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ai/backend/memory/chart_context.md
2026-03-02 22:49:45 -04:00

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# 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