Learn more about QuantBuddyAI

THE RECORD → THE CONTEXT → THE REVIEW

There’s a result.
Then there’s the day behind it.

Log your trades and check in on sleep, focus, or stress. Review your results by day and session, then explore how they compare with the conditions you recorded.

Weekly scorecard

Recorded P&L

+$126
8 closed trades
Mon−$421 trade
Tue+$962 trades
Wed+$542 trades
Thu−$301 trade
Fri+$482 trades

The day behind Monday

Sleep3 / 5
Focus2 / 5
Stress3 / 5
Followed PlanYesNo

“A disrupted morning. Moved my planned stop during the trade.”

01 THE RECORD

Start with what
actually happened.

Enter trades manually for free. On Pro, import a trade file or connect a supported broker to bring in closed trades automatically.

A setup tag says what you traded. A note says what the numbers leave out. Keep both beside the result.

FreeManual logging, notes & setup tags

Your trade journal

Manual entry · Free
Three selected trades from the illustrative week
TradeSetupP&L
SPY · LongMonday · 1 closed tradeOpening range−$42
SPY · LongTuesday · Trade 1 of 2Pullback+$48
SPY · LongTuesday · Trade 2 of 2Pullback+$48
Monday · Trade note

“Moved my planned stop. Review the decision, not just the −$42 result.”

Supported broker sync · ProFile imports · Pro
02 THE CONTEXT

Your habits.
Your journal.

Start with the built-in daily check-in, then add your own habits to track alongside your trades.

Try the example. No scores to chase, and no right way to feel. Prefer to focus on trades? You can skip check-ins.

FreeDaily check-ins

Monday check-in

Rate how you feel, answer yes or no, or add your own habit.

Sleep
Focus
Followed my trading plan
Day note

“A disrupted morning. I want to revisit how I handled my first trade.”

Try it here. Nothing is saved.

03 THE REVIEW

Zoom out.
Then look closer.

Your P&L calendar puts individual trades into perspective. Core metrics help you review the results you recorded by day, session, or instrument.

Here, the week is positive—but Monday and Thursday still deserve a closer look. Go back to the trades and notes before drawing a conclusion.

FreeP&L calendar & core metrics

A week, in perspective

Core metrics · Free
Mon−$421 trade
Tue+$962 trades
Wed+$542 trades
Thu−$301 trade
Fri+$482 trades
Win rate62.5%5 wins / 8 closed trades
Net recorded P&L+$126Across 5 trading days
Morning5 trades+$102
Afternoon3 trades+$24

A starting point for review, not a rule about when to trade. Eight trades are a small sample.

04 THE BIGGER QUESTION

Notice a difference?
Get curious.

Pro adds full AI reports and habit insights. With enough trade outcomes and check-ins on the same dates, explore how results compare across the conditions you logged.

Not a verdict on your habits. Not instructions for your next trade. A reason to ask a better question—and check the underlying records.

ProFull AI reports & habit insights

A question to investigate

Pro insights

“Do my results look different when I feel more focused?”

Trade outcomesClosed trades on recorded dates
Daily contextCheck-ins on those same dates
Example AI review prompt

Monday’s −$42 trade includes a note about moving your stop. Revisit that decision against your original plan—not just the final result.

For habit comparisons, review the analysis period, group sizes, and the trades behind any difference.

Keep the limits in view

Useful context.
Not a crystal ball.

Patterns and correlations do not establish cause and effect. Small or incomplete samples can mislead. AI observations and imported trade data can be wrong; check them against your records. Unrecorded decisions remain unrecorded.

QuantBuddyAI is an educational review and self-assessment tool—not a signals service, broker, trade execution platform, or personalized investment adviser. No better results are guaranteed. Trading involves risk of loss, and you remain responsible for your decisions.

The practical details

Before you
open your journal.

Can I use QuantBuddyAI just for trading performance?

Yes. Daily habit check-ins are optional. You can record trades and review your P&L calendar and core performance metrics without logging sleep, stress, or other habits.

What can I learn before habit insights are ready?

Once you have recorded closed trades, you can start reviewing the results you have entered, including your calendar and core performance metrics. Early results describe a small sample, not a dependable pattern. Full AI reports and lifestyle correlation insights are Pro features.

When will a habit comparison become useful?

It needs trade outcomes and check-ins on overlapping dates, enough observations, and variation in the conditions recorded. There is no guaranteed number of days that makes every comparison ready or reliable. Log naturally and review the sample sizes and analysis period rather than changing your answers to produce an insight.

Do I need to connect a broker or pay to get started?

No. Free signup does not require a credit card. Manual trade logging, daily check-ins, the P&L calendar, and core performance metrics are included in Free. Supported broker sync, file imports, full AI reports, and lifestyle correlation insights require Pro. See Pricing for current plans and offers.

Will QuantBuddyAI tell me what to trade?

No. QuantBuddyAI is an educational review and self-assessment tool, not a signals service, broker, trade execution platform, or personalized investment adviser. It does not guarantee better results. You remain responsible for your trading decisions, and trading involves risk of loss.

What should I know about my data?

You provide the trades and any optional check-ins or notes used for your review. The service processes that information to provide its features and uses third-party providers for functions such as authentication, broker connectivity, and AI analysis. Read the Privacy Policy for data handling, sharing, and your rights before connecting an account or adding sensitive notes.

Your first entry is enough to begin

Start with the trades you have.

Manual logging, daily check-ins, your calendar, and core metrics. All included in Free. No credit card required.