AI trade search
AI trade search lets you ask about your trades in plain words and get the matching trades back along with the answer. Ask for "my BTC shorts from last week that went more than 1R against me before working", and you get those trades as cards you can open, plus the agent's read on them.
It is part of the agent, so it needs a paid plan and runs on AI credits or your own AI subscription.
Ask a question
Open Trading → Trades.
Type into the box over the grid, which reads Search or ask about your trades. If it is folded away, click Ask agent.
Press Enter.
The search opens on its own page, with your question in the chat. Some things to try:
Which of my losing trades this month had no playbook?
Show my best ten trades by R since June, and what they had in common.
Did I do better on EURUSD before or after 10:00 London time?
Type @ in the box to give the agent context, such as a playbook.
Read the results
Matching trades come back as a row of cards under the agent's answer. The row's title says what the set is and how it is sorted, for example P&L · lowest first. Scroll it sideways for more, and click a card to open that trade. View in library opens the whole set in Trades in a new tab, without changing your main view.
Keep asking in the same chat to narrow the set down or split it another way. New starts a fresh search, and History reopens a past one.
Apply the result to Trades
When the agent offers to apply a result to your trades library, a card asks Apply this search to your trades library? with the number of trades.
Click Accept.
Trades opens in a new tab showing only those trades, under Showing AI search results.
Filter and open them as usual; they keep the order the search gave them. Click Clear AI search to go back to all your trades.
Reject leaves your library as it is. A result set lasts up to three days; after that, run the search again.
Studies on your trades
Some questions need more than a filter, such as "how much of my P&L comes from the first hour?". For those, the agent writes a trade study: a small script that runs over your trades and keeps the ones that match.
The agent shows the study as a proposal card. Show code reveals what it will run.
Click Accept to save it, or Dismiss and say what should be different.
The agent runs it. The results open beside the chat, with the matching trades and View in library.
The matching trades from each study run are kept as a pinned collection, so you can come back to them.
When it goes wrong
No AI credits remaining: add credits from Subscription and billing, or connect your own AI subscription.
This search has expired: result sets are temporary. Ask the question again.