How to Control TradingLead with an AI Assistant

What it does

This guide connects an AI assistant you already use, such as GitHub Copilot CLI or Claude Code, to TradingLead. Once connected, the assistant can carry out chart and research tasks for you. It can change the symbol and interval, add technical indicators, run the stock screener, create price alerts, and run a backtest or paper trade.

The connection is local and goes through TradingLead Desktop. AI agent control explains what it can and cannot do.

How it works

TradingLead Desktop 0.1.8 for Apple Silicon Macs includes a tradinglead command-line tool. Your assistant runs it in a terminal. The tool:

• explains the available workflows (tradinglead agent-guide)
• lists and reads the public TradingLead skills (tradinglead skills list, tradinglead skills read)
• sends commands to the open TradingLead tab

The commands drive the same controls you see on screen, so every change appears in your chart. No MCP server is involved. TradingLead does not provide or bill for the AI model.

Key capabilities

• One-click setup on first launch, or under Help > AI integrations (enable, repair, update, disable)
• Automatic registration of public TradingLead skills for GitHub Copilot
• tradinglead agent-guide instructions that any terminal agent can read
• Daily-at-most skill updates with integrity checks, with offline fallback to the packaged version
• A Command activity log and a pause control in the AI Workspace

How to use

1. Install and sign in

Download TradingLead Desktop from /download and follow install the desktop app. Managed AI setup needs version 0.1.8 or later on a Mac with Apple Silicon. The public Windows build is older, so check the download page for availability. Sign in with your TradingLead account.

2. Enable AI integration

Accept the AI setup prompt on first launch, or open Help > AI integrations and enable it. Setup keeps your existing skills and shell settings, and it grants no account or trading permissions.

3. Open a new terminal and start your assistant

Open a new terminal window so the tradinglead command is found. Start GitHub Copilot CLI, Claude Code or a similar agent there. In Copilot CLI, the TradingLead skills are available after setup; run /skills reload if a session was already open.

4. Ask it to read the guide and find your tab

Keep a chart tab active in TradingLead Desktop, then prompt:

Run tradinglead agent-guide, discover the open TradingLead tabs and target my active chart tab.

5. Give a clear task

Some examples:

• "Switch the chart to NSE:INFY-EQ on the daily interval and add a 20-period EMA."
• "Scan my watchlist for close above SMA20 and RSI14 ≥ 60 on 1D, then show the matches."
• "Create a price alert on the current symbol when it crosses above 1,500."
• "Backtest this Pine Script strategy on the daily chart and summarise the report."

Review what changed in the app. Writes to your cloud account, such as watchlists, saved screeners or alerts, need a real sign-in and your permission.

6. Pause or disconnect

Use the Local automation panel on tradinglead.in/ai-workspace to pause the connection. To remove it, use Help > AI integrations > Disable.

Manual skills install (developers)

The skills are public at github.com/Shubham-vish/tradinglead-skills. With Node.js 18+, clone the repository and run node install.cjs to link them into ~/.copilot/skills/. You still need TradingLead Desktop to run the commands.

Limitations

• Desktop only. Assistants cannot control the website in a normal browser.
• No live trading. No broker orders, broker sign-in or broker connection by the assistant.
• A command can only do what the open tab supports. Ask the assistant to discover capabilities first rather than assume them.
• Check AI-generated scripts and results yourself. Backtests are not proof of future returns.
• Desktop access follows your plan; see pricing.

FAQ

Do I need to install Node.js? No. The CLI bundles its own runtime; only a manual skills install needs Node.js 18+.

Is any MCP configuration needed? No.

Can the assistant see my chart? It can read the state that commands return, such as symbol, interval and results.