What you can ask
Stats, calculations, significance tests, price action, news, prop firms, charts.
The assistant is not a chatbot reciting generic trading advice: it has tools to dig into your actual data, and it shows its work. Here is what it can do, and how to ask.
What it can do
| Ability | Examples of what to ask |
|---|---|
| Search your trades | "My last 20 losses on gold", "every trade tagged FOMO in London", "the trade where I wrote moved my stop". |
| Compute statistics | Win rate, net R, expectancy, profit factor, drawdown, streaks, grouped by pair, session, weekday, hour, month, timeframe, folder, outcome, duration or any tag category. The numbers match the dashboard exactly. |
| Run its own calculations | Anything the built-in charts don't cover: "expectancy if I had skipped Mondays", "R by hour of the day after a loss". It writes a small program over your trades and runs it. |
| Test significance | "Is my win rate statistically real or just noise?" It has t-tests, binomial tests, bootstrap and Monte Carlo at hand, and warns you when a sample is too small (under about 30 trades). |
| Read the price action | "How far did my losers go in my favour before stopping out?", "what did price do right after my exits?" It loads the candles around each trade, on its own timeframe, using the entry, TP and SL from your Levels card. |
| Check the news | "My trades entered less than 45 min after a red folder", "how do I do on NFP days?" It reads the economic calendar of 13 countries since 2020. |
| Simulate a prop firm | "Compare 0.5% and 1% risk on this account", "what are my odds on a 2-step 100K?" It runs the Simulator's Monte Carlo with any settings you name. |
| Search the web | "What moved gold on 12 March?" Its sources show as links under the answer. |
| Ask you to choose | When your question is ambiguous it asks back, with clickable options (see Conversations & notifications). |
| Change your journal | Tag, retag, edit, delete or log trades, always with your confirmation. See Changes to your journal. |
Seeing how it got there
Every step shows as a row in the answer while it happens: Reading the journal, Computing stats, Loading trade charts, Searching the web… Click a row to expand it and see exactly what it looked up or the code it ran, with its output. Its reasoning shows as Thought for 12s, expandable when the model shares it.
Charts and tables
Answers often come with a card: a few stat tiles, a line, area, bar or scatter chart, and a table.
- Expand chart opens it large, almost full screen.
- Show or hide a series by clicking it in the legend; in the expanded view any series can be hidden.
- Download image saves the card as a picture, with the series currently shown. Handy to send to a mentor.
- Sort a table by clicking a column header (descending, ascending, off).
The house style is the app's own: losses and drawdowns in red, gains in green, a dashed line for the average.
Trades it mentions open in place
Every trade the assistant cites is a link like Trade #45 · May 08, 2026, in the text and in its tables. Click it and the trade opens in a dialog over the page: its chart, its tags (editable right there), a button to Open the trade page, and Show in list, which takes you to the journal and glides to that trade's row. Ctrl or ⌘-click opens it in a new tab instead.
Asking well
- Set the scene with the filter bar. Filter to a folder or a period first, then ask: the assistant works on what you see.
- Ask from the right page. On a trade page, "review this trade" needs no explaining. On the Simulator, "why do I fail?" is about the challenge on screen.
- Ask for the chart you want. "As a bar chart by month", "as a table sorted by expectancy".
- Follow up. The conversation keeps its context: "now only the longs", "same thing on EUR/USD".
Price data versus your broker
The candles the assistant reads can differ slightly from your broker's or TradingView's feed. It always takes your declared exit as the truth, and leaves the entry candle out when measuring how far price went against a trade.