What this tool is for
Traders managing multiple practice, evaluation or outside accounts can lose sight of duplicated exposure, fee drag, rule differences and where attention is actually producing value. Account Intelligence solves that operating problem by helping you compare account health, economics and rule pressure in one view. It is a decision-support and review workflow—not a prediction engine.
Before you start
Open the records you intend to evaluate and make sure they use the same account, time window and definitions. Account Intelligence works from account plans, balances, costs, payouts, risk limits, journal results, current status and saved rule snapshots. Missing or inconsistent data can make a polished result less useful, so correct the record before drawing a conclusion.
Six steps to use Account Intelligence
- Choose the decision you are trying to improve. Write one narrow question. Do not ask the tool to explain your entire trading career in one pass.
- Select the right evidence. Load the relevant account, journal range, plan or saved snapshot. Confirm that practice and outside-account records are labeled correctly.
- Complete every required field honestly. Use values from the official account source when balances or rules are involved. Do not change a limit merely to create a preferred result.
- Run the tool and read the full result. The main outputs are account-health comparisons, economic summaries, survival room, concentration warnings and prioritized account actions. Open warnings and supporting evidence before focusing on the headline score.
- Save a dated snapshot. A saved result lets you compare what the tool showed before the next decision with what actually happened later.
- Choose one next action. Convert the result into a measurable rule for the next session, then use the connected journal and coach to review adherence.
How to interpret the result
A score, warning or AI observation is the beginning of review, not the conclusion. Check the sample size, date range, data source and assumptions. Strong use means you can point to the records behind the result and describe the next behavior in one sentence.
Mistakes to avoid
The most common mistakes are treating account count as diversification, ignoring reset fees, combining currencies without normalization, using stale balances, or measuring success only by nominal account size. If the result conflicts with an official broker or prop-firm record, stop and verify the source before acting.
Use it as part of the system
Account Intelligence is most valuable when it connects with PropShield, Portfolio Intelligence, Risk Forecast, Journal Intelligence and subscription account controls. Save the output, link it to the relevant trade or account, and review whether the recommended action changed your behavior.
Understand the complete workflow
Read the in-depth article for examples, interpretation rules, search-friendly definitions and a more complete implementation process.