What the agent can access in ATAS, where your data goes, how to set permissions and how to undo the agent's changes.
What the agent sees
Once connected, the agent can read the workspace, chart and indicator settings, markup, accounts, positions, orders and the trading journal. It gets market data, indicator values and chart screenshots for crypto only:
| What the agent does | Crypto | Futures and stocks |
|---|---|---|
| Changes the look of charts, templates and tabs, opens instruments | Yes | Yes |
| Adds and sets up indicators | Yes | Yes |
| Draws levels and sets alerts at prices you name | Yes | Yes |
| Writes script indicators and adds them to the chart | Yes | Yes |
| Reads the trading journal, accounts, positions and orders | Yes | Yes |
| Reads quotes, the order book, bars and the footprint | Yes | No |
| Reads indicator values | Yes | No |
| Takes screenshots of charts and modules | Yes | No |
That is why the course examples of market analysis, levels and hypothesis testing are done on crypto.
Your account data goes to your AI provider. Everything the agent reads becomes part of the conversation, and the provider handles the conversation under its own terms. Check in your agent app's settings whether your conversations are used for training, and turn that off if you don't want it. We don't see your conversations. ATAS counts which functions the agent called and whether they succeeded, without arguments or market data.
Privacy mode hides account names and balances on screen, which is handy for screenshots. The agent can still read them. Charts, accounts, positions and the journal share one toggle, so you cannot open only the charts to the agent.
The agent cannot read or enter passwords and API keys. If a new connection needs them, it asks you to enter them in ATAS.
The agent itself may have access to your computer and the internet, depending on its settings. ATAS does not control that part, so check the agent's settings.
What you allow
Permissions are in ATAS: the "Connect AI agent" menu, Access tab. A toggle takes effect immediately.
| Group | Toggle | Default |
|---|---|---|
| Read only | Workspace, charts, indicators, accounts, positions, orders and trading journal | On |
| Read only | Market data (your own connections only): quotes, order book, bars; screenshots of modules. Works for crypto | On |
| Changes | Open modules, change instruments and periods, add indicators, drawings and alerts | On |
| Changes | Create, change and compile script indicators | On |
| Changes | Platform and connection settings, connecting and disconnecting, the platform log | On |
| Trading operations | Place, change and cancel orders, close positions | Off |
Two of the toggles that are on deserve a closer look. Script indicators let the agent compile code that runs inside ATAS. Platform settings let it connect and disconnect your connections. If you don't need this, turn them off, especially before a trading session. When the agent runs into a permission that is off, it tells you which one it needs.
Trading
Trading is off until you turn it on yourself.
Once it is on, every order waits for your answer in a window on top of ATAS. No answer within the set time means nothing is sent. The size of a single agent order is also limited, by default to one contract or lot. This limit does not cap the position: the agent can place several orders.
Two settings can weaken this protection, and both only by your choice. After several confirmations, the window may offer to stop asking until ATAS restarts. A separate toggle allows orders on simulated accounts without the window.
During trading
The agent can change the instrument and period on charts, and you may be trading from them. So during a session, tell it directly: "work in a new tab, don't touch my charts". If you only need answers, turn off the Changes group on the Access tab. Try indicators written by the agent outside of trading first.
How to undo changes
Write "show me what you changed" or "undo the last changes". The agent can undo its settings, indicators, markup, price alerts, templates, and changes of instrument or period, starting with the most recent. The undo log lasts until ATAS restarts. More details and an example are in Put it back.
You can do the same in ATAS: the "Connect AI agent" menu, Log tab. Every agent request is visible there too.
AI can make mistakes in analysis and backtests. Trading decisions are yours. This library gives no trading recommendations and does not promise profit.