Turn your trade history into a clear performance review.
PortfolioIQ highlights recurring patterns and process gaps you may be missing —and suggests practical review steps to test in your own plan.
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For informational purposes only — not investment advice. Verify all data before acting.
How It Works
Three simple steps — powered by AI from start to finish
Upload Screenshot
Take a screenshot of your trade history from any brokerage. Or upload a CSV for more accuracy.
AI Extracts Your Trades
Our AI reads your screenshot, extracts every trade automatically, and lets you review the data before analysis.
Get Your AI Leak Report
AI analyzes your behavioral patterns, highlights recurring process gaps, and suggests a structured 7-day review plan to test.
What Our AI Does For You
Advanced machine learning analyzes your trading data to surface patterns and process gaps worth reviewing
Smart Trade Extraction
Upload a screenshot from any brokerage — our AI vision model reads and structures your trade data automatically. No manual entry needed.
Behavioral Pattern Analysis
AI detects hidden patterns in your trading: revenge trades, premature exits, position sizing mistakes, and timing leaks across your history.
Structured Review Plans
Based on detected patterns, AI suggests a 7-day review plan with daily practice tasks to help you evaluate and refine your process.
Sample AI Leak Report
Here's what an AI-generated Leak Report looks like
EXAMPLE ONLY — Sample trade history for demonstration. Not financial advice. Past performance is not indicative of future results. See our Disclaimer.
Leak Score: 42 / 100
This example shows several behavioral patterns that may be worth reviewing. Many of these patterns can be addressed with structured practice and self-awareness.
41%
Win Rate
0.8:1
Avg R:R
47
Trades Analyzed
3
Leaks Found
Top Leaks Found
Cutting Winners Too Early
Evidence
67% of winning trades closed within 2 days. Average winner held 1.8 days vs 4.2 days for losers.
What It Means
You're letting fear drive exits on winning positions while holding losers hoping they recover.
Practical Next Steps (to consider)
Consider testing a minimum hold time of 3 days for winners. Some traders use trailing stops instead of fixed targets.
Trades Driving This Leak
| Symbol | Open | Close | P&L | Hold | Why It Matters |
|---|---|---|---|---|---|
| AAPL | Jan 8 | Jan 9 | $+120.00 | 1d | Closed at +2.1% despite strong uptrend continuing to +6.8%. |
| TSLA | Jan 15 | Jan 16 | $+85.00 | 1d | Exited after first green candle. Stock ran another +4.2% over 3 days. |
| NVDA | Jan 22 | Jan 23 | $+210.00 | 1d | Took profit at +1.8%. Position would have gained +5.1% by week end. |
Review Plan for This Leak
3-Day Minimum Hold Rule (to test)
How to Apply
Consider not closing winning trades before 3 full trading days unless your stop-loss is hit. Test in a demo account first.
Why It Helps
May help capture larger moves by reducing premature exits driven by short-term volatility.
Trailing Stop Strategy (to test)
How to Apply
Consider replacing fixed targets with a trailing stop approach. Backtest different trailing distances before applying to live trades.
Why It Helps
Can help lock in gains while allowing room for continuation, though results vary by market conditions.
Oversizing on Momentum Plays
Evidence
Position sizes on breakout trades average 3.2x your normal size. These trades have a 38% win rate.
What It Means
Excitement about momentum setups leads to larger positions that amplify losses.
Practical Next Steps (to consider)
One common risk practice is limiting position sizing (e.g., a % cap). Test what fits your risk plan.
Trades Driving This Leak
| Symbol | Open | Close | P&L | Hold | Why It Matters |
|---|---|---|---|---|---|
| AMD | Jan 10 | Jan 12 | $-480.00 | 2d | 3.5x normal size on breakout. Failed breakout led to oversized loss. |
| MARA | Jan 18 | Jan 19 | $-320.00 | 1d | 4x position size on momentum setup. Gap down the next morning. |
Review Plan for This Leak
Position Size Review (to test)
How to Apply
Before entering any trade, consider reviewing whether your position size aligns with your overall risk tolerance. Define a max loss threshold that fits your plan.
Why It Helps
May help prevent any single trade from causing outsized impact on your account balance.
Revenge Trading After Losses
Evidence
After a losing trade, 71% of next trades happen within 15 minutes. These have a 28% win rate.
What It Means
Emotional response to losses causes impulsive trades with poor risk/reward.
Practical Next Steps (to consider)
Some traders use cooldown rules after losses; consider testing a cooldown window. Logging your emotional state before each trade may also help.
Trades Driving This Leak
| Symbol | Open | Close | P&L | Hold | Why It Matters |
|---|---|---|---|---|---|
| SPY | Jan 11 | Jan 11 | $-195.00 | <1d | Entered 8 minutes after previous -$310 loss. No setup, pure impulse. |
| QQQ | Jan 20 | Jan 20 | $-240.00 | <1d | Revenge entry 12 minutes after loss. Doubled down when it went against. |
Review Plan for This Leak
Cooldown Period (to test)
How to Apply
After any losing trade, consider setting a timer for 60 minutes. Some traders find this helps them reset before the next trade.
Why It Helps
May help break the emotional cycle and give time for objective reassessment.
Pre-Trade Emotion Check (to test)
How to Apply
Before every trade, consider rating your emotional state 1-5. If elevated, review whether the setup still meets your criteria.
Why It Helps
Can build self-awareness about emotional trading and support more deliberate decision-making.
Behavior Patterns
- Tendency to increase position sizes after a string of small wins, leading to outsized losses when the streak ends.
- Consistently shorter hold times on winning trades (avg 1.8 days) vs losing trades (avg 4.2 days).
- Higher trading frequency on Mondays and Fridays, with significantly lower win rates on those days.
- Pattern of entering trades in the first 15 minutes of market open with 31% win rate vs 52% during mid-day.
7-Day Review & Practice Plan
Write down your top 3 trading rules. Print them and place next to your screen. Review before every session.
Set up a position size calculator. Before every trade, calculate max size so risk is 2% of account.
Implement the 60-minute cooldown rule after losses. Set a phone timer after every losing trade.
Review your last 10 winning trades. Note how many you closed too early. Calculate the missed profit.
Practice the trailing stop technique on paper. Set 1.5 ATR trailing stops on 3 hypothetical trades.
Start a pre-trade checklist: setup quality, emotional state, position size, stop-loss, target.
Journal review: read all entries from the week. Identify which rules you followed and which you broke.
Risk Control Checklist
Get clarity on your trading process.
Many traders repeat the same process gaps without realizing it. Our AI highlights patterns worth reviewing — in minutes, not months.
Get My Free Leak ReportEducational Disclaimer
PortfolioIQ is a software analysis tool that provides informational and educational content only. It does not provide financial advice, investment recommendations, or trading signals. All analysis is based on user-submitted data and AI-generated pattern detection. Past performance is not indicative of future results. No outcomes, profits, or loss prevention are guaranteed or implied. Consult a qualified financial professional before making any investment decisions.
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