no confirmation prompt) and uses it to give you more relevant answers going forward.

Quick-start templates

The Assistant page includes pre-built conversation starters for the most common workflows. Click any template to launch it:

| Template | What it does |
| -------- | ----------- |
| Weekly Review | Full performance report for the past week |
| Bot Health Check | Health status across all your bots |
| New Bot Setup | Guided conversational bot creation |
| Trade Analysis | Deep dive into today's trades |
| Trade Replay | Bar-by-bar animated replay of your last trade |
| Equity Curve | Cumulative P&L chart for the month |
| P&L Distribution | Histogram of trade outcome spread |
| Streak Analysis | Current win/loss streak status |
| Compare Bots | Side-by-side bot performance comparison |
| VIX Correlation | Trade performance by volatility environment |
| What-If Simulation | Parameter simulation on recent trades |
| Daily Summary | Quick overview of today's activity |

How Relay handles your data

Your data only

Relay operates entirely within your account. It can only see your trades, your bots, and your execution history. It has no access to other users' data.

Read-only by default

All data queries are read-only. The only writes Relay can perform are bot configuration changes, and those always require explicit confirmation in the chat UI first.

Compliance guardrails

Relay is designed to be a data tool, not a financial advisor. It applies multiple layers of guardrails:

• What Relay will do: Retrieve and display your historical trading data, report statistics calculated from your past trades, explain what happened in a specific trade, describe how platform features work, propose bot configuration changes for you to approve
• What Relay will not do: Recommend buying, selling, or trading any security; predict price movements or market direction; project future performance from past results; suggest specific strike prices, expiries, or position sizes; provide personalized investment advice of any kind

If you ask for a recommendation or prediction, Relay will acknowledge the question and explain what it can offer instead, factual, backward-looking data.

No AI model disclosure

Relay does not disclose details about its underlying AI model or provider. If you ask, it will tell you it's Relay, built by the RelayDesk team, and steer back to helping you with your data.

Tips for getting the most out of Relay

Be specific about time periods. "Show me my trades from last Tuesday" works. So does "last 30 days" or "this week." The more specific you are, the more relevant the response.

Use natural names for your bots. Relay uses fuzzy matching, you don't need to type the exact bot name. "Optimize my SPY bot" will find a bot named "SPY Scalper v2" without you spelling it out exactly.

Reference trades by description. You can say "score my worst trade from last week" or "replay my +200% SPY trade from Tuesday" Relay will look it up before analyzing it.

Ask follow-up questions. Relay maintains context within a conversation. After a weekly report, you can say "now break that down by bot" or "show me only the losing trades" without re-explaining everything.

Let it be resourceful. If your question doesn't fit neatly into one of the standard analyses, Relay can write and run a custom data query against your account. You don't have to know SQL, just ask the question in plain English.

Use batch changes for efficiency. Instead of making bot setting changes one at a time, describe all the changes you want in one message ("reduce stop loss to 25% on all three of my QQQ bots and set the cooldown to 10 minutes") and Relay will batch them into one confirmation card.

Feedback

After every assistant response, you can rate it with a thumbs up or thumbs down. On a thumbs down you can add a brief comment explaining what was wrong or missing. This feedback goes directly to the RelayDesk team and is used to improve Relay's accuracy and usefulness over time. Your feedback is tied to the specific question and answer so the team can review the full context.

Frequently asked questions

Can Relay place trades? No. Relay cannot place, modify, or cancel broker orders. It can only propose changes to bot configuration, and those require your confirmation before anything is applied.

Does Relay have access to my broker credentials? No. Relay cannot see your API keys or broker credentials. Those are encrypted and never exposed to the AI layer.

Can I use Relay on mobile? Yes. The Ask Relay widget is accessible from any page in the platform, including on mobile. The full Assistant page is also mobile-responsive.

Does Relay remember what I told it last week? Yes, within the limits of conversation memory. Relay summarizes completed conversations and brings relevant context into new ones, things like your preferred symbols, your trading style, or bot nicknames you've mentioned.

Is Relay available on all plans? The Ask Relay widget is available to all authenticated users. Some advanced analytics capabilities may require higher plan tiers. Check your plan page for details.