Example use cases · 5 workflows
How real trader workflows look on Assistly
Five illustrative trader profiles — day, swing, scalping, prop firm, long-term — each with the problem, the toolkit they use, the daily routine, and the outcome. Build the workflow that matches yours.
⚠ Personas are illustrative — not real customers. Stats are realistic ranges based on what the toolkit unlocks.
Persona 1 of 5
Sarah
Recommended: FreeDay trader, crypto · 6 months
Bitcoin · Ethereum · majors
The problem
"I keep missing setups because I analyze too late."
By the time I've checked 10 charts, the move is already gone. I also overtrade on FOMO when I see something running on Twitter — I enter without a plan and get chopped up.
Tools used
Daily / weekly workflow
Outcome
Stopped trading on FOMO. Went from 11 chaotic trades/week to 3 planned ones.
-67%
Setups missed (-)
100%
Avg position size discipline
52%
Win rate after 60 trades
"The screener doesn't make me money — it makes me say no to bad trades. That's the unlock."
Try the AI Screener →Persona 2 of 5
Marcus
Recommended: ProSwing trader, US equities · 3 years
SPY · QQQ · large-cap tech
The problem
"I exit losers too late and take profits on winners too early."
My average loser was -7% and my average winner was +9%. With a 50% win rate, that's barely above breakeven. I needed something that holds me to the plan when emotions kick in.
Tools used
Daily / weekly workflow
Outcome
Average winner now +18%, average loser -6%. R/R improved from 1.4x to 2.6x.
+1.85x
R-multiple expectancy
+62%
Avg holding time on winners
2.1
Profit factor (last 80 trades)
"The Signal Analyzer is the closest thing I have to a co-pilot. It catches when I'm rationalizing a position instead of trading it."
Try Signal Analyzer →Persona 3 of 5
Yuki
Recommended: EliteScalper, EUR/USD forex · 5 years
EUR/USD · GBP/USD · London open session
The problem
"Scalping needs split-second decisions. Analysis paralysis kills my edge."
I make 30-50 trades a day. I can't be reading paragraphs. I needed a tool that pre-computes my entry levels and stops while I'm still pouring coffee, so I'm just executing — not analyzing.
Tools used
Daily / weekly workflow
Outcome
Profit factor up from 1.1 to 1.8 in 6 months. Sessions feel calmer.
1.8
Profit factor
<3 sec
Avg trade decision time
08:00-08:30 GMT
Best 30-min window (now identified)
"I stopped thinking and started executing. The strategy thinks; I press buttons. That's how scalping should work."
Build a custom strategy →Persona 4 of 5
David
Recommended: EliteProp firm trader · 2 years (FTMO funded)
Indices · Gold · NAS100
The problem
"Passing the challenge requires zero tolerance for tilt."
FTMO has a daily loss limit and total drawdown limit. One bad day past the cap and you're out. Manual discipline isn't enough when the market is moving against you — I needed automated guardrails.
Tools used
Daily / weekly workflow
Outcome
Passed the FTMO 100K challenge in 14 days. Currently in funded phase.
14
Days to pass challenge
-1.6%
Max daily drawdown hit
-3.2% / 10% allowed
Total drawdown at pass
"The auto-pause saved me twice. I would've been out on Day 6 if the screener hadn't locked itself."
See custom strategies →Persona 5 of 5
Elena
Recommended: EliteLong-term investor · 10 years
Diversified ETFs · factor rotations
The problem
"I make emotional allocation calls during volatility and miss rotations."
I've been buy-and-hold for 8 years. Then in 2024 I started rotating between factors. The problem: I'd panic-rebalance during corrections and miss the rebound. I needed a system that forced me to act on rules, not gut feel.
Tools used
Daily / weekly workflow
Outcome
Beat the 60/40 benchmark by +4.2% annualized over the last 18 months.
+4.2%
Alpha vs 60/40
+0.8%
Volatility (vs 60/40)
-78%
Discretionary trades (down)
"I used to make 4 emotional rebalances a year. Now I make 1 rule-based one. The math improved as soon as the emotion left."
Try the AI Backtester →Find your workflow
Whatever you trade, whatever style, the same toolkit adapts. Start free — no card required, no commitment.