What this tool is for
Several individually acceptable trades can create dangerous combined exposure when symbols, strategies, accounts or prop rules are correlated. Portfolio Intelligence solves that operating problem by helping you control capital allocation, drawdown recovery and profit concentration across accounts. 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. Portfolio Intelligence works from account limits, open and planned exposure, strategy statistics, journal outcomes, drawdown state, profit concentration and recovery assumptions. Missing or inconsistent data can make a polished result less useful, so correct the record before drawing a conclusion.
Six steps to use Portfolio 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 capital-allocation guidance, exposure concentration, recovery math, consistency pressure and an evidence-linked portfolio snapshot. 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 counting accounts instead of risk drivers, allocating from account size alone, chasing the best recent strategy, ignoring drawdown recovery math, or using forecasts as guarantees. 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
Portfolio Intelligence is most valuable when it connects with Account Intelligence, Risk Forecast, Daily Risk Guard, Strategy Intelligence and PropShield. 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.