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Journal and Analytics

Cortiq is not only about opening trades. It is also about understanding what happened, why it happened, and whether the strategy is improving.

That is where journals and analytics become part of the product value.

This part of the platform spans multiple screens:

  • Library -> Journal for AI Journal and Trade Journal review
  • Library -> Dashboard for trading performance and risk monitoring
  • Library -> Session Cohorts for side-by-side comparison of sessions
  • Library -> Conversations for raw AI conversation review across sessions
Journal TypeScopeTypical Use
Trade journalSingle tradeReview entry, management, exit, and lessons learned
Session journalEntire sessionEvaluate the behavior of a strategy run over a broader window
Run journalOne start-to-stop runCompare one execution run against another

Cortiq computes operational metrics such as:

  • Daily P/L
  • Weekly P/L
  • Total P/L
  • Win rate
  • Best and worst day
  • Best and worst trade
  • Average win and average loss
  • Total trade count

These are the metrics that help users distinguish a repeatable process from a temporary streak.

Review features help the user:

  • understand whether a session is improving or drifting
  • separate lucky outcomes from disciplined execution
  • compare virtual results against live behavior
  • find out whether changes to playbooks or data packages actually helped
  • review the reason behind trades instead of only the result

For a serious product, execution alone is not enough. Users need review loops.

Journals and analytics help with:

  • Validating whether a playbook is behaving as intended
  • Identifying drift in an AI-driven workflow
  • Comparing virtual and live performance patterns
  • Deciding what to refine next

After every meaningful strategy change:

  1. Run the updated logic in a controlled scope.
  2. Review the session journal, not only the trade list.
  3. Check whether the win rate and P/L changed for the right reasons.
  4. Adjust playbooks or risk settings before scaling again.