How to ask QW Intelligence about your portfolio

On QuantWheel PRO, QW Intelligence can access your portfolio — positions, transactions, journal data, trade history. That means you can ask natural-language questions about your own trading rather than clicking through Journal tabs to find answers. "What were my best trades last month?" or "Which of my current positions has the most downside risk this week?" — QW Intelligence pulls from your data and answers in conversational form.

This page covers useful portfolio-query patterns and how to get the most value out of them.

Before you start

Required:

QuantWheel PRO or an active $1 trial. Portfolio queries aren't available on Sandbox or GEX-only plans — they need your journal data.
At least one connected broker with some trading history. Empty portfolios produce empty responses.
Familiarity with chat basics. See How to use QW Intelligence.

Time to complete: 8 minutes

Query categories that work well

Performance summaries

High-level questions about how you've been doing:

"What were my best trades last month?"
"What's my cumulative P&L this quarter?"
"Which ticker has been my most profitable in 2025?"
"Show me my win rate on cash-secured puts over the last 90 days."
"How does my July compare to my June in terms of P&L?"

Responses typically include both summary statistics and a short narrative — "You closed 18 CSPs in July, 15 profitably. Your best trade was the CSP on [anonymized ticker]. Your largest loss came from [anonymized ticker]."

Current portfolio state

Questions about what you hold right now:

"Summarize my open positions."
"What's my current total collateral at risk?"
"Which open positions have the most time decay remaining?"
"Which of my current positions are in the money?"
"What's my overall portfolio delta?"

These pull from Open Positions and Open Chains. Useful for a morning check-in or before making new trade decisions.

Risk and concentration analysis

Questions about where your risk is concentrated:

"Which ticker am I most concentrated in?"
"If [ticker] dropped 10% tomorrow, what would happen to my P&L?"
"How much of my collateral is in tech stocks?"
"Are any of my positions near their break-even?"
"Show me positions with expiration in the next 7 days."

Concentration and near-term expiration queries are particularly useful — they surface issues faster than manually reviewing the Open Positions page.

Trade-history lookups

Questions about specific past trades:

"When did I last sell a covered call on [ticker]?"
"Show me all my transactions on [ticker] this year."
"How many times have I been assigned shares in 2025?"
"What was the Real Cost on [ticker] before my last trade closed?"

Useful when reconciling with your broker's statement or understanding how a specific chain evolved.

Comparative and pattern queries

Questions that compare periods or find patterns:

"Do I make more money on weekly or monthly expirations?"
"What's my average hold time for winning trades vs. losing trades?"
"Which DTE range has been most profitable for me?"
"Do I perform better on CSPs or covered calls?"

These are the questions that static Journal views don't answer well — you'd have to pivot multiple tabs to see the comparison. Chat consolidates it.

Response patterns

Summary + drill-down

Most portfolio responses give you a summary first, then offer drill-down. For example, "What were my best trades last month?" might produce:

"Your top 5 trades by P&L in July 2025 were [summary]. Want me to break down the timing of the best one, or show all July trades ranked?"

The offered drill-downs save you from having to formulate the next prompt.

Tables for lists

Questions that return lists produce formatted tables. "Summarize my open positions" typically gets a table with ticker, strike, expiration, P&L, and Real Cost columns.

Charts or links into the product

Some responses include embedded charts (a mini P&L curve, for example) or links that open the relevant Journal page with the right filters pre-set.

Combining portfolio questions with market research

The most powerful chat pattern combines portfolio context with market research. Examples:

"Given my current positions, what new CSP candidates would add the least concentration risk?"
"Which of my held stocks has a high-IV covered call opportunity right now?"
"My short-put on [ticker] is near break-even. What are my roll options?"
"I'm up 60% on my CSP on [ticker]. Should I buy to close or let it ride to expiration? What would you do?"

These queries touch both sides — your positions (portfolio data) and current market data (opportunity research). QW Intelligence handles the join; you get a single response rather than having to correlate Open Positions with Find Deals manually.

Note on the last question: QW Intelligence typically won't give you a direct "yes, close it" or "no, hold" — that would cross into specific trade advice. But it'll lay out the tradeoffs: cost to close, remaining theta, probability of finishing ITM based on current data, alternative strategies (rolling, closing partial). You make the call.

Privacy and data scope

What QW Intelligence sees

Your positions, transactions, journal data, watchlists, saved filters, and trading history across all connected brokers. Real-time market data for tickers you've interacted with.

What it doesn't see

Your account credentials, broker login details, tax information, personal identity beyond your display name. Other users' data. Anything in brokers not connected to your account.

Is this data shared with other users?

No. QW Intelligence queries are scoped to your account. Other users' portfolio data isn't accessible via your chat, and yours isn't accessible via theirs.

Can I ask about another user's data if I follow them via Copy Trading?

No — following a featured trader lets you see their published signals and performance, but not query their portfolio through chat. That data stays private to them.

Common issues

QW Intelligence says "I don't have data on that."

Either the query is about a period before your QuantWheel account existed, or about a broker/account you haven't connected, or the data hasn't synced yet. Check Settings → Broker Integration for sync status.

The response shows numbers that don't match the Journal.

Small discrepancies often come from timing — the chat may reflect the latest sync while the Journal tab you're looking at cached earlier. Refresh the Journal page or ask the question again; they should align.

I asked about a specific trade and the response is wrong.

Rare, but possible. The AI can misread journal data. If the response contradicts what you know to be true (you remember placing the trade on a specific date, for example), trust your memory over the AI and report the specific case via the Help link.

Can I export the conversation's insights as a report?

Not directly. You can copy the conversation text and paste into a document. Exporting chart images is possible per-chart via the chart's own menu.

Why is this PRO-only?

Portfolio insights need access to your journal data. Journal access is a PRO feature anyway, so tying chat portfolio queries to PRO is consistent. Non-portfolio chat (opportunity research, concepts) works on lower tiers.

Risk disclaimer: Options trading involves substantial risk of loss and is not suitable for all investors. Past performance does not guarantee future results. This content is for educational purposes only and is not investment advice.