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Trader Intelligence

Behavior Review Plan

What to review next and what behavior to watch.

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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Weekly Review

All Sample Trades
-235.70
Trades
9
Top Risk
Reduced after price was against the entry
Top Strength
Closed the trade cleanly
Rule Violations
5
Review Reduced after price was against the entry

Chart Data Status

collecting_samples
separate
Market context is tracked as a separate add-on and is not used by execution-only analytics.
levels-system support/resistance
levels-system market structure
shared VWAP and EMA context
Collect real saved trades before market context affects user-facing conclusions.

Daily Coach Report

2026-05-01 / execution-only conclusions
9 trades
Fix Next Session
Compare the saved execution replays for ABCD side by side and decide whether a same-symbol cooldown rule is needed.
Preserve
Preserve clean entry and full exit when the setup appears again, then confirm it in the next replay.
Session Timing
Highest total entry-session result so far is midday. Highest total entry-hour result so far is 14:00-14:59 ET. Lowest total entry-session result so far is market_open. Treat this as a review prompt until the sample is larger. Sample is still small, so keep this as a review prompt.
Best Trade
Worst Trade

Best / Worst Finder

Partial-Exit Management Trade
2 trade(s), 69.5 gross P/L.
Scale-In Management Trade
2 trade(s), -289.6 gross P/L.
Repeated risky ABCD trades
$442.00 estimated gross execution-only cost.
Repeated risky ABCD trades
Detected from repeated same-symbol saved trades with risk labels or losing outcomes.
Closed the trade cleanly
8 trade(s) showed this repeatable strength.

Quality Score By Trade

#1 ABCD88
#2 ABCD88
#3 EFGH88
#4 EFGH88
#5 ABCD73

Mistake Frequency

Repeated risky ABCD trades4
Added several times before reducing size1
Built too much size in a losing trade1
Inconsistent position sizing1
Many adds before one large exit1

Execution Count Buckets

1-2 executions5
3-4 executions3
5+ executions1

Playbook Readiness

Clean Single-Entry Trade
4 trades / quality 88.0
-26.00
Scale-In Management Trade
2 trades / quality 66.5
-289.60
Partial-Exit Management Trade
2 trades / quality 83.5
+69.50
Fast Execution Cluster Trade
0 trades / quality n/a
+0.00
Trade Left Open
1 trades / quality 73.0
+10.40

Execution Score Trend

Execution-only overall trend score is 78/100.
78/100
Discipline91/100
Exit Quality81/100
Risk Control91/100
Consistency79/100
P/L Quality50/100

Mistake Cost Estimate

$1642.00
Repeated risky ABCD trades: $442.00 across 4 trades.
Repeated risky ABCD trades$442.00
Built too much size in a losing trade$400.00
Many adds before one large exit$400.00

Recurrence Alerts

Repeated risky ABCD trades repeated4
Repeated risky ABCD trades appeared in 4 reviewed trade(s).
Decisive exits repeated8
Decisive full exits appeared multiple times and may be worth preserving.

Rule Builder

Tighten Require Repair Before Adding Size
1 trade(s) violated this rule.
Repeated risky ABCD trades repeated
Repeated risky ABCD trades appeared in 4 reviewed trade(s).
Build guardrail for Review Reduced after price was against the entry
Reduced after price was against the entry appeared in 3 reviewed trades.

Unified Review Queue

Review Reduced after price was against the entrybehavior
Open the related trades and review the sequence before the first reduction or exit.
Review Added several times before reducing sizebehavior
Open the related trades and review the sequence before the first reduction or exit.
Repeated risky ABCD trades repeatedbehavior
Open the related trades and compare the execution sequence before changing rules.
Review Trade was left openbehavior
Open the related trades and review the sequence before the first reduction or exit.
Review cost driver: Repeated risky ABCD tradescost
Review the related losing trades before creating a rule.

Review Habit Loop

0 of 5 review item(s) marked reviewed.
49%
Review Completion0/5
0 of 5 review item(s) marked reviewed.
Lessons Captured1/3
1 lesson(s) captured in the current workflow.
Rules Drafted6/1
6 draft rule candidate(s) are ready for review.
Trade Checklists62/100
Average checklist completion is 62%.

First Import Experience

Fix import blockers first
Choose broker filecomplete
Pick broker and upload the execution file in the later UI.
Detect columnscomplete
Confirm symbol, side, shares, price, and timestamp fields.
Validate rowsblocked
Fix rejected rows.
Group tradesblocked
Confirm grouped trade boundaries before saving.
Repair itemsblocked
Fix blocked import rows before analysis.
Save in appupcoming
Complete import review first.

Pattern Memory

Repeated risky ABCD trades
leak_to_fix / high
Added several times before reducing size
leak_to_fix / medium
Built too much size in a losing trade
leak_to_fix / medium
Many adds before one large exit
leak_to_fix / medium
Inconsistent position sizing
leak_to_fix / medium

Focus Queue

1. Review Reduced after price was against the entry
risk
Reduced after price was against the entry appeared in 3 reviewed trades.
Open the related trades and review the sequence before the first reduction or exit.
2. Review Added several times before reducing size
risk
Added several times before reducing size appeared in 1 reviewed trade.
Open the related trades and review the sequence before the first reduction or exit.
3. Review Trade was left open
risk
Trade was left open appeared in 1 reviewed trade.
Open the related trades and review the sequence before the first reduction or exit.
4. Review Built too much size in a losing trade
risk
Built too much size in a losing trade appeared in 1 reviewed trade.
Open the related trades and review the sequence before the first reduction or exit.
5. Preserve Closed the trade cleanly
strength
Closed the trade cleanly appeared in 8 reviewed trades.
Review the related trades and note what made this execution behavior repeatable.

Report History

Saved report 1
9 trades / generated 2026-05-02T21:00:00.000Z
Saved report 2
9 trades / generated 2026-05-02T20:00:00.000Z
Saved report 3
4 trades / generated 2026-04-30T20:00:00.000Z

Saved Snapshots

All Sample Trades-235.70
9 trades66.7%1 notes
2026-05-02T21:00:00.000Z
Latest Sample-235.70
9 trades66.7%0 notes
2026-05-02T20:00:00.000Z
Prior Sample-26.00
4 trades50.0%0 notes
2026-04-30T20:00:00.000Z

Behavior Streaks

Require Repair Before Adding Size2
2 recent trades without adding after price moved against the position.
Closed To Flat4
4 recent trades closed to flat.
No Fast Execution Clusters0
The latest reviewed trade had several executions close together in time.
Clean Full Exit4
4 recent trades closed cleanly to flat.

Journal Prompts

Primary review
What repeated decision led to review reduced after price was against the entry this period?
3 linked trades
Repeatable strength
What made closed the trade cleanly repeatable in this sample?
1 linked trades
Risk pattern
What condition showed up before reduced after price was against the entry?
2 linked trades

Behavior Trends

Adds after adverse movement to review11.1% to 11.1%
Adds after adverse movement to review was unchanged across the compared samples.
Trades left open11.1% to 11.1%
Trades left open was unchanged across the compared samples.
Fast execution clusters to review11.1% to 11.1%
Fast execution clusters to review was unchanged across the compared samples.
Clean full exits88.9% to 88.9%
Clean full exits was unchanged across the compared samples.

Latest Comparison

All Sample Trades vs Latest Sample
Total Gross P/L+0.00
-235.70 to -235.70
Gross Win Rate+0.00
0.67 to 0.67
Adds Needing Review+0.00
0.11 to 0.11
Open Position Rate+0.00
0.11 to 0.11