DashboardYour session, at a glanceSpot, month-to-date P&L, win rate and live
exposure on one screen — with the numbers hidden until you ask.Options flowRead the pressure, not the noiseSPX 0DTE flow and gamma by strike, so you can
tell real positioning from a headline.Live chartsPrice, levels and your own tradesStructural levels and open positions drawn on
the same chart as the tape.Morning game planKnow the tape before the bellOvernight futures, the pre-open parity level
and the day's catalysts, written up before the open.Daily reportsEvery call, scored after the factEach day's read marked hit, mixed or miss, so
the hit rate is measured rather than remembered.Strategy explorerTest the rule before you trade itThree years of SPX 0DTE sessions, sliced by
delta band, structure and opening trend.
Kassia
AI Trading Assistant
Sign in with your organization account to continue
Link your TastyTrade account to see your balance and place trades.
Kassia’s Sample Trades15-min delayed
Execute Trade
Today’s Retrospective15-min delayed
SPX Indicators (1-min)Official TradingView Advanced Chart embed. Defaults to OANDA:SPX500USD — a CFD tracker of the S&P 500 streamed real-time by OANDA without authentication (the free embed cannot load SP:SPX, which is gated to logged-in TradingView sessions). Pre-loaded studies: VWAP, EMA(9), RSI(14), MACD(12/26/9), ATR(14). Use the gear icon to change the symbol, interval, or studies; settings persist locally. The provider/latency badge below the chart shows whether the configured symbol is real-time, delayed, or gated.
SPX View Chart15-min delayed
–
SPX GEX and Sonar View15-min delayed
Regime: —
VIX —
Implication—
Preferred Trade Structure—
15-min delayed
Trading Advisorawaiting first snapshot
Historical Analog Setups
Trading Log
Auto-refresh: offLog updated —
Today view shows trades opened today only.
Still-Open positions from prior days appear in
.
Hold timetomin
Status
Open
Close
Trade Time
Strategy
Ctr
Calls
Puts
Width
Credit
Debit
Order $
Live $
Δ Open
Δ Close
ATR
Profit
Fees
Close Fees
Net P/L
Status
How are your trades doing?15-min delayedawaiting first snapshot
“Tell me how the current GEX and Sonar may impact my current opened trades”
Trade Close Cost TimelineOne line per open trade across the trading-hours timeline. Points are collected at the open and then hourly until the trade closes; Y-axis value is the dollar cost to close the spread at that slot.
Equity Curve & DrawdownCumulative net P/L for the selected period; underwater shading = drawdown from prior high
P/L by StrategyTotal net P/L grouped by strategy code
Net P/L DistributionPer-trade outcome histogram
Daily P/L CalendarPer-day net P/L, green-red intensity scale
Win Rate vs Profit FactorEach bubble = one strategy; bubble size = trade count
Strategy × Month HeatmapNet P/L per strategy per month; reveals which plays decay in which months
P/L Boxplot by StrategyMedian + quartiles + min/max per strategy (closed trades)
Win Rate by ATR BucketWin rate sliced by volatility regime (atrPercent); closed trades only
SPX Intraday with Trade MarkersToday's SPX 1-min line (always today, regardless of dashboard range); ▲/▼ markers visible only for trades opened today, sized by P/L
Monthly P/L vs SPXBars = your monthly net P/L; line = VIX month-end close (right axis)
P/L by Entry HourNet P/L bucketed by trade-execution hour (uses open.time)
Daily P/L Bars + 5-day MAPer-day net P/L with rolling 5-day moving average overlay
P/L vs. Hold TimeEach point = one closed trade; X = time held (open→close), Y = net P/L
Rolling 50-trade ExpectancyRolling expectancy (avg-win × win-rate − avg-loss × loss-rate); detects edge decay before monthly KPI does
Kelly Fraction by StrategySuggested capital fraction per strategy (full Kelly + safer 25% Kelly cap)
Performance analytics — Equity Curve, P/L by Strategy, distributions, calendars, and Kelly — are hidden on the Today view since they summarize many trades across many days. Switch to This Month, Pick Month, or Custom Range to see them.
Performance analytics
Equity curve and drawdown, the P/L calendar, P/L by strategy, distributions, Kelly sizing and rolling expectancy for any period.
Kassia’s Morning Game Plan15-min delayedawaiting market open
Viewing
Net Dealer Gamma by Strike
green pins price, red amplifies moves
HIRO Δ-Flow Spectrum
where net options flow concentrates
Sonar Trend
session Z-score; beyond ±0.5 is signal
Browse Kassia’s daily reports across trading days.
No reports yet
Kassia’s daily reports appear here after the first trading day.
The Morning Game Plan posts pre-market, the Post-Trade Analysis after
the close, and the trade-impact read while positions are open.
Daily Trading Report
Win / Loss
Strategy mix
Rolling hit rate (30d)
Plan follow-through (30d)
Takeaways & Lessons
GY Capital · Kassia
kassia.ai
Morning Game Plan15-min delayed
End-of-Day Market Analysis15-min delayed
Post-Trade Analysis15-min delayed
Feedback
What users told us each day, and what still needs an answer.
You need the FeedbackAdmin role to see the feedback summary.
Daily Feedback Summary
New by category
Submissions, last 14 days
Themes
An AI read of what users raised on this day. Names and emails are not sent to the model.
New on this day
Waiting on a reply
Open, unanswered, and older than two days.
Expiring soon
Open items the retention period removes within a week.
Leaving and staying
Members who deleted their account on this day, and those who stayed after seeing an offer.
Retention report
Members who left and stayed, by reason
Reason
Left
Stayed
Compliance
Account applications and the Private Preview. Applications are read-only.
This page is for ComplianceAdmin role holders.
Applications
Submitted
Name
Email
Outcome
Granted
Flagged
Plan ended
Actions
Application
Private Preview
Email
Granted
How
Status
Actions
Learning
Is what Kassia learns from closed trades making her Sample Trades confidence more accurate?
This page is for GY Capital staff.
Cumulative improvement by scored day
Above zero and rising means Platform history made the score more accurate on the days scored so far. Each day is predicted by a model fitted only on earlier days.
Calibration
The baseline rebuilt from entry signals (market odds, regime, walls), without and with Platform history. A calibrated score holds about as often as it says. Buckets with under 10 days of evidence are greyed.
Predicted and observed hold rates by score bucket
Score
Without history
With history
Days
Said
Held (95%)
Days
Said
Held (95%)
What it learned
The shift each setup adds to the signal score, learned from similar trading days and pulled toward its parent until the evidence builds up, in points at an 84% score.
Learned shift for each setup
Side
Regime
Distance to Gamma Flip
Trading days
Band
Shift at 84%
Likely range
Kassia Academy
Short video sessions on every part of Kassia. Watch them in order, or jump to the one you need.
Loading the Academy…
You’ll learn to
In this session
Try it yourself
Documentation
Everything you need to get the most out of Kassia.
No sections match your filter.
Overview
Kassia is an AI-powered trading assistant and
journal for SPX options traders. It pairs a conversational AI agent
(Kassia, built on Azure AI Foundry) with a live dashboard,
options-flow analytics, an automated trade ledger, and daily
AI-generated reports — so you can plan, execute, and review each
trading day in one place.
Kassia, your AI co-pilot
Ask about your account, positions, market structure, or a trade
idea. Kassia answers using live TastyTrade data and your trade
history.
Live dashboard
Account balance, monthly P&L, win/loss rate, SPX price, and a
pre-market Morning Game Plan — refreshed automatically.
Options flow
Visualize SPX dealer positioning, gamma, and intraday flow to
time entries and manage risk.
Daily reports & ledger
Every trade is logged and reconciled automatically. Daily reports
capture the plan, the market, and the post-trade retrospective.
New here? Jump to for a
five-minute setup walkthrough.
Getting Started
Sign in. Members sign in with the email address they
joined with (Kassia emails a one-time code) or with Google — there
is no password. GY Capital staff use their Microsoft work account.
Link your broker. Open your profile from the avatar
menu and choose Connect TastyTrade under Broker account. Once
linked, the dashboard KPIs and balance populate automatically.
Review the Morning Game Plan. At/after 09:30 ET on
a market-open day, Kassia posts a pre-market read with the
rules-based setup for the day on the Dashboard. It is general
market analysis, not personal advice.
Ask Kassia a question. Open the assistant with the
robot button in the lower-right corner and try
“What’s my buying power?” or
“Summarize today’s SPX flow.”
Explore your ledger. Open Transactions to
see logged trades with P/L, or Reports to browse daily
AI-generated summaries.
How-To Guides
Chat with Kassia
Click the robot button (bottom-right) to open the assistant panel.
Type a question and press Enter. Use the
Ask about page button to have Kassia comment on whatever
view is currently on screen. Drag the panel’s left edge to
resize it; double-click the handle to reset.
Read the Dashboard
The KPI cards show SPX, Monthly Net P&L, Projected EOM P&L,
Account Balance, Win/Loss Rate, and Optimum Stop. Use the
Today / This Month / Pick Month / Custom Range toggle at
the top of the Trading Log to change the window, and
Sync beside it to pull fresh close costs on demand. Set the
auto-refresh cadence under Settings → Dashboard
auto-refresh. Click the eye icon on any card, or
Show/Hide values above the cards, to mask sensitive
numbers.
Log & review trades
Trades sync automatically from TastyTrade into the ledger. Open
Transactions to review each trade with P/L, fees, and
deltas. Kassia can also log sample trades from the Morning Game
Plan card for what-if tracking.
Import trades from Excel
Choose Import Excel in the sidebar, download the template
if needed, fill in your rows, then upload the file. Rows are
validated before they are written to the ledger.
Export data & reports
With Desk Pro, use Export Excel to download your trades as
CSV or XLSX. On any plan, Profile → Download my data
includes the trade records of your own linked account, and the pencil
on a Trading Log row edits or deletes a trade.
On the Reports page, use Export Report to… to save
the selected day as Text, PDF, or an image.
Analyze options flow
Open Options Flow for the full-page SPX heatmap of
dealer positioning and intraday flow. Use the date and window
controls to inspect a specific session.
Switch theme & account
Toggle light/dark theme from Settings. Use the account
menu in the top-right header to switch accounts or sign out.
Practise with a paper account
Every plan includes a paper account that starts with $100,000. If you
have not linked a TastyTrade account you trade it automatically; if you
have, switch to it under Profile → Paper trading or from the
Broker list in Execute Trade. A Paper account badge in the
header shows when it is in use.
Paper orders follow the same rules as real ones: the strikes must exist on
the live SPX chain, the account needs the buying power, and fills happen at
live market prices, with fees. Paper trades stay in their own journal. If
the account value reaches $0 it is reset to $100,000 and you are told; you
can also reset it yourself in your Profile.
Feature Reference
Area
What it does
Dashboard
Account KPIs, SPX price, Morning Game Plan, sample trades, and the post-close retrospective.
Options Flow
Full-page SPX heatmap of dealer gamma and intraday flow.
Reports
Multi-day browser of Kassia’s daily reports: plan, end-of-day market analysis, and post-trade review.
Backtests
Historical strategy simulations and walk-forward analysis.
Transactions
The full trade ledger with P/L, fees, and deltas.
Import / Export
Bring trades in from Excel or export your data as CSV/XLSX.
Kassia Assistant
Conversational AI grounded in live account data, market flow, and your trading rules.
Frequently Asked Questions
Is Kassia giving me financial advice?
No. Kassia provides analysis, education, and trade ideas grounded
in your data and configured trading rules. It is not investment
advice. You are responsible for every order you place. Trading
options involves substantial risk of loss.
How current is the data?
Dashboard KPIs refresh on the cadence you pick (1–60 minutes,
or manual). SPX price and options flow update on their own live
feeds. If a data source is unavailable, the app shows a clear
“unavailable” state rather than stale or fabricated
numbers.
Why do some numbers show a dash (—)?
A dash means the value is temporarily unavailable — usually a data
feed that is offline, outside market hours, or not yet loaded.
It will populate on the next successful refresh.
Can I hide my balance and P&L?
Yes. Click the eye icon on any KPI card, or use the
Show/Hide values button in the dashboard controls to mask
all sensitive figures at once. Your preference is remembered.
Does Kassia place trades for me?
Not on its own, and never without you. Kassia analyses and
suggests; nothing it says reaches your broker by itself. An
order is sent only when you open Execute Trade,
review the broker's own preview of the fill and buying-power
effect, and press Submit yourself. Closing an
open position works the same way.
That path needs a linked broker account and is available on
paid plans. Without one, Kassia can still suggest and log
sample trades for tracking.
Which markets are supported?
Kassia is optimized for SPX index options and the daily
0–1 DTE workflow, with account and transaction data sourced
from TastyTrade.
Billing & Plans
Every new account opens with a short application. Once it is approved, a
7-day free trial starts — no card needed. It
is read-only: you can open every Desk Pro view, 15 minutes behind the
market, and ask Kassia 5
questions a day, but placing or logging trades, the paper account, broker
linking, imports and trading-rule changes need a plan. If you joined the
early-access list at kassia.ai and sign up with the same email address, you
join the free Private Preview instead: Desk Pro features with market
data 15 minutes behind, the paper account and no live orders, until we end
it. Basic, Desk and Desk Pro are coming soon.
Anything your plan does not include is marked in the menu and on the page
with the plan that unlocks it. Basic and the free trial show SPX, VIX,
Options Flow, the SPX View Chart and the sample-trade prices 15 minutes behind
the market, and each of those panels says so. Basic’s paper orders fill
on those same delayed prices. Desk and Desk Pro are real-time, with or
without a linked tastytrade account.
Choose or change plan: Profile → Plan & billing,
or Choose a plan. Once subscribed, an upgrade
charges the difference today and a downgrade refunds the unused time to
your card.
Cancel: Before your first charge, you are never charged.
After it, your plan stops renewing but stays yours, with everything it
includes, until the end of the period you paid for. Until then you can
restart it or switch plans under Profile → Plan & billing.
After a plan ends: Your account, journal and history are
kept. Choose a plan to pick up where you left off.
Staff accounts: Managed by your administrator; nothing to
purchase. Need access for a colleague?
.
Billing questions that aren’t covered here? See
.
Security & Privacy
Sign-in: Members sign in with an emailed one-time code
or Google; staff use Microsoft Entra ID. Kassia never sees or stores a
password.
Data in transit: All traffic is encrypted over
HTTPS.
Scope: Kassia reads your account and trade data to
power analytics. An order reaches your broker only when you review it in
Execute Trade and press Submit yourself.
Sensitive values: Balance and P&L can be masked
on-screen at any time, and your masking preference is stored per user.
Sessions: Sign out from the account menu (top-right)
to end your session on a shared device.
For Developers
Kassia is built on a set of Model Context Protocol
(MCP) servers that expose TastyTrade and the Cosmos DB trade
store as tools for AI agents. Developers can integrate these tools into
their own Azure AI Foundry agents.
trades.searchSimilarTrades — vector search over trades
Integrating an agent or need endpoint URLs and auth details?
Reach out via
for the developer onboarding guide.
Technical Support
Hit a snag? Try these first:
Can’t sign in / 401 errors: Sign out and back
in, and clear the site’s cached credentials. Members: use the same
email address or Google account you joined with. Staff: confirm your work
account has access.
Data not loading: Use Sync at the top right
of the Trading Log. A persistent “unavailable” state usually
means a data feed is temporarily offline.
Assistant not responding: Close and reopen the chat
panel. If it persists, reload the page.
Something looks wrong: Note the time, the view, and
any on-screen message, then contact support below.
When reporting an issue, include the affected view, the approximate
time, and a screenshot if possible — it speeds up diagnosis.
Help & Contact
Ask Kassia
The fastest answer is often a question away — open the assistant and
ask in plain language.
Your account
Members manage their plan under Profile → Plan & billing and
link a broker under Broker account. Staff: ask your Kassia
administrator about access.
Support team
For technical issues that persist after the steps in
,
reach out to your support contact.
Glossary
SPX
The S&P 500 index; the primary instrument Kassia tracks.
DTE
Days to expiration — Kassia is optimized for the 0–1 DTE workflow.
Delta (Δ)
An option’s sensitivity to a $1 move in the underlying; used for risk and stop decisions.
ATR
Average True Range — a volatility measure that helps size stops and wings.
Options Flow
The SPX heatmap showing dealer positioning and intraday flow across the session.
Iron Condor
A defined-risk options strategy with a short put spread and short call spread.
Morning Game Plan
Kassia’s pre-market read with the rules-based setup for the day. General market analysis, not personal advice.
Retrospective
The post-close review comparing the plan against the realized session and logged trades.
What’s New
New
Documentation center
This help center — overview, how-to guides, FAQ, and developer reference — all in one place.
Reports
Multi-day reports view
Browse Kassia’s daily plan, end-of-day market analysis, and post-trade retrospective across trading days.
Dashboard
Morning Game Plan & sample trades
A pre-market read plus live sample setups that track the 1-day implied move.
Connect your TastyTrade account
Link your own TastyTrade account to see your balances, positions and trade
history, and to place orders from here.
You authorize at tastytrade, so this app never sees your password. Access can be
revoked from your tastytrade profile, or from Settings here, at any time.
Prefer not to? Market data, GEX and the SPX flow panel all work without linking.
Until you link, you are trading a $100,000 paper account, so you can practise every order without real money.
Profile
Picture
PNG, JPEG, WebP or GIF, up to 2 MB.
Display name
Leave blank to use the name from your sign-in.
Password
Your password belongs to your Microsoft account — this app never sees it.
Your link is personal: the first Telegram account that joins with it is the one
that stays in. If it reached someone else, reset it.
Your data
Download the account data Kassia stores for your profile, settings,
feedback, usage, billing metadata, legal records and broker-link status,
with your paper trades and the trade records of your own linked account.
Broker account
Checking link status…
Authorize at tastytrade — your password is never shared with this app, and
you can revoke access from your tastytrade profile at any time.
Used by account, position and order tools
Help Kassia learn
Kassia's servers read your closed trades and the market signals recorded when you
opened them, to compute combined figures that make Sample Trade confidence more
accurate for every member. Only combined figures are ever shown, never your account
number, positions or identity. It is off unless you switch it on, and you can switch
it off any time; it stops counting from the next model refresh (within the hour).
Paper trading
Link a TastyTrade account to switch
Account number
—
Account value
—
Cash
—
Buying power
—
Starting balance
—
Open positions
—
Working orders
—
Resets
—
Last reset
—
Simulated orders are checked against the live SPX option chain and filled at live market prices. No real money moves.
Paper trading
A $100,000 simulated account, checked against the live SPX option chain
and filled at live prices. Included with every paid plan.
We're sorry to see you go. What is the main reason you want to delete your account?
Should we also unsubscribe you from all Kassia emails?
Every Kassia email has an unsubscribe link, so you can change your mind later.
This starts account deletion for Kassia:
Your plan is cancelled now with a prorated refund of unused time.
Your broker is disconnected.
Your profile, settings, feedback and usage records are deleted.
You are unsubscribed from Kassia emails.
Records of what you agreed to and billing records are kept as the law requires.
Trade records, AI assistant memories, your newsletter record and your sign-in are removed by our team within 45 days.
About
Trading AI Assistant
Version 04.13.000
Quote this version when reporting a problem — it identifies the build you are on.
What's New
Loading…
Settings
Preferences
Default symbol for trade queries
Show AI responses as they're generated
A short tone when an order is placed, fills, closes or is cancelled — including orders placed at the broker
Once a day until your profile has a display name, a photo and a linked broker account
Order placedOrder filledPosition closedOrder cancelledStop breachedOpening & closing bell
Pick a sound to hear it. The level applies to all of them.
Dashboard auto-refresh
Drives the KPI cards, the Trading Log, SPX GEX & Sonar View, the SPX
Options Flow heatmap, the Morning Game Plan and Kassia’s Sample Trades.
The SPX View Chart keeps its own faster timer and is
not affected. Takes effect immediately — no need to save.
Trading
Which broker the Execute Trade panel opens on. TastyTrade is the only one wired today; more can be added without touching the panel.
Performance
Denominator for the YTD return shown under Account Balance. Leave empty to reconstruct it from the live balance minus this year’s P/L and cash flows — a reconstruction that reads high when a withdrawal never reached the ledger.
Risk Limits
Trading Rules v3.1 plan 2–3 sequential entries per session; the rulebook maximum is 3. Values outside 1–5 fall back to the rulebook.
Trading Rule Overrides
Leave every field empty to follow Kassia’s Trading Rules v3.1.
Anything you set here overrides the rulebook when
Kassia’s Sample Trades builds a setup and when
Execute Trade opens.
Where the short strikes start, before the 20–30 delta band moves them.
Ceiling a short strike must sit at or inside; the floor stays at 20 delta.
Distance from the short strike to its long wing.
Share of max profit banked before the position is closed.
Sample trades below this total credit are hidden, and Execute Trade refuses them.
Following Kassia’s rules.
Appearance
Choose your preferred color theme. "System" follows your OS appearance setting.
SPX View Chart
Dollars between horizontal price grid lines on the SPX View Chart. Saved to your profile and applied every time the chart loads. Default: $4. Range: $1–$100.
How many horizontal price lines the chart shows. With the interval above this fixes the visible window exactly: 9 lines at $4 with SPX at 7600 renders 7584 to 7616, full screen or not. Default: 21. Range: 3–41.
Points of cushion below which an unbreached short strike is flagged amber on the open-trade overlay. Lower = quieter, higher = earlier warning. Default: 10 pts. Range: 1–100.
Keep the current SPX price on the chart's horizontal center line. Turn off to leave the price axis wherever you drag it. Mirrors the ⊕ Auto-center button on the chart.
Options Flow
Dollars between horizontal strike lines on the Options Flow surface — the gap between two adjacent lines. Fixed rather than auto-scaled, so the ladder reads the same however wide the day's captured strike range turns out to be. Default: $50. Range: $5–$500.
How many horizontal strike lines the surface shows. With the interval above this fixes the visible window exactly: 11 lines at $50 renders a 500-point band centred on spot, which is the range the capture samples. Applies on every variant — Open, Midday and Close. Default: 11. Range: 3–41.
Sonar Weights
How much each of the four signals counts toward the SPX Flow bias. Only the ratios matter — they are re-normalized to sum to 1.
Volume-heavy follows where today's option flow is going — quickest to react, noisiest. Gamma-heavy follows where dealers are positioned — slower, better at calling where price gets pinned. Balanced gives all four an equal say. This is the default. Delta-only ignores option flow entirely and reads ATM delta, which tracks price.
A preset fills the boxes below; Save Settings commits it.
Import from Excel
Date Range
Workbook
Sheet Mapping
No monthly sheets were auto-detected. Map each sheet in the workbook to a month (or leave as "skip").
Preview
Apply Result
Click Preview to diff the workbook against Cosmos. Confirm & Apply stays disabled until a fresh preview succeeds.
Cash Transactions
Record a transaction
Ledger
Deposits:$0.00
Withdrawals:$0.00
Net:$0.00
Date
Type
Amount
User
Loading…
Audit activity
Recently deleted0
No recent deletions.
Recently restored0
No recent restores.
Export Trades — Choose Date Range
Log Trade
Confirm order
Paper order: simulated against live quotes on your paper account. No real money moves.
Order to be executed
Buying power--
Waiting for the account balance
Broker market
Updating...
Waiting for market credit
Closing order
Buy to close at--
Waiting for the limit credit
Untick to be asked after the fill instead. Either way nothing is sent to TastyTrade until the entry fills.
Replace Exit Order
Cancels the working exit and submits a new one at this price.
Replace Working Order
Market credit now
Updating…
Working at
—
Lower fills sooner—Higher earns more
Cancels the working order and submits a new one at this credit.
Place the exit order?
Nothing is sent to TastyTrade until you choose. Decline and the
position is yours to close by hand — you will not be asked again.
Closing this box answers nothing and places nothing.
Before you start
Please review and accept Kassia's current legal terms before continuing.
Market data subscriber status
Exchanges that license Kassia's options data require every member to answer these questions.
Your answers decide whether you are a non-professional subscriber.
