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What is Trading Literacy Bot?

The Trade Insight Assistant is an interactive, chat-oriented tool designed to analyze extensive trading history records. Simply provide your transaction records in either CSV or PDF format, and you’ll gain access to a bespoke virtual assistant capable of responding to inquiries, compiling reports, assessing various performance indicators, and much more.

A key feature of the Trade Insight Assistant is its commitment to user privacy. It ensures that any personally identifiable information is stripped from your documents before analysis, guaranteeing that no sensitive data is transmitted to the underlying AI technology that powers the assistant.

This intuitive platform allows users to pose questions related to trading and investments, with the assistant generating informed responses based on the specific data contained within your trading history. Each document you upload initiates a new, dedicated chat thread, preserving the dialogue history so that you can seamlessly pick up the conversation at a later time.

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USE CASES

  • Analyze investment performance and identify areas of improvement
  • Extract information from trade history files for analysis
  • Get reports and summaries to find risk-adjusted values
  • Evaluate investment strategy and identify leaks or edges
  • Access valuable resources and guides on trading strategies.
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