Feature Overview

This page explains the major product features at a glance. The goal is to make the full Cortiq feature set understandable before you go deeper into setup and configuration.

If you want a more practical customer view of what each major function can do for you, read Capability Reference.

Core Features

Feature	What It Does	Why It Matters
Playbook Management	Lets you define the strategy rules, filters, and operating logic that the AI should follow	The user keeps control over the trading framework rather than delegating everything to a black box
Trading Sessions	Runs a repeatable trading workflow on a selected MT5 account with selected symbols, provider, time window, and risk settings	Sessions turn a strategy into an executable operating unit
MetaTrader 5 Integration	Connects Cortiq to MT5 on the same machine for prices, account data, orders, and position management	This is the execution bridge between AI decisions and actual trading activity
Multi-AI Provider Support	Supports ChatGPT, Grok, Gemini, and Claude, with browser and API integration modes where available	You can choose the provider and integration mode that fits your workflow, cost model, and reliability preferences
MCP Server and Agent Control	Exposes Cortiq tools to MCP-compatible AI clients for advanced external session control	Lets advanced users drive analysis and trading through agents such as Claude Desktop instead of only through the internal autonomous loop
Risk Management	Applies global and per-account limits around drawdown, profit targets, trade counts, exposure, and loss streaks	Risk controls remain active even when the AI wants to trade more aggressively
Data Packages	Controls what market data, indicator data, screenshots, account state, and supporting context the AI receives	Better scope control produces more consistent decisions and prevents noisy prompts
Preparation Layers	Add reusable context through instrument profiles, preparation packages, and sentiment reports	Lets the AI operate with more structured market background instead of rediscovering everything every cycle
Symbol Scanner and AutoScan	Lets the AI review candidate symbols and choose where the best setup is currently forming	Useful for users who do not want to hard-code a single symbol list per decision cycle
Trade Ideas	Capture standalone theses outside the main playbook library	Useful for tracking one-off opportunities without polluting the reusable strategy framework
Home Workspace	Shows active sessions, quick actions, and a first-run checklist	Gives users one place to orient themselves when opening Cortiq
Dashboard	Shows cross-account performance, recent trades, and global risk visibility	Makes the broader operating environment easier to monitor than looking at sessions one by one
Session Cohorts	Compare grouped sessions side by side	Helps users evaluate whether one configuration outperforms another over time
Conversations	Shows AI conversations across selected sessions	Useful when you want to inspect raw model behavior and reasoning traces
Trade Journal and Analytics	Generates trade and session journals plus performance metrics such as P/L, win rate, and best or worst days	Helps users evaluate whether a strategy is improving or drifting
Virtual Trading	Simulates trades without sending orders to MT5	Useful for evaluation, rehearsal, or challenge environments that restrict expert advisors
Copy Trading	Replicates master account trades to selected follower accounts	Helps operators scale a single session across multiple accounts
Notifications	Sends trade and management events through Windows notifications, X, or Telegram	Keeps the operator informed without staring at the desktop application all day
Provider Health Monitoring	Tracks success rate, response times, retries, and recent AI-provider errors	Helps users decide whether provider reliability is hurting the workflow
Feature-Level Provider Overrides	Lets specific product functions use a different provider than the session default	Useful when one provider is better for scanning, journaling, or a supporting workflow
Automated Performance Reports	Schedules summary reports for delivery through Telegram	Makes it easier to review system behavior without manually opening the app every time
Custom Indicators	Uses MT5 indicator data, including custom indicators, as part of the analysis pipeline	Lets advanced users feed more tailored market context into their sessions
Session Timeline and Decision Rendering	Shows what happened in each trading cycle, including analysis, trade ideas, execution, and management actions	Makes the AI workflow more auditable and easier to review
Conversation Chat in API Mode	Persists structured conversation history when the session is using direct API integrations	Useful when users need deeper traceability and cleaner AI context management

What Cortiq Is Not

To keep expectations realistic, Cortiq should not be described as the following:

• A guaranteed profit engine
• A historical backtesting platform
• A cloud-hosted trading service
• A mobile trading app
• A universal broker integration layer beyond MetaTrader 5

What You Can Actually Do With Cortiq

In practical terms, Cortiq lets a user do five big jobs:

1. Turn a trading idea into a structured operating framework using playbooks, data packages, and sessions.
2. Give the AI better context using support layers such as preparation, instrument profiles, sentiment, and trade ideas.
3. Execute or simulate that workflow through MT5 with clear operating controls.
4. Protect the workflow with platform-level risk rules and pause behavior.
5. Review, improve, and scale the workflow with journals, analytics, notifications, and copy-trading support.

Best Way To Read The Rest Of The Docs

If you already know you need the product summary, continue with Getting Started.

If you already know you need the operating details, jump to Sessions & AutoScan, Risk Management, and Execution Modes & Notifications.

If you want to understand the actual screens you will operate each day, read Workspace and Monitoring.

If you want an external AI client to control Cortiq directly, read MCP and Agent Integration.