How to Use SecantX AI
Complete guide to installation, setup, and mastering AI-powered quantitative analysis for trading
Installation & Setup
Download SecantX AI
Join our waitlist at https://tally.so/r/wvZyNA to get access. Download for Windows or macOS, save installer.
Install the Application
Windows: run exe, follow wizard. macOS: open dmg, drag to Applications. Approve any security warnings in system settings.
Sign In and Authenticate
Open app, click Sign In, enter email to receive code, complete authentication. Simple and secure.
Grant Permissions
Grant screen recording for visual analysis and microphone for voice input in system settings. Enables full multi-modal interaction.
Core Features
Your First Query
Type a question like 'What's happening with Bitcoin today?' Get instant analysis of price action, volume, news, and sentiment.
Using Voice Input
Click the mic icon, speak your question, auto-detects completion. Hands-free analysis for multi-screen workflows.
Visual Analysis
Screen capture analyzes your charts and trading screens. Ask 'What pattern is forming?' for contextual insights based on what you're viewing.
Education Mode
Toggle Learn Mode to adapt explanations to your skill level. Explains concepts first, uses simple language, warns about risky broker actions. Safe learning for beginners.
Quantitative Tools
Backtesting, portfolio analysis, volatility forecasting, and risk assessment. Professional-grade quant tools at your fingertips.
Asks (Credits) and Access
Start with free trial Asks (credits). Purchase top-ups for institutional-grade data, quant tools, and multi-agent intelligence.
Common Workflows
Morning Market Analysis
- 1Ask: 'What are the top market movers today?'
- 2Review sentiment and technical analysis provided
- 3Ask follow-up questions on specific assets
- 4Use insights to inform your trading research
Chart Analysis Session
- 1Open your charting platform with the asset you want to analyze
- 2Ensure SecantX AI can see your screen
- 3Ask: 'Analyze the technical indicators I'm seeing'
- 4Review the contextual analysis based on your chart
Strategy Backtesting
- 1Describe your strategy: 'Backtest a strategy that buys when RSI drops below 30 and sells when RSI rises above 70 on AAPL over the past year'
- 2Review historical performance metrics
- 3Evaluate risk-adjusted returns
- 4Refine strategy based on insights
Learning Session
- 1Enable Education Mode by toggling Learn Mode
- 2Ask: 'Explain what RSI means in simple terms'
- 3Follow the step-by-step explanation
- 4Ask follow-up questions to deepen understanding
Tips & Best Practices
Getting the Best Responses
Be specific. Instead of "What about crypto?" ask "What's driving Bitcoin's price today?" Provide context: "I'm analyzing AAPL at $180 with support at $175. What patterns do you see?"
Managing Your Asks (Credits)
Monitor balance in Settings. Complex analyses use more Asks (credits). Use Education Mode to reduce repetitive queries. Purchase top-ups instantly when needed. Top-up Asks (credits) never expire.
Privacy Best Practices
Close app when not in use to stop screen capture. Screen capture is active when app runs. Sign out when leaving computer unattended.
Keyboard Shortcuts
Core Navigation
Ctrl/Cmd + \Ctrl/Cmd + EnterCtrl/Cmd + [Ctrl/Cmd + ]Window Control
Ctrl/Cmd + ArrowsCtrl/Cmd + Shift + ArrowsCtrl/Cmd + MCtrl/Cmd + Shift + 1-9Response Control
Ctrl/Cmd + Shift + Up/DownAll shortcuts are fully customizable in Settings → Keyboard Shortcuts. Window control shortcuts work seamlessly across multiple displays for efficient multi-monitor workflows.
Need Help?
Have questions or need support? We are here to help you get the most out of SecantX AI
SecantX AI provides analytical and educational tools for research purposes. You are solely responsible for your own trading and investment decisions. Trading and investing involve substantial risk, including possible loss of principal. Always conduct your own due diligence and consult with qualified financial professionals before making investment decisions.