How to Use Options AI Assistant (Maxx)
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. It is included with Maxx.
Non-Maxx visitors see a try-it landing at /assistant. Maxx members open the full chat shell.
Where to open it
- Nav — AI Assistant (Maxx strip / More menu).
- Screener — 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 —
/assistant.
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 when the reply includes a screener action.
Support vs AI chat
On the Maxx 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 (also Maxx). Pricing Maxx feature list links both Assistant and MCP for discovery during limited release.
Frequently Asked Questions
Who can use Options AI Assistant?
Full chat is included with Maxx. Others can visit /assistant for 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).
Is Need Help the same as the AI assistant?
No. Need Help is support chat. Options Assistant is the Maxx product AI for screener-style questions.
What is MCP Data Access?
MCP connects your LLM client to the same live WSS tools. Open /connect-ai on Maxx. Guide link stays on that page.