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Welcome to ImprintTrader. The idea is simple — you define your trading strategy once as an imprint, and then score every trade against it before you enter. This gives you an objective score out of 100 that tells you how closely your setup matches the pattern you said you were looking for.

Here's the quick version of how it all fits together.

Step 1 — Create your imprint

An imprint is your strategy written down in detail. You describe your higher timeframe conditions (the zoomed-out context chart — where the trend and key levels live, e.g. Daily or 1H), your lower timeframe entry signal (the zoomed-in chart where you time the entry, e.g. 5-minute), indicators, stop and entry placement, and trade management rules. You upload reference charts so the AI knows what your setup visually looks like. Trade a single timeframe? That works too — an imprint can be one chart.

Think of it as a template of your perfect trade. Every trade you score gets compared against this template.

Step 2 — Score a trade

When you spot a potential setup, upload your chart screenshots. The AI compares your charts to your imprint and gives you a score out of 100 across 8 categories. You get a grade from A to F and specific coaching notes explaining what matched and what didn't.

Step 3 — Track your discipline

Every trade scored builds your discipline score, updates your streaks, and goes into your journal. Over time you'll start seeing patterns — when you follow your rules, when you don't, and which emotional states lead to poor decisions.

Two more habits complete the loop: the Daily Routine lets you run your pre-market process every day (and builds a separate process streak, trade or no trade), and Session Review lets fast-paced traders import their fills and score the whole session honestly after the close.

And if there's a setup you keep noticing but haven't written down yet, Pattern Lab is the optional step before an imprint: collect samples of it as you trade, mark how each one played out, read an honest hit rate, then turn the pattern into an imprint if it holds up. It uses no AI and no credits — see Pattern Lab.

Your credits

AI scoring uses credits. Scoring one trade costs 1 credit. Creating an imprint costs 2 credits with the form — or 3 with any of the AI builders (describe it in your own words, the co-pilot, or a draft from your charts). Your plan gives you an allowance of plan credits each billing period, and you can top up at any time from Top up credits in Settings.

Free vs paid plans

The free plan gives you 1 imprint and 10 lifetime credits — enough to see how the scoring works. To create multiple imprints you'll need a paid plan. You can upgrade at any time from Change plan in Settings.

Your Master Imprint — everywhere in the app, simply your imprint — is the foundation of everything in ImprintTrader. It's a detailed description of one trading strategy — the conditions you need to see, the indicators you use, how you enter, where your stop goes, and how you manage the trade.

You can have multiple imprints for different strategies. For example, one for your reversal setup and another for your trend continuation entries.

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Imprint Library — each strategy carries its edge verdict

The badge on each card is that strategy's edge verdict — whether the rules make money when you execute them faithfully. It's explained in Edge and expectancy.

Four ways to create an imprint

When you click + New imprint you'll be asked to choose how you want to create it.

Describe your strategy — the recommended, fastest way. Write, paste, or dictate your whole strategy in your own words — however you'd explain it to another trader. The AI structures it into your imprint and only asks about the essentials it can't find in what you wrote; its questions can be read aloud and you can answer by voice. You review a readable playbook at the end, never a long form. Costs 3 credits.

AI co-pilot — A typed, guided conversation that brainstorms your strategy with you and then fills the form in for you to review. Great if you're new or still shaping your idea: it talks in plain language (no jargon), walks you from the timeframes you want to trade through your chart conditions, the entry signal and stop, to risk, targets and management. It even pre-selects those timeframes on the form and finishes with a short checklist of what to look for on each chart — so you just name it, add your charts, and save. Costs 3 credits.

Draft from my charts — Drop your timeframe charts and the AI reads them — the indicators it can see, your key level, and any marked entry, stop and targets — into a draft imprint you review and finish. Costs 3 credits.

Fill in the form — A step-by-step wizard where you type out each part of your strategy yourself. Best if you already know exactly what you want to write. Costs 2 credits.

Tested the pattern in Pattern Lab first? A pattern that has held up can be turned into an imprint straight from Pattern Lab, which opens this form prefilled with its name, direction and timeframes and one sample's charts as the reference charts — you still write the rules, and the normal save cost applies.

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Choose how to build — describe it, co-pilot, chart draft, or the form

The builder is five steps — Basics · Charts · Signal & entry · Management · Review, as the row at the top of the form names them (on a phone, “Step 2 of 5 · Charts” and what comes next). You capture your conditions per chart — each chart carries its own rules — then define your entry and management once. Here's each step.

Each step's button — Continue →, and Save imprint on Review — sits in a bar along the bottom of the screen, with ← Back beside it from the second step on, so it stays in reach however far you scroll. While the imprint still needs something the step asks for, the bar names it on one line — its name, or for an imprint that trades both ways, which side your conditions describe: “1 thing left: Imprint name”, or “1 thing left: Bullish or Bearish”. Click the name, or the button, to go straight to it; Save waits for both. On the first four steps of a new imprint, once your draft has been autosaved, the bar says so whenever it has nothing missing to name, so you know you can come back to it later (Review shows no such note). A draft keeps no chart images, so once one is attached the note says “chart images are not kept” — you attach them again when you restore it.

Basics

Name your strategy, choose your instrument type (Stocks, Forex, Futures, Crypto, or CFDs), and set the direction — Bullish, Bearish, or Both if your setup works in either direction. With Both, say which side your conditions describe (Your conditions apply to: Bullish or Bearish) and whether the other side mirrors them (Mirror for opposite direction?). No — define separately adds an Opposite direction conditions card at the end of the Signal & entry step.

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New imprint · the Basics step

Charts (upload, indicators & conditions)

Upload your reference charts — screenshots of a real example of your setup — one per timeframe. For each chart you choose the timeframe (Daily, 4H, 1H etc.), its role — Higher timeframe (context), Lower timeframe (entry trigger), Middle timeframe (filter), or Single timeframe if your whole strategy lives on one chart — and optionally the symbol. You can paste with Ctrl+V after clicking the upload zone, drop a screenshot on Gallery / Files, or use the Camera button on mobile.

You also choose what your reference charts show (Your charts show): a pre-entry setup — the chart at your decision point — or a completed trade example, with entry, stop and target marked. Your trades are scored the same either way; the choice tells the self-test on your own charts how to read them.

Everything about a chart lives under that chart. Each chart has its own card, named as What the scorer will check names it (“15M — Higher timeframe (context)”); the chart a score reads your signal, entry and stop on is marked Entry chart. Each condition you write on a chart's card is checked on that chart exactly as written (the key level, below, is the one exception): one not met, or not readable on the chart, holds the score at 55 or below. On the entry chart, and on a chart your preconditions, conditions to avoid or an A+ must-have name, a line names which of your signal, entry, stop, risk to reward, preconditions, conditions to avoid and A+ must-haves are checked there: Also checked on this chart. For each chart you add:

• Conditions on this chart — the market structure that must be true and what the indicators must show. Be specific: "price consolidating below the previous swing high" beats "bearish bias". Describe the pattern, never a specific price — your imprint is matched against future charts at any price. Once filled they fold to one line each; Edit opens them.

• Key level — switch on “The key level / zone price reacts to is on this chart” on each chart your level is drawn on; you describe it once, on the first, and say how price interacts with it on each chart. If you have a higher-timeframe chart, a score checks the level itself on it, whichever chart you switch on, and the card says so. Which chart your signal, entry and stop sit on is set on the Signal & entry step.

• Indicators on this chart (optional) — each with its colour, style and panel position, so the chart check can find them on your trade charts; a score checks only the indicator conditions you write for the chart. A histogram (like MACD) can be two-toned: you set the colour above the zero line and, if different, the colour below it.

• Drawn lines / markings (optional) — a target box, a risk box, a channel, with each one's colour. They are on your plan, not checked by a score; with no reference chart, the pattern-similarity read is given them with your description.

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New imprint · the Charts step — each chart with its own conditions, key level and indicators

Signal & entry

Define how you get into the trade. Your signal bar is what signals a potential entry — it isn't the entry itself. The entry happens with your order: a pending stop order that fills on the break, a market order on the close of the signal bar, a limit at a level, or a manual entry. Then set exactly where your entry and stop are placed. Each rule on this step is checked exactly as written: one not met, or not readable on the chart, holds the score at 55 or below. Which chart the signal, entry and stop sit on (Which chart they sit on, at the foot of the Entry & stop card) is saved for your summary and Check my charts match my rules; a score always reads them on your entry chart.

Management (targets, grading & filters)

How you manage the trade and what raises or lowers its quality. All optional — fill what applies to you:

• Targets — minimum risk-to-reward, scale-out targets (a % of the position at each R-multiple), a structural target (a level), and/or a measured-move / volatility target (an ATR multiple or the range height projected). If "R" is new to you: 1R is the amount you risk — the distance from your entry to your stop. A 2R target aims to make twice what you risk; a minimum risk-to-reward of 2 means the same thing.

• In-trade management — when you move to breakeven, how you trail your stop, any time stop ("flat by the New York close"), and whether you scale in. These document your plan on your playbook; a score checks your entry rules only. After a trade closes, the Journal asks whether you kept each one — see Logging outcomes.

• A+ setup grading (the card is titled What makes this an A+ setup?) — extra confirmations that describe the quality of a valid setup; your chart conditions still decide whether it is valid at all. Mark each as Must-have or Bonus. A must-have is checked by every score, on the chart its wording names (your entry chart if it names none): if the chart does not show it, or it cannot be read, the score cannot be above 84 (a B at most) — see Trade scoring. It moves no points on its own and never fails the setup. So mark a must-have only when you would not call the setup an A without it, and write it as something a chart shows: one about news, earnings or another market is never checked, and belongs in your pre-trade checks. Something you would not trade without is a rule, not an A+ factor: write it into your chart conditions, where a trade without it is held at 55 or below. A bonus is for you; a score does not read it, and it never costs points. The example imprint and the starter templates come with bonus factors only — a must-have is your own call. To change or remove one, edit the imprint; once a trade is scored against it its conditions lock, and the change is made on a copy.

• Session & time-of-day — when the setup is valid. Pick one or more sessions (each shows the hours it stands for — the London session is 08:00–17:00 London time), or write your own window with its time zone — a window you write is the rule, and takes the place of the sessions. Write it as 24-hour times (09:30–16:00) or with am / pm (9:30am–4pm); “9:30-4” does not say whether the 4 is morning or afternoon, so it is not read. A score checks your session by the clock, not from the chart: an entry outside it is held at 55 (a C at most) — see Trade scoring. A window that cannot be placed on the clock — no time zone, “Chart / exchange time”, or hours the app cannot read — is not checked at all (the sessions you picked are not judged in its place), and the builder says so as you type. The timing note is for you only; a score does not read it. Like your other conditions, the session locks once a trade is scored against the imprint — after that it can only be changed on a copy.

• Fundamental / pre-trade checks and correlated markets — off-chart yes/no checks you tick before a trade (news, earnings), and any inter-market confirmation you need (the Dollar Index for a forex pair, ES & NQ for index futures). These are trader-attested context, not scored.

• Invalidation — a structural condition that voids the setup before you enter (checked against the current bar on a before-entry score).

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New imprint · the Management step — targets, management, A+ grading and filters

Review — pattern summary & save

When the Review step opens, the AI reads everything you've entered and writes a plain-language summary of your strategy back to you (it costs nothing). Read it carefully — it is built from your rules, not the other way around: your trades are scored against the rules you set in the earlier steps. So if anything in it is off, go Back and fix the rule on its step; the summary itself is not edited — when you come back to Review after changing a rule, it is written again from your rules. One exception: when you edit an imprint that was saved with no condition on any chart, its summary can hold rules the earlier steps do not show, so a changed rule does not write over it, and the Review step offers Write it again from your rules instead. An imprint you start from the example or a starter template gets its own summary the same way, written from its rules as you leave them, not the example's. A score reads the summary in one case only: an imprint with no reference chart, where the pattern-similarity read compares your trade charts with your written description, and the summary is part of it. If it could not be written, Try the summary again — you can save without it. Once your rules are right, click Save imprint (2 credits, or no extra credits when an AI build already covered this imprint).

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New imprint · the Review step — the AI reads your strategy back to you before saving

See exactly what the scorer will check

The last step of building an imprint, and the Conditions tab of a saved one, show a card called What the scorer will check. It lists every rule a score verifies, under the chart it is read on. A Required rule that is not met — or that the chart does not let the scorer read — holds the score at 55 or below; a Filter moves points and does not hold a score down on its own. An A+ must-have is listed under its chart as Needed for an A: if the chart does not show it, or it cannot be read, the score cannot be above 84 (a B at most), and it moves no points on its own. The card also says which chart judges your invalidation rule before entry, the session your entries are held to and its hours (checked by the clock, not on a chart), which points come from pattern similarity rather than a rule, and what is on your plan but not checked by a score — your bonus A+ factors and in-trade management among them. It flags problems before any trade is scored — a rule that names a timeframe your imprint has no chart for, a first target below your minimum risk to reward, or a session that cannot be placed on the clock.

Check my wording — free on that card asks, rule by rule, whether a chart reader could decide it only one way. For a rule that could be read two ways — “below the last swing low” when several swings qualify — it shows the question and one way to reword it. A rule no chart can show at all (news, how you feel) is flagged too — as a required rule it would hold every score at 55. An A+ must-have no chart can show is flagged as well: a score never checks it, so it would never hold a trade back from an A. The check is free, it never changes your imprint, and it never judges the strategy itself: only whether the wording can be checked. Its companion in the builder, Check my charts match my rules, compares your reference charts with your written rules (2 free per build, then 1 credit). Neither changes your imprint.

Self-test — try your rules on your own charts

Your reference charts are your own example of the setup. The Self-test card on the imprint page hands each of them to the scorer as if it were a trade and checks your written rules on it, one by one — the same check a real score runs. For every rule it shows what the scorer read off the chart and whether it read the rule as met, as not met, or could not read it at all.

A required rule the scorer cannot read on your own example will not be readable on your trades either — and an unreadable required rule holds a score at 55. Reword the rule (or mark what it names on the chart) before it costs you a score. The same goes for an A+ must-have: one the scorer does not see on your own example would keep a trade like it from scoring above 84 (a B at most). A rule read as not met may only mean your example shows a different moment than the rule describes. The self-test runs once right after you create or edit an imprint, and you can run it again whenever the imprint has changed — a rule, a reference chart or your calibration note. Each imprint has 3 free self-tests; after that a run costs 1 credit, and a charged run never starts by itself. It is not a score and it changes nothing on the imprint.

Calibration — tune the scoring without rebuilding

If the AI repeatedly misses or misreads one of your conditions, you don't need a new imprint. Open the imprint and add a Calibration note — a refinement layered on top of your rules ("the reclaim bar must close above the level, not just wick above it"). It applies to all future scores on that imprint and never changes past ones. Calibration can add or tighten a requirement; it deliberately can't loosen the judging or inflate grades.

Deleting an imprint

Open any imprint and click Delete. It's permanent: the imprint, its rules, its reference charts and its edge verdict are gone for good — and the slot it used is freed, which matters on plans with an imprint limit. Your scored trades stay in your journal with their scores, just no longer linked to an imprint. A copy you made with Duplicate keeps its charts, and a Pattern Lab pattern you turned into it keeps its samples and can be turned into an imprint again. On Studio, deleting an imprint you've shared removes it from your traders too, and their trades on it drop out of your Team Journal. Creation credits aren't refunded.

Prefer to speak it?

You don't need to type. In the Describe your strategy builder, tap the mic and dictate your whole strategy the way you'd explain it out loud — and when the AI asks about a missing essential, it can read the question aloud and you can answer by voice too. Same 3 credits, same reviewed playbook at the end.

The trade scoring system is the core of ImprintTrader. When you score a trade, the AI compares your charts to your imprint and gives you a score out of 100 across 8 categories, a grade from A to F, and specific coaching notes.

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Score a trade — stage, your charts per timeframe, and optional typed prices

The Score a trade page opens with two tabs, Your trade and Checklist, and under them a Setup box: the imprint you're scoring against and, on Your trade, the Stage and — only for an imprint that trades both ways — the Direction, Long or Short. Picking another imprint clears the direction, so a side chosen for one imprint is never sent with another. Under the Setup box on Your trade come your charts, the emotional check-in, Add trade details (optional) and the Override checkbox. The buttons sit in a bar along the bottom of the screen, so they stay in reach however far you scroll.

The three trade stages

The Stage row names them the same way the Journal and Session Review do, and shows the chosen stage's description under it:

Before entry — You haven't entered yet. This is the most valuable stage. The AI scores how closely your setup matches the rules in your imprint and gives you forward-looking coaching. If your score is below 60 you'll get a specific rule-gap note explaining what's missing.

In trade — You're already in the trade. The AI scores your entry against your rules as they stood when you entered.

After close — The trade has fully played out. The AI scores your pre-entry conditions only, completely ignoring the outcome. A losing trade that followed your rules perfectly scores just as well as a winning one.

Trade details

You can optionally enter the symbol (e.g. EURUSD, AAPL, ES1!), an entry time, and a close time. On a new trade these sit folded behind Add trade details (optional); the time-zone picker (with its hint about MetaTrader server time) appears once you give an entry or close time, or when the entry time is required. They become useful data points in your journal over time — especially when researching whether certain instruments or session times perform better for your strategy. On an imprint that sets a session, the entry time is also what the score is checked against — see below.

Your session — checked by the clock

If your imprint sets a session (the Management step of the builder), every score checks the entry against it. The check is done by the clock, in code — never by reading the time axis of your chart, which shows whatever time zone your platform is set to. An entry outside your session is held at 55 (a C at most), however closely the charts match, and the score screen shows the time it was judged at under “Session / time of day”.

Where the time comes from. A Before entry score is judged at the moment you score it. If you fill in the entry time, that time is judged instead — so to score a setup before your session opens, give the time you plan to enter (up to a week ahead). A trade you log after the fact — In trade, After close, or a Session Review — is judged at its entry time. On an imprint with a session that entry time is required, and it cannot be in the future: without a usable entry time the score is not run and no credit is used. On an imprint with no session the entry time is only a journal field, and never stops a score.

These times are in. A time you type has no time zone of its own, so the These times are in selector next to it says which one you mean: your own time (the default), one of the listed cities, or MetaTrader server time — New York time plus 7 hours, which is what most brokers' MT4 and MT5 charts and statements show. If your broker's server runs on a different clock, pick the zone it uses instead. Pick the zone the time you are reading is in and the app converts it; your choice is remembered on this device.

A session that cannot be placed on the clock is shown as “not checked” and counts neither for nor against the trade. That happens when your time window has no time zone, is stated in “Chart / exchange time”, names one time zone while the time zone field names another, or is not written as clock times the app can read (24-hour times, or with am / pm); when a session carries a name the app does not know the hours of; and when “Any / not time-based” is ticked beside other sessions. A window that cannot be placed is never swapped for the sessions ticked beside it — nothing is checked until it is fixed. The What the scorer will check card on the imprint flags it before you score.

Once a trade has been scored against an imprint, its session is locked with the rest of its conditions. To trade other hours, duplicate the imprint from your Imprint Library and change the session on the copy.

Type your prices for an exact risk-to-reward. The entry, stop, and first-target fields are optional — leave them blank and the AI reads your prices from the chart's drawn markings and your written placement rules. Type them, and your risk-to-reward is computed as exact arithmetic instead of a chart read, and the prices saved to your journal are yours, not the model's.

The emotional check-in

Before scoring you can optionally record how you feel going in — Calm, Slightly anxious, FOMO, Revenge trading, or Overconfident. It never affects the score. It's logged with the trade — its Journal row shows it — so your research reports, the Zen Trader badge, and your Emotional stability score can correlate emotion with execution — over time this is where your most valuable tells show up.

Adding your charts

On Score a trade each timeframe your imprint uses gets its own drop zone, reading Drop, paste or browse. Click the zone to browse for the image, drop the file on it, or paste: press Ctrl+V anywhere on the page (not while you're typing in a field, and not while a chart check result is on screen) and the screenshot goes into the first empty chart, in the order the charts are drawn. A zone with focus takes it itself while it is empty; a zone that already has a chart takes it only when you tabbed to it with the keyboard, to replace its chart. Under each zone, Take a photo opens the camera on a phone, and Add a TradingView link opens a field for a TradingView snapshot link (paste it, then press Load). A chart you've added keeps its zone above it: drop or browse there to replace the image, or press ✕ on the image to remove it. A file dropped outside a zone is ignored rather than opened in place of the page, so a missed drop never loses the form.

Taking a good chart screenshot

Any platform works — TradingView, MetaTrader, your broker's app. What makes a screenshot score well: a full-screen chart at your normal trading resolution, one timeframe per image, the price axis and time axis both visible, indicator panels fully in frame, and your entry, stop and target marked the same way they're marked on your imprint's reference charts. Zoomed-out postage-stamp charts and cropped indicator panels are the two most common causes of an unclear read.

The Checklist tab

The Checklist tab, beside Your trade at the top of the page, shows every condition from your imprint as you wrote it, in sections — Higher-timeframe conditions, Lower-timeframe conditions, Signal bar, entry & stop, Trade management, Conditions to avoid, and A+ must-haves — needed for an A. While it is open it takes the place of the Your trade form (the Stage, the Direction, your charts and the rest); the imprint, the Fundamental checks (when your imprint has them), any chart check result and the bar of buttons stay, and switching back to Your trade keeps the charts you added. It includes parts a score does not check (your management rules among them). A score looks for each A+ must-have, and when the chart does not show one the score cannot be above 84 (a B at most). Use it to self-check before scoring — it helps you catch obvious misses before spending a credit.

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The Checklist tab — self-check before spending a credit

The chart check

Run the chart check (free), the first button in the bar, has the AI go through each indicator and marking from your imprint and confirm whether it can see them on your charts — VISIBLE, UNCLEAR, or NOT VISIBLE for each item. If something is unclear you can clarify and re-run the check; you get up to 3 rounds, or Proceed anyway. While a result the AI hasn't confirmed is on screen, the bar shows no chart check or score button: it says the result is above, and Show the result takes you back up to it. Re-check charts and Proceed anyway are in the result box itself. If you add, replace or remove a chart, change a chart's timeframe or role, or change the stage or the direction after the check, the check is cleared, because it read something else: run it again (from round 1) for what is on screen now, or score without it.

The paid Score this trade — 1 credit → button appears in the bar once the check is confirmed, or once you choose Proceed anyway. The bar also shows your balance — “21 credits left” — and at 0 the paid buttons are disabled, with a Top up or upgrade → link next to it. You can also skip the check with Score without the chart check — 1 credit — the score is judged the same way, and the trade carries a Chart not confirmed tag on the score screen and in your journal.

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The chart check — free, before the score

The 8 scoring categories

Your written rules carry 65 of the 100 points: the first five categories below, each scored from your rules' verdicts on the chart they belong to. The other 35 — Price-structure match, Timeframe relationship and Overall pattern — are how closely the setup matches your reference charts. Write no indicator rule and Indicator match's 15 points follow your reference charts too, so the split is then 50 / 50. These eight names are the ones you'll see on every breakdown — the score screen, the Journal and Session Review.

Your imprint's A+ must-have factors are checked as well, each on the chart its wording names (your entry chart if it names none). They are no share of the eight categories: a must-have the chart shows changes nothing; when the chart does not show one — or it cannot be read there — the total cannot be above 84, a B at most. It never fails the setup. A must-have about something no price chart shows (news, earnings, another market) is not checked, so it never holds a trade back — keep that as a pre-trade check instead.

Your bonus A+ factors, in-trade management, correlated-market checks and the free-text timing note beside your session are part of your written plan: they appear on your playbook, and a report whose trades all belong to that one imprint is given them as written. A score reads the rules on your charts, your must-have factors and the pattern — plus the clock, for your session's hours — so none of them changes it, and nothing records which trades kept or broke them — apart from your own management check, which you answer in the Journal after a trade closes (see Logging outcomes); the What the scorer will check card on each imprint lists exactly what a score does check. Your conditions to avoid are checked as a filter: a chart that clearly shows one loses points.

How the verdicts are reached

Each of your written rules is verified on the specific chart it belongs to — higher-timeframe conditions on the higher-timeframe chart, the signal bar and entry on the entry chart — and judged Met, Partial or Not met with the evidence named. Your entry and stop are judged by your written placement rules ("2 cents above the signal bar high"), never by generic textbook standards. The score screen shows a per-chart verdict for each screenshot so you can see exactly which chart carried the gap.

Hard rules gate the total. If a required rule is not met — or genuinely can't be verified from the screenshot — the total is capped at 55 (or 45 when a before-entry setup is no longer live at the current bar), even when the other dimensions look strong. An entry outside your imprint's session is held at 55 the same way. An A+ must-have is a lighter hold: when the charts do not show one — or it cannot be read — the total cannot be above 84 (a B at most), so the trade cannot be an A, but it is not a failed setup. When a cap fires, the score screen says so under the number and the rule gaps below explain exactly why, so the grade and the bars never silently disagree.

Trading the other side of an imprint that trades both ways. Your rules are written for one side — the one you chose under “Your conditions apply to” on the builder's Basics step. A trade on the other side is judged against the mirror of each rule that depends on direction (above and below swap, highs and lows swap), or against your opposite direction conditions where you wrote them. The score screen still quotes every rule as you wrote it, so on a short scored against rules written for the long, a gap can read “Not met: MACD above the zero line” beside a reading of “MACD above zero” — for the short, the rule needs it below. The screen says so where it matters: the rule gaps open with “This trade is a short and your rules are written for the long side…”, and the per-chart verdict of a chart with a missed rule begins “Short trade — your long-side rules were judged against their mirror.” These lines only explain how the trade was judged; they change no verdict and no points.

Will the same chart get the same score? Scoring the exact same screenshots again shortly after returns the identical result (recent results are cached, and the repeat costs nothing). Beyond that, consistency is engineered rather than hoped for: every rule gets an explicit Met / Partial / Not met verdict with the evidence named, and the hard-rule caps are enforced in code — not left to the model's mood. A re-captured screenshot of the same moment can still move a point or two at a rule boundary; the verdicts tell you exactly which rule moved and why.

Grade scale

What to do with a low score

A grade D or F before entry means your setup doesn't match your rules well enough to take. Read the coaching notes and the per-chart verdicts — they'll tell you specifically what's missing. From the score screen you then make your decision: Enter trade (logged as taken) or Pass — wait for a better setup (logged as a Passed setup). If you already knew the setup wasn't complete before scoring and want that honesty on the record, tick the Override checkbox on the Score a trade form — before you score — and write your reason.

And if the AI keeps misreading one specific condition on this imprint, that's what the Calibration note is for — a one-line refinement that tunes all future scores without rebuilding the imprint.

Choosing “Pass — wait for a better setup” logs the score in your Journal as a Passed setup (its row reads Passed). Passed setups never count against your discipline or streaks — the opposite: passing on low-grade setups builds your patience score, and it's evidence of restraint your reports and coach can see. You can delete a passed setup from the Journal if you don't want to keep it.

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The score result — the score and its eight dimensions, then your decision, the rule gaps and the per-chart verdict; the charts sit last behind 'Show the charts'

Too fast-paced to score before entry? Score after the close instead — see Session Review: import your fills, replay each entry moment, and batch-score the whole session.

Session Review is batch scoring for traders who move too fast to score before every entry — scalpers, high-frequency day traders, or anyone catching up on imported history. Instead of scoring one trade at a time, you queue up a whole session's trades, attach the charts, and let the AI review them back-to-back while you keep working.

Where to find it

Open your Journal and click Score imported trades (N) at the top of the page — the button shows how many imported trades are waiting to be scored. (The Journal's line of what is missing offers the same with Score them →.) Each waiting trade becomes a card in the review queue at /dashboard/session-review.

How a review session works

The Setup box at the top names the imprint every card is scored against — with more than one imprint it is the default, and Use a different imprint on a card picks another for that trade. For each card, attach one chart per timeframe the imprint asks for (the drop zones sit side by side: drop, paste or browse), pick Long or Short if the imprint trades both ways (an imported side is already picked), and optionally record how you felt. Then press Score this trade — 1 credit on the card, or ▶ Score N trades in the bar at the foot of the screen to score every ready card in turn; the bar counts what is scored and ready, your credits left and, while none is ready, what makes one ready.

The trades are scored at the After close stage: the AI judges pre-entry rule compliance only and ignores the outcome, so a winner that broke your rules still gets the honest low grade. If your import carried fill prices, the risk-to-reward is computed from your exact entry, stop and target — arithmetic, not a chart read.

If the imprint sets a session, each trade is checked against it at its entry time — by the clock, not from the chart — and an entry outside the session is held at 55 (a C at most). Session Review has no time field of its own (its “These times are in” selector, in the Setup box, only says which zone the times are shown in — the same remembered choice the trade form and the Journal use for a time you type): it uses the entry time stored with the trade — the one your import read, or the entry time set in the Journal — and each card says, before any credit is spent, whether that time falls inside the session. A trade with no entry time, or with one that lies in the future, is held back with a link to the Journal: set its entry time there (the Journal asks which time zone the time is in), then reload the review. Nothing is charged for a trade that is held back. More under Trade scoring.

Costs and safety

Each card runs the free chart check first, then spends 1 credit for the score — the same as scoring from the Score a trade page. If a chart can't be read, the card pauses for your attention and no credit is spent. Charts upload before the credit is spent, and each score only counts once it has genuinely saved to your journal. With no credits left the score buttons wait and the bar offers Top up or upgrade →, which opens Settings in a new tab so your attached charts stay; a score whose save failed can still be re-sent, free.

Under the cards, How this session went sums up the trades scored since you opened the page (a reload starts it afresh) — grades across the batch and what they say about the session's discipline. Every reviewed trade lands in your journal like any other scored trade and feeds your discipline score, streaks and behavioural profile.

Discipline isn't only about the trades you take — it's about running your process every single day, including the days you take nothing. The Daily Routine turns your pre-market (or post-market) process into a checklist you actually run, and tracks a process streak for showing up.

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Daily Routine — run your process every day, even when there is no trade

Building a routine

Create one or more routines from the Daily Routine page — for example a "London Open" routine at 08:00 and a "Post-market" one after the close. Each routine is an ordered list of steps of three kinds:

• Ritual — a simple checkbox: review the economic calendar, mark your levels, check yesterday's journal.

• Imprint check — pick one of your imprints and record a verdict for right now: No setup, Watching, or Setup present. This is the daily habit of consciously deciding whether your setup exists — before the market pulls you in.

• Note — a free-text field for anything you want to record about the day's conditions.

The process streak

Completing a routine counts toward that routine's process streak — consecutive trading days on which you ran it. Each routine has its own Trading days (Mon–Fri by default, set when you build it), so a day off the schedule doesn't break its streak. Completion is a deliberate action: work through the steps and press Finish routine on the run screen (you don't have to tick every ritual — an honest partial run still completes). One completed routine per day is what extends the streak; a second run the same day doesn't double-count. It's deliberately separate from your trade streaks: a disciplined no-trade day (routine run, verdict "No setup", no forced entries) keeps your process streak alive even though no trade was scored. Reach a 7-day streak on any routine and you earn the Ritualist badge.

Pattern Lab is the research bench that sits before an imprint. You have a hunch — a setup you keep noticing but haven't written up yet. Instead of defining an imprint on a feeling, you collect samples of the pattern while you trade, mark each one's outcome once you know how it played out, and read an honest hit rate before you commit the strategy to an imprint. Nothing in it is scored, so it never costs a credit.

How to work with it

A pattern is one setup. Its conditions are the things that can change from one sample of it to the next, and a variation is the exact set of conditions there on a sample — so as your samples add up, many will have exactly the same ones there, and the pattern page shows how each variation played out.

1. Make one pattern per setup, and describe the setup in its notes: what's true every time.

2. Add as conditions only the things that change between samples. A condition ticked on every sample can't tell variations apart.

3. On every sample, tick every condition that's there. A missed tick makes it a different variation.

4. Keep the list to the conditions you think change the result. Each extra condition splits your samples into more variations, and they fill more slowly.

5. If you add a condition later, older samples don't say whether it was there; Fill them in on a variation shows just those with an outcome.

6. When a variation has 5 or more samples with an outcome and a result you trust, test it going forward or turn it into an imprint. Its conditions go into the imprint's name, and your notes and its conditions into its indicator and marking legend; you write the rules in the builder.

The loop

1. 📸 Collect — snap the chart at the signal bar, tap the conditions it shows, and save it as a sample.

2. ✅ Mark the outcome — once you know it, mark the sample Worked or Failed (or Did not trigger / Unclear), right from the ⏳ Waiting for an outcome queue at the top of Pattern Lab.

3. 📊 Read — the viability card shows the hit rate with an honest confidence range, and Your variations reads each variation of your samples — each exact set of conditions there — against the rest. A variation that looks strong can be tested going forward.

4. 🚀 Turn into an imprint — the keepers become an imprint, prefilled from your samples.

Patterns and samples

A pattern is what you're testing: a name, a direction (bullish, bearish or both) and its timeframes in order — highest first, signal timeframe last, the same order an imprint uses — come first on the form, with Conditions to record on each sample straight under Timeframes. Market, symbol and your notes sit under Market, symbol and notes (optional), which opens by itself once you have a pattern. The notes are the setup in your own words — the form says so under them: “Describe the setup in your own words: what’s true every time. The conditions are for what changes.”

Market keeps a growing lab organised: it's the asset class (Forex, Stocks, Futures, Crypto, CFDs) — the list groups by it, and it carries across as the imprint's instrument when you turn the pattern into one. Until a pattern has a market (or a pattern family from before conditions were recorded on samples — see Merging a pattern family below), the list stays flat. Once the list has two or more market sections (No market set counts as one), filter chips — All markets, then one per market — show one market at a time.

On the list, each pattern card shows its name, its direction when it trades one way only (Bullish or Bearish), its timeframes and, under them, one line: how many conditions its samples record and the day its latest sample was saved, e.g. 23 conditions · latest sample 20 Oct (“No conditions” when its list is empty, and just the count until it has a sample). A variation inside a pattern family also shows the ✓ and ✕ it was set up with (see Merging a pattern family below). Inside each market, the pattern with the most recently saved sample comes first. On its right (under it on a phone or a narrow screen) sit its verdict and — once it has five samples with an outcome (Worked or Failed) — its hit rate, the range around it and how many samples have an outcome, e.g. 71% (36–92%) · 7 samples with an outcome (see Reading the viability card below), then its counts. A pattern with no samples yet says just that. Open a pattern by clicking anywhere on its card (the › at its right edge). An archived pattern listed on its own (see Limits below) keeps its verdict and hit rate, so a pattern you tested and rejected still reads differently from one you simply dropped — except a pattern archived by a merge, whose samples (and so its read) moved to the merged pattern.

A sample is one occurrence of the pattern: one chart per pattern timeframe, the symbol, the side (for a both-ways pattern), when you captured it, and an optional note about what you saw. If you spot the pattern but can't grab the charts right now, save it as a mark — with no chart attached, the button reads Save as mark (add charts later) — and add the charts later.

Each timeframe gets its own slot and its own screenshot — one chart per slot, at most two slots to a row (one on a phone). Fill a slot whichever way is quickest: click it to browse, drag the image file onto it, tap 📷 on your phone to shoot the screen, or just paste — press Ctrl+V anywhere on the pattern's page (not while you're typing in a field) and the screenshot drops into the next empty slot, in the order the slots are drawn, and the page scrolls the Add a sample card into view. On a pattern's page that card comes first, straight under the viability card, with the comparison and the tests going forward below it. Capture becomes: screenshot, Ctrl+V, screenshot, Ctrl+V, Save. On the sample itself you can fill any slot you left empty at capture time.

An unsaved capture is guarded once it holds a chart, a note or an edited capture time: a screenshot dropped just outside a slot is swallowed instead of opening in the browser, and closing or reloading the tab asks before you leave. It isn't kept as a draft, though — save it before you move on.

Conditions on each sample

A condition is something a chart can show or not show — “HTF momentum”, “30 WMA”, “Inside bar”. Your conditions are one list for your whole account (up to 40, labels up to 40 characters), and each pattern picks the ones to note on its samples in Conditions to record on each sample on the New pattern and Edit pattern forms, straight under Timeframes. Click a condition to put it on the pattern's list or take it off. The field says what belongs on it: “Pick the things that change from one sample of this setup to the next. On each sample you tick the ones that are there as you save it, not here; each different set you tick is a variation, and the pattern page compares them.” To create one, type its name and press Enter or + Add — it joins your conditions and goes on this pattern's list. Type a name you already have (capital letters and extra spaces don't matter) and the existing one goes on the list instead of a duplicate being made. The list says what to look for on each chart; it never says what the pattern needs.

Each sample records, for each condition on its pattern's list, one of three states: ✓ There (the chart showed it), ✕ Not there (it didn't) or · Not recorded (nothing saved either way). On the Add a sample card, the On this chart row has one entry per condition: tap what is on the chart (✓). Beside the row's name a count says what saving will record — “6 there · 17 not there” with a chart attached, where anything left untapped is saved as not there, or “6 there · 17 not recorded” on a mark. Untapped conditions are drawn plain, their colour as a thin outline with no mark; a tapped one fills and takes its ✓. With charts attached and nothing tapped, the save button reads Save — none of these on the chart, because that is what saving records. A sample saved as a mark keeps only what you tapped — the rest stay not recorded until you add its charts and record them on the sample. If the pattern has no conditions to record yet, the row says so — add them with ✏️ Edit. The ✕ is grey, not red — its shape carries the state, and red already means Failed.

On each sample card, under its details, the conditions it recorded as there show as ✓ chips, and one line sums up the rest: “✕ 14 not there”, “· 2 not recorded” and Edit conditions (a part that is 0 is left out; “None recorded as there” when none is there, and “No conditions recorded yet” with Record them while the sample has recorded nothing at all). Edit conditions opens every condition on the list in place, each in its state, under the hint “Tap to change: ✓ there → ✕ not there → · not recorded. Each tap saves.” Done closes it. Only not recorded (N) shows just the conditions this sample hasn't recorded — the “· N not recorded” part of the line opens the editor with it on — and a condition you tap stays in view until you switch it off: the quick way to catch up a condition added late. On a sample that already has an outcome, the editor also says “A condition recorded after the outcome was first marked keeps this sample out of a test going forward that names it.” A condition you add to the pattern later starts as not recorded on the samples you already have, and the Edit form says so as you add it, e.g. “12 samples will show it as · not recorded until you tap it on each one. Until then, a combination that names it counts those samples on neither side, and in Your variations it counts as not there.” Taking a condition off the pattern's list keeps what your samples recorded for it (put it back and it shows again), and stops this pattern's running tests going forward that use it (they keep their counts). A sample's conditions also show, read-only, in the full-screen reader, and Waiting for an outcome shows the ones recorded as there. On the pattern's own page, the header folds its list into one line — “23 conditions on each sample” with Show, which opens the conditions in place.

✎ Manage, next to + Add, lists your conditions with how many patterns list each (archived patterns included), how many samples recorded it and, if any, how many tests going forward name it: edit a name to rename it (the new name shows everywhere at once — a condition is linked, not copied), click the colour dot to pick one of 16 colours, or 🗑 to delete it. Green and red are left out of the palette on purpose — on the same card they already mean Worked and Failed. Colour marks which condition it is; the ✓ or ✕ marks its state. Deleting asks first and says how many patterns list the condition, how many samples recorded it and how many tests name it (when it can read those counts): what any sample recorded for it is deleted for good, a running test that names it stops, and every test that names it keeps the count it has but can no longer be turned into an imprint.

Marking the outcome

When you know how it played out, mark the sample: Worked, Failed, Did not trigger (the setup formed but never gave the entry) or Unclear. Only Worked and Failed count toward the read — the other two stay on record but don't move the numbers. A waiting sample's card shows the four outcomes as buttons; if you change your mind later, ↺ Back to pending in its ⋯ menu flips it back.

Under the outcome buttons — and in the same place once the sample has an outcome — is a drop field for the after shot, an optional chart of how it played out, labelled After shot · optional — how it played out. It works like an empty chart slot: click it (or press Enter or Space on it) to pick the image, drop the file on it, press Ctrl+V while it has focus, or tap 📷 on your phone to take a photo. Once added, the shot fills the field: click it to see it full size, drop another image on it to replace it, or ✕ to remove it.

The foot of each sample card is one line: ⤢ Review from here (the full-screen reader, see Reviewing your samples below); ✎ Note until it has a note, which then shows above the line (click it to edit it); and ⋯, the menu for the rest: ↺ Back to pending (on a sample with an outcome), ⇄ Move to another pattern… (see Moving a sample below) and 🗑 Delete sample. While a running test going forward holds the sample, Move and Delete are greyed out and the menu says why: “This sample counts in a test going forward on this pattern. Stop the test first to move or delete it.”

You don't have to open each pattern to do it. ⏳ Waiting for an outcome, at the top of the Pattern Lab page, shows the three oldest waiting samples across your active patterns as thumbnails (click one for the full chart), oldest first by capture time — the one you're most at risk of forgetting comes first — with Show all N for the rest. Each row shows the pattern (click its name to open it), the symbol, side and when it was captured, the conditions that sample recorded as there (up to 5), the charts and your note, with the four outcomes as buttons, so you mark it right there. When its pattern lists conditions the sample hasn't recorded yet, the row names them, e.g. “Not recorded yet: Inside bar, London session. Record them before you mark the outcome.” — a test going forward doesn't count a sample whose condition was recorded after its outcome was first marked. A marked row stays where it is, showing what you picked, with ↺ Undo next to it — until you reload the page; after that, correct it with ↺ Back to pending in the sample's ⋯ menu on the pattern's page. Samples captured more than 3 days ago show their age in bold amber, because the longer you wait the less reliably you'll remember the outcome. The outcome buttons are outlined; each takes its colour only when you point at it or tab to it. A sample saved as a mark shows a callout linking to its pattern, where you can add the charts — until it has them, it can't seed an imprint.

The queue only marks outcomes: moving, deleting, notes and charts are handled on the pattern's page. Samples on archived patterns aren't listed — mark those on the archived pattern's own page. The badge on the Pattern Lab nav item and the nudge on your dashboard (Mark the outcomes →, or Mark the outcome → when there's just one) both bring you here. When nothing is waiting, the queue isn't shown; the counts on the cards below catch up when you reload (a ↻ Refresh button appears once you're all caught up).

Reviewing your samples

On a pattern's page, the toolbar above the samples holds everything for going back through them:

• Filter chips — All, Pending, Worked, Failed, Did not trigger and Unclear, each with its count; a chip at 0 is left out unless it's the one picked (All always shows). Pending turns amber while any sample is still waiting for an outcome (the viability card no longer repeats these counts). Pending lists oldest first, so the sample you're most likely to forget is on top; the others list newest first.

• Variation: … ✕ Clear — appears after Show these N samples on a variation in Your variations (below): the page scrolls to the samples with this filter in view, and only that variation's samples are shown, whatever their outcome. Fill them in on a variation sets Not recorded in: … instead: just its samples with an outcome that didn't record a condition on the list, so you can open each one's Edit conditions and record it. Both put the outcome filter back to All and clear the dates, and the samples they showed stay in view until you press ✕ Clear, even after a tap changes one of them into another variation. Changing the pattern's list, or deleting a condition on it, clears such a filter, because it can change which samples are that variation. Matching: … ✕ Clear is the same for Show these samples in Check a combination: only the samples matching that combination, together with whichever outcome filter and dates are on. Clear shows them all again.

• Any date — the date button, named after the dates you pick (“19 Oct”, “16 Oct – 19 Oct”), opens a panel: Which day — Day saved (the default) or Day of the setup (Day saved is when you added the sample. Day of the setup is the time on each card.), remembered in this browser; Days with samples — your newest 8 days with samples, each with how many, one tap to show just that day (with more, “11 older days: pick them with From and To.”); From / To, which last for your visit; and Clear dates. While a date is set the toolbar counts what it shows (“9 of 18 samples”), and the outcome chips, ⤢ Review and the slim bar follow it; the viability card, Your variations and the tests going forward always count every sample. The samples sit under a heading per day — e.g. “Monday 19 October”, “9 saved · 6 worked · 3 failed” and Only this day — and with Day saved they sort by when each was saved, with Day of the setup by the setup time on each card. Dates with no samples say “No samples on these dates.” with Clear dates.

• ▦ / ▭ — two samples per row (the overview) or one per row, which gives each sample's charts and after shot the full width. Your choice is remembered in this browser; on a phone it's always one per row.

• Higher timeframe — on the left / on the right — tells Pattern Lab which side of your charting screen keeps the higher timeframe. It appears on patterns with two or more timeframes (hover a button to see the chart order it gives). Pick yours and every sample card, the full-screen reader, the capture slots (so Ctrl+V fills them in that order), the imprint picker and Waiting for an outcome draw charts that way round. It's saved to your account, so one choice covers every pattern and device. It's display-only: it never changes which chart counts as context or signal. That's set by the pattern's own timeframe order — highest first, signal timeframe last — which is why the caption under Timeframes on the pattern form points you here rather than having you reorder timeframes to match your screen.

• ⤢ Review N — opens a full-screen, read-only reader at the first sample in the current filter; ⤢ Review from here on any sample card opens it at that sample. It shows one sample at a time with its charts sized to the screen — click a chart to fill the screen with it, click again to show both — and it walks the same list the page is filtered to (its own filter chips change that filter).

The reader is driven from the keyboard:

It stops at either end rather than wrapping round, and moving to another sample always hides the after shot, so you see each setup before its outcome. Nothing in the reader marks outcomes, edits, moves or deletes — do that on the sample cards or in Waiting for an outcome.

On a long pattern page, once you scroll past the toolbar, a slim bar pins to the top with the pattern's name, market and sample count, so you always know which pattern you're looking at. While a filter from the comparison is on it also shows it — Variation:, Not recorded in: or Matching with the conditions — and ✕ Clear, and while a date is set, the date with its own ✕ Clear (“19 Oct ✕ Clear”), on a phone too. Apart from that Clear it's read-only, and it disappears when you scroll back up.

Moving a sample

Filed a sample under the wrong pattern? ⇄ Move to another pattern…, in the sample card's ⋯ menu, re-files it under another of your patterns — any that isn't archived, picked from the list that opens in the menu. You confirm first; the charts, after shot, note, capture time, marked outcome and recorded conditions all move with it, and both patterns' reads update. The destination shows the conditions on its own list; anything else the sample recorded is kept, just not shown. A move doesn't change your sample count. While a test going forward runs on the pattern, a sample it holds — one that has ever had an outcome and that the test reads — can't be moved (or deleted) until the test stops, even after going back to pending (see Testing going forward below).

The move is refused rather than dropping a chart when the destination doesn't use a timeframe the sample has a chart on — the message names the timeframe. A destination with extra timeframes is fine; the sample just has empty slots there to fill before it can seed an imprint from that pattern. Moving to a bullish-only or bearish-only pattern sets the sample's side to that direction; moving to a both-ways pattern keeps it.

Reading the viability card

The card needs at least five samples with an outcome before it says anything. From there it shows the hit rate (Worked ÷ samples with an outcome) and a 95% confidence range — the band the true rate could plausibly sit in given how few samples you have. With 8 samples with an outcome, a 75% hit rate could really be anywhere from roughly 41% to 93%; the range narrows as you mark more outcomes. The card also estimates how many more samples with an outcome would narrow it to ±10%.

Verdicts: Too early to read (under five samples with an outcome), Holding up so far (the whole range sits at or above 50%), Not holding up (the whole range sits below 50%), and Could go either way (the range straddles 50%).

Your variations

Below the Add a sample card (or, on an archived pattern, the archived notice), Your variations compares your samples by their variation. Under its title it says, once, what one is: “A variation is the exact set of conditions there on a sample: samples with the same ones there, and none of the others on this pattern’s list, are the same variation. A condition a sample didn’t record counts as not there here.” As on the viability card, only samples marked Worked or Failed count. Until five of them are, the card is one line — “3 of 5 samples marked Worked or Failed so far. The comparison opens at 5.” — with a Check a combination button under it, so you can still put a combination together and start a test early. Until the pattern has conditions to record, the card asks you to add some with ✏️ Edit.

Every figure on the card is printed the same way: how many worked, how many failed and, once a group has five samples with an outcome, its hit rate and 95% range — e.g. 8 worked · 2 failed · 80% (49–94%). Below five it gives the counts and how many more samples it needs for a percentage, e.g. 2 worked · 1 failed · 2 more for a %. The card reads, top to bottom:

• Once two or more variations have a percentage, how many the list was ranked from — the more there are, the likelier one looks strong by chance: “Ranked from 2 variations seen on 5 or more samples with an outcome, so some will look strong by chance. A test going forward counts only samples saved after it starts, which is the fair check.” Then the baseline, All 25 samples with an outcome and their read, and, when a condition was there on every one of them, a line that says so once instead of on every row, e.g. “HTF momentum was there on all 25 samples with an outcome, so it is left off the rows below: every variation includes it.”

• The variations on five or more samples with an outcome, best evidence first: the higher low end of the range (the number printed) first, then the one with more samples, then the one with fewer conditions, then your list's order. Each is one line: the ✓ conditions there on it (or “None of the conditions” for the samples with none of them there), the old set-up it matches named under them — Your old variation “No retest” or Zero Line as you first set it up (see Merging a pattern family below) — its read, and Stands apart when its range and the range of every other sample with an outcome don't overlap. When none does, the card says “None of these stands apart from everything else yet. Open a row to see why.”

• Seen on 2 to 4 samples with an outcome (a % needs 5) — counts only, the most samples first, never by how they did. The first five show, then Show N more.

• ▸ 14 variations seen on one sample with an outcome each — folded, counts only: a set seen on one sample with an outcome is that sample's own record. Like the two lists above it, it counts only samples with an outcome, so a variation in any of them can also have samples still waiting (opened, its row counts them all). While no two samples with an outcome have the same set, the card says “No two samples with an outcome have exactly the same conditions there yet. A variation gets a % once 5 of its samples have an outcome.” An old set-up that no sample with an outcome has exactly yet is named once: “No sample with an outcome has exactly the conditions of “No retest” there yet.”

Click a variation to open it (one at a time):

• There — every condition there on it, the ones on every sample included, then “The other 17 on the list were not there.”

• Set up as — when an old set-up names it: “Your old variation, read as the variation with exactly its ✓ conditions there and every other condition not there, its ✕ ones included.”

• These samples — how many samples have exactly this variation, whatever their outcome (those still waiting included), and its read.

• Everything else — every other sample with an outcome, read the same way (“Every sample with an outcome is this variation, so there is nothing to set it against.” when there is none).

• Not recorded — when some of its samples with an outcome didn't record a condition on the list, how many and which, e.g. “2 of these with an outcome didn’t record 30 WMA, so it counts as not there on them.”, with Fill them in, which shows just those samples below so you can record it on each. In a variation a condition not recorded counts as not there — so a condition you add to the list later doesn't split every older sample off into a variation of its own — and this line keeps the row honest about it.

• Across your 5M → 1M patterns — the same variation on your other patterns with exactly these timeframes, in this pattern's market when it has one (see below).

• The actions: Show these N samples narrows the samples below to this variation; Test going forward starts a test of it (see Testing going forward below); Turn into an imprint → takes it to the imprint builder (neither of those two is offered on an archived pattern); and Adjust in Check a combination opens Check a combination loaded with this variation — every condition on the list, ✓ or ✕ — to change it there.

The across line is read the first time a row is open — never before, so not when the page loads, unless a link to a variation opened its row (see below) — and once per visit: again the next time you open a row after the page refreshes its samples, and at once when you change the pattern's market or timeframes, move or delete one of its samples, or delete a condition. It pools your active patterns with exactly this pattern's timeframes, in the same order, within its market when it has one — and then the line names the market: “Across your 5M → 1M CFDs patterns”. A sample of another pattern counts when exactly these conditions were there and none of the others on that pattern's own list — a condition it didn't record counts as not there, as in every variation, and the line doesn't say how many didn't record one (the variation's row on that pattern's own page does, once that page has 5 samples with an outcome). While it reads it says “Reading your other 5M → 1M patterns…”; if it can't, “Your other patterns couldn’t be read just now.” with Try again; when no other pattern has it, “No other 5M → 1M pattern of yours has a sample with an outcome where exactly these were there.” On a CFDs pattern that reads “No other 5M → 1M CFDs pattern of yours has a sample with an outcome where exactly these were there.” Otherwise it gives how many patterns have it and the pooled read, then See them ▸: each pattern's own read — this one marked (this pattern), every other name a link to that pattern's page with the same variation open — and, when true, “Only X-Level has a % of its own: the others have fewer than 5 samples with an outcome here.” or “No pattern has 5 samples with an outcome of its own for this yet.”, and “X-Level and Continuation read differently: their ranges don’t overlap.” An archived pattern has no across line: only active patterns are pooled.

A link to a variation — Read on … › beside an archived pattern, or a pattern's name in a pooled read — opens the pattern's page with that row open and scrolled into view; when no sample with an outcome has exactly those conditions there yet, the card says “No sample with an outcome has exactly that variation’s conditions there yet.” While that pattern's card is still one line (fewer than five samples marked Worked or Failed), there is no row to open yet: when one of its samples with an outcome is that variation, it says under the line how many of its samples are (waiting ones included), e.g. “That variation is on 3 samples here; it gets its own row once the comparison opens.”, with Show these 3 samples, which narrows the samples below to them.

Under the rows, two folds:

• ▸ Check a combination (pick conditions there or not there yourself) — put any combination together. Unlike a variation, a combination is only what you pick: it matches every sample with those, whatever else is there. Tap conditions to require them there or not there. Untouched conditions can be anything. Its lines read it: All samples, the whole pattern, stays on screen as the baseline; then how many samples match and their read (“21 match · …”); then Everything else, the samples with an outcome that a recorded condition puts outside the combination; and, when some samples with an outcome didn't record a condition you tapped, how many (“2 not recorded, on neither side”), so the lines still add up to All samples. Once at least one condition is set, three actions appear: Show these samples narrows the samples below to the ones that match, Test going forward starts a test of that combination (see below), and Turn into an imprint → takes it to the imprint builder (the last two aren't offered on an archived pattern). A combination can name at most 40 conditions.

• ▸ Each condition on its own — open by default when the list has 6 conditions or fewer. One row per condition on the pattern's list, in your order, with two columns: ✓ There reads the samples that recorded it as there, ✕ Not there the ones that recorded it as not there. When some samples with an outcome didn't record a condition, a Not recorded column counts them. Those count on neither side — never as not there. It says how many percentages it shows, e.g. “5 percentages are on show here, so some will look strong by chance. A test going forward counts only samples saved after it starts, which is the fair check.”

Variations on more than one pattern

Under your pattern list, once you have two or more patterns, ▸ Variations on more than one pattern (“the same conditions there, pooled within the same timeframes”) stays closed — and reads nothing — until you open it. Opened, it reads your samples once per visit for the market chip you have picked, and only within it: “Samples of two or more of your patterns with the same timeframes, where exactly these conditions were there and none of the others on that pattern’s list. As in Your variations, a condition a sample didn’t record counts as not there: these rows don’t say how many samples didn’t record one, but the variation’s row on a pattern’s own page does, once that page has 5 samples with an outcome. Each pattern only asks about the conditions on its own list. Each sample counts once, on its own pattern. Listed by how many patterns share them, then by how many samples: never by how well they did.” It also says, once, “Each pattern is its own setup, so a pooled figure mixes them: a pattern’s own page is the fair read of it, and a test going forward there is the fair check.” and “A hit rate isn’t an edge, a win rate or a forecast — it’s how often your own samples played out, and it says nothing about the payoff.”

Each group of patterns with the same timeframes gets a heading, e.g. “5M → 1M · 12 patterns · 49 variations on more than one”, then its variations with a pooled percentage — the first 3, then Show all N — and one folded line for the rest, e.g. “12 more on fewer than 5 samples with an outcome”. Each row shows the ✓ conditions (or “None of the conditions”; a condition created since this page loaded (in another tab, say) shows as “+1 more (reload to name it)”), how many patterns have it and the pooled read; a pattern with no conditions on its list has no variations, so it adds nothing to a pooled read; open it for each pattern's own read, its name a link to that pattern's page with the variation open, and, when true: “Only X-Level has a % of its own: the others have fewer than 5 samples with an outcome here.” or “No pattern has 5 samples with an outcome of its own for this yet.”; “X-Level and Continuation read differently: their ranges don’t overlap.”; “25 of the 37 are X-Level’s.” A pooled row offers no test going forward, no imprint and no “Stands apart”: do those on a pattern's own page. With no two patterns of the same timeframes it says “No two of your patterns have the same timeframes, so there is nothing to pool.” — or, with a market chip picked, names that market: “No two of your CFDs patterns have the same timeframes, so there is nothing to pool.”

Testing going forward

Test going forward starts a test of an opened variation, or of the combination in Check a combination. It counts only samples you save from then on, and one rule decides which of those count. A sample counts when, in this order:

1. it was saved after the test started (by when the server saved it, not the capture time you can edit), and before it stopped;

2. its capture time — when the setup was — is no more than 30 minutes before the test started, so a setup from before the start doesn't count even if you save it later (the 30 minutes allow for a clock running behind);

3. the test's conditions were all recorded on it before its outcome was first marked — one recorded or changed afterwards is hindsight, whichever way it now reads, and going back to pending and marking it again doesn't change that;

4. it matches the test's conditions, each one recorded;

5. it wasn't moved onto the pattern from another one after the test started.

A variation's test names every condition on the pattern's list — ✓ the ones there on it, ✕ the rest — so it counts exactly that variation. Here, as in every test, a condition not recorded counts on neither side: a sample counts only when each condition on the list was recorded, ✓ or ✕ (rule 4). A condition added to the list after the test starts isn't part of it. On the test card such a test shows — while the pattern's list is still the one it named — its ✓ conditions and “and none of the other 17” (or “None of the conditions on the list”) instead of a ✕ for each of the rest.

So samples you already had, setups from before the start saved later, and conditions recorded with hindsight don't count. A test only sees what you save, though: it counts the samples you save while it runs and can't tell which setups you didn't save, so saving only some of them would skew it. Each test shows its conditions, when it started (Since with the date and time, and when it stopped), while it runs how many samples were saved since and how many of them match (“4 saved since, 2 match”), its read (printed as everywhere on the card), how many matching samples are waiting for an outcome — on a stopped test, how many were waiting when it stopped — and how many samples it leaves out and why. Its hint says it too: “Counts only samples you save after the test starts that match its conditions. Record a sample’s conditions before you mark its outcome (a mark records only what you tapped), or it won’t count.” A sample saved with its charts records every condition on the list; a mark records only what you tapped.

While a test runs it holds every sample it reads that has ever had an outcome — one it counts, or one it leaves out because a condition was recorded after the outcome or the setup is from before the start. A held sample can't be moved to another pattern or deleted: “This sample counts in a test going forward on this pattern. Stop the test first to move or delete it.” Going back to pending, re-tapping a condition or changing the capture time doesn't release it; the test shows the change in its count instead. A condition the test names can't be cleared on a held sample, only changed: “This condition counts in a test going forward on this sample. Stop the test first to clear it.” A sample that has never had an outcome — or one the test leaves out because it doesn't match, has a condition not recorded or was moved in — can still be moved or deleted.

A test can't be changed, only stopped. Stop test asks first; a stopped test keeps its count as it stood when it stopped, can't be restarted, and is kept under Stopped (N) with what stopped it: you, a merge, a deleted condition, or a condition taken off its pattern's list. Whatever stops it, samples still waiting for an outcome then won't count in it; the test says how many were waiting when it stopped. A new test starts again from zero. Deleting a condition stops every running test that names it; taking a condition off a pattern's list stops that pattern's running tests that name it. Either way the test keeps the count it had; a test whose condition was later deleted says so. Archiving a pattern doesn't stop its tests: a running one keeps holding its samples, and you can still stop it on the archived pattern's page. Up to 3 tests can run at once on a pattern, each naming 1 to 40 conditions, and the same combination can't run twice at once (“This combination is already being tested going forward.”). When Test going forward is greyed out, the reason shows beside it: “Already being tested” or “Stop a test to start another”. Turn into an imprint → on a test, running or stopped, takes its combination to the imprint builder exactly as the test names it — a variation's test included, so each of its ✕ conditions goes in as “Must NOT be present” — except on an archived pattern, or when one of the test's conditions has been deleted.

Turning a pattern into an imprint

Turn into an imprint → sits in the pattern's header, and the evidence shapes it. It's an outlined button whatever the read says — Save sample is the page's one filled button, except while the pattern's Edit form is open: then its Save changes is, and Save sample is outlined until the form closes. On Not holding up or Too early to read it asks first — the dialog spells out the numbers — and Go ahead anyway carries on. The read never blocks you; it just makes sure you've seen it. What it does need is at least one sample with a chart on every timeframe — until then the button does nothing. (A pattern that's already linked to an imprint asks “Make another imprint?” first — a second imprint takes the link.)

The same button in an opened variation carries the conditions there on it — only those, never a “not there” for each of the rest; a variation with none of them there carries none. Then the evidence check reads that variation's own read instead of the whole pattern, and the picker lists that variation's samples with a chart on every timeframe. In Check a combination, or on a test going forward (a variation's test included, its ✕ conditions and all), the button carries that combination with it. Then the evidence check reads that combination instead of the whole pattern — from Check a combination, every sample matching it; from a test, the test's own count, frozen if it has stopped — and the picker lists only samples with a chart on every timeframe that match it, under “In the imprint’s name and its indicator and marking legend:”, the combination's conditions and “They go in as context the scorer reads, not as scored rules. To have the scorer check one, write it as a rule in the builder.” When none matches yet, it says “No sample with a chart on every timeframe matches these conditions yet.”

Next, pick the sample whose charts become the reference charts. Only samples with a chart on every timeframe are listed (that variation's, or matching the combination, when you brought one), Worked samples first; if the one you pick no longer matches by the time the builder opens, it uses another that does (the newest Worked one first) and says so. The picker shows their charts larger — click one to see it full size — and Use this one → picks that sample. On a both-ways pattern each sample also shows its side, which becomes the side your conditions apply to in the builder; a sample with no side says “Side not set — you'll pick it in the builder”, and the builder asks you there instead of assuming one. The imprint builder (the step-by-step form) opens prefilled: the pattern's name — with the conditions of the variation or the combination you brought after it, e.g. “Zero Line (HTF momentum + 30 WMA)” from a variation or “Zero Line (HTF momentum + no Inside bar)” from a combination, and with its family in front for a pattern that still has one — its direction and timeframes, the market as the instrument, that sample's charts, and, in the imprint's free-text context, your notes plus, for a variation or a combination, one line for its conditions (“Requires: HTF momentum, 30 WMA.” from a variation; from a combination also, e.g., “Must NOT be present: Inside bar.”). So the conditions of a variation or a combination go into the imprint's name and its indicator and marking legend only: context the scorer reads, not scored rules — to have the scorer check a condition, write it as a rule in the builder. Without a variation or a combination — or from a variation with none of the conditions there — no conditions line goes in: the list of conditions to record says what to look for, not what the pattern needs. That context shows on the imprint page's Conditions tab, under Read alongside your rules, as the indicator and marking legend. It's a reminder of what your research said, not scored rules: you still write the rules — the HTF conditions, the signal bar, entry and stop, risk to reward — and the normal imprint save cost applies (2 credits for the form, see Master Imprint) — and it counts toward your plan's imprint limit (1 on Free, 3 on Trader); if you're already at it, the button tells you before the builder opens. The pattern is then marked Now an imprint and linked to the new imprint.

Saving the imprint takes its own copy of those charts, so the imprint and the sample go their separate ways from that moment: deleting the sample later — or archiving the pattern — never blanks your imprint's reference charts, and editing the imprint's charts doesn't touch the sample.

Merging a pattern family

Before conditions were recorded on each sample, they were fixed on the pattern (✓ must be present, ✕ must NOT be present), so every combination had to be its own pattern — a variation — and variations were grouped under a pattern family. When conditions moved onto samples, each variation's conditions became its list of conditions to record, and were recorded on the samples it had then (✓ as there, ✕ as not there; anything it didn't specify stays not recorded). New patterns don't have a family; on Edit, the Pattern family field shows only for a pattern that still has one, so you can clear it.

A family with two or more active patterns still sits together on the list, each variation showing the ✓ and ✕ it was set up with, so variations that differ by one condition don't look alike; a family down to one active pattern shows as a plain card. The family's header has Merge into one pattern, so its samples can be compared on one page. The dialog lists the family's active patterns in every market, each with its name, timeframes, sample count and, under “Was set up as:”, the ✓ and ✕ it was set up with. Only patterns with the same timeframes can be merged. The dialog groups them by timeframes and you merge one group at a time; the largest group starts ticked. Fill in Name of the merged pattern (it starts as the family's name; keep it, and the archived patterns stay named on the merged pattern as its old variations — see below) and Market, then press Merge N patterns (it needs at least two ticked). Above the buttons it says which pattern keeps its page, e.g. “Retest hold keeps its page and is renamed “Breakout”; No retest is archived, not deleted.” (or, when the merged pattern keeps that pattern's own name, “Retest hold keeps its page; No retest is archived, not deleted.”). When merging may leave samples with a condition not recorded — samples of a variation whose list didn't have a condition another one did — it says how many at most, e.g. “Up to 3 samples may show some of these conditions as · not recorded until you tap them. Until then, a combination that names one counts those samples on neither side, and in Your variations a condition not recorded counts as not there.”

Of the patterns you tick, the one with the most samples becomes the merged pattern and keeps its page; the others are archived, not deleted, which frees their pattern slots. Their samples move to the merged pattern, their conditions to record are added to its list (the archived patterns keep theirs too), and every sample keeps the conditions it recorded: only the samples a variation already had when conditions moved onto samples were given its ✓ and ✕; a sample saved on it since keeps what you tapped. Merging stops every running test going forward on the patterns merged, the merged pattern's own included, because the samples they count are about to change: each keeps the count it had and shows it was stopped by a merge, and the stopped tests move to the merged pattern as history. A new test there starts from zero. Patterns of different directions merge into Both, and every sample keeps its own side (one saved on a one-direction pattern without a side is given that direction). The archived ones keep their notes and any imprint link, but not their read: with their samples gone, their rows on the list show no samples and read Too early to read. The merged pattern has no family, so it leaves the family's group, and the merge opens its page when it's done.

While the merged pattern keeps the family's name, the patterns it archived stay named on its page. An archived pattern whose family is the name of one of your patterns, with the same timeframes in the same order, is one of its old variations: in Your variations the variation with exactly its ✓ conditions there carries its name — Your old variation “No retest” — and, on a pattern from before conditions moved onto samples, so does the variation with exactly the ✓ conditions it was first set up with: Retest hold as you first set it up. Only the ✓ conditions decide which variation that is: every other condition on the list counts as not there, its ✕ ones included. On the Pattern Lab list, the archived ones sit under the pattern they became (see Limits below). The merge leaves the archived patterns' family as it was, so a merged pattern named something other than the family — in the dialog, or later with ✏️ Edit — has none of them as old variations: nothing on its page carries their names, and they list with your other archived patterns.

Limits

Samples are capped per plan: 60 on Free, 300 on Trader, 1,000 on Pro and Studio (a trader on a coach-funded Studio seat has the Free cap of 60). You can track up to 30 active patterns on every plan; at 30 the counter on the list says to archive one to add another (or to merge a family, when you have a family of two or more to merge). Conditions are separate: up to 40 per account. Up to 3 tests going forward run at once on each pattern (500 per account in all, stopped ones included). If your plan drops (a downgrade, a cancel, or a pause), your samples are all kept, but new captures pause while you're above the lower plan's cap.

Archiving a pattern hides it from your list without losing anything: it moves to the Archived section at the bottom of the Pattern Lab page, where you can still open it, mark its samples' outcomes, or bring it back with ↺ Unarchive. While it's archived, its waiting samples drop out of Waiting for an outcome, the nav badge and the dashboard nudge (the archived row on the list keeps its own “N waiting for an outcome” count). Its samples are kept, and they keep counting toward your plan's sample cap — if you're at the cap, delete samples you no longer need rather than archiving.

Opened, ▸ Archived (N) lists each archived old variation under the active pattern it became — “Old variations of Retest hold · 2” — by its own name (open it to mark its samples or unarchive it), with its sample count and Read on Retest hold ›, which opens that pattern's page on the variation with exactly its ✓ conditions, read from that pattern's own samples. When that pattern can't read it, the row says why instead: “Can’t be read on Retest hold: that pattern lists no conditions”, or “Can’t be read on Retest hold: one of its ✓ conditions isn’t on that pattern’s list”. An archived pattern's own samples stay on it (only a merge moves them), so they are in no read there: open the archived pattern to see or mark them. The rest list under Other archived patterns (or on their own when nothing is grouped), each with its verdict, its hit rate once it has one, and how many samples it has.

Every trade you score is automatically saved to your journal. You don't need to do anything extra — the journal builds itself as you use the tool.

The page reads top to bottom. Beside the title sit Import trades and, once you have trades, Export CSV — with Score imported trades (N) first when imported trades are waiting to be scored. All three are outlined, and on a phone they sit under the explanation. Under the explanation comes the line of what is missing (when anything is missing). Then come one row of filters, a summary line, and the list: one box with a row for each trade.

Each trade is one row: its grade · score, the imprint with a line under it (the symbol, the stage, how you felt, and tags such as Chart not confirmed or Override), its status or outcome, the date, and ▼. An unscored order that never filled shows Setup in place of the grade, and an unscored import Imported. Click a row (anywhere but its buttons) to open it, or tab to its name and press Enter; do the same again to close it. It opens in place, in the list, and one row is open at a time. A dot on the ▼ means coach feedback you haven't read yet; a red left edge means the imprint's invalidation rule was met on that chart (hover the row, or open it, for the word). The trade number shows only in the opened row.

The summary line sums up the trades the filters leave: Avg score is their average score and A/B how many are graded A or B, both leaving out passed setups. The Performance panel under it (net P&L, win rate, profit factor and the rest) appears once one of those trades has a P&L.

What your journal is missing

The line of what is missing, above the filters, counts what your whole journal still lacks — for example 3 trades need an outcome — Show them → · 2 imported trades are not scored yet — Score them → · 1 logged trade is missing P&L or entry/close times. A part shows only when its count is above zero. Show them → lists exactly the trades it counted — scored trades you took that have no outcome yet (a passed setup is not counted, and neither is a setup scored Before entry that you haven't marked Took it) — among the trades loaded on the page, and clears any other filter. Score them → opens Session Review; it reads “Score 2 →” when only 2 of them are trades Session Review can score (an imported order that never filled is not). The counts are worked out when the page loads, and again after you delete trades or generate a report; logging an outcome does not recount them by itself.

Session Review — score your trades after the close

🔍 Enlarge

Session Review — wind your replay to the entry time, screenshot, score the day

If your pace doesn't allow scoring before entry (scalpers, fast intraday), review the session afterwards instead. Import your trades (Import trades, at the top of your journal), then click Score imported trades, which appears there once they are in (Session Review) — every unscored trade queues up as a card showing its entry time. Wind your platform's bar replay back to that exact moment, screenshot each timeframe as it looked then (no hindsight bars), attach them, and run the queue. Each trade gets the free chart check first, then a normal score (1 credit) saved to your journal at the After close stage — the outcome is ignored, only your rule compliance is judged.

At the end, How this session went sums it up: how many trades were graded A/B, your weakest rule area across the session (named as on the score breakdown), winners that were luck rather than edge, and losses that were actually good trades. That's the honest feedback loop — the trade you were sure about in the moment either matched your written rules or it didn't.

Logging outcomes

After a trade closes, find it in your journal and open its row. Mark the outcome with the Win / Loss pills — the one you pick takes its colour (a tint with a coloured border) and a ✓, so it's obvious at a glance. The form sits at the top of the opened row, under the trade number (and, on an imported trade not scored yet, under the box offering Add chart & score →); Win / Loss on a closed row opens it straight there. The profit/loss field follows the outcome: it's labelled Profit for a win and Loss for a loss, and the sign is set for you — so a win can never be saved as a negative. Add your exits (each price converts to its R multiple — how many times your risk you made or lost), and the entry / close times.

You can come back to a logged outcome any time — open it and click Edit outcome (or "Add missing details") to fill in a close time you skipped or fix a number. Nothing is locked.

Did you manage it to plan? If the trade's imprint has a management plan — a stop, profit targets, a move to breakeven, a trailing stop, a time stop, scaling in or a conditional exit — the outcome form lists each of those rules with three answers: Followed, Broke it or Did not apply. It is optional, and it is your own account of what you did after entry: nothing here is read from a chart, it costs no credits, and it never changes the setup score, which judges the entry only. The trade then carries its own Management line beside the outcome. Once every rule has an answer — use "Did not apply" for one that never came into play — it reads "Managed to plan" (or "Nothing in the plan applied"); one rule marked as broken makes it "Broke the plan", whatever else is unanswered; until then it reads "Partly answered". Where an answer and the numbers you saved disagree (the stop marked as followed on an exit 1.6R against you, say), the saved trade points it out and leaves your answer as it is. A closed trade whose imprint has a plan, with rules still unanswered and none marked as broken, shows "Still missing: management check" as a reminder — nothing is blocked. Once you have answered it on a few trades, the Does following your plan pay? card on your dashboard gains a row comparing your outcomes when you manage to plan and when you break a rule, and names the rule you break most.

Took it, or just a setup? A trade you scored but never entered no longer looks like a missing outcome. A trade you took is tagged Took it, with Win / Loss beside it until its outcome is logged, and a passed setup reads Passed; once an outcome is logged, the row shows the outcome instead. A setup you scored Before entry and haven't settled has no tag: its row shows the two buttons Took it / Passed instead, so you can settle it in one tap (a screen reader names them “Undecided: Took it or Passed?”). Took it also opens the row, ready for the outcome. "Passed" keeps it as a passed setup for analysis — it is never deleted.

Outcome logging is optional, but it unlocks the most useful part of research reports — correlating your imprint score with your actual outcomes.

Filters

One row of filters sits above the list — there is no Filters box to open: Imprint and Stage (drop-down lists), the grade pills A B C D F (turn on as many as you like), Outcome, and the dates. Outcome opens a small panel of toggles — Win · Loss · Break even · Did not trigger · Not logged — and any number can be on at once; the button then names them (“Outcome: Win, Loss”), or past two counts them (“Outcome: 3”). The date button (“Any date”) opens a small panel with From and To. Escape, or a click anywhere else, closes a panel. At the end of the row, “12 of 34 trades” says how many trades the filters leave, and Clear filters appears once any filter is set. After Show them →, the row shows Needs an outcome ✕: press it to remove that filter.

The filters work on the trades loaded on the page — your 300 most recent, plus 200 more each time you press Load older trades at the foot of the list (when deleting takes every trade on the page, the next 200 load by themselves) — and they reset when you leave the page. The summary line, the Performance panel and a report all follow them. Use them to answer questions like “what is my win rate on grade A and B trades versus grade D and F?” or “how did this imprint do last month?”

Deleting trades

Any trade can be deleted from its opened journal row — permanently, with no undo, and the credit spent on its score isn't refunded. Your stored stats (discipline score, rule streak, behavioural scores) recompute automatically after a delete. Select to delete, at the right end of the summary line, switches the list into select mode, with a bar of buttons just above the list: tick the rows you want gone (or click them) — or Select all, which ticks every trade the filters show — then click Delete selected. It deletes only trades the filters show: changing the filters unticks any they hide. Done leaves select mode. Clear all trades appears only in select mode, as the last button after Delete selected and Done: it wipes the whole journal and resets your discipline score and streaks to zero — it asks you to type DELETE ALL first, and it leaves your imprints untouched.

Exporting your journal

Your journal is your data. Export CSV, at the top of the Journal, downloads every trade — not only the ones the filters show — with scores, grades, outcomes, prices, times, and decisions, for your own spreadsheets or records.

Importing your history

Already have a trade history elsewhere? Import it with Import trades, at the top of the Journal. ImprintTrader reads a generic CSV as well as MetaTrader 4 and MetaTrader 5 HTML statements — capturing symbol, direction, entry, stop, and outcome. Cancelled or un-triggered setups can be imported too (opt-in) so you can attach a chart and still score them, while they stay out of your stats.

A statement is written in your broker's time, not yours, so the import asks which time zone the file's times are in — for a MetaTrader report it starts on MetaTrader server time (New York time plus 7 hours, which most brokers use; pick another zone if yours differs). Each trade's entry time has to land on the right hour: on an imprint with a session it is what the score is checked against. A file that gives the entry as a date only, with no time of day, imports with no entry time — set that trade's entry time in the Journal before scoring it on an imprint with a session.

Research reports

Research reports are AI-generated analyses of your trade data. You choose a set of trades using your journal filters, ask a specific research question, and the AI analyses the data — and your chart images if you include them — to give you a detailed written answer. The Reports page keeps the ones you've generated, newest first. Each is named by its imprint (“Multiple strategies” when its trades span several), its dates and its number of trades: in the list beside the open report, or above the report when it is your only one (where there is too little room for both side by side — on a phone, for example — tap a report in the list to open it under its name, and tap the name again to close it). A report opens with your question, then Download PDF, the summary and the sections; View full raw response and Delete report are at its foot.

Good research questions are specific. "Do my grade A and B trades have a higher win rate than grade C and below?" gives you actionable data. The AI can reference specific trade numbers, spot patterns in your chart images, and make concrete recommendations.

When every trade in your report was scored against the same imprint (filter the Journal to that imprint first), the AI is also given that imprint's written definition — the actual rules. That holds for an imprint of your own, and for one your coach shared with you for as long as you are an active member of their team and it is still shared. A report that spans several imprints is written from the trade data alone. With the definition, it can tie your results to the plan you trade — which of your chart conditions your stronger trades met and your weaker ones missed, as their scores recorded them — instead of only looking at the totals. Your A+ factors and in-trade management rules are in that definition as part of your written plan. When the charts did not show a must-have, that trade's score cannot be above 84 (a B at most), but a report is not told which trades missed one — and no score checks a bonus factor or a management rule — so a report can state those rules, but does not say which trades kept or broke them. The one exception is your own management check: for the trades where you answered it in the Journal, a report is told your answer (managed to plan, or which rule you say you broke) and can cite it; it makes no claim about how the other trades were managed. A session break is cited only for a trade whose score found the entry outside your session: the report is told which trades those are and does not guess at timing for the rest.

Reports need 10 trades you took — passed setups don't count, and a taken trade counts whether or not it has been scored yet. Text-only reports cost 3 credits; including chart images costs 5. Generate one from the Journal: filter the trades you want analysed, then press Generate report on the summary line. While fewer than 10 of those trades are ones you took, the button shows how many there are (“Generate report (7/10)”) and pressing it says why it can't run yet. Until you have 10, the Reports page says how many you have so far.

ImprintTrader tracks your discipline automatically. Every trade you score feeds the numbers on your dashboard: it leads with your Discipline score, Rule streak and Process streak (with today's routine), and More stats opens your Day streak, trades scored, grade distribution and badges.

Discipline score

Your discipline score is a weighted average of your last 20 trades. Recent trades carry more weight than older ones. It gives you a single number that reflects how closely you've been following your strategy lately.

Above 75 means you're trading your plan consistently. Below 60 is a signal to slow down and review what's causing the drift — is it emotional state, specific market conditions, or a particular setup that's failing the checklist?

Rule streak

Your rule streak counts consecutive trades where you scored 70 or above. It resets if you score below 70. It's a simple measure of consistency — can you string together 5, 10, 20 quality setups in a row without slipping below your standard?

Day streak

Your day streak counts consecutive trading days on which you logged at least one scored trade. Trading days follow the schedules on your active Daily Routines (Mon–Fri if you have none), so weekends and other rest days don't break it. It encourages daily engagement with your trading process.

Process streak

Each Daily Routine keeps its own process streak — consecutive trading days (that routine's Trading days, Mon–Fri by default) on which you completed it, so a rest day doesn't break it. It rewards showing up and running your process even on days you take no trade. The dashboard tile shows the streak of the routine you completed most recently, and its caption says whether today's routine is done, in progress or not run yet. It's tracked separately from the trade streaks, because discipline on a no-trade day is discipline the trade metrics can't see. See the Daily Routine section for how routines work.

Passed setups never hurt you

Scoring a setup and choosing "Pass — wait for a better setup" logs it as a Passed setup. Passes never break your rule streak, never drag your discipline score, and never count as trades — walking away from a weak setup is rewarded, not punished.

Does following your plan pay?

One card on your dashboard answers it from the outcomes you log — no AI and no credits. It compares your own win rate and average R by setup grade (A/B vs C and below), by whether you ran your pre-trade checks (followed vs skipped), and by whether you managed the trade to plan (to plan vs broke a rule). Each row appears once it has data, and until then shows a keep-logging progress line. It states your numbers and draws no conclusion from them.

Badges

Badges are earned automatically when you hit specific milestones. They appear on your dashboard under "More stats".

Beyond any single trade, ImprintTrader builds a picture of how you behave as a trader. Every scored trade feeds four proprietary behavioural scores and an AI-narrated Trader Memory — the deeper layer, included on Pro and Studio.

The four behavioural scores

Each is 0–100, computed from your 30 most recent trades, so they reflect how you're trading now rather than your all-time average. Each score appears once it has at least 3 trades to work from.

Patience — are you waiting, or forcing and jumping? It rewards restraint: taking few low-grade (C/D/F) trades and rarely overriding the system or entering before confirmation. Passing on a low-grade setup ("Pass — wait for a better setup") actively raises it — every weak setup you scored and walked away from counts as evidence you don't force. It's about how you trade, not just your grades.

Edge consistency — how repeatable your edge is: low variance in your imprint scores plus a steady, positive R expectancy.

Emotional stability — how often you trade from a calm state, and whether execution holds up when you don't (FOMO, revenge, overconfidence).

A+ alignment — are the trades you take actually your best setups? It's the average grade of your taken trades. High means you're trading mostly A's and B's, not diluting with C/D/F.

Trader Memory

Trader Memory reads your most recent 150 trades and narrates them back to you — your tells, your strengths, the through-line you can't see yourself. Every claim is tied to your data, and it gives you the highest-leverage things to work on next. It unlocks once you have at least 8 scored trades that you actually took (setups you passed on don't count toward the 8). Generate it with Generate Trader Memory on the Trader Memory page, and press Refresh there whenever you want it re-read. In the sidebar, Trader Memory carries a Pro tag until your plan includes it.

Pre-trade discipline check

When you score a setup, ImprintTrader runs a quick discipline check. On every plan it flags what's in this setup — a low grade (C, D or F) or a risky emotion you've logged (FOMO, revenge trading or overconfidence). On Pro and Studio it also reflects back your own behavioural patterns — how your past low-grade setups turned out, the way your scores drop right after a loss, your statistically weak day, or overtrading — so you can check yourself against your own history.

Trading habit profile

The trading habit profile is a free set of 24 trading moments, on every plan. Each moment has four answers. From your answers it looks for a main and a second leak out of six, and gives you one habit and the place in the app where that habit is trained. A leak is a moment where you did something other than what your rules say.

Start it from "Trading habit profile" in the sidebar or the card on your dashboard, or signed out at imprinttrader.com/habit-profile. On the public page your answers stay in your browser until your trading habit profile is saved from that browser, or you clear them there. If you sign up with email, your answers are sent with the sign-up, so the confirmation link can open them on any device. Opened on another device, they stay in the first browser as well, until you clear them there.

The six leaks are: Chasing the move, Forcing a trade, Taking a setup with a condition missing, The trade right after a loss, Loosening your rules after wins, Changing the plan mid-trade.

Each of the 24 moments has a twin: the same kind of moment in a different scene. Your result shows in how many of the 12 pairs your two answers matched, and quotes the pairs you answered differently. This shows whether your answers hold together. It does not show how you trade.

These are your own words, not measurements. The four behavioural scores are measured from the trades you score. On Pro and Studio, the Patience, A+ alignment and Emotional stability tiles each carry a line with what you said. Edge consistency is not compared.

On every plan, the dashboard card "What you said · What your trades show so far" sets your main leak beside plain counts from your own Journal, once 3 of your 30 most recent Journal entries are scored setups (a passed setup counts).

You can answer the 24 moments again at any time, and the newest set is the one shown. "Delete my trading habit profile" removes every set you saved. Your answers and your trading habit profile are never shown to a coach, and they never change a score.

Your discipline score answers one question: did you follow your plan? The edge verdict answers the other one — the one that actually decides whether you make money: is the plan worth following?

It works by using your grades as a filter. It looks only at the trades you executed faithfully — your grade A and B trades — and measures their expectancy, the average R you make per trade. If your well-executed trades are still losing money over a meaningful sample, the problem isn't your discipline. It's the strategy itself.

On every plan, your dashboard's Does following your plan pay? card shows your own win rate and average R by setup grade (A/B vs C and below), by whether you ran your pre-trade checks, and by whether you managed the trade to plan — from the outcomes you log, no AI and no credits. The edge verdict below is the imprint-level read on top of that.

The verdict

Open any imprint to see its verdict — your expectancy, win rate, and average win and loss across your well-executed trades.

The four verdicts

The verdict is deliberately cautious — a thin run of trades can't condemn a strategy, so it won't call "no edge" until the evidence is strong.

Which rule is failing

When an imprint lacks edge, the verdict goes a step further and points at why. Across your well-executed trades it compares the eight score categories between your winners and your losers, and surfaces the rules your losing trades were weakest on — the prime suspects to tighten when you redefine.

Fixing it — Duplicate & redefine

Because an imprint is locked once it has trades, "redefining" means duplicating it into a fresh copy and adjusting the rules — which the verdict offers as a one-click action. The new imprint starts its own clean sample, so you can prove the revised rules from scratch without mixing them with the old, broken ones.

On your imprint library

Every imprint in your library carries its verdict as a badge, so you can spot at a glance which strategies are working and which need a look. On the free plan the badge appears as a lock that opens the verdict once you upgrade.

Studio is the team coaching tier designed for trading coaches, prop firms, and mentors who manage multiple traders. With Studio you get a team dashboard, imprint sharing, a Team Journal of the trades your traders score against your shared imprints, and AI coaching reports. Studio also includes every Pro feature for your own trading — unlimited imprints, the behavioural layer, Trader Memory — with 75 credits a month of your own (Pro has 90), so you don't need a separate personal plan. This section covers both the coach's tools and what the experience looks like for the traders on your team.

Setting up your team

When you subscribe to Studio, your team is created automatically. Go to Studio in your dashboard and click the Members tab. Enter a trader's email address and send them an invitation. They'll receive a branded email with a link to accept — and you can also copy the invite link yourself (from the success message, or the "Copy invite link" button on any pending member) and send it however you like, in case the email lands in their Promotions or spam folder.

If they don't have an ImprintTrader account yet they can create one for free directly from the invitation. Once they accept, they appear as Active in your team. You start with 3 seats — additional seats are $30/month each, purchasable from the Studio dashboard.

Inviting a whole cohort? Use the reusable team invite link on the Members tab — post it once in your group chat or Discord. A trader on a free account who opens it takes an open seat (if every seat is taken, the link tells them to ask you to add one), and a trader who already pays for their own plan joins without using a seat. Regenerate the link at any time to invalidate the old one.

What a team costs

Worked example: you plus 8 coach-funded traders is $149 (3 seats included) + 5 extra seats × $30 = $299/month. Three things that make the maths friendlier than it looks: your own account isn't a seat (it gets its own 75 credits a month from the Studio plan itself); a trader who already pays for their own ImprintTrader plan joins your team without using a seat at all; and a pending invite holds a seat only until it's accepted or revoked.

Managing your roster

Revoke on the Members tab removes a trader and instantly frees their seat for someone new. Revoking doesn't stop a paid seat's $30 charge by itself — use Cancel seat afterwards (only empty seats can be cancelled, so revoke first). Members can also leave your team themselves.

When a trader leaves or is revoked, their trades stay in their own journal, but they drop out of your Team Journal, leaderboard and stats immediately. Their account isn't deleted. If you want a record of your coaching with them, generate their individual report before removing them — and download the PDF, because if a trader later deletes their own account, the reports about them are deleted with it.

Leaderboard

The Leaderboard tab ranks all your active traders by Discipline (A/B rate breaks a tie) and shows three at-a-glance gauges, all worked out from the trades they score against the imprints you share with them.

Discipline — the weighted average of that trader's last 20 scores on the imprints you share with them (0–100). It counts only those trades, so it can differ from the Discipline score on their own dashboard, which counts their trades on every imprint.

A/B rate — the share of their scored trades on your shared imprints that graded A or B. A clean read on how often they actually take their best setups.

Streak — their current run of consecutive trades on your shared imprints scoring 70 or more.

Sharing imprints with your traders

Go to the Imprints tab in your Studio dashboard. You'll see all your imprints. Click Share on any imprint to share it with your entire team or with specific traders individually.

Traders see a Team Imprints section in their navigation. They can view your imprint in read-only mode and score their own trades against your strategy. Their trades show up in your Team Journal.

Team Journal

The Team Journal shows every trade your traders score against the imprints you share with them; trades on their own imprints stay private to them. Filter by trader, imprint, grade, stage, and outcome. Expand any trade to see the full score breakdown, coaching notes, and the trader's actual chart screenshots in a lightbox.

This gives you genuine coaching visibility — you can see not just what score a trader got but exactly what their chart looked like when they entered.

Coaching a trade — feedback & private notes

Open any trade in the Team Journal to coach it directly. You have two separate tools:

Coach feedback — leave a written note on that specific trade and, if you want, attach your own chart screenshots (a marked-up version, a cleaner entry, a counter-example). Your trader sees it on the very same trade in their own journal, under a "Coach feedback" heading — so your point lands where the trade lives, not in a separate channel.

Private notes — on the Members tab you can keep running notes on each trader that only you can see. Use them for context that isn't about a single trade: recurring tendencies, what you're working on together, goals for the month.

Coach Behaviour dashboard

The Behaviour tab gives you each trader's behavioural profile — the same four proprietary scores plus their Trader Memory patterns — computed from the trades they score against your shared imprints. Scores and pattern cards are free; you can generate an AI coach briefing (a third-person read of how that trader behaves) on demand for 1 credit, once they have at least 8 scored trades on your shared imprints. Search and collapse each trader to scan a large roster fast.

Needs attention

The overview surfaces students who may need a check-in — and you decide what "needs attention" means using three thresholds you set right on the panel. A trader can be flagged for one or several of them; change a threshold and the list updates live and saves to your team.

Discipline below — flags any active trader whose discipline score has dropped under your chosen level (default 70).

Inactive for — flags a trader who hasn't scored a trade in a set number of days (default 7), so no one quietly goes dark.

Recent average below — flags a trader whose last five trade scores average under your chosen level (default 70), even if their longer-term Discipline still looks healthy. This is your early warning of a fresh slump.

Strategy edge

The overview flags two different kinds of problem separately. Needs attention catches discipline problems — a trader who isn't following their plan. Strategy edge catches the opposite: a trader who executes faithfully (A–B grades) but whose imprint still shows no edge over a meaningful sample. That's a strategy problem, not a discipline one — the rules may need redefining, and you can coach toward exactly that.

Studio Reports

Generate AI coaching reports for individual traders or your whole team. Individual reports analyse a specific trader's patterns, strengths, weaknesses, emotional tendencies, and give concrete coaching recommendations. Team summary reports give you an overview of all traders with coaching priorities and recommended team exercises.

Each report costs 5 credits from your account. A minimum of 10 trades is required per trader for individual reports.

Branding your reports

Set your organisation name, logo and report colours in Settings, and every coaching report you export as a PDF carries your branding — ready to hand to a student or a prop-firm manager as your own material.

What it's like for your traders

Studio takes one person to set up but two to use. Here is the experience from your trader's seat — worth knowing so you can onboard them well and set expectations honestly.

Joining — they receive a branded invite email and click Accept. If they don't have an ImprintTrader account yet, they create one free in the same step. Their seat is paid by you, so being on your team costs them nothing.

Team Imprints — every imprint you share appears in a Team Imprints area in their navigation. They open it read-only and score their own trades against your strategy, exactly as they would one of their own imprints. A research report they run on those trades is given the imprint's written rules too, for as long as they are an active member of your team and it stays shared. Those trades flow into your Team Journal.

What you can see — your view of a trader is scoped to your shared strategies. You see the trades they score against the imprints you've shared with the team — the chart screenshots, grades, outcomes, and the discipline score, streak and behavioural profile computed from those trades. Their personal trading, against their own private imprints, stays invisible to you — so a trader can join your studio without handing over their whole book.

Session Review works for them too — a trader on your team can import their fills and batch-score a whole session against your shared imprint after the close (see Session Review). Those reviews land in your Team Journal like any other scored trade — so a scalper on your roster can hand you a fully graded session the same evening.

Your feedback reaches them — any coach feedback you leave on a trade appears on that trade in their own journal, so they get your input in context.

Graduating to their own plan — a team seat gives them the core scoring tools and 75 credits a month, paid by you, on an otherwise free account (your shared imprints plus 1 imprint of their own). When they want more for themselves — more imprints of their own, the edge verdict on each imprint, a bigger Pattern Lab, and on Pro their own behavioural profile and Trader Memory — they upgrade to a personal Trader or Pro plan, whose own allowance (60 a month on Trader, 90 on Pro) then replaces the seat's 75 (a Pro free trial instead starts them on the trial's 15 credits; the full 90 arrive with its first paid charge). They stay on your team and you keep coaching them; their old seat frees up for someone new once they're paying (for a trial, when it converts to paid). From then on their place on your team goes with their own plan: if it ends (cancelled — a Pro trial cancelled before it converts included — or a final payment fails), they leave the team rather than going back to a seat, and you can invite them again.

Earning commissions

When a trader you brought in upgrades to their own paid plan, you earn 30% recurring — on that first payment and on every renewal after, for as long as they stay subscribed. It applies whether they joined through your affiliate link or graduated from a seat on your team. Track your referrals, balances and payouts from the Commissions tab in your Studio dashboard; commissions clear after a 7-day hold and pay out monthly by PayPal or wire transfer once your balance passes $50. Monthly and annual plans earn commission; top-ups and seat add-ons don't.

ImprintTrader uses a credit system for AI features. Each plan includes an allowance of plan credits for each billing period. You can top up at any time if you run out before renewal — top-up credits roll over, so a renewal never wipes the ones you haven't used.

What costs credits

Scoring a trade costs 1 credit. Creating an imprint costs 2 credits with the form — or 3 credits with any of the AI builders (describe your strategy, the co-pilot, or a chart draft; the AI build fee covers creation, so the form fee is waived when you save within 30 days of the build — have a screenshot of a past example for each timeframe ready before you start, since you attach them before saving). Generating a research report costs 3 credits (text only) or 5 credits (with chart images). Generating a Studio coaching report costs 5 credits from the coach's account, and an AI coach briefing on a student costs the coach 1 credit. Running the chart check does not cost credits (free AI checks share a fair-use limit of 30 a day on a free account — including a coach-funded seat or a paused plan — and 250 a day on a paid plan). While building an imprint, your first two runs of ‘Check my charts match my rules’ per build are free; each further run costs 1 credit. ‘Check my wording’ is free. The pattern summary is written when the Review step opens and never costs credits. Pattern Lab never uses credits — nothing in it is sent to the AI or scored; turning a pattern into an imprint only charges the normal imprint save when you save the imprint in the builder. Settings lists them too, under What credits cost.

You only pay for results. If an AI action fails with an error on our side — a scoring run that doesn't complete, a builder call that dies mid-generation — the credit is automatically returned to your account.

Plans

Pro free trial

Monthly Pro can be started with a 14-day free trial, once per customer (not on annual plans, and not when you upgrade an existing Trader subscription). You get full Pro access and 15 credits; unless you cancel before it ends, the trial turns into paid monthly Pro, you're charged the Pro price, and your plan credits reset to Pro's 90 a month (any top-up or referral credits are kept). Cancel during the trial and you're not charged — you keep Pro until the trial's end date, then move to Free with any trial credits you haven't used.

Annual plans

Trader and Pro are also available annually at ten times the monthly price — two months free. An annual plan grants the full year of credits up front (720 on Trader, 1,080 on Pro), so you're never waiting on a monthly refresh. Choose yearly billing when you first subscribe: in Settings, switch on Bill yearly — 2 months free above the plans in Change plan before you pick Trader or Pro (the yearly toggle on the homepage pricing table only previews the yearly prices). If you're already on monthly Trader or Pro, use Switch to annual in Change plan in Settings. There's no in-app switch from annual back to monthly billing on the same plan. Studio is billed monthly.

Referrals

Share your referral link from Settings. When someone you refer subscribes to a paid plan, 50 bonus credits land in your account with their first payment (if they start with the Pro free trial, that's when the trial turns into paid Pro) — and another 50 if they're still subscribed at their first payment three or more months later (on an annual plan, that's their first yearly renewal). Referral rewards don't stack with affiliate commissions on the same sign-up. Referral credits are kept separately from your plan credits: they roll over, never expire, and a renewal never resets them.

Credit top-ups

If you run out of credits before your renewal date, open Settings and use Top up credits ↓ to buy a top-up — 20, 50, or 80 credits ($10, $20, or $30). What credits cost, just below it, lists what each AI action costs. Top-ups are available on all plans. Your plan credits are always spent first; top-up credits are used only once those run out, soonest-expiring first. Top-up credits roll over: a renewal, upgrade, downgrade, pause or cancellation never resets them, and each top-up stays available for 12 months from the day you bought it. The Subscription card at the top of Settings shows your balance as “96 credits left”, your plan credits and your top-up & referral credits separately, along with how many top-up credits expire next and when.

Managing your subscription

Your plan lives on the Subscription card at the top of Settings: it shows where your plan stands (plan, status, renewal date, credits left), with Manage subscription → and Cancel subscription. Change plan, just below it, holds the other buttons:

• Upgrade — on Free, this opens checkout for the new plan. If you already pay for a plan, you move up straight away and your card on file is charged the prorated difference for the rest of the current billing period — you confirm first, and there's no need to re-enter your card. Your plan credits are kept, and the new plan's extra allowance for the rest of the billing period is added to them (moving from Pro to Studio adds nothing, since Studio's 75 a month is below Pro's 90); from your next renewal you get the new plan's full allowance. On an annual plan you stay on yearly billing (Trader yearly → Pro yearly): your plan credits are kept and Pro's extra yearly allowance for the rest of your year is added. Upgrades open once a free trial has converted to paid. Studio is billed monthly, so an annual plan can't switch to it in-app — email support@imprinttrader.com and we'll move you over. A downgrade on an annual plan also stays yearly. Your top-up and referral credits are kept.

• Downgrade — moves you to a lower paid plan at the end of your current billing period. You keep your current plan and credits until then (no refund for the remainder), and you can undo it with Cancel downgrade before it happens.

• Switch to annual — on monthly Trader or Pro. You check out the annual plan today, the full year of credits is granted immediately, and your monthly subscription is cancelled automatically once the annual one activates. Time left on the monthly period isn't refunded, so switching on or near your renewal date is best value.

Cancel subscription, on the Subscription card, is end-of-period like a downgrade: you keep your plan and your credits until the renewal date, then your account moves to the Free plan. On an active Trader or Pro plan, the cancel dialog first offers Pause instead — 1, 2 or 3 months with billing stopped and premium features off (your account is treated as Free while paused), your credits, imprints, journal and history untouched, and your plan resuming automatically (or straight away with Resume now). One pause per 12 months. Cancelling while paused is different: there's no period left to run out, so the subscription ends straight away — it won't resume and you won't be billed again (to come back, start a new subscription).

Manage subscription → opens your billing portal, run by our payment provider (Creem): that's where you update your payment method, see your order history, and reactivate a subscription you've cancelled. Receipts are emailed to you by Creem after every charge.

Cancelled in the portal? Settings knows. A cancel you schedule in the billing portal shows on the Subscription card just like one made in the app — your subscription is “scheduled to cancel on” your renewal date — and nothing changes before then: you keep your plan and your credits until the end of the period you've paid for. To keep your plan, reactivate from Manage subscription.

If a renewal payment fails, the Subscription card in Settings says “Your last payment didn't go through”, with an Update payment → button that opens the billing portal. You keep access while the payment is retried; update your payment method to avoid losing your subscription.

First-time subscriptions carry a 7-day satisfaction guarantee — a full refund if you ask within 7 days of your first payment and have used fewer than 10 credits. An annual renewal can be refunded the same way within 7 days of the renewal charge; monthly renewals and top-ups can't. Refunds are handled by us, not automatically — when we refund a payment, we remove the credits it granted and cancel the refunded subscription. See the refund policy for the details and how to request one.

Want to erase everything instead? Delete account lives at the bottom of Settings (the Danger zone). It's immediate and permanent, and it cancels any paid subscription at the same moment (no refund for the rest of the period; if you're within the 7-day refund guarantee, ask for the refund before deleting) — export your journal CSV first if you want your data.

Imprints

Scoring & trades

Pattern Lab

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Billing, account & privacy

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The Need help? assistant

For quick questions, there's a Need help? assistant inside the app — the chat button in the bottom-right of your dashboard answers questions about any feature instantly. On a phone it is a Need help? tab on the right edge of the screen instead. On a larger screen it sits just above the bar of buttons on Score a trade. For anything it can't resolve, write to us with the form above.

Affiliate programme

ImprintTrader's affiliate programme pays 30% recurring commission on every subscriber you refer — coaches earn it automatically when team members upgrade (see Studio → Earning commissions), and anyone can join the public programme. Banners, copy and your link live on the affiliate resources page.