A coach's read on your week
Helix writes you a short brief for each local Monday-through-Sunday trading week, built from your own trades, your journal, and your rule flags. It is a couple of plain paragraphs on what actually happened, the key numbers, and one thing to act on. The current week stays labeled In progress until your local Monday begins, then its stored history finalizes with the complete Sunday included. A monthly brief does the same across the whole calendar month.
You will find them on the Dashboard. The Helix card has a Day, Week, and Month toggle in its header. Day is the everyday read you already know. Flip to Week or Month for the briefs. A small dot on Week means a new brief is waiting for you.
Inside a weekly brief
A status pill sums the week up: Steady, Watch, At risk, or Quiet on a week with nothing in it. The pill comes straight from your numbers, never from opinion.
A short narrative written to you, grounded only in what your week's data shows.
Quick-number chips: trades, P&L, win rate against the week before, rule flags, journal coverage, and a clean streak when you have one running.
One thing for next week: one pointed close with its own button. Depending on the week it might read Journal that day, Review the flagged trades, or, on a clean and fully journaled week, Walk it through with Helix.
Use the arrows on either side of the date range to step back through past weeks. The brief also keeps itself current: when a late trade, correction, rule flag, or journal entry changes a finished week, it refreshes the next time you open it and updates the following week's comparison too. Discuss with Helix hands the whole brief to a chat when you want to dig in.
If you have no playbook yet
Rules are only tracked while a playbook is attached. Without one, the brief never calls your week clean, because there were no rules to keep. You will see a No playbook chip in place of a flag count, and the close becomes Set up your playbook with Helix, so next week is graded against real rules. See Playbooks and prop-firm challenges for how plans work.
The month view
Month is the same read stretched over a calendar month: a slightly longer narrative, the same chips with streaks counted in months, and a close labeled One thing for next month. Step back through past months with the same arrows.
The Sunday update
With Weekly brief enabled, your update appears around 5 PM on Sunday in your saved timezone. Its short recap covers the Last 7 days, a rolling window ending at send time, and up to two recorded rule summaries. Older or undated findings are labeled as earlier activity. A week without real trading or relevant rule activity stays quiet.
The recap stays in the notification inbox, with one email attempt if email is enabled and available. Trading recaps link to the Dashboard; a rule-only recap links to the relevant plan. The Dashboard's full weekly analysis still follows your local Monday-through-Sunday week, including later Sunday trades. No second notification is sent when that analysis finishes or changes. Monthly analysis remains available from the Month tab. Manage scheduled updates under Settings, then Notifications. See Notifications, reminders, and alerts.