
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
Every capability below is implemented and running in production. No roadmap items. No vaporware.
Reads your trades — entry, exit, hold time, P&L, win rate — and grounds every recommendation in your actual numbers. No generic advice.
Identifies FOMO, revenge trading, overconfidence, and tilt in your patterns. Warns you when trade frequency spikes on a losing day before you spiral.
6 trades today · avg hold time dropped 40%
Reads recent journal notes, pre-market plans, and post-trade reviews, then compares the written plan with execution quality.
"Feeling frustratedafter yesterday. Need to stick to A-setups only today."
Sage compares notes with executionAudits each trade against your Strategy Lab playbook rules. Flags violations, compares your self-assessed execution grade against objective adherence, and calls out the discrepancy.
Every morning, Sage analyzes your recent performance and surfaces one high-impact observation on your dashboard — cached daily, never redundant.
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.
Recommendation: Cap Friday trades at 3. If your Thursday closed green, reduce position size by 25% on Friday.
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.
Context-aware intelligence
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.
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.
Sage can reference recent journal entries, pre-market plans, and post-trade reflections. It compares what you wrote with how you actually traded.
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
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.
Answers about AI coaching, data context, and what it will not do.
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.