Glossary

Every Performax term, defined once.

Use these terms consistently when reading the app and docs.

Term	Meaning
Account	A Performax login account. It is separate from an exchange account.
Trading account	A connected exchange account or wallet inside Settings → API & Exchanges.
API key	Credential created on an exchange so Performax can read trade, balance, and position data.
Read-only key	API key with no trading and no withdrawal permissions. This is the only supported key posture.
Passphrase	Extra secret required by OKX and WEEX API keys. It is not your exchange password.
Wallet address	Public wallet address used by wallet-based exchanges such as Lighter.
Binance products	The Binance product lines Performax can track per account: Spot, USD-M futures, and COIN-M futures. Chosen when you add the account; COIN-M is opt-in.
Dashboard	App home view with configurable widgets and account overview.
Analytics	Dedicated performance analysis page for metrics, charts, exports, and behavioral breakdowns.
Trading Journal	Table of imported and reviewed trades.
Strategies	App section for strategy definitions, checklists, and performance tracking. Older copy may call these playbooks.
Playbook	A strategy record inside the Strategies feature.
Trade plan	A pre-trade plan that can be compared with the executed trade later.
Calendar	Day-by-day trading activity view.
Notebook	Personal note system for trading notes, daily entries, and screenshots.
Risk Management	Calculators, rule settings, simulations, and exposure views used to monitor user-defined risk.
AI Assistant	Analysis surface that describes patterns in your own historical data. It does not place trades or produce market signals.
Active Coach	Deterministic rule engine that checks your own rules against your trades.
Cashflow	Deposit or withdrawal used to separate account balance from trading performance.
Realized trade	Closed trade. Date-based analytics should use the close date when available.
Privacy mode	Dashboard mode that hides sensitive monetary values on screen.

Canonical labels

• Use Strategies for the navigation label.
• Use playbook when describing one strategy object.
• Use AI Assistant for the feature name.
• Use API & Exchanges for the settings area that stores connected trading accounts.
• Use read-only API key for exchange credentials. Do not describe Performax keys as trading-enabled keys.