Find process gaps
Summarise whether a virtual trade followed the user’s stated plan and where a decision changed. This is a reflection aid, not a trading signal.
AI Insights / Responsible research
Use better questions to find better patterns.
AI can help organise information and highlight questions. It cannot remove uncertainty, verify every source or promise a market outcome.
Our approach
Insight begins with evidence.
For a virtual trade review, useful inputs include the original thesis, entry and exit, position size, planned risk and what changed. A model can help summarise those notes or flag inconsistencies, but the quality of the output depends on the quality of the record.
Do not put private account details or sensitive personal information into an AI tool without understanding its data handling. Check any claim against the underlying source.
01CollectDocument the premise and risk
02QuestionCompare plan and behaviour
03ReviewCheck facts and decide what to change
Potential use cases01 / TRADE REVIEW 02 / RESEARCH 03 / EDUCATION
Where AI may help a learner
Organise questions
Turn a long report into a checklist of claims to verify against filings, offer documents and other primary sources.
Explain concepts
Compare unfamiliar terms, generate practice questions and identify what a learner should study next.
Try a framework
A five question trade review
Use this checklist after a virtual trade. It is a learning framework, not an automated assessment of profitability.
Select the questions you can answer with evidence.
This on-page checklist uses your selections only. It does not send them to a server or use a live AI model.