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AI capability: Journal Analysis

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BySupport Team
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Journal AI Analysis – Now it’s easier to track your progress AND get feedback!
  • Get observations and analysis on your selected portfolio accounts
  • Recommendations offered to help improve outcome
  • Flexible – select different time frames to compare results over time
Journal AI Analysis will review your account activity and provide insight, observations and recommendations.

Note: Analysis applied to closed positions only. This feature does not forecast unrealized gains or losses.

Your Journal AI Analysis will review your Trade Journal and provide insight, observations and recommendations.

Below are steps to get started.

AI Journal Analysis report cards: Strengths, Areas for Improvement, General Observations, and Recommendations, each summarizing strategy performance in plain language

Within a few moments, you’ll receive a summary of Strengths, Weaknesses, Observations, and Recommendations for improving results.

Journal account selector: filter accounts by Real, Virtual, Manual, or All, or click individual account tabs
Select accounts by type or by clicking individual account tab(s).

Select Account(s) to analyze by clicking on the Account Tab

OR

Select by Type: Real, Virtual or Manual

Tip: Keep the selection to a limited number of accounts for a more targeted analysis.

Journal header with the AI button next to Export, and the Journal Filters window open showing Symbol, Tags, Notes, and Date Range controls with preset ranges and custom From/To dates

Click on the “Filter” Button from the middle panel

Select the date range to be reviewed. The default period is 12 months.

Add additional filters by selecting specific tags (#BullCall) and/or specific symbols

Click “Save” on the Filter Tab

Tip: You can change these settings, Save, then ‘refresh’ the report on the next step

Finally, click the AI button at the top of the screen, then click the The Run/Refresh button button to get the report.

Important to Know

  • Analysis is limited to closed trades. Make sure all trades in that account for the period covered have been reconciled.
  • The report is available during your current session while you explore your Journal. If you change Accounts or revise any Filter settings, simply click the Run/Refresh button again.
  • Iterate and Refine. Select different time frames to review results over time. Run reports to compare Real Accounts to Virtual ones.
As with all AI content, consider this as input. Make your own educated decisions