Docs AI Coach

Privacy mode

What gets stripped from AI prompts before they leave your server.

Privacy mode controls what leaves your server when an AI feature calls OpenAI. The default on Pro and above is ON — dollar amounts and account-size signals are stripped from prompts before they go to the LLM. R-multiples and percentages still flow.

What gets stripped

  • Dollar P&L per trade and aggregate. Replaced with R-multiples where the prompt template asks for performance.
  • Account size / balance. Replaced with a normalised "% of account" where relevant; otherwise omitted.
  • Position size in contracts. Replaced with a relative "size band" (small / medium / large for your history) when used.
  • Account names. Anonymised in the same way the share card does it: first 6 chars + ellipsis.

What still flows

  • R-multiples, win rate, profit factor, setup name.
  • Symbol (root only — NQ, not NQM4) unless you opt into full contract codes.
  • Mood / energy tags. Notes you wrote yourself.
  • Rules you flagged as broken.

Where to toggle

Settings → AI Coach → Privacy mode. Per-user, off requires explicit opt-in. Visible state on every AI feature card so you always know which mode is active before triggering a call.

Privacy mode is independent of BYO API key (Elite). With BYO + privacy off, your full dollar P&L goes to your own OpenAI account. With BYO + privacy on, R-multiples only go to your own account. The platform default is always privacy on.