Knowledge Base
AI Features

Making the Most of Your Weekly AI Review

How the weekly AI review works, what it contains, and how to use it as the basis for your weekly improvement process.

4 min read
Last reviewed: Apr 2026

What the Weekly AI Review Contains


The weekly AI review is generated every Monday morning and covers your trading from the previous 7 calendar days. It includes:


Performance Summary:

  • Total trades, win rate, profit factor
  • Comparison to your 4-week average
  • Best and worst trading day of the week

Pattern Updates:

  • Any behavioral patterns that appeared or intensified this week
  • Patterns that improved compared to the previous week
  • New patterns not previously observed

Setup Insights:

  • Your highest-performing setup this week
  • Any setup showing declining performance
  • Recommendations on setup frequency

Recommendations Section:

  • 2–3 specific, data-backed actions for next week
  • Each recommendation includes the supporting data

When and Where to Find It


You receive an email notification when the weekly review is ready (check your email settings to enable this). The review is also accessible in the AI section of the sidebar, under Weekly Review.


Using the Review as Your Weekly Retrospective


The weekly AI review is designed to be the starting point for your manual weekly review process — not a replacement for it.


Workflow:

  1. Read the weekly AI review (10 minutes)
  2. Review the specific trades flagged by the AI (10 minutes)
  3. Add your own context: were the flagged trades accurate? What was the market context?
  4. Set your one specific improvement for the coming week based on both the AI insights and your own analysis
  5. Write a brief summary in your journal: what you're working on this week

This hybrid approach — AI data generation + human interpretation + specific action commitment — produces the fastest improvement.


What to Do When Patterns Appear


If the AI identifies a pattern:


  1. Confirm the pattern is real: Review the specific trades cited. Do they match the behavioral description?

  1. Identify the trigger: When did the behavioral pattern occur? After a specific event? At a specific time of day? Under specific market conditions?

  1. Design a system response: What specific rule change prevents this behavior? (Not "be more careful" — a specific, structural rule)

  1. Track the metric: Add the pattern to your weekly tracking. Does the frequency decrease over the following 4 weeks?

Patterns that are identified, confirmed, and addressed with a specific system rule consistently decline over 4–8 weeks.


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