Fetch a paginated, filterable list of trades from TradeZylo with PnL, direction, instrument, setup tags, emotions, and notes. Supports filtering by account name or ID.

Example questions:

• "Show me my last 10 trades"

• "What trades did I take on EUR/USD this week?"

• "List my losing trades on crypto"

• "Show trades for my FTMO account"

Get complete, deep details of a single trade by ID, including pre-trade notes, trade management commentary, post-trade review, lessons learned, emotions, checklist, MAE/MFE, and risk metrics.

Example questions:

• "Walk me through my worst trade"

• "Show all notes, management, and lessons from trade "

• "Why did I exit that big losing gold trade?"

Get all chart screenshot URLs and image attachments attached to a specific trade.

Example questions:

• "Show the chart screenshots for trade "

• "Do I have any before/after chart images for this trade?"

[WRITE ACTION] Log a new trade entry into your TradeZylo journal with complete trade parameters. If account is omitted, automatically uses your currently active trading account. Returns the full populated trade record.

Example questions:

• "Log a new LONG trade on EUR/USD: entry 1.0850, size 1 lot, SL 1.0820, TP 1.0910"

• "Log a short trade on BTC at 64500 with 0.5 quantity"

• "Record a trade on FTMO: buy XAUUSD at 2350, stop 2340, target 2370"

[WRITE ACTION] Close an open trade in TradeZylo journal by recording the exit price. Backend automatically calculates realized PnL ($ and %), actual R:R multiple, and updates account balance. Returns full updated trade record and refreshed account balance.

Example questions:

• "Close my open EUR/USD trade at 1.0890"

• "Close trade at exit price 65200"

• "I just exited my gold long at 2365, mark it closed with notes: hit target cleanly"

[WRITE ACTION] Update fields of an existing trade record in TradeZylo: adjust Stop Loss or Take Profit, add post-trade notes, assign lessons learned, update execution rating, or tag mistakes. Returns full updated trade record.

Example questions:

• "Update trade : move stop loss to breakeven at 1.0850"

• "Add a note to trade : took partial profits at 2R"

• "Tag mistake 'Exited Early' on trade and set execution rating to 6"

• "Update lesson learned on trade "

[EXECUTIVE KPI SUMMARY] Get high-level trading performance KPIs: overall win rate, total PnL, profit factor, average win vs average loss, expectancy, max drawdown, best/worst trading day, and streak metrics.

Best for: High-level overview or summary scorecard. NOT for: Direction comparison (use get_edge_by_direction), market comparison (use get_edge_by_market), or exit timing (use get_mae_mfe_stats).

Example questions:

• "What is my overall win rate and profit factor?"

• "How has my trading performed this month?"

• "Give me an executive summary of my trading performance"

• "What is my overall performance on account FTMO?"

[TRADE EXCURSION & EXIT TIMING] Analyse Maximum Adverse Excursion (drawdown while trade was active) and Maximum Favorable Excursion (peak unrealized profit before exit). Shows whether you leave money on the table (exiting too early) or let drawdowns run too deep.

Best for: Questions about trade management, holding duration, cutting winners early, or exit efficiency. NOT for: Long vs Short comparison (use get_edge_by_direction) or high-level win rate (use get_overview_stats).

Example questions:

• "Am I holding winners long enough or leaving profit on the table?"

• "Do I cut my winning trades too early?"

• "How far do my trades move against me before turning profitable?"

• "Walk me through my MAE and MFE trade excursion stats"

[ASSET CLASS & MARKET EDGE] Compare trading edge and profitability broken down by market type: Forex vs Crypto vs Stocks vs Futures vs PSX. Returns win rate, average PnL, profit factor, and trade count per asset class.

Best for: Evaluating which market/asset class is most profitable. NOT for: Long vs Short trade direction (use get_edge_by_direction instead!).

Example questions:

• "Which market is my most profitable — Forex, Crypto, or Stocks?"

• "Meri crypto trades forex se behtar hain ya buri?"

• "Where do I have the strongest trading edge across different markets?"

• "Should I stop trading crypto and focus only on forex?"

• "Show my win rate and profit factor by asset class"

[DIRECTIONAL BIAS: LONG VS SHORT ONLY] Compare LONG (Buy) trade performance versus SHORT (Sell) trade performance: win rate, average PnL, profit factor, and total count for each direction. Detects if you have a directional bias problem.

Best for: Comparing buys vs sells, longs vs shorts, or diagnosing directional asymmetry. NOT for: Comparing asset classes (use get_edge_by_market instead!).

Example questions:

• "Are my long trades performing better than my short trades?"

• "Meri long trades short se better perform kar rahi hain kya?"

• "Do I have a directional bias or weakness on shorts?"

• "Compare my buy vs sell win rate and profit factor"

• "Am I losing money on short positions?"

[FEE & DRAG AUDIT] Audit total trading cost leakage: commissions, overnight swap fees, slippage, and spread paid across all trades. Broken down by instrument and market type.

Best for: Identifying fee drag, broker costs, swap penalties, and spread leakage.

Example questions:

• "How much money am I losing to broker commissions and swap fees?"

• "Which instrument has the highest fee leakage?"

• "Is swap fee eating into my swing trading profits?"

• "Show total fees and commission paid this month"

[AUTOMATED PATTERN OBSERVATIONS & COACHING] Get algorithmic and AI-detected pattern observations from TradeZylo: behavioral tendencies, session leaks, holding duration correlations, and automated recommendations.

Best for: Automated coach observations, hidden leak detection, and high-level behavioral habits. NOT for: Specific raw numbers like buy vs sell (use get_edge_by_direction) or market breakdown (use get_edge_by_market).

Example questions:

• "What automated insights does TradeZylo have about my trading habits?"

• "What are my top trading weaknesses based on AI analysis?"

• "What hidden leaks or bad habits are hurting my profitability?"

• "Give me AI coaching suggestions for my trading"

Analyse how emotional states (Fear, FOMO, Confident, Greedy, Calm, Anxious, Impatient) impact PnL and win rate. Groups trades by entry emotion to show average PnL and win rate per mindset.

Example questions:

• "How do my emotions affect my trading results?"

• "Which emotion costs me the most money?"

• "What is my win rate when I feel FOMO vs Calm?"

• "Show my emotion PnL breakdown for this month"

Audit recurring execution mistakes (e.g. Overleveraging, FOMO, Revenge Trading, Moving Stop Loss, Chasing, Early Exit). Aggregates tags to calculate frequency, total financial damage, and win rate when mistakes occur.

Example questions:

• "What are my most frequent and expensive trading mistakes?"

• "How much has revenge trading or overleveraging cost me?"

• "Audit my trading discipline mistakes on my FTMO account"

• "Show mistake audit for the last 30 days"

Evaluate pre-trade checklist discipline versus trade outcome. Compares win rate and PnL when the checklist was completed vs when it was skipped.

Example questions:

• "Does following my pre-trade checklist actually improve my win rate?"

• "What is my performance when I skip the checklist?"

• "Show my checklist discipline score"

• "What is my checklist adherence rate?"

Compare planned Risk-to-Reward ratio against actual realized R:R achieved. Evaluates target execution, whether you cut winners early, and the statistical distribution of R-multiples.

Example questions:

• "Am I achieving my planned R:R target or cutting winners early?"

• "What is my average planned RR vs actual RR?"

• "What percentage of trades hit their full 2R or 3R target?"

• "Show my planned vs realized RR stats"

[WRITE ACTION] Tag one or more execution discipline mistakes on a trade (e.g. FOMO, Overleveraging, Revenge Trading, Moved Stop Loss, Exited Early, Chasing). Appends to existing mistakes and optionally updates lesson learned. Returns full updated trade record.

Example questions:

• "Tag mistake FOMO and Revenge Trading on trade "

• "I revenge traded on my last gold trade, tag Revenge Trading with lesson: stop trading after 2 losses"

• "Tag Overleveraging on trade "

[READ-ONLY] Fetch the configured risk management rules and loss thresholds for the TradeZylo account: daily loss cap, weekly loss cap, monthly loss cap, max drawdown %, max position size, max positions per day, max leverage, and max risk per trade %.

Example questions:

• "What are my configured risk limits in TradeZylo?"

• "What is my daily stop loss cap and max position size?"

• "Show my risk management rules"

[READ-ONLY] Check current real-time risk exposure against daily, weekly, and monthly loss limits. Calculates current loss vs allowed cap, percentage used, and warning status (OK, CAUTION, WARNING, BREACHED). Can filter by specific trading account.

Example questions:

• "Am I close to hitting my daily or weekly loss limit?"

• "Have I breached any risk rules today?"

• "Check my real-time risk exposure before I take another trade"

• "Check risk on my FTMO account"

[WRITE ACTION] Update configured risk management thresholds in TradeZylo (daily loss cap, weekly loss cap, monthly loss cap, max drawdown %, max position size, max positions per day, max leverage, max risk per trade %). Unspecified fields preserve current values. Returns full updated risk limits record.

Example questions:

• "Update my daily loss limit to $750 and max risk per trade to 1.5%"

• "Change my max positions per day to 4"

• "Set weekly loss cap to $2000 and max drawdown to 8%"

[WRITE ACTION] Activate a psychological disciplinary trading freeze / cooldown in TradeZylo to prevent tilt and revenge trading. Locks daily allowed trades to 0 in risk limits, optionally deactivates target trading account, and logs a disciplinary cooldown reflection in your journal. Returns full freeze status.

Example questions:

• "Freeze trading for 24 hours: on tilt after 3 consecutive losses"

• "I breached my daily limit, freeze trading for today to prevent revenge trades"

• "Activate a 12 hour trading cooldown on account FTMO"

[WRITE ACTION] Lift a trading freeze / disciplinary cooldown in TradeZylo. Restores max allowed positions per day, reactivates target trading account, and logs a cooldown completion note in your journal. Returns updated risk limits and active status.

Example questions:

• "Unfreeze trading, my cooldown is over and I am calm"

• "Lift trading freeze and restore daily limit to 5"

• "I am ready to trade again, unfreeze my account"

Fetch all saved playbook setups and trading strategies: names, setup descriptions, allowed timeframes, markets, manual win/loss record, and average R-multiple.

Example questions:

• "List all my playbook trading setups and strategies"

• "What strategies do I have saved in my playbook?"

• "Show my saved setups and timeframes"

Cross-reference playbook strategies with actual trade data. For each setup tag/strategy in your trades, returns real win rate, average PnL, profit factor, total trades, and average actual RR in live execution.

Example questions:

• "Which playbook strategy is performing best in live trading?"

• "What is the real win rate of my Breakout or ICT strategy?"

• "Compare live performance across all my strategies"

• "Show win rate by strategy"

Get the detailed written rules and execution guidelines for a specific playbook strategy by name (entry criteria, stop-loss rules, management rules, exit conditions).

Example questions:

• "What are the exact entry and exit rules for my Breakout strategy?"

• "Show the rules for strategy "

• "What is the entry checklist for my ICT Silver Bullet setup?"

[WRITE ACTION] Add a new trading setup or strategy to your TradeZylo Playbook with rules, description, timeframes, and markets. Returns full created strategy and updated playbook catalog.

Example questions:

• "Add a new playbook strategy: 'ICT Silver Bullet', 15m timeframe on Forex, rules: enter on FVG between 10am-11am NY time"

• "Save a strategy to my playbook named 'London Breakout Retest'"

• "Add strategy 'Opening Range Breakout' for Stocks on 5m"

List all linked trading accounts in TradeZylo: name, broker, market type, current balance, initial balance, total PnL, win rate, profit factor, active status. Can filter for a specific account.

Example questions:

• "List all my trading accounts with their balances"

• "Show my FTMO and personal broker account details"

• "What accounts do I have configured?"

Get details of the currently active/selected trading account in TradeZylo (balance, equity, win rate, PnL, broker).

Example questions:

• "Which trading account is currently active?"

• "Show balance and stats of my currently selected account"

• "Am I currently using my funded or personal account?"

Switch the active trading account in TradeZylo by name or ID. Activates this account for future trades and overview analytics.

Example questions:

• "Switch my active account to FTMO 2 Step"

• "Activate account 01"

• "Change my current trading account to my personal broker"

Calculate equity peak and drawdown statistics for accounts: peak equity, current drawdown in dollars and percent from peak, all-time max drawdown, and recovery status. Can filter for a specific account.

Example questions:

• "What is my current drawdown from peak equity on my accounts?"

• "How much drawdown do I have on my FTMO account?"

• "What was the maximum drawdown ever recorded on account 01?"

• "Am I close to max drawdown?"

Side-by-side performance comparison of all accounts: compare win rate, PnL, closed trades, profit factor, and return % between different accounts (e.g. Prop firm vs Live cash).

Example questions:

• "Compare the performance between my FTMO account and my personal account"

• "Which of my trading accounts has a higher win rate and profit factor?"

• "Give me a side-by-side comparison of all my accounts"

[WRITE ACTION] Create a new trading account in TradeZylo (e.g. funded challenge, personal live broker, demo account) with starting balance, broker name, and market type. Returns the full created account record.

Example questions:

• "Create a new trading account named 'FTMO $100k Phase 1', broker FTMO, market FOREX, starting balance 100000"

• "Add an account for Binance Futures with $5,000 initial balance"

• "Create account 'Apex 50k' on FUTURES with $50000 balance and set it active"

[WRITE ACTION] Pause / deactivate a specific trading account in TradeZylo to temporarily disable logging trades or running active risk checks on it (e.g. taking a break, challenge passed, drawdown caution). Returns the updated account record.

Example questions:

• "Pause my FTMO Challenge account"

• "Pause account Binance Futures"

• "Deactivate account 01 for a few days"

[WRITE ACTION] Resume / reactivate a paused or frozen trading account in TradeZylo. Restores the account to active status, and if risk limits were locked at 0 from a previous freeze, restores daily allowed positions. Returns the updated account record.

Example questions:

• "Resume my FTMO Challenge account"

• "Reactivate my Binance Futures account"

• "Unfreeze my account and let me start trading again"

Fetch the overall daily journal note written in TradeZylo for a specific date (overall daily reflections, pre-market prep, mindset observations).

Example questions:

• "What did I write in my daily journal for today?"

• "Show my daily reflection notes for 2026-08-21"

• "What were my morning thoughts on yesterday's journal?"

Get the trading calendar heatmap data for a given month or year. Returns per-day metrics: realized PnL, number of trades, win rate, and R-multiple.

Example questions:

• "Show my trading calendar for this month"

• "Which days this month were green vs red?"

• "What was my PnL on each day last week?"

• "Show my best and worst trading days in August"

Search through your TradeZylo Notebook (saved trading rules, morning routines, psychology lessons, personal notes). Returns matching notes with titles and content.

Example questions:

• "Search my notebook for risk management rules"

• "Find notes about revenge trading or psychological triggers in my notebook"

• "Search my notes for liquidity sweeps"

• "What notes do I have about morning prep?"

[WRITE ACTION] Save or append a daily journal review in TradeZylo for a specific date (morning prep, session notes, psychology reflection, lessons learned, and discipline rating). Returns full saved daily journal note.

Example questions:

• "Save my daily review for today: morning prep was bullish EUR, session was disciplined, rating 8/10"

• "Write a daily journal note for 2026-09-12: waited for NY open, followed all rules"

• "Add evening reflection to today's journal note"