What this tool is for
A memorable winner can keep a weak setup alive, while a short losing streak can cause a trader to abandon a valid process too early. Strategy Intelligence solves that operating problem by helping you test whether a setup has enough evidence to remain in the playbook. 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. Strategy Intelligence works from normalized setup tags, journal trades, regime and session context, risk-adjusted outcomes, rule adherence and selected sample windows. Missing or inconsistent data can make a polished result less useful, so correct the record before drawing a conclusion.
Six steps to use Strategy 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 setup scorecards, evidence-strength context, regime comparisons, outlier sensitivity and playbook recommendations for further testing. 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 renaming the same setup, mixing rule-compliant and improvised trades, overfitting filters, ignoring sample size, or promoting a hypothesis before the test ends. 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
Strategy Intelligence is most valuable when it connects with Performance Lab, Journal Intelligence, Execution Intelligence, Risk Forecast and the AI Trade Coach. 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.