Using Ascentio AI

Ascentio AI is your personal trading coach that analyzes your trading patterns, identifies strengths and weaknesses, and provides actionable insights to improve your performance. It uses advanced machine learning algorithms to understand your trading style and offer personalized recommendations.

Key Features

• Pattern Recognition: Identifies recurring patterns in your winning and losing trades
• Risk Analysis: Evaluates your risk management and position sizing
• Performance Insights: Provides detailed analysis of your trading metrics
• Personalized Recommendations: Offers specific suggestions based on your trading history
• Market Context: Analyzes how market conditions affect your performance

From Your Dashboard

1. Navigate to your main dashboard
2. Look for the "Ascentio AI" widget or button
3. Click to open the AI insights panel
4. View your latest AI-generated insights and recommendations

From Individual Trades

1. Open any trade in your journal
2. Click the "Ask Ascentio AI" button
3. Get specific insights about that particular trade
4. Receive suggestions for similar future trades

From Analytics Page

1. Go to the Analytics section
2. Click "AI Insights" tab
3. View comprehensive analysis of your trading patterns
4. Explore detailed recommendations and action items

Insight Categories

• Strengths: What you're doing well and should continue
• Weaknesses: Areas that need improvement
• Opportunities: Potential strategies to explore
• Risks: Warning signs and patterns to avoid

Confidence Scores

Each insight comes with a confidence score (0-100%) indicating how certain the AI is about its analysis:

• 90-100%: High confidence - strong pattern detected
• 70-89%: Moderate confidence - likely pattern
• 50-69%: Low confidence - possible pattern, needs more data

Actionable Recommendations

The AI provides specific, actionable steps you can take:

• Adjust position sizing based on win rate analysis
• Modify entry/exit strategies for specific setups
• Focus on high-probability trade types
• Avoid trading during identified low-performance periods
• Implement better risk management rules

How to Ask Questions

1. Click the "Ask Ascentio AI" button anywhere in the app
2. Type your question in natural language
3. Wait for the AI to analyze your data and generate a response
4. Review the answer and any supporting data visualizations

Example Questions

• "What time of day do I perform best?"
• "Which trading setups have the highest win rate?"
• "Am I overtrading on certain days?"
• "How does my performance compare to last month?"
• "What's my average risk-reward ratio on winning trades?"
• "Which stocks or instruments should I focus on?"

Trade Scoring

Every trade receives an AI-generated quality score based on:

• Adherence to your trading plan
• Risk management execution
• Entry and exit timing
• Position sizing appropriateness

Pattern Detection

The AI automatically identifies:

• Recurring winning setups
• Common mistakes leading to losses
• Emotional trading patterns
• Optimal trading conditions for your style

Predictive Analytics

Based on your history, the AI can predict:

• Expected win rate for different trade types
• Optimal position sizes for various setups
• Best times to trade based on your performance
• Potential profit targets and stop-loss levels

Your Data is Private

All AI analysis is performed on your personal trading data only. Your trades and insights are never shared with other users or used to train models that benefit others.

Data Requirements

For best results, Ascentio AI needs:

• Minimum 20 trades for basic insights
• 50+ trades for comprehensive analysis
• 100+ trades for advanced pattern recognition
• Detailed trade notes for context-aware recommendations

Continuous Learning

The AI improves its recommendations as you add more trades. The more data you provide, the more accurate and personalized the insights become.

• Be Consistent: Log all trades, not just winners or losers
• Add Context: Include detailed notes about market conditions and your reasoning
• Tag Trades: Use tags to categorize different setups and strategies
• Review Regularly: Check AI insights weekly to track improvement
• Act on Recommendations: Implement suggested changes and monitor results
• Ask Questions: Don't hesitate to query the AI about specific concerns
• Update Your Plan: Adjust your trading plan based on AI findings

AI Insights Not Appearing

• Ensure you have at least 20 trades logged
• Check that trades have complete information (entry, exit, P&L)
• Refresh the page to trigger analysis
• Contact support if issues persist

Insights Seem Inaccurate

• Verify all trade data is entered correctly
• Add more context through trade notes
• Ensure you have sufficient trade history (50+ recommended)
• Check that trades are properly categorized

Questions Not Getting Answered

• Rephrase your question more specifically
• Ensure you have relevant data for the question asked
• Try breaking complex questions into simpler ones
• Check your internet connection