Assistant
Generate reviews and save insights
Run an available journal review, check its source context, and retain useful findings.
Some journal workflows can generate an AI review or an insight from selected workspace data. Availability depends on the feature and account preferences.
Review a generated result
- Open Assistant or the relevant journal review.
- Choose the review action shown for the selected trades or period.
- Wait for the result, then read its scope and source context.
- Compare its statements with the actual trades and correct any missing or misclassified records.
- Use the save action if the interface offers one and you want to keep the insight.
Generated text can make errors and should not be treated as financial advice. Do not infer an insight from data outside the selected context. Review AI availability and related preferences under Settings → Preferences. For a weekly process, see weekly review.