Questions worth asking it
The useful ones are narrow enough that you can verify the answer in the analytics afterwards.
- “Which instruments contributed most to my losses this month?”
- Concentration questions are where most reviews start, because the answer is usually one or two symbols and it is usually a surprise.
- “How do my results differ by holding time?”
- Splits you would otherwise have to build by hand, phrased as a question and returned with the trade counts.
- “Which strategy has the largest sample of closed trades?”
- Before you draw a conclusion about a strategy, find out whether the sample can support one.
- “Summarise what changed between last month and this one.”
- A starting point for a review, not a verdict. Follow it into the data and decide for yourself.
Where it stops, on purpose
Trade outcomes cannot prove revenge trading, stress, hesitation or poor discipline. Those are claims about behaviour and they need your journal entries and your context. A good explanation separates a measured pattern from a possible cause, and this one is built to do that rather than to sound certain.
AI makes mistakes. It is not a signal, not a forecast, and not a substitute for checking a calculation. Orderblock does not place trades or manage investments, and nothing the assistant says changes that.
Treat every answer as a pointer into the data. The follow-up question is always the same: show me the trades.
How consent and data sharing work
You opt in before anything is sent
AI features require your consent before account data goes to OpenAI. Without consent the journal and analytics work exactly as before.
You choose the scope of the question
Narrow to an account, a date range and a metric. An answer about one account is not a conclusion about every account you own.
You keep secrets out of the prompt
Review what you are sending. Never paste passwords, API keys or broker credentials into a conversation.
You verify against the source
Compare the explanation with the analytics and the original trade records before acting on it.
AI journal questions
Does the AI predict trades or give signals?
No. It explains the account data available to it. It does not forecast prices, recommend positions, or place trades, and historical explanations do not predict future performance.
What data is sent, and to whom?
When you consent, account context and your messages are processed by OpenAI. Nothing is sent before consent. The data-use page lists the categories of information involved and how to contact us about them.
Can I use Orderblock without AI?
Yes. Journaling, imports, the trading calendar and every analytics view work without an AI conversation.
Will it tell me I am revenge trading?
It should not assert that from P&L alone, and it is built not to. Behavioural claims require what you recorded in your journal. What it can do is show you the sequence of trades that would prompt the question.