AI Assistant
The AI Assistant helps you write and understand strategies, investigate backtest results, and learn how MesoSim works. Use it in the Job Editor, on a backtest, or in a standalone conversation. An external ChatGPT-hosted assistant is also available.
The built-in assistant receives context from the editor or backtest you are viewing. Start with the task you want to complete below. See Accounts and Access for built-in Assistant availability.
Develop in the AI Job Editor
Open the AI Job Editor through Strategies → New Run → AI Editor or AI → Job Editor. The current editor definition is included when you send a message.
- Describe the symbol, backtest dates, capital, structure, sizing, and entry, adjustment, and exit rules. Ask the assistant to clarify settings you have not decided.
- Review the draft and its validation messages. Apply the draft in the editor and inspect the complete Strategy Definition, which contains the rules the simulator will execute.
- Select Validate and resolve reported errors. Review the Risk Graph and select Run job when ready.
- Inspect the completed result before refining the strategy.
For a targeted edit, try:
Change only the entry schedule to 30 minutes before market close. Keep the structure, sizing, adjustments, and exits unchanged, then explain the change.
See Create and run a backtest for the execution workflow and the Strategy Definition Reference for exact fields. Validation does not execute the full historical simulation.
Analyze a backtest with AI
Open one of your Backtests, then select AI Assistant. The current run is included automatically. Ask a focused question about its outcomes or execution:
Which positions contributed most to the largest drawdown? Use the recorded results and events to explain what happened, and suggest one change to test next.
Use Events Viewer for execution details, Position Monitor for position behavior, and Tearsheets for performance. For interactive charts of the event data, see Analytics with DataVoyager.
For another user's shared backtest, clone and rerun it before using the integrated assistant on the new run. Cloning is the main way to iterate: preserve the original, change one thing, and compare the results.
Ask general questions
Open AI → Assistant for a conversation about MesoSim, an idea you want to develop, or a feature you want explained. For example:
Explain when Entry.Conditions and Entry.AbortConditions are evaluated, and which one can use the selected position's delta.
Use the linked documentation to check the answer. The Script Engine reference explains variable availability and evaluation timing. Search → Ask AI on this docs site also helps you find relevant articles.
Use the external assistant
The ChatGPT-hosted MesoSim AI Assistant opens outside MesoSim. Provide the strategy, question, error message, or result details you want it to work with.
When the Portal offers Copy handoff prompt, copy it and paste it into the hosted conversation. The Portal's current page context is not transferred automatically.
Review generated definitions in the Job Editor, validate, and run them in MesoSim.
Find strategy examples on the Deltaray blog, or return to AI Assisted development to choose another workflow.