Cybill AI User Guide

Everything you need to get the most from Cybill AI — including weekly reviews, private mentor workspaces, risk tracking, visual playbooks, and saved dashboard layouts.

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Feature Guides

Deep-dive guides for each major feature — focused, searchable, and optimised for quick answers.

Getting Started

New here? Start with these three steps.

1

Set Up Your Journal

Start free with up to 30 trades; no credit card required.

  1. Create your account and verify your email
  2. Choose your reporting currency in Settings
  3. Open the dashboard journal guide for your next step
  4. Your journal guide uses actual saved records, not sample performance
2

Load Your Trade History

Upload a broker CSV, connect a supported broker, or add a trade manually.

  1. Open Import and choose your source
  2. For CSV files, confirm the broker export timezone and date order
  3. Preview fills and results before confirming the import
  4. Check imported, skipped and failed counts
  5. Select Continue to my journal review
3

Understand Your First Review

Check the evidence, then choose one practical focus with Cybill.

  1. Check Journal data for usable closed results and missing information
  2. Explore realised net P&L, losses, win rate and open positions separately
  3. Read the daily briefing; AI journal review identifies AI commentary
  4. Select Discuss my results to open Cybill with a review prompt
  5. Original risk is needed for R-multiples, but not cash reports

Core Features

The essentials available to every user.

Trade Charts

Visual price charts with AI entry/exit analysis for every closed trade.

Market Replay

Replay any trade bar-by-bar. See what the chart looked like at the time, then watch what happened after your exit.

AI Trading Coach

Ask questions about your trading and get personalised answers from your data.

Performance Analytics

Win rate, P&L, profit factor, drawdown — all calculated automatically.

Broker Import

Import trades from IG Markets, Interactive Brokers, and more via CSV.

Ready to start?

Start with 30 free trades, automatic tags and journal review tools. Pro adds AI coaching, visual playbooks, comparisons and replay practice.

Which plan includes the new tools?

Pro + Realtime Trade Analysis includes the Pro journal tools. The Free journal allows up to 30 saved trades.

Automatic tags & Discipline Review

Saved-data tags and evidence-led review; AI note tags require relevant notes and completed analysis.

Free: Included

Pro: Included

Weekly reviews

Account-saved notes, checklists, visual review and export.

Free: Included

Pro: Included

Risk & execution records

Historical R needs the original risk budget; imported P&L is preserved.

Free: Within 30-trade limit

Pro: Included

Saved dashboard layouts

Choose, reorder and resize journal widgets.

Free: Up to 5

Pro: Up to 5

Private mentor workspace

Explicitly select records to share and revoke access when needed.

Free: Accepted connection

Pro: Accepted connection

AI coaching conversations

Follow-up chat and on-demand trade analysis. Automatic journal tags and review tools remain available on Free.

Free: Pro required

Pro: Included

Market volume research

Reported data for supported instruments; provider timestamps and coverage apply.

Free: Pro required

Pro: Included

TradingView webhook analysis

The paid add-on is required for alert intake and AI signal review.

Free: Add-on required

Pro: Pro + Realtime Trade Analysis

Visual playbooks

Private screenshots, annotations, rules and actual strategy results.

Free: Pro required

Pro: Included

Side-by-side comparisons

Compare strategies, accounts and periods through P&L, outcomes, R and behaviour charts.

Free: Pro required

Pro: Included

Replay practice

Simulated entries, stops and targets; saved practice sessions and P&L/R charts.

Free: Pro required

Pro: Included

Practice stays separate from real trade statistics. Historical prices, intervals and volume depend on the provider. Realtime Trade Analysis with TradingView webhooks requires its separate add-on entitlement.