Frequently asked questions
Clear answers on how Hanleyswan works, what it covers, how evaluation works, and how to interpret your daily audit report.
Decision support only. No investment advice. Trading involves risk.
Start with Getting started, then review Coverage, Reports, and Evaluation. If you need help, contact us and we will point you to the relevant answer.
General and onboarding
What Hanleyswan is, who it is for, and what you need to begin an evaluation.
What is Hanleyswan?
Hanleyswan is a transparent analysis platform for active UK traders. It reviews your trading activity and produces a structured daily audit report covering activity summary, risk checks, cost awareness, and journal prompts.
It is designed as decision support. It does not place trades, manage funds, or provide investment advice.
Who is Hanleyswan for?
Hanleyswan is for self-directed traders who want a consistent review routine — including day traders, swing traders, and part-time traders who review in the evening.
If you want automated trading, signals to follow blindly, or guaranteed outcomes, Hanleyswan is not a fit.
Do I need to connect my broker to start an evaluation?
No. You can start by reviewing a sample report and describing your current routine via the evaluation form. If you proceed, we will explain what activity information is needed for your daily audit and how to provide it securely.
You remain in control of what you share and can stop at any time.
Is Hanleyswan investment advice?
No. Hanleyswan provides factual summaries, risk observations, and educational prompts to support your own decisions. It does not recommend specific securities, position sizes, or actions.
All trading involves risk, including possible loss of capital. Consider seeking independent financial advice if you are unsure.
Markets, data and daily reports
Which markets and instruments are covered?
Hanleyswan focuses on commonly traded UK-accessible markets such as equities, ETFs, forex, indices and commodities, depending on the activity you submit for review.
Coverage for specific instruments is confirmed during evaluation so expectations are clear before you begin.
What is included in the daily audit report?
Each report includes: a session activity summary, risk and discipline checks, cost and frequency awareness, and 2–3 journal prompts for the next session.
Reports use plain language and show the inputs used, so you can trace how observations were derived.
When will I receive my report?
Reports are prepared for review after the trading session, typically for next-morning or evening review. Exact timing is confirmed during onboarding and may vary on holidays or shortened sessions.
If data is incomplete, the report will flag what is missing rather than filling gaps with assumptions.
How should I use the risk checks?
Use them as prompts to review your own rules — for example position concentration, trade frequency, holding time, and deviation from plan. They highlight patterns for you to assess, not instructions to act.
Keep your own risk limits and broker risk controls in place at all times.
Each section lists inputs used and any missing data. No hidden scores.
Illustrative layout only. Figures are examples, not results.
Pricing, privacy and help
How evaluation works and how your information is handled.
How does the evaluation work?
Submit the evaluation form with your goals, markets, and review routine. We will reply with next steps, a sample report to review, and whether Hanleyswan fits your needs.
There is no obligation. You can ask questions before deciding to proceed.
How is my data handled?
We use your information only to prepare your evaluation and reports and to respond to your enquiries. See our Privacy notice for details on what we collect, retention, and your rights.
Do not send passwords, full account numbers, or other sensitive credentials. We will never ask for them.
Can I cancel or pause?
Yes. You can pause daily reporting or stop entirely by contacting us. If reporting stops, no further audits are generated from that point.
For details on terms, see our Terms.
Where can I get help with a report I do not understand?
Use the Contact page and tell us which report date and section you are asking about. We will explain the terminology and inputs in plain language.
For general risk information, see the risk note below and our risk disclosure.
Review your audit with a consistent routine. Ask if anything is unclear.
Still have a question?
Send us your question about coverage, reports, or evaluation. We reply with a clear next step and a sample to review.
Contact Hanleyswan