How to Generate AI-Powered Trading Analytics
Overview
Use AI to analyze your trading data and get intelligent insights and recommendations.
Steps
1. Navigate to AI Analytics
- Click "Analytics" or "AI Analytics" in sidebar
- Or go to main menu > "AI Analytics"
2. Select Analysis Period
Choose date range to analyze:
- Last 30 days
- Last 90 days
- This year
- Custom range
3. Start AI Analysis
- Click "Analyze My Trading" or "Generate Insights"
- AI processing begins
- Takes 10-30 seconds
4. View AI Analysis Results
Report displays with:
- Overall Score: Out of 10 rating
- Key Insights: Major findings
- Recommendations: Actionable suggestions
- Detailed Analysis: By category
- Charts: Visual performance
Success!
AI has analyzed your trading and provided insights.
AI Analysis Components
Overall Trading Score
Out of 10 Rating:
- 9-10: Excellent trader
- 7-8: Good trader
- 5-6: Average, needs work
- Below 5: Significant issues
Based on:
- Performance metrics
- Risk management
- Discipline
- Consistency
- Improvement trend
Category Scores
Pattern Recognition (0-10):
- Setup identification
- Entry timing
- Pattern success rate
Risk Management (0-10):
- Position sizing
- Stop loss usage
- Drawdown control
Behavioral Analysis (0-10):
- Discipline adherence
- Emotional control
- Rule following
Performance (0-10):
- P&L results
- Win rate
- Consistency
Key Insights
What AI Discovers
✨ Strengths: What you do well
✨ Weaknesses: Areas to improve
✨ Patterns: Hidden correlations
✨ Opportunities: Untapped potential
✨ Risks: Warning signs
Example Insights:
- "Your win rate drops 15% after 2 PM"
- "Trades tagged #breakout have 70% success"
- "You're most profitable on Wednesdays"
- "Position sizing too large on losing streaks"
AI Recommendations
Actionable Suggestions
📋 Immediate Actions: Do this now
📋 Short-term Changes: This week/month
📋 Long-term Improvements: Strategic shifts
Example Recommendations:
- "Reduce position size by 20%"
- "Only trade before 2 PM"
- "Focus on #breakout setups"
- "Set maximum 3 trades per day"
- "Review discipline rules"
Detailed Analysis Sections
Performance Analysis
- P&L breakdown
- Win rate analysis
- Best/worst periods
- Profitability drivers
Risk Assessment
- Risk metrics
- Drawdown analysis
- Position sizing review
- Stop loss effectiveness
Strategy Evaluation
- Strategy performance
- Setup success rates
- Optimization opportunities
Behavioral Patterns
- Emotional trading detection
- Discipline violations
- Habit patterns
- Improvement areas
AI Comparison
Peer Benchmarking
Compare your stats to:
- Similar traders (anonymous)
- Experience level peers
- Strategy type averages
- Market performance
Shows: Where you rank
Predictive Insights
Future Outlook
AI predicts:
- Expected win rate
- Projected P&L
- Risk of ruin
- Improvement trajectory
Based on: Current patterns and trends
Re-analyze Anytime
Fresh Analysis
- After adding new trades
- Monthly reviews
- After strategy changes
- Compare progress
Track: Improvement over time
Export AI Report
Download Insights
- Click "Export Report"
- PDF format
- All insights included
- Share with mentor
AI Learning
Gets Better
As you trade more:
- More data = better insights
- Pattern recognition improves
- Recommendations refine
- Predictions sharpen
Quick Tips
- Run analysis monthly
- Act on recommendations
- Track improvement
- Share with mentor
- Compare to previous analysis
- Focus on top 3 insights
AI Limitations
What to Know
⚠️ Needs minimum 30 trades
⚠️ Quality of data matters
⚠️ General recommendations
⚠️ Not financial advice
⚠️ Human judgment needed
Privacy
Your Data
🔒 Analysis done securely
🔒 Data never shared
🔒 Anonymous comparisons
🔒 You control export
Next Steps
Troubleshooting
Can't generate? Need minimum 30 trades
Analysis failed? Check internet connection
Scores seem wrong? Verify trade data
No recommendations? Need more data
Need help? Contact support@tradelyser.com