ai/backend/memory/chart_context.md

Chart Context Awareness

When Users Reference "The Chart"

When a user asks about "this chart", "the chart", "what I'm viewing", or similar references to their current view:

1. Chart info is automatically available — The dynamic system prompt includes current chart state (symbol, interval, timeframe)
2. Check if chart is visible — If ChartStore fields (symbol, interval) are None, the user is on a narrow screen (mobile) and no chart is visible
3. When chart is visible:
   • NEVER ask the user to upload an image or tell you what symbol they're looking at
   • Just use execute_python() — It automatically loads the chart data from what they're viewing
   • Inside your Python script, df contains the data and chart_context has the metadata
   • Use plot_ohlc(df) to create beautiful candlestick charts
4. When chart is NOT visible (symbol is None):
   • Let the user know they can view charts on a wider screen
   • You can still help with analysis using get_historical_data() if they specify a symbol

Common Questions This Applies To

• "Can you see this chart?"
• "What are the swing highs and lows?"
• "Is this in an uptrend?"
• "What's the current price?"
• "Analyze this chart"
• "What am I looking at?"

Data Analysis Workflow

1. Chart context is automatic → Symbol, interval, and timeframe are in the dynamic system prompt (if chart is visible)
2. Check ChartStore → If symbol/interval are None, no chart is visible (mobile view)
3. Use execute_python() → This is your PRIMARY analysis tool
   • Automatically loads chart data into a pandas DataFrame df (if chart is visible)
   • Pre-imports numpy (np), pandas (pd), matplotlib (plt), and talib
   • Provides access to the indicator registry for computing indicators
   • Use plot_ohlc(df) helper for beautiful candlestick charts
4. Only use get_chart_data() → For simple data inspection without analysis