AI Recommendations

What are AI Recommendations?

AI Recommendations is a Member+ feature that gives you personalized, data-driven trading insights based on your own trading history. It's not generic advice — it analyzes your trades, your patterns, and your mistakes to surface actionable feedback tailored to you.

Visit the Recommendations page anytime you want fresh insights. The system analyzes your recent trades on-demand and generates suggestions in seconds — no background processing, no unnecessary API calls when you don't need them.

"I kept losing on the same type of setup without realizing it. The AI recommendations surfaced the pattern within the first week — I was consistently ignoring my stop-loss discipline on breakout trades. That single insight saved me weeks of figuring it out on my own."

Why On-Demand Matters

What's in Your Recommendations

Daily Trading Suggestions

Your Daily Suggestions are personalized advice for today based on your recent performance. They consider:

• Win rate trends — Are you on a hot streak or a cold streak? How does it compare to your average?
• Setup performance — Which of your setups are working well right now? Which ones are underperforming?
• Emotional patterns — Are your emotions correlating with trade outcomes? Are you revenge trading after losses?
• Common mistakes — Recent patterns in mistakes you've tagged (early exit, late exit, rule breaks, etc.)
• Today's economic calendar — How today's macro events might affect your trading and risk management

Daily suggestions are cached per market day (6 PM to 6 PM). If you want a fresh analysis mid-day — say, after a surprising market event — hit the Regenerate button.

Trading Insights

Trading Insights provide a deeper analysis of your recent trading patterns. They look at your last 7 days of trades and surface observations like:

• Setup types that are consistently profitable or consistently losing
• Time-of-day patterns in your wins and losses
• Position sizing relative to your risk management rules
• Recurring decision patterns that may be limiting your performance

Screenshot Analysis

The AI Screenshot Analyzer is available on individual file pages (when viewing uploaded chart screenshots). It lets you ask questions about your charts and get detailed analysis.

How It Works

1. Upload a chart screenshot to a trade or journal entry
2. Open the screenshot on its detail page
3. Click the Analyze button to open the AI analyzer
4. Choose a preset prompt or type your own question
5. Get an AI-powered analysis in seconds

Preset Analysis Options

Common analysis prompts are pre-loaded so you don't have to type from scratch:

• Setup identification — "What type of setup is this? Identify the pattern."
• Indicator analysis — "Analyze the indicators shown and what they're telling us."
• Risk/reward assessment — "Evaluate the risk/reward of this trade setup."
• Entry/exit quality — "How good was the entry/exit execution on this chart?"

You can also write custom prompts tailored to your specific question about any chart.

Saving Analysis Results

If the AI analysis is particularly useful, you can save it as the file description — making it permanent and searchable alongside your other trade documentation.

Getting the Most from AI Recommendations

1. Log Trades Consistently

AI recommendations are only as good as your input data. The more trades you log with setup types, emotions, and mistakes tagged, the more specific and useful your insights become.

2. Check Before You Trade

Make checking Recommendations a part of your pre-market routine. Reading today's suggestions before the session opens helps you stay disciplined and aware of recent patterns.

3. Act on Specific Feedback

Don't just read and forget. If the system flags a pattern (e.g., "you tend to exit winners too early on NQ breakouts"), make it your focus for the next session. Log how it goes.

4. Use Screenshot Analysis for Learning

After a trade, upload your chart and ask the AI to analyze your entry/exit. Compare its assessment to your own. The gaps between your analysis and the AI's perspective are often the best learning moments.

5. Regenerate When Markets Move

If a major economic event shifts the market mid-day, hit Regenerate on your daily suggestions. The system will re-analyze with today's updated context.

AI Recommendations Plan Requirements

Who Benefits Most from AI Recommendations?

Privacy & Data Handling

• Your data stays private — Trade data and screenshots are only used to generate recommendations for your account
• On-demand processing — AI analysis only runs when you explicitly request it
• No persistent AI memory — Each recommendation session analyzes your data fresh; nothing is retained between sessions
• Screenshots are not stored externally — Images are sent for analysis and discarded after the response is returned

Get Started with AI Recommendations

Stop guessing about what's working and what's not. Let AI analyze your actual trading data and tell you exactly where your edge is — and where you're leaving money on the table.

The more you log, the smarter it gets. Start with daily trade logging and setup tagging, and your AI insights will improve every single week.

Next Steps

• Trade Journal — The more detail you log, the better your AI insights become
• Trading Psychology — Use AI feedback to build better emotional discipline
• Analytics & Reports — Deep-dive into your performance with comprehensive reports
• COT Data — Combine AI insights with institutional positioning data