The basic relationship
Tell Chilla the goal
Use ordinary language. You do not need to translate your goal into a trading workflow before Chilla can help.
Make the choices that matter
Chilla narrows what is actually available and explains the small material choices that still belong to you.
Review and activate
Once the required choices are settled, review the PLAN, continue through the required disclosure, then activate the work when you are ready.
Chilla works and reports back
Ask what happened, check progress, change direction, or understand why Chilla acted or stayed out.
Main parts of Chilla
| Area | What it is for |
|---|
| Conversation | The main place to tell Chilla what you are working towards, make choices, ask questions and receive reports. |
| History / New Chat | Return to earlier conversations or begin a separate conversation. |
| Goals | Context about what you are working towards. |
| Trading Accounts | External trading accounts available to Chilla. Connecting a trading account does not by itself authorize live financial work. |
| Active Markets | Open and completed market activity connected to the work Chilla is carrying. |
| Report Back | Chilla’s plain-language account of what it did, skipped, changed and why. |
| Work Capacity | How much room your current tier has for active work. |
| Billing & Tiers | Your subscription, capacity and account allowances. |
| Settings & Security | Appearance, account settings, security, support and legal information. |
Useful context without dashboard hunting
Chilla can use relevant product context when it answers you, so you do not have to copy basic trading-account, goal, market or work information into every conversation.
When you want to inspect those areas yourself, Trading Accounts, Active Markets, Report Back and Goals remain available from the Chilla interface.
Choices and the PLAN
Behaviour, trading-account and market choices remain yours when they are material to the work. Chilla can simplify the decision, explain the options and remove choices that are not actually available.
After the required choices are settled, the PLAN shows the material work you are considering. Approving the PLAN moves you to the required disclosure; activation is the final step that puts that reviewed work live.
Trading-account help
Chilla can use its own computer to help set up a compatible trading account and handle ordinary account-management pages. When a step genuinely needs you, Chilla hands control back.
- Passwords and OTP/MFA stay with you.
- Identity/KYC and legal declarations stay with you.
- OAuth approval stays with you.
- Transaction details and money-moving confirmations stay with you.
- Chilla does not store plaintext broker passwords.
See Trading Accounts for details.
Key terms
| Term | Meaning |
|---|
| Goal | What you tell Chilla you are working towards. |
| Task | A bounded piece of ongoing work Chilla can carry after activation. |
| Way Chilla works | How Chilla approaches the goal: its activity rhythm, holding character and market scope. |
| Market | The financial market where supported work can run. |
| PLAN | The concise receipt for the material work you are considering before activation. |
| Per-activity amount | How much of the selected account Chilla may use for an individual activity. |
| Trading account | An external trading account connected to Chilla. The provider hosts the account; connection and live-work authorization are separate. |
| Report Back | Chilla’s plain-language account of what happened and why. |
| Work Capacity | The amount of active-work room available under your current tier. |
Common questions
Do I need to connect a trading account before I can talk to Chilla?
No. Start with the goal. When the work needs an account, you can choose demo or connect a supported live trading account.
Do I have to approve every market action?
No. Once work is activated, individual actions can happen inside that authorized scope without repeatedly asking for the same approval.
Can Chilla expand the work on its own?
A material change that needs new authority comes back to you for review.
Where do I see what happened?
Ask Chilla in conversation. Ask Chilla to report back, or use Active Markets when you want to inspect current and completed market activity.
Related articles