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Trader Intelligence Dashboard
Trader Intelligence
Start with one simple loop: upload trades, open the next review, read the plain-language analytics, then use the coach and progress views to follow through.
Current month
n/a
Review work
0
Calendar days
0
Your next step
Upload your first CSV
Upload a broker CSV and let the app create saved trades before you review anything.
No broker choice is needed here. Pick the CSV and the app will guide the next step.
Saved Trades
0
Upload a CSV to replace empty dashboard stats with your trades.
Day Sessions
0
Ticker stories and day sessions appear after saving trades.
Gross P/L
n/a
Analytics starts after saved imports exist.
Chart data still missing
0
Chart evidence checks run after a saved import.
Intelligence Flow
Trade review workflow
Use Intelligence as the product home: save clean executions, review the next trade, then check analytics and coaching follow-through.
1. Upload
Import trades
Start fresh with the simple upload card and let the app route the result.
Upload CSV
2. Review
Review next trade
Replay the saved trade, decide what happened, and write the lesson.
Open review
3. Analyze
Read analytics
Check timing, results, behavior, ticker stories, and chart evidence.
Open report
4. Follow through
Use coach
Turn the evidence into one fix, repeat, or review path.
Open coach
Product Areas
Choose what you want to see
The main dashboard keeps beginner actions first. Deeper evidence stays available once the trader opens a route.
Trading calendar
Review day sessions
Start from the month view, pick a trading day, then drill into ticker stories and round trips.
Open calendar
Saved library
Find the trade story
Browse ticker stories, day sessions, round trips, open or swing trades, and review-needed trades.
Open saved trades
Review queue
Work the next trade
See the trades that most need a replay, chart evidence check, or lesson draft.
Open review queue
Analytics
Understand the pattern
Get the bigger picture across results, timing, behavior, ticker stories, sessions, and chart evidence.
Open analytics
Coach
Fix or repeat one thing
Use one focused coaching sequence instead of scanning every possible behavior at once.
Open coach
Progress
Check follow-through
Track follow-through after reviews are written, not just how many trades were imported.
Open progress
Recent Activity
What changed most recently
More review tools
These routes are useful after the main workflow is running. They stay below the fold so the dashboard does not feel like an admin console.
