What AI Can & Cannot Do
What AI Can & Cannot Do
Understanding the AI assistant's capabilities and limitations helps you get the most value from StratBase.ai.
What AI CAN Do
Strategy Formalization
- Translate plain-language trading ideas into formal entry/exit conditions
- Select appropriate indicators from 245+ available options
- Set correct operators (greater than, less than, cross over, cross under, between)
- Configure multi-timeframe conditions (e.g., trend on 4h, entry on 15m)
Configuration Management
- Set instrument, timeframe, direction, and test period
- Configure stop-loss, take-profit, and trailing stops
- Set up position sizing (7 modes: fixed, % of account, ATR-based, Kelly, risk-based, recovery, fixed units)
- Configure Grid/DCA entry with templates (conservative, moderate, aggressive, martingale)
- Set commissions, slippage, and leverage
Strategy Analysis
- Explain how specific indicators work
- Suggest complementary indicator combinations
- Warn about risky configurations (no stop-loss, extreme leverage, too few conditions)
- Help interpret backtest results (via AI Analysis — Pro+)
Data Awareness
- Knows which instruments are available and their data ranges
- Knows which indicators work with which market types
- Respects your subscription limits
What AI CANNOT Do
No Trading Recommendations
The AI will never:
- Recommend buying or selling any asset
- Predict market direction or price targets
- Suggest "the best strategy" for making money
- Promise specific returns or performance
No External Data
- Cannot access real-time market data during the conversation
- Cannot browse the internet or access external sources
- Cannot see your trading account or portfolio
No Cross-Backtest Memory
- Each backtest has its own conversation
- AI does not remember strategies from other backtests
- AI does not compare your strategies with each other
No Execution
- Cannot execute trades on exchanges
- Cannot connect to brokers or trading platforms
- Only creates testable configurations within StratBase.ai
Regulatory Compliance
StratBase.ai operates as a research tool, not an investment advisor. The AI:
- Uses neutral research terminology
- Does not make buy/sell/hold recommendations
- Does not provide financial advice
- Includes disclaimers on all analysis outputs
This approach ensures compliance with financial regulations and protects users from misleading AI-generated content.
AI Models Used
| Model | Purpose | Plan Required | |-------|---------|--------------| | Claude Sonnet 4 | Chat conversations, config updates | All plans | | Claude Opus 4.5 | Deep analysis reports, research documents | Pro+ | | Claude Haiku 4.5 | Translations, lightweight tasks | Internal |
Tips for Working with AI
- Be direct — "Add RSI(14) < 30 as entry condition" works better than "I think RSI might be useful"
- Provide context — mention your market, timeframe, and trading style
- Ask for explanations — "Explain what Profit Factor means" is a valid request
- Iterate — start simple, then refine with follow-up messages
- Verify — always check the form after AI updates
Disclaimer: StratBase.ai does not provide trading recommendations. AI only formalizes user ideas into testable configurations. Past performance does not guarantee future results.