Pineify Finance Agent can read a filtered trade history or open a single trade for its notes and closing records. Results retain the ledger’s currency and timezone.
Opens Finance Agent with a journal request ready to send. Advanced or higher is required.
Your personal trading records
Read a filtered trade history or open a single trade for its notes and closing records, with the ledger’s currency and timezone.
Journal capabilities are available in Finance Agent on Advanced or higher. Your journal content may enter the model context and your own chat history; this capability does not add a public conversation or sharing workflow.
Use cases
Choose entry dates, symbols, side, status, net-P&L result, general tags or a setup. You can also filter missed trades and an R range, or sort by entry time, symbol, net P&L, ROI or R. The result filter tests recorded net P&L, not an unrealized mark-to-market return.
Open a particular record to inspect its plan, review notes and recorded closes. Screenshots, checklists, sessions, comments and mistake details are outside this tool’s detail response; open Trading Journal for those.
Lists default to 20 rows per page and newest entry first, with at most 50 rows per request. Follow the next-page indication before summarizing a whole cohort; a page total is not a portfolio performance report.
FAQ
Select an existing ledger, check its currency and timezone, and describe the record you want to read or save.
Open Finance AgentFor informational and research use only. No output is investment advice or a guarantee of future performance.
