How Pelican Works
From your first question to personalized coaching — everything the platform does and how it learns you.
AI Chat — Ask Anything About Any Market
Type any market question in plain English. Pelican connects to live market data across 10,000+ tickers in stocks, forex, crypto, and futures.
Price checks, technicals, fundamentals, and macro analysis
Backtesting: "How does SPY perform after a 3% drop?"
Trade ideas based on your strengths and playbook performance
Education: turn on Learning Mode to highlight terms with definitions
Pelican doesn’t give the same answer to everyone. If you’ve logged trades, it knows your win rate, your best setups, and your worst habits — and factors that into every response.
Trade Journal — Track Every Trade, Spot Every Pattern
Log your trades with entry, exit, stop, thesis, and conviction. Pelican tracks your P&L, R-multiples, and builds analytics you can’t get from a spreadsheet.
Dashboard with equity curve and running P&L
Analytics by setup, day of week, conviction, holding period, and time of day
AI trade grading — Pelican reviews your execution and scores it
Link trades to playbooks to track which strategies actually work
After 20+ trades, Pelican can tell you which setups make you money, which days you lose, and whether you’re revenge trading after losses. The journal is how Pelican learns you.
Positions — All Open Trades at a Glance
See every open position with risk metrics, days held, distance to stop and target, and portfolio-level exposure.
Per-position risk/reward ratio, conviction, and thesis
Portfolio summary: total exposure, long/short split, sector concentration
One-click Pelican Scan for deep analysis of any position
Flags missing stop losses and plan violations automatically
Pelican cross-references your positions against your trading history. If you’re holding a ticker you historically lose on, it tells you.
Morning Brief — Start Every Day Informed
A personalized snapshot of what matters to you today: market overview, your positions, your watchlist, and what Pelican thinks you should watch.
Market indices, top movers, and sector performance
Your positions: which are near stops, targets, or have earnings coming
Personalized Pelican Brief analyzing your specific risks today
Click any ticker or insight to ask Pelican follow-up questions
Check this before the market opens. Thirty seconds to know what needs your attention.
Heatmap — See the Whole Market in One View
Visual snapshot of market performance. Bigger tiles = larger market cap. Colors show performance. Click any stock for instant AI analysis.
S&P 500 by sector with drill-down
Top movers: biggest gainers and losers today
Custom view: your watchlist as a heatmap
Available as a sidebar widget or full page
Click any tile and Pelican checks if you hold it, if it’s on your watchlist, and whether there’s a trade that fits your style.
Playbooks — Define, Track, and Improve Your Strategies
Write down your strategies with entry rules, exit rules, risk management, and pre-trade checklists. Then track which ones actually make you money.
Browse strategies: Opening Range Breakout, VWAP Reclaim, Earnings Momentum, Iron Condor, and more
Create your own with custom rules and checklists
Link trades to playbooks — see win rate, avg R, and total P&L per strategy
Pelican suggests your best playbook when you’re looking at a new trade
Most traders think they have a strategy. Playbooks prove it. After linking 10+ trades, you’ll know exactly which setups are your edge and which are costing you.
Earnings Calendar — Never Get Caught Off Guard
See upcoming earnings for every stock on your watchlist and in your portfolio. Pelican flags positions with earnings in the next 7 days.
Earnings dates for all your held positions and watchlist
Pre-earnings analysis: historical reactions, implied move, consensus estimates
Post-earnings review: what happened and what to do next
One-click "Ask Pelican" for any earnings event
Earnings are the highest-volatility events in trading. Know when they’re coming and have a plan.
Correlations — Understand How Your Positions Move Together
See how your positions correlate with each other and the broader market. Detect hidden concentration risk in your portfolio.
Asset correlation matrix across your portfolio
Detect divergences and mean-reversion opportunities
Portfolio risk assessment: are you more concentrated than you think?
AI-powered signal cards with trade ideas from correlation data
If you’re long 5 tech stocks, you might think you’re diversified. Correlations shows you that you’re running one concentrated bet.
The Intelligence Layer — How Pelican Gets Smarter
Everything you do feeds data into Pelican's understanding of you as a trader. The more you use it, the more specific and useful it becomes.
What Pelican Tracks
Win rate by setup, ticker, day of week, time of day, and conviction level
Holding periods: do you cut winners too early or hold losers too long?
Losing streaks and how you trade after consecutive losses
Position sizing: do oversized trades perform differently?
Your most common mistakes and what they cost you
Trading plan rules and how often you follow them
What Pelican Does With It
Warns you before you repeat a pattern that costs you money
Tells you which setups to focus on and which to stop trading
Flags when you’re trading on a weak day or time
Enforces your trading plan when you’re tempted to break it
Detects tilt — trading emotionally after losses — and tells you to step back
Suggests trades that match your proven edge, not random ideas
After 30 days of logging trades, Pelican knows your trading better than you know it yourself. Your win rates, your blind spots, your costly habits, your real edge. That's not something you walk away from.