Setting up the AI: Claude or OpenAI

Trading Desk has no AI of its own and no AI account of ours. The AI features run on your own account, through the tools the providers make:

• Claude through Claude Code, signed in with your claude.ai account.
• OpenAI's GPT models through Codex, signed in with ChatGPT.

Everything else (prices, rules, charts, screens, alerts) works without either.

Signing in

Open Settings → AI providers.

• Claude: press Sign in with Claude, sign in on Claude's own page and, if it shows a code, paste it back and press Send code. Claude Code must be installed.
• OpenAI: press Sign in with ChatGPT. The desk shows a link and a one-time code (it works for 15 minutes): open the link on any device, enter the code and approve. Codex must be installed. The desk keeps its own Codex sign-in in its folder, separate from yours; Sign the desk out signs out only the desk.

Both are OAuth on the provider's own page: the desk never sees your password and needs no API key.

Models and cost

Each task (the morning brief, quick takes, deep research, thesis drafts, Ask) has its own model and effort in Settings → Tasks. The dollar limits there (Limit per run (USD), and a daily limit) apply to Claude runs only; OpenAI runs go through your ChatGPT plan and are recorded with no dollar cost. Use Claude for every task or Use OpenAI for every task switches them all at once. On a subscription the cost is notional, but it still shows how big each run was.

What the AI provider sees

In the app's own words: "The AI provider sees tickers, weights and percentages, including your percentage gain since cost (which, with the price, shows the price you paid per share), and never how many shares you hold or any amount in money."

Ask the desk sends your question, with any line that looks like an amount removed, after showing you the exact text. See the privacy page for every source and what each one receives.