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Reports
Weekly, monthly, and yearly reviews that write themselves
Reports turn your trade history into a scored, AI-written review of a single period. They generate automatically once a period closes, and you can build any past period on demand.
- Sections
- 7
- Reading time
- 2 min
- Opens in app
- Reports
Regenerate a saved report
Open Reports, select the saved weekly, monthly, or yearly report, then choose Regenerate above its content. Generation runs in the background; you can reopen the report to check progress. The completed result replaces that saved period with a new analysis of its current journal data. Reports and Insights are separate pages. Report generation does not use your weekly free-model chat messages; Premium generation can use your available AI credits, with free-model fallback when it runs out.
Automatic generation
Weekly, monthly, and yearly reports build themselves the day after the period closes, using only the trades logged inside it. Each cadence can be switched off individually, and a notification tells you when a report is ready.
Generate any period
The period picker lists recent weeks, months, and years with their live trade counts, so you can fill gaps in the archive or rebuild a period after importing trades. Regenerating a period replaces the previous version rather than duplicating it.
Scorecard and grade
Every report is scored across profitability, consistency, risk control, discipline, and activity, then graded. The report also compares the period to the one before it across P&L, win rate, profit factor, expectancy, and drawdown.
What the AI writes
Two AI passes run over your journal: one writes the executive summary, sections, highlights, strengths, and risks; the other finds repeatable patterns, comments on the best and worst trades, and sets concrete rules and KPIs for the next period.
Charts and breakdowns
Each report stores its own equity curve, daily P&L, drawdown, hourly and weekday performance, plus breakdowns by symbol, setup, session, direction, hold time, emotion, review observation, and rule violation.
A common review loop
Leave auto-generation on, open Monday's weekly report, work the plan it sets, then compare next week's report against it.
Example
week closes -> report generated overnight -> read scorecard + patterns -> apply next-period rules -> next report compares the two
Review guides
Pages that summarize performance.