Context & Attachments

Basic & Pro Plans

Context attachments allow you to share additional information with the AI beyond just your chat message. This includes code selections, full scripts, images, and most powerfully—your execution analysis reports.

---

Why Attachments Matter

The AI can only see what you share. Attachments provide:

• Precision — Point the AI at exactly what you’re asking about
• Data-Driven Insights — Let the AI analyze your actual trading performance
• Visual Context — Share screenshots of charts or error messages
• Multi-File Awareness — Reference code from multiple script tabs

---

Attachment Types

Full Script

Shares the complete contents of a script tab.

When to use:

• Starting a new conversation about a strategy
• Asking for a comprehensive review
• Requesting refactoring of the entire script

How to attach:

1. Click the 📎 button in the chat input
2. Select “Share Active Tab” or choose a specific tab
3. The script appears in your context area

Code Selection

Shares only the highlighted portion of your code.

When to use:

• Asking about a specific function
• Debugging a particular section
• Requesting changes to targeted code

How to attach:

1. Select code in the editor
2. Click “Share Selection” in the chat toolbar
3. The selection appears with line numbers

Images

Upload screenshots or diagrams.

When to use:

• Sharing TradingView chart screenshots
• Showing error dialogs
• Providing visual reference for desired output

How to attach:

1. Click the 📎 button
2. Select “Add Image”
3. Choose a file from your computer

Supported formats: PNG, JPG, GIF, WebP

Analysis Reports

Attach saved execution reports from Backtest vs Alerts or Alerts vs Fills.

When to use:

• Optimizing strategy based on real performance data
• Debugging discrepancies between backtest and live
• Getting AI recommendations for execution improvements

How to attach:

1. Click the 📊 button
2. Search or browse your saved reports
3. Select a report to attach

---

Report Integration Deep Dive

This is the most powerful feature of the AI Editor—feeding your actual trading data to the AI.

What the AI Sees

When you attach a report, the AI has access to:

Data Point	Example
Symbol & Timeframe	BTCUSD, 15min
Date Range	2024-01-01 to 2024-01-31
Match Statistics	85% match rate, 15 missed alerts
Discrepancy Patterns	”Most misses occurred at market open”
Time Drift Analysis	Average drift of 45 seconds
Price Drift Analysis	Average drift of 0.3%

Example Workflow

1. Run Analysis

   Complete a Backtest vs Alerts analysis showing 82% match rate with missed alerts.

2. Save the Report

   Click “Save Snapshot” to preserve the analysis.

3. Open in AI Editor

   Click “Open in AI Editor” or navigate manually.

4. Attach the Report

   The report is automatically attached (or use the 📊 button).

5. Ask for Optimization

   Based on the attached report, my strategy is missing 18%
   of alerts. The pattern shows most misses happen when RSI
   changes rapidly. How can I fix this?

6. Apply AI Suggestions

   The AI analyzes your execution data and suggests specific code changes.

Sample AI Interaction

You: Here’s my backtest report showing 15 missed alerts. Most occur during high volatility. What’s wrong with my strategy?

AI: Looking at your report, I see several patterns:

1. Repainting Issue: Your RSI calculation may be reading future data
2. Bar Timing: Alerts fire at bar close but your backtest assumes bar open
3. Recommendation: Change barstate.isconfirmed check…

[AI provides specific code diff]

---

Managing Attachments

Viewing Active Context

Above the chat input, you’ll see all active attachments:

Context:
├── 📄 RSI Strategy.pine (full) [×]
├── 📄 Lines 45-67 (selection) [×]
└── 📊 Backtest Report - Jan 2024 [×]

Removing Attachments

Click the × next to any attachment to remove it from context.

Stale Attachments

If you modify your code after attaching it, the attachment becomes “stale”:

• Fresh — Code matches current editor state
• Stale — Code has changed since attachment

Note

Stale attachments still work but may not reflect your latest changes. Re-share the code for the most accurate AI assistance.

---

Token Budget

AI models have limited context windows. The system automatically:

1. Estimates tokens for each attachment
2. Prioritizes based on recency and relevance
3. Excludes older attachments if the budget is exceeded

Token indicators:

• Green: Within budget
• Yellow: Near limit
• Red: Some context excluded

Optimizing Token Usage

Do	Don’t
Share relevant selections	Attach entire scripts unnecessarily
Remove old attachments	Keep stale context
Ask focused questions	Include unrelated reports

---

Best Practices

For Code Attachments

• Be selective — Share only what’s relevant to your question
• Include context — If asking about a function, include its dependencies
• Keep it fresh — Re-share after making changes

For Report Attachments

• Save important analyses — Reports must be saved to attach them
• Choose relevant reports — Attach reports that relate to your current work
• Reference the data — Tell the AI what specific aspects to focus on

For Images

• Crop to relevant area — Don’t include unnecessary screen elements
• Use clear screenshots — Ensure text and charts are readable
• Describe the image — Tell the AI what you want it to focus on

---

Automatic Context

Some context is automatically shared without explicit attachment:

Auto-Included	Description
Active Tab	Your currently selected script
Tab Names	List of all open script tabs
Chat History	Last 10 messages in conversation

---

Related Sections

• AI Chat Panel — Using the chat effectively
• Credits & Models — How context affects credits
• Backtest vs Alerts — Creating reports to attach