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AI Portfolio Analysis

Connects your trading journal to EZPZ for AI assisted review of your actual trade history and performance.

Account & Portfolio

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What it is

AI Portfolio Analysis connects your trading journal, through a single sign on link to TradeNote, to EZPZ, letting your actual trade history be reviewed with the help of AI assisted analysis rather than manually combing through your own records.

How it works

The connection works the same way as EZPZ's other single sign on links, securely passing your authenticated session so you land on the connected journal platform already logged in. From there, your logged trades become available for AI assisted review, looking for patterns across your own trading history such as which setups, times, or instruments have performed best or worst for you specifically.

How to read it on EZPZ

Once connected, review the analysis in the context of your own trading history rather than as generic advice, since the point of this tool is personalized review of what you have actually done, not a generic strategy recommendation applicable to anyone.

How traders use it

Traders who log their trades consistently use this connection to get a structured, AI assisted second look at their own performance data, looking for patterns in win rate, sizing, or timing that might be hard to spot by eye across a large trade history.

Frequently asked questions

Do I need to already be journaling my trades for this to be useful?
Yes, this tool analyzes your logged trade history, so its usefulness depends on having trades recorded in the connected journal platform to review.
Does the AI analysis give trading advice or just review past trades?
It's framed as analysis of your own historical trading data, looking for patterns in what you've already done, rather than live recommendations for future trades.
Why does this require Premium?
It's positioned as a more advanced, deeper analysis feature within EZPZ's tier structure, alongside other Premium level analytics tools.