Trade History Assistant

Discover the Possibilities with an AI-Powered Trade History Analyst

Navigating the complex world of trading can often be overwhelming, especially when trying to sift through past trades to determine patterns and performance. Thanks to advancements in technology, an innovative tool makes this task much easier.

The Trade History Companion: What It Is and How It Works

This digital companion takes the form of a conversational AI-powered assistant designed to help you gain insights from your investment activity. With this tool, traders can interact with their trade history files like never before. Using conversational AI, users can ask questions, receive thorough reports and summaries, assess risk-adjusted values, and much more.

How to Use the Trade History Assistant

Getting started with this tool is a breeze. Users can simply upload their PDF or CSV history files from their preferred exchange or broker interface. Once uploaded, the AI comes to life, ready to analyze hundreds of transactions quickly and efficiently.

Here’s what sets this assistant apart:

  • Instantaneous Interaction: After uploading trade history files, users can immediately start interacting with the AI. They can ask specific questions about their trades or request a general performance report with a simple command, such as typing "report."

  • Comprehensive Language Support: This AI assistant breaks down language barriers, offering support in various languages. This capability means traders from all over the globe can utilize the tool effectively, using their native language to interact with their trade data.

  • Data Security: Security is a top priority. The program ensures that all personal information is stripped from documents before the AI processes them, maintaining the user’s privacy. Moreover, every piece of advice or insight is traceable to specific transactions, adding layers of accountability and transparency to the interactions.

  • AI-Powered Precision and Accessibility: By using an advanced AI model, traders receive insights from a tool that's constantly learning and adapting to provide accurate and relevant information.


  • The AI tool offers a high level of detail in analyzing trade performance.
  • Conversing with the AI can be done at your convenience, as it's available 24/7.
  • It is exceptionally secure, ensuring users' privacy is always protected.
  • The multilingual feature makes it accessible to a wide range of users globally.


  • As an AI-powered tool, there may be limitations in understanding extremely complex or nuanced trading strategies.
  • Users need to have their trade data in a compatible format for upload (PDF or CSV).
  • Reliance on digital tools might reduce the learning curve for newer traders, who might benefit from manually analyzing their trades.

Getting Started

To begin accessing the insights that will transform your understanding of your trade history, it only takes half a minute to create an account.

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