Trading Literacy

Freemium

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Chat with your Trade History files

Website:https://tradingliteracy.com/

Added on:Jul 13, 2026

Monthly Visitors:

2.9K

AI trade analysistrade history chatportfolio insightsrisk-adjusted metricsinvestment reportsChatGPT powered

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Tool Information

What is Trading Literacy?

Trading Literacy is an AI chat assistant that lets investors upload trade history PDF or CSV files from brokers and exchanges, then converse with AI to extract insights, generate reports and summaries, identify risk-adjusted performance, and uncover trading edges or leaks.

Core Features

Upload trade history
Easily upload PDF or CSV history files from any exchange or broker interface.
Instant answers
Ask questions, extract information, and return later to continue conversations about transactions.
Powered by ChatGPT
Uses the latest and most powerful AI model available on the market for conversational analysis.
Sources available
Every bot response is linked to a particular transaction or set of transactions.
Encrypted and anonymized
Personal information is removed before documents are sent to the AI.
Any language
Holds conversations in any language for global users.
Reports and summaries
Generate overall performance reports, risk-adjusted values, and detailed tips from trade data.
API access
Available on VIP plan for programmatic integration.

Use Cases

#1
Trade performance analysis
Chat with trade history to identify worst or best risk-adjusted trades, leaks, and edges.
#2
Generate investment reports
Request overall reports, summaries, and white-label reports of transaction performance.
#3
Multilingual trade journaling
Upload files and converse about investment activity in any language.
#4
Portfolio review for firms
Analyze large sets of portfolios with unlimited documents and transactions.

Best for:New investorsExperienced individual investorsPortfolio managersTrading firms managing large portfolios

Pricing Plans

Starter free plan: $0 with 1 document, 500 transactions, 20 questions per day, 1 report type. Investor: $19 monthly or $119 annually with 10 documents, 5000 transactions, 200 questions per day, 5 report types, basic anonymization. VIP: $119 monthly or $1,099 annually with unlimited documents/transactions/chats, white-label reports, advanced anonymization, API access. Flat pricing, no hidden fees; monthly or annual billing.

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Frequently Asked Questions

What is Trading Literacy?

Trading Literacy is an AI chat assistant that lets you upload trade history PDF or CSV files from brokers and exchanges and converse with AI to extract insights, generate reports and summaries, identify risk-adjusted performance, and uncover trading edges or leaks.

What file types can I upload?

You can easily upload PDF or CSV history files from any exchange or broker interface.

Is my data secure?

Yes. Personal information is removed before documents are sent to the AI, and the process is encrypted and anonymized. Advanced anonymization is available on the VIP plan.

What pricing plans are available?

It uses a freemium model with flat pricing and no hidden fees. Starter is free ($0) with limits of 1 document, 500 transactions, 20 questions per day and 1 report type. Investor is $19 monthly or $119 annually. VIP is $119 monthly or $1,099 annually with unlimited usage, white-label reports, advanced anonymization and API access.

Does it support multiple languages?

Yes. Trading Literacy holds conversations in any language for global users.

Can I get API access?

API access is available on the VIP plan for programmatic integration.