AI Trade Review

Every trade should leave a clear record.

AI Trade Review runs a structured analysis on a single closed trade — reading its risk quality, execution, psychology, plan adherence, and mistake tags — then produces a key takeaway, up to four supporting evidence points, and a next-action recommendation. One click. Cached permanently.

On demand — any trade Uses AI credits Cached free to retrieve Attached to trade record
AI Trade Review output
Key Takeaway
Execution followed the plan but the exit was 8 minutes early — the trade left 1.4R on the table based on where price moved after your close.
Evidence: Risk was 0.48% — within your 0.5% rule. Stop placement was clean relative to structure.
Evidence: Emotional state logged as anxious — your journal shows anxious entries close 22% earlier than calm entries on average.
Next action: On anxious days, set a minimum hold time before allowing early exit — review your 10 best exits to find a common hold duration.
AI trade reviewper-trade analysistrade execution reviewtrading mistake detectiontrade psychology review
Review output

Three parts. Always the same structure. Always about this trade.

Every AI Trade Review produces the same three-part structure — so you know exactly what to expect. No paragraphs of generic advice. No vague encouragement. Direct observations grounded in the trade's numbers.

1

Key Takeaway

One sentence that identifies the most important observation about this specific trade — what worked, what didn't, or what the numbers reveal about the execution. Direct and specific — always references the trade's actual data.

2

Evidence

Up to four supporting observations displayed separately so they are easy to scan. Each evidence box references specific numbers: the R-multiple, risk percentage, emotional state logged, session timing, or mistake tag — not generalizations.

3

Next Action

A concrete recommendation for your next session or review — something to try, change, or study based on what this trade's data suggests. A behavioral or process adjustment. Not a trading signal.

What AI reads for each review

Every field you logged — plus your broader journal context.

AI Trade Review does not just read P&L. It reads every field on the trade record alongside 30 days of journal context so the review can reference patterns, not just isolated numbers.

📐

Risk quality

Risk percentage (planned vs actual), stop loss placement, take profit target, position size, and whether risk stayed within your account rules. The review flags if sizing was inconsistent with what you committed to.

📈

Execution metrics

Entry price, exit price, R-multiple achieved vs maximum possible R, trade duration, fees, and slippage. The review identifies early exits, late entries, and execution drift relative to the setup plan.

🧠

Psychology

Emotional state at trade time (calm, greedy, anxious, frustrated, fearful, euphoric, confident), confidence level (1–10), and whether the process was marked as followed. The review correlates these with the outcome.

📋

Plan adherence

Whether the followed-plan flag was set, which mistake tags were logged (late entry, oversized, moved stop, revenge trade, FOMO, early exit), and whether execution matched the Text Journal session plan for that day.

🗒️

Trade notes & tags

Post-trade notes written at logging time, custom trade tags, and strategy name. The review references your own written observations as part of the analysis — not just the numeric fields.

📚

Journal context

Your last 40 trades, day readiness for that session, and journal plans from the same period are included as context. The review can reference patterns specific to this instrument, session, or emotional state across recent history.

How to run a review

One click from any trade detail page.

AI Trade Review is triggered on demand — you choose which trades to analyze. It does not run automatically so you control when you spend credits.

1

Open any trade

Navigate to the trade detail page of any logged trade — closed, open, missed, or canceled. The review button appears at the top of the page, before the raw metrics, so it's the first thing you see.

2

Click "Analyze this trade"

The button shows the credit cost before you confirm. The review runs immediately — typically 3–8 seconds. A loading indicator shows "Analyzing trade…" while AI reads the trade data and journal context.

3

Read the structured output

The three-part output appears: Key Takeaway at the top, Evidence boxes below, and the Next Action recommendation at the bottom. Each section is distinct so you can scan quickly or read deeply.

4

Insight cached permanently

The review is saved to the trade record. Every future visit shows the cached review for free — no credit cost. Click "Regenerate" only if you want a fresh analysis after adding notes or correcting mistake tags.

Smart caching

Pay once. Read forever. Regenerate when it matters.

Once a trade is reviewed, the insight is stored permanently. Every subsequent visit retrieves it at no cost. Credits are only charged when you generate or regenerate — not when you read.

First analysis: AI credits deducted. AI reads the trade and journal context, produces the structured output, and stores the result on the trade record.
Re-reading: free. Every time you return to a reviewed trade, the cached insight loads instantly at zero credit cost. Open it 50 times — still free.
Regenerate: AI credits deducted. If you add new notes, correct mistake tags, or want a fresh perspective after more data has accumulated, regeneration runs a new analysis and replaces the cached result.
Error refund. If the AI provider fails or returns an empty response, credits are refunded automatically. You never pay for a failed review.
Not enough credits? The button shows your balance and the shortfall before you confirm. No hidden charges or surprise deductions.
How credits are used
First review (generate)AI credits
Read cached reviewFree
Regenerate reviewAI credits
Error / failed responseRefunded
Part of a bigger system

One review becomes a record. Records reveal patterns.

AI Trade Reviews don't exist in isolation — every insight is stored on the trade and becomes part of the journal context that feeds Pulse, monthly reports, and behavioral analytics.

◉

TradeDoctor Pulse reads your reviews

When you ask Pulse "what's my most common mistake this month?", it has access to the AI insight records from your trade reviews — not just raw trade data — so it can reference more nuanced behavioral patterns.

📊

Feeds monthly reports

Weekly and monthly AI reports pull from trade insights to surface the most-repeated behavioral issues. The more trades you review, the more specific your automated reports become.

📸

Screenshot included in context

If the trade was logged via Snap Journal or has a pre-trade screenshot attached, the review can reference the chart image. The insight card appears alongside the screenshot on the trade detail page.

🎯

Missed and canceled trades

Missed and canceled trades can be reviewed. AI treats them as deliberate no-trade decisions — not breakeven results — so you can study the decision to skip or cancel without distorting your analytics.

📋

Plan vs execution

If you used Text Journal that day, the review compares your planned bias, setup conditions, and invalidation plan against what actually happened in the logged trade — showing drift between plan and execution.

⚖

Guardrail override detection

If you marked "process followed" but logged risk exceeded your day rules, the review treats the guardrail violation as authoritative — not your self-assessment — and flags the inconsistency directly.

Common questions

AI Trade Review questions, answered.

Does AI Trade Review give trading signals?
No. The review analyzes your past execution, risk, psychology, and plan adherence. The next-action recommendation is a behavioral or process suggestion — not a buy/sell signal, entry price, or market direction call. It tells you what to change about how you trade, not what to trade next.
When should I run a review — immediately after a trade or later?
Either works. Running it immediately captures the trade while context is fresh. Running it later — after adding notes or correcting mistake tags — gives the AI more data to work with. If you update the trade record significantly after the first review, use the regenerate button to get a fresh analysis.
Does it work on open trades, missed trades, and canceled trades?
Yes. Missed and canceled trades are analyzed as deliberate no-trade decisions — not breakevens. Open trades can be reviewed, but the analysis will note the outcome is unknown and focus on setup quality and risk parameters rather than result-based evaluation.
Can I see both the previous and new review after regenerating?
The most recent review replaces the previous one. If you want to keep specific observations, copy them to your post-trade notes before regenerating. Each regeneration uses AI credits and overwrites the stored result.
How is this different from TradeDoctor Pulse?
AI Trade Review is a structured per-trade analysis — you run it on one specific trade and get a takeaway, evidence, and next-action for that trade. TradeDoctor Pulse is a conversational assistant you ask questions across your entire journal history. Both use AI credits. See the pricing page for the current credit costs per action.
Does it account for my prop firm rules?
Yes. If the trade was logged in a prop firm challenge account, the review has access to your firm's rules — profit target, daily loss limit, max drawdown, and custom restrictions. Risk evaluation is done against your challenge rules, not just your general account defaults.
What if I marked "process followed" but actually broke a rule?
The review compares your self-assessment against the logged data — risk percentage, trade count, and day rules. If there is a discrepancy, the review treats the objective data as the source of truth and flags the inconsistency directly, regardless of how you marked the checkbox.
Is AI Trade Review available on the free plan?
All plans include AI credits that can be used for Trade Reviews. Pro provides a higher monthly allocation. Availability may vary by plan — check the pricing page for the current plan comparison.

Review the trade. Keep the context. Build the habit.

Start free. AI credits included on every plan. No credit card required.

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