> ## Documentation Index > Fetch the complete documentation index at: https://docs.performax.ai/llms.txt > Use this file to discover all available pages before exploring further. # Active Coach > A rule engine that tracks breaches of the rules you configure. The Active Coach is a rule engine for rules you configure. It tracks rule breaches and compliance, then surfaces them in the app. It does not place orders, block trades, or decide whether a setup is valid. Unlike the [AI Assistant](/features/ai-assistant), which produces qualitative observations, the Coach is deterministic: you set thresholds, the engine evaluates each trade 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.* ## How it works The Coach evaluates rules at three timing points: | Timing | When it fires | Example | | -------------- | ------------------------------- | -------------------------------------- | | **Pre-trade** | Before you open a new position | "You've already opened 5 trades today" | | **Post-trade** | When a trade closes | "Today's loss exceeded your 3% cap" | | **Intra-day** | Continuously throughout the day | "Daily exposure climbing past target" | Each violation is logged with a severity (`info`, `warning`, `critical`) and counts against your daily compliance score. *** ## Rules You can enable any subset of the built-in rule library and edit each threshold. ### Risk * **Maximum Daily Loss** *(default 3%)*, critical alert when your day's cumulative loss crosses the threshold. ### Execution * **Maximum Trades Per Day** *(default 5)*, caps the number of new entries per day. * **Strategy Required**, every trade must be linked to a [Strategy](/features/playbooks). ### Psychology * **No Revenge Trading** *(default 15 min)*, minimum cooldown between a losing trade and the next entry. Additional rules are added over time. The library is grouped into four categories: **Risk**, **Execution**, **Psychology**, **Timing**. Each rule is independent. Enable only the rules you want, and adjust thresholds to fit how you trade. The defaults above are stored when the rule is first enabled; nothing forces you to keep them. *** ## Compliance score Every active rule contributes to a daily score (0-100). The score is based on: * rules respected during the day; * violation severity; * streak bonuses. The Coach widget on the [dashboard](/features/dashboard) shows: * **Today's score**, current compliance for the active session. * **Week average**, rolling 7-day score. * **Streak**, number of consecutive days without a critical violation. *** ## Violations When a rule fires, the violation appears in three places: 1. **Toast notification**, instant feedback in the app. Email and browser notifications follow your [Preferences](/settings/preferences#notification-triggers). 2. **Coach panel**, full list of today's violations, with the rule, severity, and the trade that triggered it. 3. **Journal entry**, the related trade is tagged with the violation so you can review it later. You can dismiss an info violation if it was a false positive (e.g. a manual entry that shouldn't count). Critical violations stay on the record. *** ## Autopsy Autopsy estimates the P\&L difference between recorded trades and rule-following scenarios. It replays your trade history, estimates the cost of each violation, and shows the counterfactual P\&L. It is in the Coach section and refreshes nightly. *** ## 7-day challenges A **7-Day Challenge** tracks one rule for one week. The Coach records the streak day by day and shows pass/fail at the end. *** ## Notifications Coach events feed into your notification settings: * **Coach violations**, toggle in [Settings → Preferences](/settings/preferences#notification-triggers) to receive alerts by email or browser notification. * **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. *** ## Configuring rules Every rule can be toggled on or off individually, and most carry a numeric threshold you can edit at any time. Defaults are stored when you first enable a rule. Adjust them based on how you trade. Use Autopsy to check whether a rule threshold is too tight or too loose: if a rule fires often but the counterfactual P\&L barely changes, the threshold may be too tight; if it rarely fires but large violations 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.