A tour of Tradion

Tradion is one page with a fixed sidebar. The sidebar never changes, the main area swaps out, and everything below is in the order you’ll meet it.

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Home

The screen you land on every time you sign in. A launchpad, not a dashboard: nothing here is analysis to act on; everything is a way back into work you started. Four bands, top to bottom: The header. Your first name, and a pill showing whether the US market is open, in pre-market, after-hours, or closed. Connect a brokerage and you also get a snapshot — total value and today’s change. Without one, that tile prompts you to add it. Your numbers. Three tiles pulled from elsewhere in the product: They stay empty until you have logged trades or built automations — expected on day one, not a fault. Recent sessions. Quant research and AI Asset Manager conversations, newest first. Clicking one reopens it with its charts and answers intact, so last week’s question is a starting point, not a retype. The launcher. A card for every other screen, each with a one-line description — no need to remember which group a tool sits in. → The Tradion Loop

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Overview

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Portfolio

Everything you hold: an equity curve (a line chart of the account’s value over time) with 1W to All-time ranges, day and total profit and loss, sector allocation with a diversification score, a sortable holdings table with 10-session mini charts, and your biggest movers. It fills in once you connect a brokerage — a read-only link, so Tradion sees positions but places no orders. → Portfolio overview · Connecting a brokerage

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Research & Analysis

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AI Quant Research

A split screen: chat on the left, a canvas of results on the right. Ask a question in plain English — comparing two stocks’ volatility (how much a price swings around, measured from its own history), screening for a setup, testing an idea against past prices — and Tradion writes and runs the Python, returning charts, tables, and a summary. You never see code unless you want to. → AI Quant Research · Your first analysis

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Earnings Spider

Upload an earnings report or transcript as a PDF and get it read for you: earnings per share and revenue against what analysts expected, next-quarter guidance, a bullish/bearish/neutral signal, and a tone analysis that flags when the CEO and CFO say different things. It also keeps a calendar of upcoming reports. → Earnings Spider

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Chart Analyzer

Drop in a saved chart image and get a BUY, SELL, WAIT, or NO TRADE verdict with a 0–100 confidence score, an entry price, a stop-loss (where you’d exit if it goes against you), a target, and the risk/reward ratio. The score breaks into the factors behind it, so you can see what the call rests on. → Chart Analyzer · Reading a verdict

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Lens

Lens does the same job without the file. It opens a full-screen live chart inside Tradion — set the symbol, timeframe, and indicators, then click Capture. Back comes a verdict, a summary, bull/base/bear price targets, and support and resistance levels (prices where buying or selling has tended to show up before). Follow-up questions are allowed. Lens reads its own chart, not your other tabs. For an image you already have, use Chart Analyzer. → Lens

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Trade Intelligence

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Trade Autopsy

Where a closed trade gets taken apart. Log it — typed out in plain English, or imported from your broker — then run an autopsy. You get a root-cause breakdown, a 0–100 scorecard across entry quality, exit discipline, and risk management, and a counterfactual: the same trade replayed with one thing changed. Repeat findings become named patterns, and patterns become playbook rules that check you before the next trade. → Trade Autopsy · Logging a trade

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Profile

Your trading health check, assembled from everything else: a risk score, recurring mistakes ranked by severity and frequency, win rate by time of day, a year-long calendar of wins and losses, your goals, and your playbook rules. After two autopsies it unlocks a psychological profile — trader archetype, cognitive biases (predictable thinking errors, like holding losers longer than winners) with evidence from your own trades, and how you behave under stress. → Profile

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AI Asset Manager

A chat window that can see your real positions. Because it reads live holdings rather than guessing, you can ask concrete things — how concentrated you are in one sector, what a 20% fall in one name would do to the portfolio — and the numbers reconcile with your broker. Sessions are saved; answers come with charts. → AI Asset Manager

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Automate

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Automations

A drag-and-drop canvas where you build a rule: pick an asset, add conditions, join them with AND/OR, optionally hand the result to an AI research agent, then choose where the message goes. Conditions can be price levels, one of 92 technical readings — 61 indicators plus 31 candlestick patterns, volume spikes, daily percentage moves, news, earnings proximity, unusual options activity, insider filings, or corporate actions. Every rule is checked once a minute, around the clock — not only during market hours — and alerts reach you through Discord, email, Telegram, in-app, or your own webhook. → Automations overview · Your first automation · Operators

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Settings

Pinned at the bottom of the sidebar: display name, subscription and billing, connected brokerages, theme, account deletion. During a free trial a countdown badge appears above it. Under it sit Feedback, which attaches a note to the screen you were on, and Logout. → Settings · Managing your subscription

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The status bar

Three controls follow you everywhere except AI Quant Research, which runs edge to edge:

• The news wire — a live headline ticker you can open for the full feed.
• Brokerage — each connected broker, its accounts, when it last synced, and a sync button.
• Personalization — whether Tradion Memory feeds your history into AI answers. Off means generic analysis. It applies everywhere, immediately.

→ Tradion Memory