Plancana AI Case Study
AI-Powered Trading Journal
A trading journal that imports your trades and coaches you on the habits behind the results.
AI powered product
iOS and Android
Global
Client type
Fintech founder
Delivered
iOS, Android, AI review engine
Headline result
50K+ installs
The Challenge
Traders already know what they did. They cannot see what they keep doing.
Serious traders keep a journal in a spreadsheet, and almost nobody reviews it. The client wanted an app that took the record keeping away and gave back the part that changes behaviour: an honest read on the patterns behind the losses.
The hard part was trust. Traders are sceptical of anything that sounds like a signal service, so the product had to be clearly a mirror and not a tipster, and it had to never look like it was making promises about future prices.
The Solution
Import
Your trades arrive without typing
Trades come in from a connected account or a broker export and are matched into positions automatically. The journal fills itself, which is the only way a journal survives past week two.
AI review
A weekly read on your own habits
The app looks across your history and reports the behaviour, not the market: the hour of day where you lose most, how often you move a stop, what happens to your win rate after two losses in a row.
Discipline
A plan you write, then get held to
You set the rules you intend to trade by. The app scores each trade against your own plan and shows the compliance figure next to the profit figure, which is usually the more uncomfortable number.
A signature detail
A coach that only ever talks about you, never about the market
We drew a hard line in the product: the AI may describe patterns in the user own history and nothing else. It never mentions an instrument, a direction or a forecast. That single rule made the tone credible with experienced traders and kept the app clear of anything resembling financial advice.
- 1 Trades imported Matched into positions with no manual entry.
- 2 Behaviour extracted Timing, stop moves, position sizing, streak reactions.
- 3 Scored against your plan Compliance measured against the rules you wrote.
- 4 Weekly review Three observations about you, no market commentary.
The Result
50K+
installs across both stores.
0
price predictions in the product, by design.
The screens
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