Last updated 11-03-2025
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Trading Literacy Bot
Trading Literacy Bot is a chat-based assistant designed to analyze your trading history files in CSV or PDF format. It helps investors by providing instant answers, detailed reports, and summaries based on actual transaction data. The tool removes personal information before processing to ensure privacy and security. It supports multiple languages, making it accessible to users worldwide.
The bot goes beyond simple aggregated reports by linking every answer to specific trades or sets of transactions, helping users identify strengths and weaknesses in their portfolios. It uses the latest ChatGPT model to deliver accurate and relevant insights. Users can upload files from any broker or exchange interface and continue conversations over time as the chat history is saved.
Trading Literacy Bot targets individual investors and portfolio managers who want to understand their trading performance better. It offers flat pricing plans suitable for casual investors and professionals managing multiple portfolios. Advanced features include white-label reports, API access, and enhanced transaction anonymization for higher privacy.
The platform emphasizes transparency by providing source references for all AI-generated responses. Its multilingual capability and encrypted data handling make it a reliable tool for global users. The interface is designed for ease of use, allowing quick uploads and immediate interaction with the AI assistant.
Overall, Trading Literacy Bot combines conversational AI with secure data processing to help users make smarter investment decisions based on their own trading history.
📂 Upload trade history files easily in PDF or CSV format from any broker
💬 Ask questions and get instant, personalized answers about your trades
📊 Receive detailed reports and summaries linked to specific transactions
🔒 Data is encrypted and anonymized to protect your personal information
🌍 Supports multiple languages for global accessibility
Provides detailed, transaction-linked AI insights for better trading decisions
Ensures privacy by anonymizing data before AI processing
Supports multiple languages for global user base
Offers flexible pricing plans for individual investors and portfolio managers
Includes API access and white-label reports for advanced users
Higher-tier plans may be costly for casual investors
Limited to analyzing uploaded historical data; no real-time market data integration
How does Trading Literacy Bot protect my personal data?
The bot removes all personal identification details from your trading files before sending data to the AI, ensuring your privacy and data security.
Can I upload trade history files from any broker or exchange?
Yes, the platform supports PDF and CSV files from any broker or exchange interface, making it easy to analyze your trading data.
Is the bot capable of understanding multiple languages?
Yes, Trading Literacy Bot is multilingual and can hold conversations in any language, making it accessible globally.
What types of reports can I get from the bot?
You can receive various reports including performance summaries, risk-adjusted trade analysis, and detailed transaction insights.
Can I continue a conversation with the bot over time?
Yes, each chat session is saved, allowing you to return and continue your analysis whenever you want.
Does the VIP plan offer API access?
Yes, the VIP plan includes API access for integrating Trading Literacy Bot's features into your own systems.
Are there any limits on the number of questions I can ask daily?
The Investor plan allows up to 200 questions per day, while the VIP plan offers unlimited questions.