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Using the AI Portfolio Analyst

Last updated: March 31, 2026

Macro Performance Review
The AI Portfolio Analyst looks at the big picture. Located on the Advanced Analytics page, this tool scans your entire filtered trade history to provide a high-level performance grade.
Identifying Systemic Leaks
It identifies which symbols, strategies, or sessions are your "leaks" (where you lose the most) and which are your "engines" (where you make the most). It provides 3 specific, actionable steps to improve your equity curve immediately.
💡 Use the Account and Tag filters before generating an analysis to focus the AI on a specific strategy or account type.