AI Workspace: Research Automation in TradingLead

What it does

The AI Workspace at tradinglead.in/ai-workspace is listed under Tools as "Your connected research tools". Its header reads Research Automation, and the page is built around one workflow: "Discover supported filters, run a bounded scan, inspect evidence, and save your own watchlist."

The page has two roles:

1. It is a research page you can use by hand, with structured scans and clear evidence.
2. It is the control point for external AI assistants that operate TradingLead through TradingLead Desktop.

The page does not contain an AI model. In its own words: "This is a command connection, not an AI chat service."

How it works

1. Configure a scan. Choose a strategy filter and its parameters. Then pick a stock category or paste an explicit list of up to 500 unique symbols. A match requires a positive signal from every selected filter, so negative or neutral signals do not count. Cached scans may be reused for up to one hour. A bypass option exists, but the page notes that it does not guarantee fresh market candles.

2. Inspect status and results. Each run shows a run ID, the matched symbols and a count of evaluated tickers versus ticker errors. The page says "Errors are not non-matches", so a data failure is never shown as a clean no. You can open any symbol on a chart with the feed and interval you choose, and nothing falls back to a different source on its own.

3. Save matches. The page can save matched symbols as a TradingLead watchlist in your account. This is not a broker watchlist, and nothing is saved automatically.

Key capabilities

• Bounded strategy scans: up to 500 symbols per run, using the platform's strategy filters.
• Evidence-first results: matches, per-ticker errors and run IDs are shown separately.
• Watchlist hand-off: you explicitly create a TradingLead watchlist from matches.
• Local broker scan (Desktop): run a TLScript-Pine indicator with a numeric threshold on up to 50 tickers using 2–1,000 bars of a connected broker's history. Results stay for the session only and expire after 30 minutes. See broker data feeds.
• Command activity: a log of recent assistant commands, showing names and status only.
• Local automation panel: in TradingLead Desktop, pause or resume the local assistant connection and see what it may do: charts, scripts, simulated trading and saved workspace changes. It cannot place live broker orders.

How to use

1. Sign in and open tradinglead.in/ai-workspace.
2. Choose a filter, enter or select symbols, and press Run scan.
3. Review the matches and errors, and open a symbol on the chart if you want.
4. Optionally save the matches as a new TradingLead watchlist.
5. To use an external assistant, install the desktop app and follow control TradingLead with AI.

For rule-based scans with presets and custom conditions, use the stock screener in the chart workspace.

Limitations

• There is no built-in AI chat, AI stock picking or natural-language screener.
• Scans are capped at 500 symbols. Cached scan results may be up to an hour old.
• Connecting external assistants and running broker scans require TradingLead Desktop. Browser-only tabs show "External assistants need TradingLead Desktop."
• No broker credentials or model keys are exposed to assistants, and no live orders are placed.
• Scan output is research data, not advice.

Access depends on your plan; see pricing.

FAQ

Can it trade for me? No. The connection supports charts, scripts, simulated trading and workspace changes only.

Which assistants work? Assistants that can run terminal commands, through TradingLead Desktop. GitHub Copilot skill registration is automatic.

Is my data shared with an AI provider? TradingLead does not send it anywhere. Your own assistant sees whatever its commands return.