trade-journal

Parse broker CSV exports to compute performance metrics and behavioral bias diagnostics.

Updated May 5, 2026
One-click install
npx skills add https://github.com/wudye/traderAssistHK --skill trade-journal-wudye
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: trade-journal
Source: https://github.com/wudye/traderAssistHK/tree/main/backend/src/skills/trade-journal
Command: npx skills add https://github.com/wudye/traderAssistHK --skill trade-journal-wudye

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It analyzes messy broker trade exports to reveal both performance metrics and behavioral decision biases, so you can identify what to change rather than guessing.

Core Features & Use Cases

  • Trade Profile Analytics: Computes win rate, profit/loss ratio, PnL, holding time, drawdown, top symbols, and time-of-day distribution from CSV/Excel broker exports.
  • Behavior Diagnostics (4 biases): Detects disposition effect, overtrading, chasing momentum, and anchoring with severity levels and numeric evidence.
  • Format Auto-Detection: Supports common broker formats (同花顺/东方财富/富途) and a generic CSV schema with typical columns like datetime/symbol/side/qty/price.

Quick Start

Ask the skill to analyze your uploaded broker export by calling the analyze_trade_journal tool with the file path.

Frequently Asked Questions about trade-journal

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

FAQPage Schema
How do I analyze broker trade journal CSV exports for behavioral biases?

To analyze broker trade journal exports, upload your CSV fills and run the analysis tool to parse trades, apply FIFO lot matching, and compute behavioral bias diagnostics like disposition effect and momentum chasing.

What behavioral biases can be detected from stock trading records?

Detectable behavioral biases from trading records include disposition effect, overtrading, chasing momentum, and anchoring. The analysis computes severity levels and numeric evidence for each bias using your executed fill data.

Does the trade journal analysis support exports from Tonghuashun, Eastmoney, or Futu?

Yes, the trade journal analysis supports broker exports from Tonghuashun, Eastmoney, and Futu. It features format auto-detection and also accepts a generic CSV schema with typical columns like datetime, symbol, side, qty, and price.

How do I calculate PnL and drawdown from generic CSV fill data?

Calculate PnL and drawdown from generic CSV fill data by matching closed round-trips using FIFO lot logic. The tool computes win rate, profit/loss ratio, holding time, and time-of-day distribution to output a consolidated Markdown report.

Can I filter trade journal analytics by specific date, symbol, or market?

Yes, you can filter trade journal analytics by specific date, symbol, or market. The tool processes targeted slices of your broker export to generate focused performance profiles and behavioral diagnostics.