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The Active Coach is a rule engine for rules you configure. It checks your synced trades against them, records each breach, and turns the day into a compliance score. It does not place orders, block trades, or decide whether a setup is valid. Unlike AI Chat and the AI Center, which produce qualitative observations, the Coach is deterministic: you set thresholds, the engine checks your trades against them, and outputs a compliance score. Performax demo settings profile showing risk profile thresholds and AI Coach calibration Demo account. Coach and risk thresholds are user settings, not recommendations.

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How it works

The Coach runs each time a sync brings in newly closed trades (closed within the last 48 hours). It does not see a trade before it is opened. Days are counted in UTC. Trades on hidden accounts are ignored. Each breach is recorded once: once per day for the daily rules, once per trade for Strategy Required.

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Rules

The Coach has four rules. All four are on until you turn them off.
  • Maximum Daily Loss (default 3%), today’s net loss on closed trades, fees and funding included, as a percentage of your synced account equity. Critical. It is skipped while no account equity is synced. You can set 0.01 to 100%.
  • Maximum Trades Per Day (default 5 trades), breached when more trades were opened today than your limit. Warning. You can set 1 to 1,000.
  • No Revenge Trading (default 15 minutes), the minimum wait after a losing trade before trading again. Warning.
  • Strategy Required, every closed trade must have a linked strategy or at least one tag. Info. No threshold.
Change them in two places:
  1. Settings → Profile → Active coach: a switch and a threshold per rule. Save threshold changes with the save button.
  2. Configure on the dashboard’s Coach status widget: opens the Active Coach panel, where changes save on their own.
The defaults exist so each rule works out of the box; nothing forces you to keep them.

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Compliance score

Each day starts at 100. Each breach that day removes points according to its severity:
  • critical (Maximum Daily Loss): 20 points;
  • warning (Maximum Trades Per Day, No Revenge Trading): 10 points;
  • info (Strategy Required): 5 points.
The score never goes below 0. The Coach status widget on the dashboard shows:
  • Today, today’s score out of 100, with a Discipline score bar and a status: Excellent (90 and above), On Track (80 and above), Caution (60 and above) or At Risk;
  • Week, the average of your daily scores over the last 7 days;
  • Streak, consecutive scored days at 80 or above;
  • Rules, the number of rules turned on.

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Violations

When a rule is breached, you see it in two places:
  1. Notification: a Coach Violation message with the breach, in the app and by email depending on your notification channels. It needs the Coach violations trigger in Settings → Notifications.
  2. Active Coach panel: the Violations list shows your 5 latest breaches with their message and date, for example “Daily loss 3.4% exceeds 3% limit”. When there is nothing to list, it shows No violations today.
Violations stay on the record. You can also ask AI Chat to list them or explain them.

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Autopsy

Autopsy, at the top of the Active Coach panel, shows the “Amount you could have saved by following your rules” over the last 30 days. It adds up the losses of trades that broke a rule. Winning trades add nothing, and each trade counts once per rule. Only breaches tied to a trade count: Maximum Daily Loss (on the trade that pushed you over) and Strategy Required. It is calculated when you open the panel and only appears when the amount is above zero. Ask AI Chat for the breakdown by rule.

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Notifications

Coach events feed into your notification settings:
  • Coach violations, toggle in Settings → Notifications to receive Coach alerts in the app or by email.
  • Tilt protection popup is not a Coach rule. It belongs to the AI Center.
  • API key errors during sync are not Coach events, they live in the same notification panel but come from the sync engine, not the rule engine.

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Configuring rules

Every rule can be turned on or off individually, and three of them carry a threshold you can edit at any time. Adjust them based on how you trade. In AI Chat, you can also ask the AI to turn on a rule or adjust its threshold. It will not turn a rule off or loosen a threshold by more than double: make those changes yourself in Settings. Use Autopsy and the violations list to check a threshold: if a rule fires often but the Autopsy amount barely moves, the threshold may be too tight; if it rarely fires but large losses still pass, it may be too loose. Performax is a journaling and analytics tool. The Coach evaluates your own rules against your own trades. It does not provide investment, financial, or trading advice. Default values exist to make a rule functional out of the box; they are not recommended trading thresholds.