How to Find Your Way Around MAX

A quick map of the app: the sidebar, your chat history, dashboards, monitors, strategies, and the settings that control your default market and view.

Market Agent X is chat-first, but there's a full app behind the conversation. Once you know where the five things you'll use most actually live, you'll move through it without thinking. Here's the map.

The sidebar

The left rail is your home base. Top to bottom, it's the fastest route to everything:

The left rail
NewStart a fresh conversation
SearchJump to any past chat (⌘K)
ChatsYour full conversation history
MonitorsAlerts and standing watches
DashboardsLive market overviews + your saved boards
StrategiesTrade playbooks and active trades

Your chat history

Every conversation with MAX is saved automatically. Recents sits right in the sidebar, and Chats opens the full list, grouped by day — Today, Yesterday, Last 7 Days, and older. Looking for that BTC analysis from Tuesday? Hit Search (⌘K), type a few words, and jump straight back to it. Nothing you ask MAX is lost.

Dashboards, Monitors, Strategies

Three pillars, each with its own guide:

1

Dashboards

Live overviews for crypto, stocks, forex, futures, and options — plus any custom boards you build. Your at-a-glance market read.

2

Monitors

Standing watches that ping you when a condition fires, and the Alerts tab where those pings land.

3

Strategies

Trade playbooks you can run, plus tracking for the trades you've opened from them.

Settings: make it yours

Click your profile to reach Settings, where two preferences shape your daily experience:

Two settings worth changing

Default market decides which market loads first — set it to whatever you trade most. Default surface decides where you land when you open the app or click the logo: the chat, a dashboard, or analysis. Set it once and the app opens the way you think.

Account and billing

Settings is also where you manage your subscription. You'll see your current plan status, and Manage subscription takes you to the secure billing portal to update your card, pause, or cancel. During your 7-day trial, this is where you go if you decide it's not for you — cancel before day seven and you won't be charged.

The whole loop

Ask MAX a question → get a verdict → build a dashboard to watch the asset → set a monitor for the trigger → review it all in your chat history later. That's the app, end to end.

Make MAX your trading cockpit

Chats, dashboards, monitors, and strategies — one workspace, built around how you actually trade. Start your trial today.

Start 7-Day Trial →
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