Last updated 07-22-2026
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Trading Literacy Bot
Trading Literacy Bot lets you upload trade history files and chat with them like a trading journal. Drop in a PDF or CSV export from any broker or exchange, then ask questions, request reports, or dig into risk-adjusted performance on specific trades.
The assistant runs on ChatGPT and links every answer back to the transactions behind it, so you are not stuck with generic portfolio summaries. Personal details are removed from your files before they reach the model, and conversations can continue in any language.
It is built for individual investors who want clearer reads on their own activity, and for people managing multiple portfolios who need higher limits, white-label reports, or API access on the VIP tier.
Import PDF or CSV trade history from any broker or exchange interface
Ask plain-language questions and get answers tied to specific transactions
Type report to get an overall performance summary without writing prompts
Personal information is stripped from files before data reaches the AI
Hold multilingual conversations and return later to continue the same chat
Answers reference specific trades instead of only showing aggregated totals.
Supports broker exports in both PDF and CSV format.
Anonymizes uploads before sending data to the AI model.
VIP tier adds API access and white-label reports for heavier workflows.
No free tier; both listed plans require a paid subscription.
Analysis depends on uploaded history files rather than live market feeds.
VIP pricing is steep for casual investors who only review a few trades.
What file formats does Trading Literacy Bot accept?
Trading Literacy Bot accepts PDF and CSV trade history files exported from broker or exchange interfaces.
How much does the Investor plan cost?
The Investor plan is $19 per month or $119 per year. It includes 10 documents, 5,000 transactions, 200 questions per day, and five report types.
What does the VIP plan add over Investor?
VIP removes document, transaction, and question limits, adds white-label reports, advanced transaction anonymization, and API access. It costs $119 per month or $1,099 per year.
How does Trading Literacy Bot protect uploaded trade data?
The platform encrypts and anonymizes uploads, removing personal information before trade data is sent to the AI model.
Who operates Trading Literacy?
Trading Literacy is operated by CROSSCHAIN O??, an Estonian company registered at Sepapaja tn 6, Tallinn.