Two Accounts, Two Different Investors
A retirement account and a trading account owned by the same person are run by two different investors. One wants capital preserved and the occasional covered call; the other wants swing trades, spreads and a 0DTE budget. A copilot that answers both the same way is wrong for at least one of them, which is why Strikeline keeps an AI profile for each account rather than one for you. You open it from the AI Profile button on Outlook, or by tapping your name or photo at the top of the side menu, and it follows the account to every device you sign in on.
Guidance Sets the Tone of Every Answer
The guidance section is where the account's investor is described: risk tolerance from conservative to aggressive, a time horizon from under a year to five years and more, target allocation across conservative, regular and high-risk holdings, the largest share of the account any one position should take, and notes in your own words for anything the fields do not cover. All of it goes into the copilot's instructions for that account, so an idea meant for an aggressive account is not offered to a conservative one, and positions are sized against the cap you set.
Option Permissions Are a Ceiling, Not a Preference
Four boxes decide which option structures the copilot may suggest on the account: covered calls, cash-secured puts, long calls and puts, and vertical spreads. They combine with what your broker has approved. Alpaca's options level 1 covers covered calls and cash-secured puts, level 2 adds long options and level 3 adds spreads, and the copilot works only with what both you and the broker allow, so ticking spreads on a level 1 account does not make them appear. The same permissions reach Strikeline's server: the wheel, for one, starts only on an account whose profile allows both covered calls and cash-secured puts.
Presets and Skills Fill It In Quickly
Five presets set the risk, horizon, allocation, position cap, allowed option structures and skills in one tap, from capital preservation through income builder, long-term accumulator and swing trader to active options. Skills are working methods the copilot follows when they are enabled: sizing ideas from the stop distance and the position cap, writing covered calls, selling cash-secured puts, running the wheel, building vertical spreads, deciding whether to close, roll or accept an assignment, hedging with protective options, preparing for earnings, holding swing trades to an entry, a stop and a target at least two-to-one, trading the 200-day reclaim, rebalancing to the allocation buckets, building dividend income, and keeping trades tax-aware around wash sales and holding periods. A skill that needs an option structure the account cannot trade stays unavailable.
Research Options Change How It Looks Into a Stock
Three switches, all off until you turn them on, add steps when the copilot researches a stock. One has it check recent news, when web search is available. One uses the Fibonacci levels to place cash-secured put strikes, aiming at the target area when the levels extend down and the stop when they extend up. The last has it read this device's earlier conversations about the same stock on the account and say what has changed since. The Fibonacci settings sit beside them: a switch that lets the copilot frame targets and stops with your Fibonacci rule, a lookback of 60 days and a swing sensitivity of 3 bars by default. The 0DTE default budget is the fixed amount used each time you arm a 0DTE opportunity; leave it blank and each opportunity's suggested budget is used.
Automatic Orders Stay Within Your Rules
Thesis checks with auto entry place buys, and sales of shares the account already holds, on their own when the thesis confirms, provided the account passes Strikeline's automation checks, such as an active plan with the Automation add-on and, on a live account, your confirmation of automatic orders. A short sale or an option write still waits for your approval in the Action Queue unless you switch on "Let thesis checks short and write options automatically" for that account. The switch sits in the profile because it belongs to the account: it can be on for an active trading account and off for everything else.
Theses and Memories Carry What You Have Already Told It
The Theses tab turns an article into a short trading thesis. You paste the article, the app sends it to your AI model to distil, and only the thesis is saved; the article itself is never stored and never sent to Strikeline's server. Each thesis can be switched on or off, and the enabled ones are part of what the copilot knows about you on every account. Memories are the facts the copilot has saved from your conversations, or that you added yourself. They belong to you rather than to one account, apply on every account, and are listed on the same screen, where you can edit or delete them.