summary: quick answers to the most common questions edgeful members ask — organized by section. jump to the topic you need from the list below.

if you don't find what you're looking for here, reach us anytime through the chat in the bottom right.

PSC = previous session close. on the gap fill report, the PSC is the level price needs to return to in order to count as a fill. it shows as a horizontal level on the chart and is the default fill target.

the "by size" subreport breaks down IB breakout data based on how large the initial balance range was on a given day. one thing worth knowing: the IB size is measured from high to low, not from open to close. so it reflects the total candle range, not just how far price moved directionally. use it to see whether you're trading on a historically large or small IB day — and how those days have tended to play out.

each slices the same parent report by a different dimension:

a few of these column families are also merged directly into the standard report — see how to analyze reports with edgeful AI for the analyzer-side view.

the gap fill report shows how often price has historically returned to fill a gap after a session close. the fill target is the previous session close (PSC) — the level price needs to reach to count as a fill. you can also customize the target to a half gap if you want to see how often price gets at least halfway back.

use the symbol search at the top of the reports section. type the symbol (AAPL, NQ, etc.) and edgeful loads the available reports for that instrument. if you want a real-time view of which setups are in play across multiple symbols, use the screener.

the data is session-specific. NQ during the NY session is a different dataset than NQ during the globex session — different participants, different volume, different patterns. always note which session a stat came from when you compare it to another. for the full breakdown of how sessions work in reports, see sessions (reports).

yes. most reports support custom timeframes (e.g., a 30-minute IB instead of the default), custom date ranges, custom sessions, and custom levels. your dashboard customizations also carry over into Analyze Reports and the algo optimizer — so set them once and they propagate.

WIP rolls up the bias from each report you have on the dashboard and surfaces a directional read for that ticker / session / lookback. the headline number reflects how strongly your selected reports agree on direction — so changing the reports on your dashboard changes the bias number too. see what's in play bias bar for the deeper detail.

that's expected. each symbol's WIP bias is calculated from its own historical data — AAPL and NQ are different markets with different patterns, so the numbers will naturally differ. if the numbers look off on a single symbol, check your date range and session first. those 2 filters drive most of the variation you'll see.

yes — WIP supports custom layouts. you choose which reports surface in the dashboard, and the bias bar updates based on the reports you've selected. see selecting reports on what's in play.

WIP refreshes throughout the trading session as new data comes in. there's no manual refresh — open the dashboard and you're always looking at the latest read.

colors on the screener represent bias direction and confidence. green indicates a bullish bias for that report / ticker, red a bearish bias. the intensity of the color reflects how strong the historical lean is — a deeper green is a stronger bullish read than a pale green. see screener bias bar for how the numbers map to colors.

the screener updates throughout the session — the live page at edgeful.com/live/futures/screener reflects the most current data without needing a manual refresh.

yes. the screener supports filtering by asset class (futures, FX, equities), by ticker, and by which reports are shown. you can also save templates so your preferred filter set loads by default. see screener filtering and screener templates.

V0 was built off the platform's documentation. it could answer expert questions about how reports work but couldn't read your report data. V1 connects actual report data into the conversation — so the AI can scan months of data and find patterns directly. V1 ships with the Analyze Reports feature. see edgeful AI for the full V0 vs V1 breakdown.

up to 3 reports per Analyze Reports run. the cap keeps cross-report patterns clear — stacking more tends to add noise rather than clarity.

most common reason: the report's context pill is missing from above your message box. when a pill is gone, the AI can't read that report's data and will fall back to generic answers. open the saved runs panel and click the report to re-attach it as a pill.

no. saved runs are frozen snapshots — they don't update. to get today's data, open a new Analyze Reports wizard and re-run with the same configuration. see how to use saved runs.

customizations are locked at the moment you click Analyze. this keeps the data table tied to a specific, reproducible configuration. to change anything (timeframe, session, ticker), start a new analysis from the wizard.

the main reports on the platform (the list keeps growing) — the full supported list lives in how to analyze reports with edgeful AI. if a report you want isn't supported in Analyze Reports yet, you can still ask about it in free-form chat — the AI has access to edgeful's full report library through the chat interface.

no — edgeful AI is a research tool, not a signal generator. it pulls historical patterns and statistics from your reports, but it doesn't predict future moves or recommend specific trades. for daily bias, use the screener and WIP. for deep research, use edgeful AI. see what edgeful AI can and can't answer.

your tokens reset on your subscription renewal date — not at a specific time of day. so if your renewal date shows March 21, tokens refresh sometime that day. if your renewal date has just passed and the count hasn't updated, give it a couple of hours. still not updated? reach out to support.

3 million tokens per month with your edgeful subscription. tokens reset on your renewal date. 3M covers a lot of analyses — most members never hit the cap during normal research use.

there's no self-service top-up. if you've used your monthly allocation and need more, reach out to support — we can review your account and add tokens in some cases.

yes. the algo optimizer is included with the all access plan only. essential and pro members don't have optimizer access — upgrade from manage account → membership.

standard runs the optimizer on the full backtest period. every trade in that window is used to find the top 20. fast, and uses all available data. holdout splits the period into a training set (default 80%) and a held-back set (20%). the optimizer finds winners on training data, then re-runs them on the held-back data to test whether they hold up out of sample. standard is for fast iteration. holdout is for verifying winners before you trust them. see algo optimizer.

the strategy health card runs 7 individual pass/fail checks: profit factor, win rate, concentration risk, return consistency, performance decay, drawdown/profit ratio, and stability check. when all 7 pass and the overall rating reads low overfit risk, the combination has cleared the bar. if 2 or 3 checks fail, that's a warning — not a winner — no matter how good the headline P&L looks.

the optimizer ranks by a composite score that weighs P&L together with drawdown, consistency, win rate, profit factor, and trade count. a setup ranked #1 might have a smaller headline P&L than #3 but a tighter drawdown or a more stable equity curve. scan the whole top 20 rather than clicking row 1 by default.

not yet — Pine script upload is in development. the optimizer currently supports edgeful's built-in algos: ORB strategy, ORB strategy 2 TP, ORB strategy breakeven stop, IB strategy, IB strategy breakeven stop, and engulfing candle strategy. Gap Fill and Engulfing 2 TP haven't been added to the optimizer yet.

two options. click run this algo to deploy the selected combination directly, or open the algo settings tab on the result and use the how to run this in TradingView button to copy the configuration into your chart manually. see applying algo settings changes for the full handoff sequence.

most common reasons: TradingView alert isn't set, the webhook isn't configured, your indicator settings don't match the optimized output, or the algo's conditions aren't being met during the session. start with my algo didn't trade — start here for the full troubleshooting flow.

each is a different strategy type built on a different report family. ORB trades the opening range breakout. IB trades the initial balance breakout or retracement. Gap Fill trades the gap-fill move back to PSC. Engulfing trades the engulfing candle setup. each has its own how-to article in the algos section of the KB.

indicator access is granted through your edgeful account. the full setup walkthrough — installation, applying the indicators to a chart, and matching them to your edgeful settings — is in how TradingView integrates with edgeful and setting up TradingView for edgeful algos.

yes — edgeful provides indicators for both TradingView and NinjaTrader. NinjaTrader is also a valid platform for running edgeful algos. see do edgeful algos require TradingView? (NinjaTrader vs. TradingView).

a few common causes: the symbol isn't supported by edgeful, your TradingView chart session doesn't match the indicator's expected session, or the indicator needs to be reset. start with my algo indicators aren't showing up in TradingView and TradingView indicators: access, updates, and troubleshooting.

indicator updates are managed through your edgeful account. see updating your TradingView indicators for the step-by-step.

yes — the edgeful API is live and included on every plan. it gives you programmatic access to the same data behind the platform's reports — gap fills, ORB, IB, ADR, and 150+ other probability reports — through a REST endpoint with bearer-token auth. base URL is api.edgeful.com.

what changes between plans is which reports, tickers, and historical lookback are exposed. rate limits (30 requests / 60s sustained + 5 requests / 5s burst) are uniform across all 3 tiers. see the edgeful API — overview + walkthrough for the full tier breakdown, or jump straight to is the API included in my plan? in the billing section below.

generate keys from inside your edgeful account — full walkthrough in getting your first API key. you can name keys, rotate them, and store them safely from there.

developer docs live at edgeful.com/docs/welcome — overview, quickstart, authentication, session presets, and the full endpoint reference with a "try it" panel. in the KB, the supporting articles are rate limits and tier differences, API errors and troubleshooting, and billing and upgrading between API tiers.

cancelling stops future renewals but doesn't reverse a charge that's already processed. per our terms of service, edgeful does not offer refunds on completed subscription charges. if you spot a billing error (duplicate charge or charge after cancellation), open a ticket through the in-app chat with your receipt and cancellation confirmation email and we'll trace it and fix it. to cancel going forward: manage account → membership → cancel now.

no — edgeful doesn't offer a free trial on any plan. you can explore plan details at edgeful subscription plans and pricing, and you can cancel anytime if it's not the right fit.

edgeful has 3 plans. essential ($49/mo) is the research platform — all 150+ reports, WIP, screener, edgeful AI, plus starter API access (3 reports, 4 test tickers, 6mo lookback). pro ($99/mo) keeps everything in essential and opens the API up to all reports, all tickers, 1 year of lookback, and the live WIP + screener endpoints. all access ($299/mo) adds the algos suite — algo analyzer, algo optimizer, and algo automation — plus the deepest API tier (8 years of lookback, per-day detail). rate limits are uniform across all 3 tiers (30 req / 60s sustained + 5 req / 5s burst). full breakdown in edgeful subscription plans and pricing.

yes — every edgeful plan includes API access at no extra cost. the tier you're on determines what's exposed. essential = starter access (3 reports, 4 test tickers, 6mo lookback). pro = full reports catalog, all tickers, 1yr lookback, live endpoints. all access = everything in pro + 8yr lookback and per-day response detail. rate limits (30 req / 60s sustained + 5 req / 5s burst) are the same on every tier. see the edgeful API — overview + walkthrough for the full tier breakdown.

yes — annual plans come at a 20% discount vs. paying monthly. the discount is available on essential, pro, and all access. exact pricing is in edgeful subscription plans and pricing.

yes. plan changes are made from manage account → membership. if you need help with timing, a prorated change, or moving to or from pro (which may not always show up directly in the membership UI), reach out to support and we'll walk you through it. see how to downgrade or switch your edgeful plan for the full walkthrough.

go to manage account → membership and update your payment details there. if you run into trouble, support can help.