trade-journal

Record trades, compare executions to plans, and generate monthly P&L summaries.

136|11|Updated May 31, 2026

Search Tags:#discipline #portfolio tracking #investment management #trade analysis #trade recording

Ready to run

npx skills add https://github.com/PatrickSUDO/fadacai-portfolio --skill trade-journal-patricksudo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: trade-journal
Source: https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/trade-journal
Command: npx skills add https://github.com/PatrickSUDO/fadacai-portfolio --skill trade-journal-patricksudo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill helps manage and review investment trades with precision, ensuring disciplined execution and thorough analysis.

Core Features & Use Cases

Trade Recording: Record trades, track their execution, and compare against plans.
Execution Review: Show recent trades and compare to the investment plan.
Monthly P&L Summary: Generate monthly profit and loss summaries.
Auto-Detection: Automatically detect portfolio changes and record them.
Use Case: A financial advisor uses this skill to maintain a record of all trades and review them at the end of each month to ensure adherence to the investment strategy.

Quick Start

Use the /trade-journal log command to record a new trade.

Frequently Asked Questions about trade-journal

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

FAQPage Schema

How do I record trades and compare actual executions to my investment plan?▼

To record trades and compare executions, you can use the /trade-journal log command to manually log entries or enable auto-detection to track portfolio changes. The skill then compares these actual trades against your predefined investment plans.

Can I automatically detect portfolio changes for trade recording?▼

Yes, automatic portfolio change detection is supported for trade recording. The skill integrates with your portfolio tracking systems and broker data inputs to automatically identify and record new trades as they occur.

What is the best way to generate a monthly profit and loss summary for my trades?▼

The best way to generate a monthly profit and loss summary is to use this skill's review features. It aggregates your logged trade data to produce monthly P&L summaries, helping you analyze performance and maintain disciplined investment management.

Does trade journaling require specific data input from brokers?▼

Yes, trade journaling requires data input from brokers and portfolio tracking systems. You need to provide this execution data so the skill can accurately record trades, compare them to your plans, and generate performance summaries.

How does comparing actual trades to plans help with disciplined investment management?▼

Comparing actual trades to plans enforces disciplined investment management by highlighting deviations from your strategy. This execution review process shows recent trades side-by-side with your intended plan, ensuring you remain accountable to your financial goals.