Generating AI Action Plans

An Action Plan is an on-demand analysis of your trading over a period you choose. TDLab detects behavior patterns in your real trades and turns the most important ones into prioritized, evidence-based insights.

Generating a plan

1. Open AI Analyst for the account (or select a scope of compatible accounts).
2. Under New action plan, pick a period: Last 7 / 30 / 90 days, current or previous month, or a custom range (up to 366 days).
3. Click Generate action plan. Each run creates a new plan, so your history is preserved.

What a plan contains

• AI insights — up to five prioritized cards, each with an observation, the evidence, the estimated impact and a suggested action. Many link straight into the Simulator with the matching rule prefilled.
• Quantitative signals — the measurable patterns (pattern, detail, severity and estimated impact) that power the insights.
• Discipline notes — indicative patterns (like recurring tagged mistakes) shown separately, without an impact ranking.

History

Past plans are listed with their period, scope, generation date and counts. Open any plan to revisit its detail, or delete plans you no longer need.