How to Use Options AI Assistant
Ask plain-English screener questions from /assistant or the Ask AI Assistant button on CC/CSP screens.
What it is
Options AI Assistant answers plain-English questions using the same live screener tools you already use for cash-secured puts, covered calls, IV rank, unusual activity, and GEX. Replies can also deep-link to Option Flow, Dark Pool, and GEX Heatmap when the question is about those tapes.
Any paid plan (Pro, Ultra, or Maxx) can open the full chat at /assistant. Free visitors see a try-it landing with an upgrade path.
Where to open it
- Nav (Maxx) — AI Assistant in the Maxx strip / More menu.
- Screener (Maxx) — On Covered Call or Cash-Secured Put screener, click Ask AI Assistant to the right of the search (magnifying glass) button. Your current filters seed the assistant context.
- Direct URL (all paid plans) —
/assistant. Pro and Ultra use this during the soft launch because the assistant is not in their nav yet.
How to ask well
- Prefer concrete constraints: ticker or universe, DTE, IVR, premium/yield, liquidity.
- Use follow-up chips after an answer to refine without retyping everything.
- Open results in the screener, Option Flow, Dark Pool, or GEX when the reply includes a page action.
Support vs AI chat
On the assistant page, Need Help opens human support chat (Brevo). It is separate from Options Assistant so the two are not confused.
MCP (advanced)
Want the same tools inside Claude, Cursor, or ChatGPT? Use MCP Data Access at /connect-ai (any paid plan). Maxx sees Connect AI in the nav; Pro and Ultra open the direct URL. Pricing Maxx feature list links both Assistant and MCP for discovery during limited release.
First visit on Connect AI
Paid users see the full story above the fold: sample prompts, supported clients, and What's Included (live read-only tools). Use Set up your connection to jump to API keys and client config, See What's Included for the tool catalog, or I've got it to dismiss the story (saved in this browser) and land on MCP Data Access next time. Show how it works restores the story anytime.
Important limits
MCP access is read-only market/tool data for your entitled plan. Your LLM client (Claude, Cursor, ChatGPT, etc.) is a third party — prompts and replies there are outside Wheel Strategy Options control. Answers are educational only, not investment advice; verify with your broker. See Terms §7, Privacy, and the FAQ for AI / MCP disclosures.
Frequently Asked Questions
Who can use Options AI Assistant?
Full chat is available to Pro, Ultra, and Maxx at /assistant. Maxx also sees it in the nav and the screener Ask AI Assistant button. Free users get the landing and upgrade path. Dev unlocks are for local testing only.
Where is Ask AI Assistant on the screener?
On the CC or CSP screener filter bar, to the right of the gold magnifying-glass Run search button (Maxx UI). Other paid plans can still open /assistant directly.
Is Need Help the same as the AI assistant?
No. Need Help is support chat. Options Assistant is the product AI for screener-style questions.
What is MCP Data Access?
MCP connects your LLM client to the same live read-only tools. Open /connect-ai on any paid plan. First visit shows sample prompts and What's Included; dismiss with I've got it if you already know the flow. Maxx sees it in the nav; Pro and Ultra use the direct URL during the soft launch.
Is MCP the same as investment advice?
No. Tool results and AI answers are educational only and not investment advice. Third-party LLMs can be wrong; verify with your broker. See Terms of Service §7 and the Privacy Policy for how AI/MCP data is handled.