Setups & Review

What it is

Setups are the trades you have defined for yourself: the specific conditions under which you take risk. The setups page is where each one lives, builds a track record from the trades you tag on the trade card, and gets sharpened over time.

Two AI conversations do the sharpening:

• The Setup Analyzer helps you define a setup properly and tighten it as you learn. Bring it a vague idea and it works with you until the setup has clear, checkable conditions. Bring it an existing setup and it helps you refine the conditions that aren't earning their place.
• The Setup Review sits with you over a setup's accumulated trades once enough have built up. It walks the data with you: where the setup earns, where it bleeds, which conditions and conviction levels actually pay, and whether the rules still match how you trade it.

Why it is there

Most setups are never actually defined. "I trade breakouts" is a feeling, not a setup. Until the conditions are specific enough to check, you can't know whether you followed them, and neither can anything else. The Analyzer turns the feeling into something testable.

A setup's track record answers what memory can't. After a losing streak every setup feels broken; after a hot week every idea feels valid. The record is built from your tagged trades and doesn't move with your mood.

Only on-plan trades count as evidence. A rule-break that paid is excluded, because a win taken outside the rules says nothing about whether the setup works.

The review closes the loop. Markets shift and execution drifts, so a setup defined once and never revisited quietly stops matching reality. The review catches that on the data, and what you learn feeds straight back into the Analyzer to tighten the definition. Define, trade, review, refine: the setup improves the way the trader does, through honest repetitions.

How to use it

1. Run every setup through the Analyzer

Even ones you've traded for years. Setups you're sure about are usually the ones carrying the most unexamined assumptions.

2. Tag conditions at logging time

One tap on the trade card, one more dimension the review can split by later. "Does this work in chop" is only answerable if chop was tagged when it happened.

3. Do the review when it's due

It runs on your trades, so the insight is only as current as your last review. If it shows a condition that bleeds, take that back to the Analyzer and tighten the setup, then let the next batch of trades test the new version.

4. Let the data overrule the feel

If the record and your gut disagree, the record has the receipts. It will defend a setup you've soured on after bad variance, and it will indict a favorite that has quietly stopped paying.

The compounding effect

Every cycle of define, trade, review, refine makes the setup more precisely yours: not the pattern from the book, but the version of it you actually earn from, under the conditions you actually trade. Over months the setups page becomes ground truth: what you earn, from which setups, under which conditions, when you follow your own rules.