feature
AI trade search
Describe the trades you want in plain language. Chartnaut’s AI trade search turns that into a filtered result set in your Trades library.
You can run the search yourself. An agent can run the same search on your behalf — same tools, same library.
What you get
A temporary result set — trades that match your question — inside the familiar library grid or table. From there, open details, pin the set, or start a trade study.
Run a search
Go to Research → Trades
Open AI search (search bar or dedicated entry point in the library)
Type what you want — for example:
“ES losses last week where I tagged chase”
“Winning trades on NQ with R greater than 2”
“All trades from my London playbook in March”
Review the results in the library view
Refine with a follow-up message or manual filters
Keep or discard results
Search results are ephemeral by default. They expire after a period of inactivity so your library does not fill with stale filters.
To keep a set permanently, pin it as a collection.
What good looks like
You ask “show me every trade where I broke my rules this month,” scan the list, open three detail panes, and pin the set as rule-breaks-march for a weekly review.
Tips
Name playbooks and tags consistently — the AI reads the same metadata you see in filters
Combine AI search with property filters after the first pass
Pin collections you will revisit; let ephemeral results fade
Important distinctions
AI trade search = natural language over your journal (executed trades).
Research studies = questions over Definition events (setup occurrences in history). Different data, different tools — see Trade studies vs Studies overview.
Next
Pinned collections — save a search result
Trade studies — analyze a cohort of trades
Trades library overview — manual filters and views