Trader Intelligence
More Details
Quality checks, import setup, and rule detail.
Previewing fuller demo data
Saved Review Work
Save one broker CSV to build the review queue
This page is showing sample data. A saved import unlocks saved trades, the highest-priority queue, analytics, and coach from the same execution records.
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Advanced setup details
Storage Status
Sample in-memory storage
3 blockers
Authenticated user ownership on every saved trade and report.needed
Account-scoped reads for trades, reports, rules, and notes.needed
Server-side persistence for saved reports and review state.needed
Generated report snapshots are preserved as in-app history.pass
No production export or raw data download surface.pass
Choose auth and database storage before saving real customer analytics.
Import Review Inbox
sample-import-review
1 ready1 review3 reject
#1
ABCD
Ready for saved analytics.
Save to analytics
#2
ABCD
executions: Execution sequence leaves an open position; full-exit patterns may not apply.
Review warnings
#3
ABCD
executions[0].side: Long trades must open with buy-side position before sell-side reductions.
Fix import data
#4
ABCD
executions[0].symbol: Execution symbol WXYZ does not match trade symbol ABCD.
Fix import data
#5
ABCD
executions[0].timestamp: Execution timestamp must be a valid date/time.
Fix import data
Workspace Scope
Workspace
Sample Trading Workspace
Account
Sample Account
Role
owner
Mode
sample_in_memory
Choose auth and persistent storage before this workspace can hold real user data.
Permission Split
Product
2
Admin
3
Export
blocked
Raw JSON
admin only
No production route permission issues detected.
Internal Import Trial Readiness
Admin-only QA checks. Synthetic representative CSVs are used to exercise broker parsing, repair, and review flows without requiring real customer files.
Fixtures
12
Pass
7
Review
2
Blocked
3
Review Cockpit
Import repair should be reviewed before trusting the full coaching flow.
9/100
Import Reconciliation
0 ready0 review2 duplicate3 rejected
#1
duplicate
Skip duplicate saved trade
#2
duplicate
Skip duplicate saved trade
#3
rejected
Fix rejected import data
#4
rejected
Fix rejected import data
Analysis Jobs
0 queued2 done0 fix3 failed
ABCDcompleted
Skip duplicate saved trade
ABCDcompleted
Skip duplicate saved trade
ABCDfailed
Fix rejected import data
ABCDfailed
Fix rejected import data
Review Workflow
3 review1 lessons1 rules
Review Reduced after price was against the entryneeds_review
Reduced after price was against the entry appeared in 3 reviewed trades.
Review Added several times before reducing sizeneeds_review
Added several times before reducing size appeared in 1 reviewed trade.
Review Trade was left openneeds_review
Trade was left open appeared in 1 reviewed trade.
Rule focus: Require Repair Before Adding Sizerule_created
1 trades violated this rule.
Action Plan
Review Reduced after price was against the entryactive
Next 10 trades / Reduce repeated occurrence in the related focus category.
Protect rule: Require Repair Before Adding Sizequeued
Next 10 trades / Zero violations for this rule.
Preserve Closed the trade cleanlyqueued
Next 5 winning or flat trades / Keep this strength visible in reviewed trades.
Review Reduced after price was against the entry
Setup Tags
Long-201.70
7 trades / Reduced after price was against the entry
Short-34.00
2 trades / Reduced after price was against the entry
Scale-In-286.10
3 trades / Inconsistent position sizing
Partial Exit+69.50
2 trades / no top risk
Open Position+10.40
1 trades / Trade was left open
Calibration Queue
0 ready9 sample only
Collect real saved trades before promoting market-context conclusions.
Visual QA
Analytics desktop layout has no export controls or raw panels.pending
Analytics mobile layout preserves readable panels and controls.pending
Trade review desktop layout shows notes and execution timeline.pending
Trade review mobile layout keeps timeline text readable.pending
Rule Tracker
Passing Rules
0
Violated Rules
5
Violations
5
Worst Rule
Require Repair Before Adding Size
5 rule violations across 5 rules.
Require Repair Before Adding Size
1 violations / 8 passes
Limit Fast Execution Clusters
1 violations / 8 passes
Reduce Before Third Add
1 violations / 8 passes
Close To Flat
1 violations / 8 passes
Keep Share Sizes Consistent
1 violations / 8 passes