Your First Reflection
A detailed walkthrough of completing your first AI-guided reflection session.
Before You Start
For the best experience, have at least one trade logged before starting your reflection. The AI uses your trades as context for the conversation.
Open the Reflection Chat
Look for the glowing Reflection button in the bottom-right corner of your dashboard. Click it to open the chat.
Choose Your Context Mode
At the top of the chat, you'll see context mode chips. For an end-of-day reflection, select Post-Trade (the default).
Have a Conversation
The AI coach will greet you and ask about your trading day. Respond naturally — there's no wrong answer.
The AI will ask follow-up questions to help you dig deeper into your decisions and emotions.
Generate Your Journal Entry
When you feel the conversation has captured your day, click Generate Journal Entry.
The AI extracts key information from your conversation:
- Emotions — What you felt during the day (confident, frustrated, anxious, etc.)
- Lessons — Key takeaways categorized by type
- Summary — A concise overview of your session
Review and Edit
The Journal Preview modal shows what the AI extracted. You can edit everything:
- • Title — Click to edit the headline
- • Summary — Adjust the overview text
- • Emotions — Add, remove, or modify emotion tags
- • Lessons — Edit or delete lessons, change categories
- • Rating — Give your day 1-5 stars
Save to Journal
Click Save to Journal to finalize your entry.
You've completed your first reflection. Your journal entry is saved and your reflection streak has started!
What's Next?
- • Build your streak by reflecting daily
- • Review past entries in your Journal to spot patterns
- • Try the Morning Forge check-in before your next session
- • Invite friends to a Pod for accountability