AI Assisted development
Turn an options strategy idea into a backtest, investigate the results, and refine your next experiment with AI. This is the starting point for AI and Automation in MesoSim: choose a workflow below, then follow its dedicated guide.
New to MesoSim? See Accounts and Access for plans and the trial, and Features for supported instruments and historical data.
Choose your AI workflow
| Offering | What you can do |
|---|---|
| ChatGPT-hosted AI Assistant Free; no MesoSim plan required | Get help with strategy ideas, Strategy Definitions, and MesoSim in an external conversation. See the hosted assistant guide. |
| AI Assistant Built-in, from Standard | Draft and edit strategies in the Job Editor, ask about a backtest, and learn how MesoSim works with context from the Portal. |
| AI Agents Advanced and FundPro | Develop strategies, submit and monitor backtests, and investigate results through a connected agent in your desktop app. |
| AI Researcher FundPro only | Bring AI into professional options research with the FundPro offering. Usage information is available to eligible customers in the FundPro portal. |
Use an AI Agent when available. It connects the development, execution, and analysis workflow in one conversation. Follow AI Agent setup.
For built-in assistance from Standard, start with the AI Assistant in the Job Editor, then use it to analyze your backtest. Without a MesoSim plan, start with the free hosted assistant.
From an idea to the next experiment
Describe your idea and let the AI help turn it into a Strategy Definition: the rules MesoSim uses to run a backtest. Review the proposed settings, validate the definition, and inspect the completed results.
Preserve a baseline and change one thing at a time. Cloning is the main way to iterate in the Portal; with an agent, ask for a new run that preserves the original. The Backtesting guide and Backtest Results explain these steps.
Automate and extend
Use API Access to connect your own scripts and tools. The agent guide handles plugin setup; the API guide covers keys, requests, and result retrieval.
Explore the MesoSim getting-started guide, Deltaray FundPro, and the Deltaray blog for further workflows and research examples.