AI Assistant

The AI Assistant describes patterns in your own Performax data. It is a review surface, not a trading system. Not financial advice. AI output is not investment, financial, legal, tax, or trading advice. It does not predict markets, generate signals, or tell you what to buy or sell. Demo account. Verify AI text against Journal and trade details before using it in review.

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What it can use

Depending on available data, the AI can reference:

• closed trades;
• account and period filters;
• strategy/playbook assignments;
• Journal notes and tags;
• behavioral patterns such as overtrading or revenge-trading indicators;
• risk settings and Coach violations;
• saved insights and prior conversations where available.

If the account has little data, the output should be treated as low-confidence review text.

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Daily briefing

The daily briefing summarizes recent account activity:

• prior-day performance;
• notable changes in trade frequency, position size, or realized result;
• risk observations based on configured thresholds;
• focus areas for review.

It should not be read as a trading plan for the day.

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Chat

Use chat to ask questions about your own data, for example:

• How did my BTC trades perform this month?
• Which strategies had the worst drawdown?
• Show patterns in my losing trades last week.
• Compare my first trade of the day with the rest of the session.

Good questions specify account, period, symbol, strategy, or behavior. Vague questions can produce vague answers.

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Pattern detection

The AI can describe patterns such as:

• higher loss rate after a sequence of losses;
• increased position size after wins or losses;
• session-specific performance differences;
• symbol concentration;
• strategy performance drift;
• repeated mistakes in Journal tags.

Pattern text should include the sample it is based on when possible. Small samples are not reliable proof of an edge.

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Tilt alerts

Tilt detection watches for behavior that can indicate emotional trading, such as:

• higher trade frequency after losses;
• position size increasing after a loss;
• trading outside normal hours;
• repeated rule violations.

These alerts are review prompts. They do not pause exchange trading and they do not prove intent.

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Saved and pinned insights

Save an insight for later review. Saved insights are for preparation and journaling. They should not be treated as rules unless you explicitly convert them into a strategy checklist or Coach rule.

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Limits

AI output can be incomplete or wrong when:

• trade history is missing;
• filters exclude relevant trades;
• cashflows or balances are incomplete;
• notes contain ambiguous language;
• sample size is too small;
• the model summarizes a pattern too confidently.

Verify important claims against the Journal, Analytics, and raw trade details.