Meet Helix
Helix is your AI trading coach. It already knows your trades, your journal, your plan, and your recent results, so every answer is grounded in your actual data. Ask why you keep breaking a rule, how to handle a losing streak, or for a read on today, and you get an answer built on your own trading, not generic advice.
Open Helix from the sidebar, or press the Ask Helix button at the top of the nav.
Ways to use it
Type anything in the message box, or tap a starter prompt like "I'm tilted", "Why am I overtrading?", or "Review my last trade".
Drop or paste a chart and Helix reads it against your plan. See Helix chart analysis: what your verdict means for how to read the result.
Ask for a pre-session check to get your game plan before you trade, or a daily review and weekly recap to close the loop.
Ask about your plan's rules. Helix knows your playbook, down to whether Require a stop-loss on every trade is on. When your own results show trades without a stop losing more than the ones with one, it can suggest turning the rule on, backed by those numbers. The rule flags stopless trades, it never blocks one.
Start My Day
Helix can build you a game plan for the session ahead. It reads the day's setup and gives you a clear verdict, your focus points, the events to watch, and a risk note. You will see it on your Dashboard, and you can open it any time from the command palette.
Action cards
Sometimes Helix offers to do the work for you. It drops a Suggested action card into the chat that you review, then Apply or Dismiss. You might see it offer to Tag trade across a batch of trades, write a Journal draft, or build or tighten a plan with a New playbook or Improve playbook card. The playbook cards have their own guides: Helix drafts a new playbook and Helix improves your playbook.
Weekly and monthly briefs
Helix also writes you a short brief on every trading week and month, on the Week and Month tabs of the Dashboard's Helix card and in a Sunday email. See Your weekly and monthly briefs for the full tour.
The command palette
Press the command shortcut to open a quick launcher. Type a command or ask Helix straight from it, jump to any page, start your day, or open today's journal.