Trading Literacy

Trading Literacy is an AI-powered platform that transforms how traders analyze their investment activity. You simply upload your trade history files (PDF or CSV formats from any exchange or broker), and the tool lets you chat with your trading data using natural language. Ask questions like 'What was my worst risk-adjusted trade in June?' or request overall performance reports, and get instant, meaningful insights from your trading history.

The tool is powered by ChatGPT, making it capable of understanding complex queries and providing detailed analysis across hundreds of transactions. It stands out by linking every response to specific transactions, providing sources for its insights, and offering robust privacy protection through automatic anonymization of personal information before processing. The platform supports multiple languages, making it accessible to traders worldwide.

Active traders and portfolio managers benefit most from Trading Literacy, particularly those looking to move beyond basic aggregated reports to identify specific leaks and edges in their trading strategies. Real-world use cases include analyzing performance across different time periods, comparing risk-adjusted returns, and generating white-label reports for clients or personal review.