AI Prompts for Brokers: Questions to Ask Your Platform

Ready-made questions for the AI Assistant, grouped by role: exposure, session PnL, margin level, linked accounts, withdrawals and more.

The first thing most people type into a new assistant is "Tell me about the client." The assistant tries, to its credit. You get three paragraphs of general remarks and not one number you can act on. Now ask "Show balance, equity, open positions and withdrawals for the last week on account 100234" and a small table appears in a couple of seconds. Same assistant, same data. Only the question changed.

So this page is not really about the AI. It is a collection of questions that work, sorted by the kind of person who tends to ask them: dealer, risk manager, anti-fraud analyst, back office, support, management. Every login, group and amount below is made up. Swap in your own and paste.

Want to know what the assistant is and what it is allowed to see first? Start with the AI Assistant overview.

4 partsevery strong question names an object, a period, the fields and a format
6 rolesfrom the first check of a shift to the management summary
1 chat per caseeach conversation keeps its own context, so a new topic gets a new chat

Four Parts of a Question That Gets a Useful Answer

Object. A login, an email, a group or an instrument: "account 100234", "group real-usd-std", "XAUUSD".
Period. "Last 7 days", "1 to 20 October" or "current session". Skip it and you will be asked.
Fields. "Balance and equity", or "only withdrawals above 1,000 USD". Say what you actually need to see.
Format. "As a table", "in 3 to 5 points", "export to Excel". If you want a file, name the columns too.

Instead of	Ask
What is going on with the client?	Show balance, equity, open positions and withdrawals for the last week on account 100234.
Anything suspicious today?	List today's suspicious accounts with the reason each one was flagged and export it to CSV.
Tell me about swaps.	What are the swaps for XAUUSD and EURUSD in group real-usd-std? Show them as a table.
Why was it rejected?	Attach the screenshot and ask: why might this withdrawal request have been rejected? Name the section of the documentation.

First answer not quite right? Do not start over. Refine in the same conversation: "now only EURUSD", "add an IP column", "sort by profit". The assistant remembers what it just showed you.

For the Dealer: Ten Minutes Into the Shift

You sit down knowing nothing. Within a minute you want to know whether the servers are alive, where the book stands and whether anything oversized is sitting out there.

Start of shift
Are all trading servers running normally right now?

Session result
What is the P&L for the current trading session, split into A-book and B-book?

A big position
Show every open XAUUSD position larger than 10 lots.

One account
What open positions and pending orders does account 100234 have right now?

For the Risk Manager: Where Is the Exposure?

The question behind all of these is the same: if the market jumps now, who gets hurt, and by how much?

By instrument
Show current risk exposure by instrument, top 10 by volume.

By currency
What is our net position in USD and EUR right now?

Margin watch
Which accounts in group real-usd-std have a margin level below 50%?

Anomalies
Show today's anomalous accounts and export them to Excel.

Side by side
Compare accounts 100234 and 100236.

For Anti-Fraud and Compliance: Who Is Behind the Account?

These are the questions that used to mean four tabs, a spreadsheet and a long afternoon.

Linked profiles
Find every profile linked to account 100234 by IP, email or document.

Multi-accounting
Do any other accounts share a CID or a full name with account 100234?

What changed
Show the event history of account 100234 for the last month: leverage, group and status changes.

The shortlist
Show the current list of suspicious accounts and explain in a line why each one is on it.

The case file
Prepare an investigation summary for account 100234: linked profiles, event history, comments and large withdrawals.

For Back Office: Money In, Money Out

One client, one period
What deposits and withdrawals did account 100234 make from 1 to 20 October?

Yesterday's payouts
Show all withdrawals in group real-usd-std for yesterday.

Bonuses
Which bonuses were credited to group promo-oct in October? Export to CSV.

A file with your columns
Save the list of suspicious accounts as CSV with the columns login, group, reason and balance.

For Support: The Client Is on the Line

"Why was I stopped out?"
Why might a stop-out have triggered on account 100234? Show the margin and today's trade history.

Recent trades
Show closed trades on account 100234 for the last 7 days, sorted by profit.

A quick summary
Give me a short summary of account 100234: deposits, withdrawals and the trading result for the month.

Where is that setting?
Where in the admin panel is leverage changed for an account, and which rights are needed?

For Management: The Morning Summary

One-page report
Create a report for the current session: A-book and B-book P&L, exposure, server status and suspicious accounts.

Where the risk sits
Report current session P&L split by A-book and B-book, with the top 5 instruments by exposure.

Conditions
What are the trading conditions and swaps for XAUUSD in group real-usd-std?

Something no ready tool covers
How many new accounts were opened per country in Q3?

That last one is worth a note. When no built-in view answers a question, the assistant can put together a read-only query of its own and count for you. It still cannot change anything.

When the Question Is About the Platform Itself

Some questions are not about your data at all. How does a feature work? Where does a setting live? What does this term mean? For these the assistant answers from the official documentation only and names the section it used. If the documentation has no answer, it says so.

Understand a feature
Explain step by step how automatic routing of clients between A-book and B-book works.

Find a setting
Where do I change the leverage of a trading group?

A refused request
List the reasons a withdrawal request can be rejected, according to the documentation.

With a screenshot
[error screenshot attached] What does this error mean and how do I fix it?

With a PDF
[procedure PDF attached] Compare this procedure with the platform documentation. Which steps does the platform do differently?

Want to see exactly where an answer comes from? Add "state which documentation section this comes from" to the question.

Prompts That Will Be Politely Turned Down

The limits are deliberate. Here is what happens when someone tests them.

You type	What you get
Change the leverage on account 100234 to 1:100.	A refusal, plus a pointer to the admin section where leverage is changed.
Add a VIP tag to this client.	A refusal, plus a pointer to where tags are assigned.
Show me the accounts of another branch.	A plain statement that the question is outside your access rights.
Write me a script. Translate this letter. What is in the news today?	A refusal. The assistant only answers questions about Brokerpilot.
How does a competitor's platform compare with ours?	A refusal, for the same reason.

One more piece of advice: check numbers before they go to a client or a regulator, and keep passwords and payment details out of your prompts.

Questions About Asking Questions

Do I need a special syntax?

No. Write the way you would ask a colleague, as long as the sentence says what you want to see.

Can I get a table or a file instead of text?

Yes. Say "as a table", or "export to Excel", or "save this as a report". You get a CSV, Excel or text file in the chat and can download it again later from the conversation history.

What if some trading servers did not respond?

The assistant tells you the picture is incomplete instead of presenting partial numbers as the whole story.

Where do I open the chat?

From "AI Assistant" at the top of the left menu for the full-page workspace, or from the chat bubble in the bottom right corner for a floating window.