Money · Community report
Review your daily trades against your rules
A trader on Threads reports connecting a brokerage read-only to Muse so it reviews their daily trades against a written strategy, emails a summary and calls out rule breaks. This page keeps that account, marks what the post leaves out, and offers a read-only prompt.
What you can get
- Prepare
A brokerage account connected with read-only access
- Ask and review
Write your rules as testable statements: what qualifies as an entry, how large a position may be, where the stop goes, how many trades you allow per day.
- Check the result
A daily summary of the trades you took, set against your written rules, with rule breaks flagged; not trading advice or a tested strategy.
The source case
@helpmetradeoptions says they connected a Webull account to Muse with read-only access. By their account, Muse pulls the details of each day's trades, compares them to the strategy and rules, and emails a summary if they haven't already viewed it, and it "chastises" them when they break their own rules. They add that they can ask it to backtest a strategy using contract price, delta and stop-loss settings. The post does not show a summary, the rules used, any broker permissions screen or any backtest result.
A public report by someone outside this library. Not independently reproduced here.
From the source
Source excerpt
I connected my Webull account (read only). Each day it pulls the details of the trades I took, compares them to the strategy and my rules then emails a summary of everything if I didn't view it already. It will even chastise me if I break my own rules.
Quoted from the original posts. Not written by this guide, and not a result produced here.
Suggested prompt
Bring A brokerage account connected with read-only access, Your trading strategy and rules written down, An email address for the daily summary. Source community report, checked 2026-10-16.
Written by this guide as a starting point, not quoted from the source. Your edits stay in this browser.
What you need
You supply
- A brokerage account connected with read-only access
- Your trading strategy and rules written down
- An email address for the daily summary
How to try it
Editorial, not from the source
- Write your rules as testable statements: what qualifies as an entry, how large a position may be, where the stop goes, how many trades you allow per day.
- Connect the brokerage with read-only access if the service offers it, and confirm in the broker settings that trading permission is off.
- Run the prompt for one day and check the trade list against your own broker statement before trusting any comparison.
- Read each flagged rule break and decide whether the agent applied the rule correctly or the rule was ambiguous; fix the wording of the rule if so.
- Keep the daily emails in a folder so you can look for repeat rule breaks over a few weeks.
- Treat any backtest request separately; ask for the data source and date range before reading anything into the result.
What the trader describes
@helpmetradeoptions opens with strong praise, then lists what happens: a Webull connection with read-only access, a daily pull of the trades taken, a comparison with their strategy and rules, and an emailed summary if they hadn't already looked. The author says it will even "chastise me if I break my own rules."
They also say they can tell it to backtest a strategy with a contract price range, a delta range and a stop-loss of 20%. The post gives no results for either feature, so how accurate the daily comparison is remains the author's word.
Setting up a review you can check
General practice: a review is only as good as the rules it checks against. Rules written as numbers (maximum position size, stop distance, trades per day) can be verified line by line against a broker statement; rules written as feelings cannot. If the broker offers a read-only or view-only connection, use it, because a daily review job has no reason to hold order permissions.
Spot-check the first few days by hand. A summary that sounds confident can still mismatch fills, partial exits or trades in a second account.
Open Muse to try it. That is the product's own site; this guide is not part of it.
Limits and confirmation points
Limits to confirm
- No summary email, sample rule set or broker permission screen is shown.
- No backtest output is shown, so whether the backtest request returned usable numbers is unknown.
- The post does not say how many days it has been running or whether the rule checks were accurate.
- This is an attributed community report, not reproduced by this guide. The suggested workflow and checks are editorial guidance, not a recovered conversation or guaranteed product capability.
If it goes wrong
Editorial, not from the source
- The summary lists a trade you did not take, or misses one
- Compare against the broker statement for that day. Ask the agent which account and date range it queried before changing anything else.
- Every trade is marked as a rule break
- Your rules are probably too vague to test. Rewrite each as a number or a yes-or-no condition and run the day again.
- The agent offers to place or adjust an order
- Decline. The prompt asks for review only; keep the broker connection read-only so an order cannot be placed from here.
Common questions
Can Muse review my trades every day?
One trader reports it does, using a read-only Webull connection and an emailed summary. This guide has not reproduced it, and the post shows no sample output.
Does read-only access let it place trades?
The author says their connection is read only. Check the permission screen of your own broker rather than assuming; the prompt here also forbids orders.
Is the backtest reliable?
The post only says the author can ask for one, with price, delta and stop-loss settings. No result is shown, so treat it as unverified.
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