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AI agent for traders

Trade Journal Review Agent

A complete journal and weekly review with clear patterns

AnalysisFinance
See how it worksGet access
Trade Journal Review Agent: what goes in, what the agent does and what you get

What it does

Building a trade journal by hand is tedious, so mistakes repeat. Each week this agent builds the journal from broker fills and the trader's written plans. It matches each fill to a plan and calculates results in money and in risk units. It tags trades by setup, time of day and whether rules were followed, such as a stop moved against plan. It then checks that every trade has a plan and tags; when gaps remain, it asks the trader to fill them and rematches. Only with 10 or more trades in a group does it call something a pattern, such as losses after moving stops or weaker results in the first 15 minutes. Any loss over 1.5R gets a review note. The trader decides whether to change the plan. Edge case: a partial fill and add-on are grouped as one trade.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Week ends 2 USES A TOOL Pull fills and plans 3 DOES Match fills to plans and group trades 4 CHECKS THE RESULT Does every trade have a plan and tags? If not: ask the trader to fill gaps and rematch. Back tostep 3. 5 DOES Find patterns by tag 6 DOES Write weekly review 7 YOU APPROVE Trader picks changes to try 8 RESULT Journal and review saved
Read the steps as a list
  1. Week ends
  2. Pull fills and plans
  3. Match fills to plans and group trades
  4. Does every trade have a plan and tags?If not: ask the trader to fill gaps and rematch. Back to step 3.
  5. Find patterns by tag
  6. Write weekly review
  7. Trader picks changes to tryThe agent waits here for your OK.
  8. Journal and review saved

How it decides

It groups results by tag and flags patterns with enough trades to matter.

  • Pattern needs 10 or more trades
  • Stop moved against plan: tag rule break
  • Loss over 1.5R: review note

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Tags used
  • Minimum trades for a pattern
  • Review day
  • Review format

What keeps you in control

It always asks you first

  • Changing the trading plan

Hard limits

  • Never trades
  • Never shares the journal

It stops when

  • Done: review saved
  • Stop: fills unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the week ending May 16, the agent matched 38 fills to the trader's plans. Six trades had no plan or tags, so the check failed and it asked the trader to add them. After he did, it regrouped all 38 trades. Trades where stops were moved lost an average 1.8R, while rule-following trades made 0.4R. The trader chose one change to try next week: no stop moves after entry.

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