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Polaris - Portfolio Insights

Updated over a month ago

Polaris can analyze your trading account and give you a detailed breakdown of your performance, open positions, and trading patterns.

What You Can Ask

What You Want

Example Prompt

Account overview

"How am I doing?"

Open positions

"My positions"

Today’s P&L

"Today's P&L"

Trade review

"Show my trades"

Performance stats

"Win rate" or "Average winner vs loser"

Behavioral patterns

"Am I revenge trading?" or "Do I cut winners too early?"

Risk analysis

"How much am I risking per trade?"

Best/worst

"My best and worst trades this week"

How It Works

Polaris reads your live account data — open positions, closed trades, P&L, and order history. It uses this to calculate performance metrics and identify behavioral patterns in your trading.

Tips

  • "How am I doing?" gives you a full account summary in one shot

  • Ask about specific patterns: "Do I trade better in the morning or afternoon?"

  • Request comparisons: "This week vs last week."

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