AI Pre-Trade Analyst
Think Through the Risk Before You Enter.
Evaluate a proposed futures setup against your risk parameters, available market context, and relevant patterns in your trading history.
01Risk & reward
Check Your Risk and Reward.
Enter the trade you're considering — entry, stop, targets, capital and leverage. The analyst calculates the rest, then the AI evaluates it.
Calculated by PerpWick
What the trade really risks, after costs.
Size by a percentage of capital or a maximum loss. Split profit-taking across several targets. Fees use each exchange's published base-tier rates, and you can override them.
Position size and risk to stop
Units and notional, the amount at risk, and the loss at the stop including fees.
Margin and effective leverage
Initial margin at your leverage, and notional against the capital you allocated.
R:R and break-even
Reward-to-risk at the first target, blended R if every target fills, and the break-even price after costs.
Liquidation estimate
A simplified isolated-margin estimate, flagged when the stop sits beyond it. Cross margin isn't estimated.
02Your history
Bring Your Trading History Into the Decision.
The analyst looks up your own closed journal trades, and shows how they went with the sample size.
From your journal
How trades like this have gone for you.
On Free, trades are matched by asset, and by asset and direction. Pro adds strategy, timeframe, session and leverage. Each cohort is labelled by how much evidence it holds.
Cohorts with sample sizes
Trades, win rate, expectancy, average R and profit factor for each match, labelled when a sample is too small to rely on.
Linked to your strategy
Pick a Strategy Lab strategy and the comparison includes trades on it.
No journal yet? The calculations and market context still work; the history section says there's nothing to compare.
03Warning signs
Understand Potential Warning Signs.
A setup can be sized well and still be fighting the market. The analyst puts cached market context and a rule-based checklist next to the numbers, then asks the AI to interpret them.
Price and entry
Current price and how far your entry is from it.
Funding
The rate on your exchange or the average, and its estimated cost over your holding period.
Open interest & sentiment
Open interest, basis, 24-hour liquidations and Fear & Greed, where available.
Rule-based checklist
Stop beyond liquidation, risk above 2%, a target closer than the stop, a trade against the trend label, stale data.
AI assessment
An interpretation, held to the numbers.
Ask for an AI assessment and the model receives the calculated figures, the market context and your cohort statistics — nothing else. It returns what the market data means for this trade, the main risks, what would invalidate the plan and the questions to answer first.
Checked before you see it
Any sentence quoting a number PerpWick didn't compute is removed, and guarantee language is refused.
Save the plan
Keep the plan and link it to the journal trade if you take it.
Know the Risk Before You Take It.
Every calculation is free and unlimited. Pro adds 10 AI assessments a day.