Rules Helper AI
Purpose
Rules Helper AI and the Rules vs Reality Dashboard work together to turn your own trading rules into something measurable. The AI helps you define clear, enforceable rules, and the dashboard shows how often you actually follow them.
These tools do not give you strategy advice or block trades. They show how your behavior compares to the rules you chose.
Rules Helper AI (Configuration Coach)
Rules Helper AI is a guided assistant for setting up rules. You describe how you want to trade, and it helps you turn that into precise, checkable conditions.
What Rules Helper AI Does
Turns vague rules into clear ones
Asks what "high probability" means for you (e.g., confluences, minimum R:R).
Clarifies what "overtrading" is (max trades per day, per session, after losses).
Asks for concrete definitions of "emotional trades" (e.g., trading right after a loss, outside session, with larger size).
Checks that rules are measurable
Ensures risk rules have numbers (max daily loss, position size limits).
Ensures time rules have specific start/end times and time zones.
Ensures quality rules use numeric thresholds (e.g., minimum R:R).
Suggests tag-based scoping
If you describe different behavior for different strategies (e.g., scalp vs swing), it suggests using tags to separate those rules.
Example: "Max 10 trades per day" for scalp, no limit for swing, as long as you tag trades correctly.
Helps avoid obvious conflicts
Warns if one rule requires a tag and another forbids the same tag.
Surfaces cases where two rules can't logically be satisfied at the same time.
Supports account-specific rules
Helps you apply different limits to different accounts (e.g., tighter risk on challenges, looser on funded/personal).
What Rules Helper AI Does Not Do
No trading or strategy advice
It does not tell you which rules you should have, which markets to trade, or which R:R to use.
No psychological coaching
It does not interpret your emotions or tell you how to "fix" behavioral drift.
No adaptive or predictive rules
It does not change rules automatically based on performance or predict when you'll break them.
No enforcement
It only helps define rules. Enforcement and violation tracking are handled by Rules vs Reality after trades are logged.
How to Use Rules Helper AI
Start creating a rule.
Describe your rules in plain language (risk, time windows, behavior, setups, accounts).
Answer any follow-up questions until the rule is fully specified.
Review the proposed rules:
Name
Type (e.g., max daily loss, time window, tag-based limit)
Thresholds and time windows
Accounts and tags they apply to
Approve or adjust settings, then save.
AI usage is limited per day to keep the system stable, but enough for normal configuration and occasional adjustments.
Rules vs Reality Dashboard
The dashboard is where you see how well you follow your rules over time. It aggregates all rule checks for all trades and turns them into simple adherence metrics.
What You See
Overall adherence score
Shows how often your trades complied with your rules.
High adherence means you are consistent with your rules; it does not guarantee profitability.
Per-rule adherence
Each rule has its own adherence percentage.
"Stable" rules: rarely violated.
"Unstable" rules: frequently violated, often where discipline breaks down or the rule is unrealistic.
Violation trends
Violations by:
Day of week
Time of day
After losses
Close to challenge limits
Helps you see where discipline erodes (e.g., afternoons, Fridays, after streaks of losses).
Across the three views
Plan vs Execution – did you follow your plan on each trade?
State vs Outcome – what emotional state produced what result?
Rules vs Reality – did you follow your rules at all?
Together, they show what you planned, how you felt, what rules you claimed to follow, and what you actually did.
Important Notes and Limitations
Not a performance grader
You can have perfect adherence and still lose money if the rules are poor.
You can break rules and still make money by luck. The dashboard measures consistency, not skill.
Data quality matters
Missing stop loss / take profit → risk–reward rules may be skipped.
Missing tags → tag-based rules may be skipped.
Missing position size or instrument data → risk and exposure checks may be skipped.
Skipped checks indicate incomplete data, not violations.
Inactive rules
Turning a rule off stops checks on new trades.
Past violations remain visible but may no longer impact current adherence summaries.
Conflicting rules
If you define contradictions (e.g., a tag both required and forbidden), both rules may show violations.
You are responsible for resolving these conflicts by editing or removing rules.
Needs enough history
Very small datasets (few trades over a few days) produce noisy adherence trends.
The more trades and days you log, the more reliable the patterns become.
Post-trade only
Rules are evaluated after trades are logged in TradeMonkey.
Real-time warnings before you send orders to your broker are not supported.
Time zone sensitivity
Time-based and news-based rules depend on correct time settings.
Make sure your TradeMonkey settings and broker timestamps align.
Support
If something in Rules Helper AI or the Rules vs Reality Dashboard looks off, or you're unsure how to structure a rule, email hello@trademonkey.app
.