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Can OptAI access my brokerage account or place trades?

No. OptAI has no access to your brokerage accounts, positions or balances, and it cannot place, modify or cancel orders. It does not generate or send brokerage API requests. Any brokerage connection you set up in OptiView stays separate from OptAI and remains under your control.

What this means for you

  • OptAI does not know what you hold, so it does not tailor answers to your positions
  • Do not paste account numbers, credentials, API keys or position details into the chat
  • Orders are only ever sent by you, through your own brokerage

Related Questions

OptAI
What is OptAI?OptAI is the AI chat assistant built into OptiView. Instead of clicking through option chains, charts and scanners, you ask in plain language and OptAI retrieves the relevant options data, runs scans based on your own criteria, turns the results into charts and tables, and explains options concepts along the way. OptAI is an AI system, not a human, and its answers are labeled as AI-generated.
OptAI
Can OptAI explain options concepts?Yes. OptAI works as an on-demand tutor for options mechanics. Ask anything from 'what is theta decay?' to how an iron condor responds to a rise in implied volatility, and OptAI explains it in clear language, pulling market data into the explanation only when it helps.
Broker
Is OptiView a brokerage?OptiView is not a brokerage. OptiView is an options analytics platform for retail traders that provides strategy analysis and payoff simulation, while all trades, assets, and accounts remain with a broker.