AI trading insights

Personalized analysis of your trading style and performance.

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AI Insights Generated from your portfolio data

Trading Style Overview: You favor income strategies—Covered Calls and Cash-Secured Puts—with an average hold of 42 days. Your Wheel positions show strong win rates.

What's Working: Covered Calls on AAPL and MSFT are your top performers. Premium collected is healthy relative to position size.

Suggestions: Consider tightening discipline on exits where daily marks show you held past peak profit. On losing short premium, your next move is often about stock and assignment — the report focuses on timing, not lecturing rolls.

Personalized analysis based on your actual trades—regenerate anytime after new uploads.

Why it matters

  • Get a data-driven overview: what's working, what's leaking, and why.
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  • The 'wow' moment when the app shows it truly understands your trading.