AI capability: Journal Analysis
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.
Within a few moments, you’ll receive a summary of Strengths, Weaknesses, Observations, and Recommendations for improving results.
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.
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 
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
AI capability: Screener
Screener AI Assistant helps power your Research. Here are just a few ways how:
- Get criteria for customized screens based on market outlook, strategies and goals
- Learn about different strategies and how to apply them to your screener
- Interact and Refine screens for a tailored investment strategy
Located on the Screener page (under the Find Tab), click the AI button to enter your inquiry in the “Ask Me Anything” box at the bottom of the table, then click “Send“
Example: What criteria should I use to find Covered Call candidates?
The Screener AI functions allow you the control to:
- Remove or Ignore suggested datapoints
- Save Screener AI searches
- Revise/Delete as needed
AI capability: Financial Coach
Use the Power of AI with a Financial Market Coach. Some of the applications include:
- Insight on trading strategies and applications
- Guidance on Risk Management techniques
- Market trend analysis
- Information access covering technical to fundamental access
- Management guidance to minimize risk and optimize returns
Located within the Find Tab, this powerful research tool can gather and deliver market-related information while staying within the platform.
- Select feature from the Find Tab
- Type your inquiry in the “Ask me anything” box
- Click “Send“. Refine by submitting additional questions, clicking “Send” after each one.
- To start a new Chat, click the “New Chat” button by the same name.
Each Chat result is automatically saved and accessed via the History button. The title is auto-generated based on the topic when the Chat is created. You can edit the title at any time.
Inquiry results that include symbols will be displayed on the right panel of the screen, allowing the ability to navigate to other areas of the platform for that symbol.
To remove any Chat, simply click the ‘x’ for that entry.
