Question 1

How do I get started with Cybill AI?

Accepted Answer

Create a Free account, import a supported CSV or connect a supported broker, and preview the records. Check journal data health, then read your dashboard and weekly reviews. Setup time depends on the source and available history.

Question 2

Do I need a credit card for the free plan?

Accepted Answer

No! The free plan is completely free with no credit card required. You get up to 30 saved trades, basic analytics, and manual CSV import. You can upgrade to Pro anytime to unlock unlimited trades and AI features.

Question 3

How do I import my historical trades?

Accepted Answer

Upload a CSV through Import, choose the source timezone and review the preview and parse errors before saving. Supported broker connections can retrieve available history; provider access and broker retention determine coverage.

Question 4

Can I try Pro features before paying?

Accepted Answer

You can start with our free plan (30 saved trades) to test the platform. When you upgrade to Pro, you get immediate access to all premium features including unlimited trades, AI coach, and pattern recognition. You can cancel anytime and won't be charged again.

Question 5

How much does Cybill AI cost?

Accepted Answer

Cybill AI has two plans: Free (up to 30 saved trades) and Pro ($37/month or $360/year). The Pro plan includes unlimited trades, multi-currency support, AI coaching, pattern recognition, stock screener and the Pro journal tools. Realtime Trade Analysis is a separate paid add-on. Start with the free plan to explore the workflow.

Question 6

What's included in the Pro plan?

Accepted Answer

Pro includes unlimited saved trades, AI coaching chat, visual playbooks, performance comparisons, advanced analytics, strategies, backtesting/replay practice, supported market volume research, stock screening and the TradingView Chrome extension. Webhook Realtime Trade Analysis requires its separate paid add-on. See Pricing for current access.

Question 7

Can I cancel my subscription anytime?

Accepted Answer

Yes, you can cancel your Pro subscription anytime from your account settings. You'll continue to have Pro access until the end of your billing period. After cancellation, you'll be downgraded to the free plan (30 saved trades). No refunds for partial months, but you keep access until the period ends.

Question 8

Do you offer refunds?

Accepted Answer

Our published Terms state that fees are non-refundable except as required by law. Contact support with billing questions; cancelling renewal keeps paid access until the end of the current period.

Question 9

Is there a discount for annual billing?

Accepted Answer

Pro costs US$360/year, equivalent to US$30/month, compared with US$37/month billed monthly. Annual billing saves US$84 against twelve monthly payments.

Question 10

What makes Cybill AI different from other trading journals?

Accepted Answer

CybillAI combines automatic saved-data tags, discipline and weekly reviews, visual analytics, private mentor workspaces and saved dashboard layouts. Pro adds AI chat, visual playbooks, comparisons and replay practice. Compare the workflow, access and data coverage that suit your review.

Question 11

Does Cybill AI work with my broker?

Accepted Answer

Check the supported broker list in Import. Connections depend on the data provider and broker permissions. CSV import is an alternative when your export format contains usable fields; unsupported formats may need column corrections.

Question 12

How does the AI trading coach work?

Accepted Answer

Pro users can ask Cybill to review available journal evidence and discuss one practical focus. Check the contributing trades, sample size and data gaps. AI can misinterpret notes; its conclusions do not establish causation or predict future returns.

Question 13

What is pattern recognition and how does it help?

Accepted Answer

Pattern tools highlight historical groups and behaviour candidates for review. Quick re-entry, increased size or a loss alone does not prove FOMO or revenge trading. Inspect the evidence before treating a label as a mistake.

Question 14

How does the volume analysis feature work?

Accepted Answer

Pro market research shows provider-reported volume for supported instruments, recent daily averages, timestamps and coverage status. Daily comparisons do not adjust for elapsed session time. Volume alone does not establish liquidity or execution quality, and unavailable data is not zero volume.

Question 15

Can I track options, forex, and crypto trades?

Accepted Answer

Yes! Cybill AI supports all asset types: Stocks (US, ASX, UK, EU, Canada, Japan, Hong Kong), Options (calls and puts), Forex pairs, Cryptocurrencies, Futures and CFDs. The platform automatically detects the asset type and provides relevant analytics for each.

Question 16

How does Realtime Trade Analysis work?

Accepted Answer

Pro + Realtime Trade Analysis receives supported TradingView webhook alerts and reviews their saved inputs. Processing status is visible, and alerts can be linked to saved trades. It does not execute an order. Follow /guide/tradingview for setup and payload requirements.

Question 17

What currencies are supported?

Accepted Answer

Cybill AI supports 7 major currencies: AUD (Australian Dollar), USD (US Dollar), GBP (British Pound), EUR (Euro), CAD (Canadian Dollar), JPY (Japanese Yen), and HKD (Hong Kong Dollar). The system automatically detects your currency and converts for analytics. Track native currencies alongside your reporting currency.

Question 18

Is my trading data secure?

Accepted Answer

Signed-in access protects private journal records, and two-factor authentication is available. Sharing and mentor access require the relevant permissions. Hosting, broker-data and AI service providers process information needed for their features; see the Privacy Policy for details.

Question 19

Can Cybill AI execute trades on my behalf?

Accepted Answer

Journal broker imports use read-only connections for trade history. The separate administrator bot tools can place orders when configured and enabled; importing trades or receiving a TradingView alert does not place an order.

Question 20

Who can see my trades and performance?

Accepted Answer

Journal records are private by default. Public trade sharing and leaderboards are optional. Accepted mentor connections receive access only to the records you explicitly select, and that access can be revoked.

Question 21

Where is my data stored?

Accepted Answer

CybillAI uses Cloudflare services for its application, database and private file storage. Broker integrations and AI features also use service providers. See the Privacy Policy for information handling and deletion requests.

Question 22

Can I delete my account and data?

Accepted Answer

You can request deletion of your account and associated data. Contact support for help and read the Privacy Policy for retention information. Export records you need before requesting deletion.

Question 23

What file formats can I import?

Accepted Answer

The manual importer accepts CSV files. Export your broker history as CSV, select the source timezone, and check the preview. Some formats require corrections to symbol, price, quantity or dates before they can be imported.

Question 24

How do I connect TradingView strategies?

Accepted Answer

With Pro + Realtime Trade Analysis, get your webhook URL from the alert setup screen and configure a supported JSON payload in TradingView. TradingView account requirements also apply. Read /guide/tradingview for the exact workflow.

Question 25

Does Cybill AI have an API?

Accepted Answer

The application uses authenticated APIs for its journal features. TradingView integration uses a webhook URL and supported payloads with the Realtime Trade Analysis add-on. A documented general-purpose developer API is not currently advertised.

Question 26

Can I use Cybill AI on mobile?

Accepted Answer

CybillAI has a responsive web interface and can be installed as a Progressive Web App where supported. Broker sync, AI reviews and current data require a working connection; do not assume offline figures are current.

Question 27

What browsers are supported?

Accepted Answer

Cybill AI works on all modern browsers: Chrome, Firefox, Safari, Edge, and Brave. We recommend Chrome or Firefox for the best experience. Mobile browsers (iOS Safari, Chrome Mobile) are fully supported.

Question 28

How do I add notes and screenshots to trades?

Accepted Answer

Click any trade to open the detail view. You can add: Text notes (strategies, mistakes, emotions), Screenshots of charts, Tags for categorization, Emotions and confidence levels, and Setup patterns. All notes are searchable and Cybill AI learns from them to provide better insights.

Question 29

Can I create custom strategies and rules?

Accepted Answer

Yes! Pro users can create unlimited strategies with custom rules. Define entry/exit criteria, position sizing rules, risk management guidelines, and time-based restrictions. Cybill AI tracks your discipline score - how often you follow your own rules - and shows performance differences between rule-following and rule-breaking trades.

Question 30

How does the stock screener work?

Accepted Answer

The stock screener scans 3 markets (US, ASX, FTSE) for buy signals based on technical indicators. What makes it unique: It shows which screened stocks you've traded before, displays your win rate on each stock, and helps you avoid symbols you consistently lose on. Filter by sector, price range, volume, and more.

Question 31

What are achievements and how do I earn them?

Accepted Answer

Achievements gamify your trading improvement journey. Earn 25+ achievements by: Reaching profit milestones, Maintaining winning streaks, Following your rules, Improving discipline, Trading consistently, and Learning from mistakes. Each achievement awards points and helps you track progress through Bronze, Silver, Gold, and Diamond tiers.

Question 32

How do I compare my performance to other traders?

Accepted Answer

Join leaderboards to see how you rank against other traders. Leaderboards show: Total profit, Win rate, Avg. win/loss ratio, Best streak, and Consistency score. You can compete anonymously or share your profile. Filter by timeframe (weekly, monthly, all-time) and market (stocks, forex, crypto).

Question 33

Can I export my data?

Accepted Answer

Yes, Pro users can export: All trades to CSV/Excel, Performance reports to PDF, Analytics and metrics to JSON, and Chart images. Use exports for taxes, portfolio reviews, or sharing with mentors. You own your data and can take it anywhere.

Question 34

How do I get help if I have issues?

Accepted Answer

Multiple support channels: 1) In-app chat widget (click the purple icon bottom-right), 2) Email support@cybillai.com, 3) Comprehensive guide at /guide, 4) Community forum for peer support. Pro users get priority support with faster response times (typically under 4 hours during business hours).

Question 35

Is there a mobile app?

Accepted Answer

Cybill AI is a Progressive Web App (PWA), which means it works like a native app without downloading from app stores. On mobile browsers, tap "Add to Home Screen" for app-like experience with offline support, push notifications, and full-screen mode. No separate iOS or Android app needed.

Question 36

Do you have video tutorials?

Accepted Answer

Yes! Our guide (/guide) includes video tutorials for: Getting started and importing trades, Using the AI coach, Setting up Realtime Trade Analysis with TradingView, Understanding analytics, Creating strategies and rules. More video content is added regularly based on user feedback.

Question 37

Can I request new features?

Accepted Answer

Send feedback to support@cybillai.com and check /roadmap for the current priorities. Roadmap entries are plans, not guaranteed delivery dates.

Question 38

What languages are supported?

Accepted Answer

The interface and guides are currently in English. Check the roadmap for announced language work; additional languages do not have a confirmed delivery date.

Frequently Asked Questions

Getting Started