Tradavity AI

Tradavity AI is your personal trading performance analyst. It reads your actual trade data and gives you specific, data-driven insights — not generic advice. Access it from the Tradavity AI link in the main navigation.

Getting Started

1. Navigate to Tradavity AI from the sidebar
2. Select which accounts to analyze (defaults to your active account)
3. Choose a date range (All Time, Today, This Week, This Month, Last 30 Days, or Custom)
4. Pick a model (see Models below)
5. Type your question and press Enter

Suggested prompts are shown on the welcome screen to help you get started. These rotate daily.

Models

Four AI models are available, each with different strengths:

Model	Provider	Best For	Speed	Accuracy
Fast	OpenAI	Simple questions, quick lookups	Fastest	Lower
Smart (default)	OpenAI	General analysis, reasoning	Fast	Good
Balanced	Anthropic	Detailed analysis, complex questions	Medium	High
Deep	Anthropic	Comprehensive deep analysis	Slower	Highest

Fast is not recommended for calculations or complex data analysis — use it for simple questions only. Smart is the default and handles most tasks well.

Balanced and Deep models support an optional Thinking toggle that enables extended reasoning for more accurate results. These models use your monthly Anthropic budget ($2/month included with Pro).

Context Controls

Before sending your first message, you control exactly what data the AI sees:

Accounts

Select one or more trading accounts. If you have copy trading groups, you can select an entire group. The AI will see trades from all selected accounts.

Date Range

Filter trades by time period. Options: All Time, Today, This Week, This Month, Last 30 Days, or a custom date range. Date boundaries use your display timezone from Settings.

Data Controls

The Data dropdown lets you choose exactly which data types are sent to the AI. Each category can be expanded to control individual fields:

• Trade Data — P&L breakdown, risk & reward, quality & grade, market context, tags, executions
• Notes — Thought process, mistakes, learnings, general notes
• Emotional Data — Emotional state, confidence level, bias
• Strategy Details — Strategy & setup names, confirmations, risk rules, preferred conditions, exit rules
• Account Info — Account type, currency, broker, BE offset, balance
• Goals — Your active performance targets (off by default)
• Protocol Answers — Pre-trade, in-trade, and post-trade checklist responses (off by default)
• User Settings — Timezone, week start day, win rate calculation preferences

Turning off a parent category disables all its sub-items. All controls are locked after you send your first message — the context stays consistent for the entire conversation.

What Is Never Sent

Your username, email, password, and personal identifiers are never sent to any AI provider, regardless of settings.

Slash Commands

Type slash commands in the chat input to precisely control which trades the AI analyzes. Commands can be placed anywhere in your message alongside your question.

Command	Description	Example
/trade ID	Reference specific trades by number. Comma-separated for multiple (max 20). Type /trade without a number to open the trade picker.	/trade 42, 43
/best N	Your top N winning trades by P&L (max 50).	/best 5
/worst N	Your bottom N losing trades by P&L (max 50).	/worst 10
/day DATE	All trades from a specific day. Accepts YYYY-MM-DD, today, or yesterday.	/day today
/help	Show command reference. Add a command name for specific help.	/help trade

On the first message: commands define which trades are loaded as context (replacing the date range filter).

Mid-conversation: if the trade is already in the context, the AI focuses on it. If not, the full trade data is injected into the conversation.

Trade numbers are validated before sending — only trades belonging to your selected accounts are allowed. Invalid numbers are blocked with a warning.

Trade Picker

If you don't know the trade number, type /trade without any number and press Enter. A full-screen overlay opens showing all your trades from the selected accounts and date range. From there you can:

• Search by symbol name
• Filter by direction (Long/Short) or result (Winners/Losers)
• Select one or more trades using checkboxes (up to 20)

Once you've selected your trades, choose Send to AI to send your message immediately, or Back to chat to return to the text input with the trade numbers auto-filled so you can continue writing your question.

If your message is only /trade with no other text, the selected trades are filled into the text input so you can add your question before sending.

Each trade in your journal has a unique number (shown in the # column on the trade history page). You can also click the # column to copy a trade number to your clipboard.

As you type, ghost text appears suggesting available commands. Press Tab to accept the suggestion.

Chat History

All conversations are saved automatically. Access your history from the sidebar toggle (top-left). You can:

• Search across all past conversations (titles and message content)
• Pin important conversations to keep them at the top
• Rename conversations for easier reference
• Delete conversations you no longer need

Each conversation has a 20-turn limit. After that, start a new chat.

When viewing a past conversation, the context controls show what was originally selected (read-only). You can open the dropdowns to see what was configured but cannot change them.

Budget & Usage

Pro subscribers get a monthly AI budget:

• OpenAI models (Fast & Smart): daily token limit, resets each day
• Anthropic models (Balanced & Deep): $2.00 monthly budget, resets on the 1st of each month

Your current usage is shown in the top-right corner of the AI page. It updates after each message and shows only the budget for the currently selected model type.

When a budget limit is reached, you'll see an error message with an option to connect your own API key for unlimited usage.

Bring Your Own Key (BYOK)

You can connect your own API keys for OpenAI and/or Anthropic for unlimited AI usage with no budget restrictions.

How to Connect

1. Go to Settings > API
2. Open the AI API Keys (BYOK) section
3. Paste your API key and click Save
4. The key is validated with a test call before saving

Where to Get Keys

• OpenAI: platform.openai.com/api-keys
• Anthropic: platform.claude.com/settings/keys

Personal Spending Limit

You can set a monthly dollar limit for each BYOK key in Settings > API. When the limit is reached, AI Chat will block further requests until the next month. Set to $0 or leave empty for unlimited.

Security

• Keys are encrypted at rest using AES-256-GCM
• Only the last 4 characters of your key are ever displayed
• You can delete your keys at any time
• Keys are permanently removed when you delete your Tradavity account

Who Can Use BYOK

All users — including Free plan users — can connect their own keys. With a BYOK key, you get access to AI Chat regardless of your subscription plan.

Privacy & Consent

AI features require explicit consent before use. You can manage this in Settings > AI & Data > Consent.

Data Providers

• OpenAI — powers Fast & Smart models. Under our free-tier arrangement, data may be used by OpenAI to improve their models.
• Anthropic — powers Balanced & Deep models. Anthropic does not use API data for model training.

You can revoke AI consent at any time in Settings. This disables all AI features immediately.

Tips

• Start with the Smart model — it handles most questions accurately and uses free daily tokens
• Use /trade to open the trade picker, or /trade 42 to reference a specific trade directly
• Use /worst 5 to find patterns in your losing trades
• Enable Thinking on Balanced/Deep models for more accurate analysis of complex questions
• Turn off data categories you don't want the AI to see — less context can mean more focused answers
• The AI respects your breakeven offset settings when classifying wins, losses, and breakeven trades
• P&L values in responses are color-coded using your custom win/loss colors
• Trade numbers in responses (e.g. #42) are clickable links to the trade detail page