An analyst that reads your numbers.
Powered by Claude, the AI Agent knows your accounts, EAs, Magic Numbers and history — ask it anything about your live trading and get answers grounded in your own data.
Ask your portfolio anything.
Not a generic chatbot — your analyst
The AI Agent works on your full trading history, so every answer is about your accounts — not generic market commentary. Ask the questions you’d put to a seasoned portfolio manager.
Knows your whole history
Your accounts, EAs, Magic Numbers and trades are all in context — no need to re-explain your setup every time.
Hidden correlation detection
Finds when several accounts are exposed to the same risk at once — the kind that quietly amplifies drawdowns.
EA overlap & weak spots
Surfaces which EAs duplicate each other and which symbols and sessions are dragging your numbers down.
Account or portfolio mode
Point it at a single account or your whole portfolio — the analysis adapts to the scope you choose.
Suggested questions
Not sure where to start? Tap a suggested prompt and the Agent runs the analysis for you.
Your data stays yours
The Agent only reads the data you’ve connected and never makes forward-looking recommendations.
Ask your portfolio anything.
The AI Agent is included on every plan. Connect an account and start the conversation. Free to try, no credit card.
AI-generated outputs operate exclusively on data supplied by the user and serve only to help review information within their own trading history; the Service does not generate forward-looking advice.