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Use Settings → Profile to define how Performax should interpret and display your trading data, and how its coaching speaks to you.

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Set up your profile

The Set up your profile card saves each change on its own; there is no save button. Security actions such as password, email, 2FA and deletion live in Security. There is no initial capital field: Performax works out your starting capital from the balances it imports. Timezone and date format are not set here either.

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Trading profile

The Trading profile card holds your own risk limits. They are not recommendations. Click Save after editing. Review these settings before trusting risk widgets or R-Multiple analytics.

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Psychology profile

Answer What is your biggest weakness right now? (Be honest):
  • Tilt / revenge trading
  • Fear / hesitation
  • Overtrading
  • Discipline
This gives the AI and the Active Coach better context when describing patterns in your own history. Turn on Daily mental check to get a popup once a day that records your mental state before trading.

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AI profile

The Coach personality changes tone, not the facts used by the AI. The same card sets your Trading rhythm: Scalper (trades under 1h), Day trader (intraday) or Swing trader (multi-day). AI output remains observational. It is not financial advice or a trading signal.

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Active coach

The Active coach card lists your trading rules, each with an on/off switch and a threshold, such as maximum daily loss or maximum trades per day. Active rules raise alerts and feed your compliance tracking. See Active Coach.