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TradingLead

Feature

Control TradingLead Charts with AI Agents

TradingLead Desktop includes a local command connection and a built-in tradinglead command-line tool. With them, AI assistants such as GitHub Copilot or Claude Code can operate charts, indicators, the screener, alerts, backtests and paper trading. Managed setup arrived in Desktop 0.1.8 for Apple Silicon Macs and needs no MCP server. Assistants cannot place live broker orders.

What it does

TradingLead can be operated by your own AI assistant. That might be GitHub Copilot CLI, Claude Code or another agent that can run terminal commands. Instead of describing a chart to the assistant, you ask it to do the work. It can open a symbol, change the interval, add an indicator, run a screen, set a price alert or run a backtest. It then reports what TradingLead returned.

The connection is provided by TradingLead Desktop. TradingLead does not supply the AI model; it supplies a command connection and a set of public, documented skills.

How it works

Desktop 0.1.8 (macOS, Apple Silicon) added managed AI integration:

  • A built-in tradinglead command-line tool that bundles its own runtime, so no separate Node.js install is needed. Useful commands include tradinglead --help, tradinglead agent-guide and tradinglead skills list.
  • Managed public skills, which setup registers for GitHub Copilot. Other assistants can read the same guidance through tradinglead agent-guide.
  • No MCP server to configure.

Setup is offered on first launch and is also available under Help > AI integrations, where you can enable, repair, update or disable it. Setup keeps any skills you already own and grants no account or trading permissions. Skill updates come from the public repository, are checked against a SHA-256 hash and the app's compatibility rules, and are checked at most once a day. If an update fails, the packaged version is used.

The skills are public at github.com/Shubham-vish/tradinglead-skills. Developers can also install them manually with Node.js 18+ (node install.cjs).

Key capabilities

Skills cover these areas:

AreaExamples
ChartsSymbols, feeds, intervals, layouts, drawings — see advanced charts
Markets and watchlistsDiscover symbols and manage TradingLead watchlists
ScreeningRun the stock screener and save screeners
AlertsList, create, pause and delete price alerts
IndicatorsWrite and run Pine Script style TLScript and Python indicators
Testing strategiesBacktesting, the strategy optimizer and paper trading
ResearchPublish an explanation page of existing results

Assistants use the same controls as the visible app. Changes appear in your open chart tab, and recent commands are listed in the Command activity log on the AI Workspace.

How to use

  1. Install TradingLead Desktop from the download page and sign in.
  2. Accept AI setup on first launch, or open Help > AI integrations.
  3. Open a new terminal and ask your assistant to run tradinglead agent-guide.
  4. Keep a chart tab active, and have the assistant discover tabs and target that tab.
  5. Ask for a task, such as "add RSI to the NIFTY daily chart".

The detailed steps are in control TradingLead with AI.

Limitations

  • Desktop only. Website-only tabs cannot be controlled by external assistants.
  • Managed setup shipped in 0.1.8 for Apple Silicon Macs. The current public Windows build is older and lacks it, so check the download page.
  • No live trading. Assistants cannot place broker orders, sign in for you, connect a broker or approve cloud writes themselves.
  • Commands depend on what the open tab supports. A compatible skill bundle does not guarantee that every command works on every page.
  • AI output is yours to check. Backtests and screens are research, not advice.

Desktop access follows your plan; see pricing.

FAQ

Is there a cost for the skills? The skills repository is public. Using TradingLead itself follows your plan.

Does setup change my shell or existing skills? Existing user-owned skills and shell configuration are preserved.

Can I stop the assistant? Yes. Pause the local connection in the AI Workspace or disable the integration under Help > AI integrations.

Limitations

  • Requires TradingLead Desktop; browser tabs cannot be controlled externally.
  • Managed setup is in Desktop 0.1.8 for macOS Apple Silicon.
  • No live broker orders.
  • Cloud writes need a real sign-in and permission; an assistant cannot sign in or connect a broker for you.

Frequently asked questions

Do I need an MCP server to connect an AI agent to TradingLead?
No. TradingLead Desktop 0.1.8 adds a built-in tradinglead command-line tool and public skills without MCP. Assistants run commands such as tradinglead agent-guide from a terminal.
Which AI assistants are supported?
Any assistant that can run terminal commands can use the CLI. Desktop setup registers the public TradingLead skills for GitHub Copilot automatically; other agents can read the same guidance with tradinglead agent-guide.
Can an AI agent place real trades?
No. The connection covers charts, scripts, simulated trading and saved workspace changes. Live broker orders, broker credentials and model keys are not exposed.
Does it work on Windows?
The managed AI integration shipped in Desktop 0.1.8 for Apple Silicon Macs. The public Windows build is older, so check the download page for current availability.
Does TradingLead provide the AI model?
No. You use your own assistant and its subscription. TradingLead provides the command connection and skills only.

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