Accounts
Account setup guardrails for Sentry and Risk Coach
Configure account risk settings so AI coaching has useful boundaries.
When creating an account, add the broker type, account name, balance information, and any optional guardrails available for Sentry and Risk Coach. Guardrails help the app reason about risk boundaries for that account, such as daily loss limits or other constraints you want respected during review.
If Risk Coach guidance feels generic, confirm the account has imported trades, realistic balance data, and risk limits. Sentry can coach better when it can see actual executions and the boundaries you are trying to follow.
Use separate accounts for materially different trading accounts, prop challenges, or broker histories. Mixing unrelated histories can make analytics and AI review harder to trust.
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