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how to analyze reports with edgeful AI

how to use the Analyze Reports feature in edgeful AI — running a structured analysis on a single report or stacking up to 3 reports at once to surface cross-report patterns.

Written by Brad
Updated over 2 weeks ago

what Analyze Reports does

edgeful AI has 2 ways to work with data. you can ask questions in free-form chat, or you can use the Analyze Reports feature — a structured tool that runs a configured analysis on specific reports and returns a clean data table.

the key difference: free-form chat is open-ended. Analyze Reports is precise. you tell it exactly which reports, which ticker, which session, and what lookback period — and it returns structured output you can use directly.

this is the tool to reach for when you want a thorough, repeatable analysis of 1 to 3 reports for a specific ticker and session — not a quick directional gut-check, but a proper deep dive.

how to open it

Analyze Reports lives inside the edgeful AI interface. open edgeful AI from the left sidebar, then click the Analyze Reports button. a step-by-step wizard opens to walk you through the configuration.

step 1: configure your first report

the wizard starts by asking you to configure your first report. you'll set 4 things:

  • report — choose which report to analyze from the supported list (see below)

  • ticker — which instrument you're running the analysis on (e.g. NQ, ES, AAPL)

  • session — NY, London, or Asian

  • date range — how far back the analysis looks

you can also select a subreport variant where applicable — for example, choosing between IB Standard and IB by Rejection for an Initial Balance analysis.

take your time here. the precision of your configuration directly determines the usefulness of the output.

step 2: add more reports (optional)

after configuring your first report, you can click Add Report to stack a second report on top of the first — and then a third if needed. each additional report goes through the same configuration: report type, ticker, session, date range, subreport if applicable.

the maximum is 3 reports per analysis. this limit keeps the output focused — when you're looking at 3 reports side by side, the cross-report patterns are clear. stacking more tends to add noise rather than clarity.

you don't have to add more than 1 report. a single-report analysis is completely valid — especially when you want a thorough read on one specific setup.

step 3: run the analysis

once your reports are configured, click Analyze. edgeful AI processes the configuration and returns a structured data table — the key numbers from each report laid out clearly so you can read and compare them without digging through individual report pages.

using multi-report analysis for cross-report patterns

the real power of stacking reports is finding confluence — where multiple independent reports point to the same thing.

for example, running an IB Standard analysis and a gap analysis together for NQ in the NY session gives you 2 separate data points on the same ticker's directional tendency. if both reports are showing a bullish lean, that's a stronger read than either one alone.

a few combinations that work well together:

  • IB Standard + Opening Candle Continuation — initial balance direction combined with how the opening candle has historically moved

  • Gap report + Previous Day's Range — gap characteristics combined with where price opened relative to the prior day's structure

  • IB by Rejection + Opening Candle Continuation — rejection-based IB direction stacked against the opening candle read

  • IB Standard + IB by Retracement + Gap Fill — tests whether IB retracements happen on gap fill days, connecting 2 common setups

  • ORB + Gap Fill + Opening Candle — tests confluence on breakout + opening bias days, useful for traders who build around the first 15-30 minutes

the point isn't to find 3 reports that all say the same thing. it's to have 3 independent reads, then assess where they agree and where they diverge — that's the actual edge.

which reports are supported

the Analyze Reports feature covers the 16 main reports on the platform:

if the report you want isn't in the supported list, you can still ask about it in free-form chat — the AI has access to edgeful's full report library through the chat interface.

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