
An AI that reads your actual trade history, journal notes, and playbook rules — then tells you what you need to hear, not what you want to hear.
Grounded in your data
Every capability below is implemented and running in production. No roadmap items. No vaporware.
Reads your trades — entry, exit, hold time, P&L, win rate — and grounds every recommendation in your actual numbers. No generic advice.
Identifies FOMO, revenge trading, overconfidence, and tilt in your patterns. Warns you when trade frequency spikes on a losing day before you spiral.
6 trades today · avg hold time dropped 40%
Ingests your 10 most recent journal notes — pre-market plans, post-trade reviews, mood logs — and correlates emotional state with execution quality.
"Feeling frustrated after yesterday. Need to stick to A-setups only today."
Sage detects emotional trigger wordsAudits each trade against your Strategy Lab playbook rules. Flags violations, compares your self-assessed execution grade against objective adherence, and calls out the discrepancy.
Every morning, Sage analyzes your recent performance and surfaces one high-impact observation on your dashboard — cached daily, never redundant.
Describe a TradingView indicator in plain English. Sage writes production-ready PineScript v5 with proper inputs, tooltips, and the Leaf Edge 'Neon Glass' visual style.
Recommendation: Cap Friday trades at 3. If your Thursday closed green, reduce position size by 25% on Friday.
Sage doesn't guess. It reads your last 50 trades, your journal notes, your playbook rules, and your execution grades. Every response cites specific dates, symbols, and P&L figures from your own history.
Context-aware intelligence
Depending on which page you're on, Sage automatically loads the relevant data into its context window. Ask "how did I do on this trade?" and it knows exactly which trade you mean.
When you're looking at a specific trade, Sage knows the symbol, entry, exit, P&L, and your execution grade. Ask "How did I do on this trade?" and it references the exact data on your screen.
Sage reads your recent journal entries — pre-market plans, post-trade reflections, emotional check-ins. It correlates what you wrote with how you actually traded.
In the Strategy Lab, Sage switches to the Quantbot persona — a systematic quant analyst focused on capital preservation, portfolio heat, and delta balance.
Leaf Edge provides the latest models, included with every paid plan. Sage automatically selects the best model for each query.
Sage is included in every paid Leaf Edge plan. Connect your broker, import your trades, and start the conversation that changes how you trade.
Sage is an analytical tool, not a financial advisor. It does not provide investment advice, recommendations, or solicitations to buy or sell securities. All trading decisions are your own.