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Sage AI — intelligent trading companion visualized as a glowing cosmic orb containing the Leaf Edge bloom
AI Trading Analyst

Meet Sage

An AI that reads your actual trade history, journal notes, and playbook rules — then tells you what you need to hear, not what you want to hear.

Grounded in your data

What Sage actually does

Every capability below is implemented and running in production. No roadmap items. No vaporware.

Trade History Analysis

Reads your trades — entry, exit, hold time, P&L, win rate — and grounds every recommendation in your actual numbers. No generic advice.

Behavioral Pattern Detection

Identifies FOMO, revenge trading, overconfidence, and tilt in your patterns. Warns you when trade frequency spikes on a losing day before you spiral.

Tilt RiskElevated

6 trades today · avg hold time dropped 40%

Journal Intelligence

Reads recent journal notes, pre-market plans, and post-trade reviews, then compares the written plan with execution quality.

Pre-Market Note

"Feeling frustratedafter yesterday. Need to stick to A-setups only today."

Sage compares notes with execution

Playbook Accountability

Audits each trade against your Strategy Lab playbook rules. Flags violations, compares your self-assessed execution grade against objective adherence, and calls out the discrepancy.

Playbook Audit
Entry rule: confirmed breakout
Position size: 2x over limit

Daily Coaching Insights

Every morning, Sage analyzes your recent performance and surfaces one high-impact observation on your dashboard — cached daily, never redundant.

Daily InsightYour Thursday win rate is 74% — but only when you take fewer than 4 trades.

ReLive Review Context

Pair AI coaching with ReLive context so you can revisit the decision point, compare plan against execution, and carry the lesson into the next session.

ReLive ReviewDecision point
PlanORB reclaim, stop below rangeReviewEntry matched playbook; exit drifted late
SageOnline
Why do I keep losing on Fridays?
Sage
Looking at your last 47 Friday trades, you tend to overtrade after a winning Thursday. Your avg hold time drops 40% and your position sizes increase. This revenge-pattern appears in 73% of your Friday losses.

Recommendation: Cap Friday trades at 3. If your Thursday closed green, reduce position size by 25% on Friday.

Check my playbook compliance on that last TSLA trade
Playbook Audit
Entry rule: confirmed breakout above VWAP
Position size: 2x over your playbook limit
Stop placement: within rules
You graded yourself +2, but the position size violation warrants a +1 at best.
Ask Sage anything...
Not another chatbot

Conversations backed by your numbers

Sage doesn't guess. It reads your last 50 trades, your journal notes, your playbook rules, and your execution grades. Every response cites specific dates, symbols, and P&L figures from your own history.

  • Cites specific trades by date and symbol
  • Compares your self-grade against objective adherence
  • Flags trade-frequency spikes alongside journal notes
  • Renders interactive performance widgets inline

Context-aware intelligence

Sage sees what you see

Depending on which page you're on, Sage automatically loads the relevant data into its context window. Ask "how did I do on this trade?" and it knows exactly which trade you mean.

Active Context

Trade Detail View

When you're looking at a specific trade, Sage knows the symbol, entry, exit, P&L, and your execution grade. Ask "How did I do on this trade?" and it references the exact data on your screen.

10 Recent Notes

Journal & Notes

Sage can reference recent journal entries, pre-market plans, and post-trade reflections. It compares what you wrote with how you actually traded.

Quantbot Mode

Strategy Lab

In the Strategy Lab, Sage switches to the Quantbot persona — a systematic quant analyst focused on capital preservation, portfolio heat, and delta balance.

Grounded review

Coaching, not signals

Sage reviews completed trades, journal notes, playbook rules, and execution grades. It helps you understand where your process drifted without predicting markets, calling entries, or replacing your own decision-making.

Completed tradesJournal contextPlaybook rulesReview history

Sage FAQs

Answers about AI coaching, data context, and what it will not do.

Sage is Leaf Edge's AI coaching partner. It reviews completed trades, journal notes, playbook rules, execution grades, and review history to surface recurring behavior patterns.
No. Sage is not a signal engine or prediction tool. It helps you review decisions and process using your own trading data; all trading decisions remain your own.
When available, Sage can use imported trades, chart context, journal notes, playbook rules, execution grades, and saved review history to keep coaching grounded in your actual process.
Free includes one Sage message per day. Paid plans include broader Sage access, with Ultimate adding advanced Sage memory for deeper ongoing review.

Stop guessing. Start asking.

Sage is included in every paid Leaf Edge plan. Connect your broker, import your trades, and start the conversation that changes how you trade.

Sage is an analytical tool, not a financial advisor. It does not provide investment advice, recommendations, or solicitations to buy or sell securities. All trading decisions are your own.