How TradeMentory works

Your trades hold the answers.
Your AI Coach finds them.

Most traders review their trades and still can't improve. TradeMentory's AI Coach reads your journal, finds your patterns, and tells you exactly what to fix, based on your own data.

Sound familiar?

The journal trap

Most traders journal. Almost none improve from it. Here's why, and what changes with TradeMentory.

You review trades but miss the pattern

Human brains aren't wired to spot statistical patterns across 100+ trades. You see individual trades, not systemic habits.

✦ AI Coach sees patterns across all your trades

You repeat the same mistakes

You know the rules. You break them anyway. Without a system that tracks violations, the same habits persist session after session.

✦ Every rule violation is logged and quantified

You don't know what's costing you money

Is it discipline? Entry timing? Trading against your bias? Without analysis, you're guessing at the cause of your losses.

✦ AI Coach names the exact dollar cost of each habit

01

Import your trades

Import your trades

Connect your broker CSV export in seconds. TradeMentory auto-detects the format and normalises your symbols. Futures, crypto, stocks: any market.

  • Drag and drop your broker CSV. No manual entry.
  • Auto-detects broker format and normalises symbols
  • Duplicate detection prevents double imports
  • Full trade history loads in under 10 seconds
TradeMentory trade journal list
Trade review panel

02

Review & annotate

Review & annotate

This is where coaching quality comes from. For each trade, add the context that numbers alone can't show: your strategy, emotional state, rule violations, and what you did right or wrong.

  • Strategy, session, setup grade, HTF bias
  • Emotional state and confidence before/after
  • Rule violations with specific detail
  • The more context you give, the sharper the coaching

03

Get AI Coach insights

Get AI Coach insights

Click 'Generate AI Analysis' and your AI Coach analyzes every trade against your documented strategy rules. Not generic advice. Specific violations with dates, symbols, and dollar impact.

  • Execution, Discipline, and Strategy scores (0–10)
  • Key insights with severity — critical, warning, positive
  • Action items you can check off as you work on them
  • Full written coaching report that persists across sessions
Your AI coaching report with scores and key insights

Not generic AI. Strategy-specific coaching.

The AI Coach knows your strategies by name.

TradeMentory's AI Coach isn't trained on generic trading theory. It's loaded with the specific rules of documented strategies: entry conditions, bias requirements, confirmation signals, and common violations. When it spots a rule break, it names the rule, the trade, and the dollar cost. More strategies are added continuously.

References strategy rules by name in every report
Flags violations using the exact rule language (e.g. 'ORB Rule Step 1')
More strategies added continuously. Add your own too.
Breakout

ORB 15min

Opening Range Breakout. Entry only after 15min range forms with bias confirmation.

Counter-trend

M&W Formations

Market maker trap patterns at major cycle starts and reversals.

Counter-trend

Brinks Box

First-hour NY session range (9:00–10:00 AM ET) breakout system.

Breakout

VWAP Trading

Mean reversion and breakout entries using VWAP as the primary intraday level for bias and execution.

Counter-trend

V-Shape Reversal

Extreme sweep and reversal at session highs and lows.

Reversal

Supply/Demand Zones

Institutional order block entries at key S/D levels.

+ More strategies

New strategies added regularly. Custom strategies supported.

8annotation fields analyzed per trade
7preset strategies included
3coaching scores per analysis
60saverage coaching generation time

What the AI Coach analyzes

Strategy rules checked per trade
Rule violations flagged and quantified
HTF bias vs trade direction
Emotional state patterns
Session performance trends
P&L breakdown by strategy

FAQ

Common questions

Which brokers and markets are supported?

TradeMentory imports CSV exports from any broker. It currently auto-detects TopStep, Tradovate, Notion, and Airtable formats. Futures, crypto, and stocks are all supported. If your broker format isn't recognised, send us the CSV and we'll add it within 48 hours.

How is my trading data used?

Your trade data is private to your account and only used to generate your coaching reports. It is never shared, sold, or used to train AI models. All data is stored with row-level security: only you can access your trades.

How specific is the coaching? Will it just give generic advice?

The coaching references your actual trades by date and symbol. For example: "Mar 25 NQ SHORT ×2 tagged Bullish bias yet shorted, −$519.48 in one session." It names the specific strategy rule that was violated. Generic advice is exactly what TradeMentory is designed to replace.

Do I need to annotate every trade?

Even 5 annotated trades will generate a report. We recommend annotating at least 15–20 trades before your first analysis for the best results. The more context you provide, the sharper the coaching.

What's the difference between Free and Pro?

Free gives you unlimited trade journal entries, CSV import, and 3 AI Coach analyses per day (up to 50 trades/month). Pro unlocks unlimited analyses, unlimited trades, and the full annotation suite. Currently $19/month for beta users, locked forever at that rate.

Ready to find out what's actually holding you back?

See what your trades are telling you. Import in under 2 minutes. No credit card required.

Used by futures traders on TopStep, Tradovate, and Rithmic.