How to Use AI Trading Reviews in Your Notion Journal

AI Trading Reviews turn your Notion journal trades into structured coaching reports: performance snapshots, breakdowns by session/model/pair, and an AI-written review you can read in FxJournalStats or optionally publish back to Notion.

Availability: PRO and Lifetime plans. You need a Notion-connected journal with a trades database.

If you are new to FxJournalStats, start with Guide to Adding Analytics to Your Notion Journal.

What you get #

Each review includes:

• Performance snapshot — net P/L, win rate, trade count, rule adherence, and related KPIs
• Breakdowns — model, session, pair, tags, and optional custom Notion fields
• Coach review — AI narrative with actionable feedback (verify important decisions yourself)
• Optional Notion copy — publish the report to a Notion database you choose

Reviews are always saved in FxJournalStats first. Notion publish is optional.

Step 1: Open Reviews #

From your Dashboard, open a linked journal and click Reviews on the journal card. You can also open Reviews from the dashboard side navigation (PRO and Lifetime users only).

You'll land on the Reviews list for that journal account.

Step 2: Choose how reviews run #

There are two ways to use reviews — pick one or use both:

Path	Best for
Generate review	A one-off report for a week or month you choose
Automatic reviews	Weekly or monthly reports on a schedule

Generate a one-off review #

1. Click Generate review in the page header.
2. Select your source trades database (defaults to your journal database).
3. Map Notion properties if column names differ from the template (see Property mapping below).
4. Pick a period — this week, last week, last 30 days, this month, last month, or custom range.
5. Optionally add filters (e.g. Account = Live when one database holds multiple accounts).
6. Optionally enable Publish to Notion and pick a review database.
7. Click Generate.

Generation usually takes 20–40 seconds. You can close the modal; the list updates when the review completes.

Set up automatic reviews #

1. Click Automatic reviews in the header.
2. In the sheet, click Add schedule.
3. Choose Weekly or Monthly (at most one of each per journal).
4. Configure source database, property mapping, optional value-only filters, and optional Notion publish — same fields as a one-off run, without a custom date range.
5. Click Save schedule.

When schedules run (UTC):

Type	Cron time	Period reviewed
Weekly	Sunday 6:00	Completed Sun–Sat week + prior context weeks
Monthly	1st of month 6:00	Previous complete month + prior months

The schedule summary row on the list page shows the next run time. Click Manage to edit, disable, run now, or delete a schedule.

Step 3: Read a review #

Click any review card to open the full report.

On the detail page you'll see:

1. Report header — period, status, actions (copy, Notion, regenerate, delete)
2. Performance snapshot — tiered KPIs
3. Coach review — full AI markdown with table of contents on desktop

Property mapping #

Reviews need at least these Notion properties mapped:

Field	Used for
Date	Period filtering
Profit/Loss	P&L, win rate, all core stats

Recommended fields improve coach quality: Session, Model, Direction, Pairs, Followed rules, tags, Rating, Account, WIN, Notes.

If recommended fields are missing, the review still generates but some sections show setup tips or limited data instead of full analysis.

Publish to Notion (optional) #

Toggle Also publish to Notion in the generate or schedule modal, then select a review database shared with the FxJournalStats integration.

Suggested properties on the destination database: Name (title), Date, Period (select: Instant / Weekly / Monthly).

If publish fails but the review saved in the app, status shows Partial — use Retry publish after fixing sharing or reconnecting Notion.

Tips and troubleshooting #

Issue	What to do
Upgrade required	AI Reviews need PRO or Lifetime — upgrade from Billing
Connect Notion	Reviews read trades from your journal database
Reconnect Notion	Legacy integrations may need reconnect to publish pages
Review database not shared	Share the destination DB with FxJournalStats (FAQ)
No trades in period	Widen the date range or check filters
Regenerate	Re-runs AI for the same period (uses AI quota; confirm dialog shown)
Rate limit	Max 5 instant/regenerate runs per 10 minutes per user

Review weeks are Sunday–Saturday UTC. Chart date filters in other products may use Monday–Sunday — keep that in mind if you compare tools.

Privacy and AI #

Before your first generate or schedule, you'll see an AI disclosure explaining that trade fields needed for analysis are sent to our AI provider. Details are in our Privacy Policy.