Trading Literacy

A conversational AI platform for investment insights and analysis.

Pricing

Paidstarts from $19/mo

New Features

API

Tool Info

Rating: N/A (0 reviews)

Date Added: October 5, 2023

Description

Trading Literacy is a platform that utilizes conversational AI to provide insights from investment activity. It features chat with trade history files, instant answers, and multilingual support. The platform is suitable for both individual investors and large firms managing a portfolio. It also offers a blog with informative articles on various trading topics. Trading Literacy offers two pricing plans: Investor and VIP.

Key Features

Investor plan: This plan is intended for individuals who have experience in investing. It is available for $19 per month or $119 per year and includes:
Chat with Trade History Files: The AI assistant can analyze hundreds of transactions, providing detailed reports and highlighting potential issues and opportunities.
Upload Trade History: Users can easily upload PDF or CSV history files from any exchange or broker interface.
Instant Answers: The platform allows users to ask questions and extract information instantly.
Sources Available: Every bot response is linked to a specific transaction or a set of transactions.
Encrypted and Anonymized: Personal information is removed before the document goes to AI, ensuring privacy and security.
Multilingual: The platform is global-friendly, supporting conversations in any language.
VIP plan: This plan is designed for professionals who manage a set of portfolios. It is available for $119 per month or $1,099 per year and includes:
Chat with Trade History Files: The AI assistant can analyze hundreds of transactions, providing detailed reports and highlighting potential issues and opportunities.
Upload Trade History: Users can easily upload PDF or CSV history files from any exchange or broker interface.
Instant Answers: The platform allows users to ask questions and extract information instantly.
Sources Available: Every bot response is linked to a specific transaction or a set of transactions.
Encrypted and Anonymized: Personal information is removed before the document goes to AI, ensuring privacy and security.
Multilingual: The platform is global-friendly, supporting conversations in any language.

Use Cases

Individual investors who want to analyze their investment activity and make better decisions
Professional portfolio managers who need to manage a large number of transactions and portfolios
Financial advisors who want to provide personalized insights to their clients
Traders who want to identify potential issues and opportunities in their trading activity
Companies that want to monitor and analyze their employees' investment activity for compliance purposes