The agent
Phihelm's in-app assistant. It has access to your account, your trades, your settings, and the live market context — so the answers are about your session, not generic markets.
How to open it
- Press ⌘ K anywhere — opens a command palette overlay.
- Click the chat-bubble icon at the bottom-right of the cockpit.
- Drag the panel out from the right-hand side for a persistent sidebar.
What it can answer
- Account info: "What's my YTD P&L?"— Phihelm queries the database and answers in plain English.
- Performance breakdown: "Which patterns work best for me?"
- Trade recall: "Show me my last 5 ES trades."— opens the Trade History view filtered to ES.
- Market context: "How was the morning session?"— summarizes breadth, your trades, and the AI confidence in one paragraph.
- Settings changes: "Set max risk to $500 on ES." — applies the change directly (with a confirmation prompt for security-sensitive changes).
- Pause auto-trading: "Pause auto-trade until tomorrow."
Look for
Specific, scoped questions. "What's the win rate of my FIB_786 longs over the last 30 days?" gets a precise answer. "Will SPX go up?"gets a hedged non-answer. The agent is honest about what it can and can't know.
What it can't do
- Predict price (no system can; the agent will say so).
- See another user's data — strict tenant isolation.
- Move money, withdraw, or change a broker password.
- Disable security features (2FA, audit log) without re-auth.
Tip
The agent is opinionated when you ask for an opinion. "Was that a good trade?" gets an honest answer with the grade, not flattery. Use it like a senior trader you can DM at any hour.