Broker

How to connect Perplexity to your Vantage account

With TraderWAI, Perplexity can read live charts, check your Vantage account and prepare orders with stop loss and take profit that you approve. Setup takes a few minutes.

1. Add TraderWAI to Perplexity

Requires Perplexity Pro, Max or Enterprise. Use the website or the desktop app (the mobile apps may not show custom connectors yet).

Open Perplexity on the web and go to Settings → Connectors (perplexity.ai/account/connectors).
Click «+ Custom connector» and choose «Remote».
Name: TraderWAI. MCP server URL: https://mcp.traderwai.com. Authentication: OAuth.
Add it and sign in with Google to authorize access (if you don't have a TraderWAI account yet, it is created at this step).
In a new thread, turn on TraderWAI in the sources/connectors menu and ask, e.g. «Show me the EUR/USD H1 chart».

2. Connect your Vantage account

In TraderWAI, add your Vantage account with the platform it uses:

MetaTrader 5

Enter your MetaTrader 5 login (account number), the master password and the server name exactly as it appears in MetaTrader. The account is set up in 1–3 minutes.

MetaTrader 5 is included in the Trader plan ($29/month). Charts and analysis are free on every plan.

Detailed guide: Perplexity + MetaTrader 5 →

MetaTrader 4

Enter your MetaTrader 4 login (account number), the master password and the server name exactly as it appears in MetaTrader. The account is set up in 1–3 minutes.

MetaTrader 4 is included in the Trader plan ($29/month). Charts and analysis are free on every plan.

Detailed guide: Perplexity + MetaTrader 4 →

The platforms each firm offers can change; check which one your account uses in your Vantage dashboard.

3. Ask Perplexity

Try one of these in a new chat:

«Show me the gold H1 chart and tell me where the key levels are.»
«What positions do I have open and how much am I risking?»
«Prepare a buy limit on EUR/USD at yesterday's low with a 20-pip stop and a 2R target. I'll approve it.»

What Perplexity can do with your Vantage account

Read live charts in any timeframe, with the indicators you ask for.
Check your balance, open positions and pending orders.
Backtest a strategy idea on historical data before risking anything.
Prepare market, limit and stop orders with stop loss and take profit that you approve.
Leave conditional orders that TraderWAI watches every minute.
Respect your risk limits: maximum daily loss and drawdown, risk per trade, size and number of trades.

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Other AIs with Vantage

All about Vantage and TraderWAI

TraderWAI is independent software and is not affiliated with Vantage. Trading involves risk; TraderWAI does not provide investment advice.