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trade-journal

Analyze broker-export trade journals to generate trading profiles and four behavior diagnostics.

6.1k|1.2k|Updated Jun 9, 2022
Search Tags:#analytics#analysis#finance#journal#behavior#pnl#trade
One-click install
npx skills add https://github.com/charliedream1/ai_quant_trade --skill trade-journal-charliedream1
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: trade-journal
Source: https://github.com/charliedream1/ai_quant_trade/tree/main/a_%E5%85%A8%E7%BD%91%E4%BC%98%E7%A7%80%E8%B5%84%E6%BA%90/10_%E5%A4%A7%E6%A8%A1%E5%9E%8B/07_skill%E5%8C%85/vibe_trading_skills/trade-journal
Command: npx skills add https://github.com/charliedream1/ai_quant_trade --skill trade-journal-charliedream1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyzes a user's trade journal exports to provide a clear, data-driven portrait of trading activity and biases, saving time and improving self-awareness.

Core Features & Use Cases

  • Profile — summarizes trades, win rate, PnL, max drawdown, top symbols, and time distribution.
  • Behavior diagnostics — reports four biases: disposition effect, overtrading, chasing momentum, and anchoring, with severity scores.
  • Use Case — upload Tonghuashun/Eastmoney/Futu or generic CSV/Excel exports and instantly obtain a comprehensive trading portrait.

Quick Start

Upload your broker export (CSV/Excel) and run analyze_trade_journal to generate a trading profile and four behavior diagnostics

Frequently Asked Questions about trade-journal

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze my trade journal CSV exports to find behavioral biases?▼

To analyze trade journal CSV exports, this tool processes broker data to evaluate behavioral biases like the disposition effect, overtrading, chasing momentum, and anchoring, alongside core profile metrics such as win rate and PnL.

Can I import broker trade history from Tonghuashun or Futu for analysis?▼

Yes, you can import trade history from Tonghuashun, Eastmoney, Futu, and generic CSV or Excel exports. The tool automatically detects the broker format to generate a structured trading profile.

What metrics are included in a trading profile from a broker export?▼

A trading profile includes total trades, win rate, PnL, max drawdown, top symbols, and market distribution. It also provides severity scores for four behavior diagnostics to improve trading self-awareness.

How do I get a comprehensive trading portrait from an Excel trade journal?▼

Upload your Excel or CSV broker export and run the analyze_trade_journal function. It automatically parses the data to output a comprehensive portrait of your trading activity and behavioral biases.

Does the trade journal analyzer support generic CSV formats?▼

Yes, the trade journal analyzer supports generic CSV formats alongside auto-detected exports from Tonghuashun, Eastmoney, and Futu, returning a language-appropriate, structured report of your metrics.

What trading biases can I identify using trade journal analytics?▼

You can identify four key trading biases using trade journal analytics: the disposition effect, overtrading, chasing momentum, and anchoring. Each diagnostic includes a severity score to quantify the behavior.

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