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What Is Zella AI? — TradeZella's AI Trading Assistant

Zella AI is TradeZella's built-in AI assistant. Chat with it to analyze trades, review performance, get market data, and plan your day.

Written by Hamza

What Is Zella AI?

Zella AI is your personal AI trading assistant built right into TradeZella. It reads your trades, your rules, your strategies and your journal, then gives you the analysis, structure and follow-through that's hard to do on your own — right from the chat, without leaving the app or digging through reports.

Think of it as a co-pilot that already knows your trading data. Instead of manually combing through charts and stats, you just ask in plain English. Open the chat anywhere you see it, or press ⌘ + Z then Enter from any screen.

Where You'll Find Zella AI

  • Zella AI chat — the floating chat anywhere in the app (⌘ + Z then Enter).

  • Start My Day — runs Zella in the background to draft your plan and post-session review.

  • Trade detail, Notes, Reports, Dashboard, Day view, Backtesting, Strategies — open the chat from any of these and it picks up your context automatically.

  • My Agents — set up the background agents that work without you needing to ask.

In short, Zella AI shows up just about everywhere in TradeZella.

What Can I Ask Zella AI?

The more specific your question, the better the answer. Instead of "How am I doing?", try "What was my win rate on SPY trades last week?" Here's what you can do:

Understand your performance

  • "What's hurting my performance this week?"

  • "Find my worst recurring pattern across recent trades."

  • "Where is my edge strongest?"

  • "Summarize my last 10 trades."

Zella pulls live trades, P&L, win rate, profit factor and drawdown, then explains what it sees in terms you can act on.

Tag and organize your trades

  • "Tag my last 20 trades by setup."

  • "Create a tag for breakout-failures and apply it to trades that fit."

  • "What custom tags am I already using?"

It can create tags and tag categories, then apply them to single trades or whole batches by filter.

Build and refine strategies

  • "Are my rules consistent?"

  • "How can I improve this strategy?"

  • "Create a strategy for my morning ORB setup."

  • "Show me win rate per rule in this strategy."

Zella reads your strategies, surfaces stats per rule, edits titles and rule groups, and can pull in pre-built templates when you need a starting point.

Manage your daily rules

  • "Add a rule to block my worst setup."

  • "What rules do I have for today?"

  • "Mark my pre-market routine as done."

  • "How's my rule completion looking this month?"

It creates checklist rules across the prepare, trade and reflect stages, marks them complete, and reports your adherence over any date range.

Plan and review your day

From Start My Day, Zella can build a game plan based on your recent performance, open setups and the day's calendar, tell you what to watch and what to avoid, compare your session so far against your plan and flag any drift, then write the end-of-day review — wins, mistakes and themes.

Take notes and journal

  • "Draft a journal entry for today's session."

  • "Find patterns in my journal notes from the last month."

  • "What mistakes am I repeating?"

It can create, append to and search your notes — by folder, date, trade or backtesting session.

Track prop firm challenges

  • "How am I doing on my challenges?"

  • "Am I on track to pass this evaluation?"

  • "Which prop firm works best for me?"

  • "Suggest realistic targets for this challenge."

Zella reads your prop firm accounts, drawdown, days remaining and profit targets, and answers in your context — not generic theory.

Analyze backtests

  • "Analyze this backtesting session."

  • "Where does this setup break down?"

  • "How does this strategy compare to my live trading?"

Review individual trades

  • "Review this trade in detail."

  • "Did I follow my strategy on this one?"

When you open Zella from a specific trade, report, dashboard or session, it already knows what you're looking at — so you never have to re-explain context.

Automated Agents

Some workflows are too repetitive for a back-and-forth chat. Set an agent up once and it runs on its own:

Market Sentiment Briefing — Pick the symbols you trade and Zella analyzes current market conditions into a briefing you can drop straight into your trading notes to prime your session. Available from Start My Day. Runs when you trigger it.

Trade Auto-Tagger — Tags every trade the moment it's imported, so your reporting and pattern analysis stay structured without manual tagging. Runs automatically.

Session Review — Click Review with Zella AI from Journal → Day view and Zella writes a narrative review of your session — wins, mistakes and themes. Runs when you trigger it.

Turn any of these on, configure them or pause them from the My Agents page.

🎉 More agents are on the way.

Memory

Zella remembers what matters about you as a trader — your style, your goals, your recurring mistakes — and carries it across conversations. Ask "What do you know about me?" anytime, or tell it to remember something specific.

AI Credits

Zella AI runs on a credit-based system. Each message you send uses a small number of credits based on the complexity of your request. Your plan includes a monthly credit allotment that resets each billing cycle.

  • Essential — 500 AI Credits per month

  • Pro — 1,000 AI Credits per month

You can check your remaining credits under SettingsSubscription in the Usage Details section. Credits reset automatically at the end of each billing cycle and cannot be increased beyond your plan's allotment.

Is My Trading Data Safe with Zella AI?

Yes. Zella AI only accesses the trading data already in your TradeZella account. It does not share your data externally, and all conversations are private to your account.


Zella AI uses your TradeZella data to answer questions and run the actions you ask for. It can make mistakes, so review anything it changes before relying on it — and nothing it says is financial advice.

Running into an issue with Zella AI or have feedback? Reach out through the chat widget or contact our Support team — we'd love to hear how you're using it.

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