AI trade analysis for your trading journal
Use AI to summarize realized trades, spot outlier days, and investigate symbol-level patterns without giving up the structure of a proper trading journal.
14-day free trial. AI Insights use your own local Claude CLI or Codex CLI setup.
Where AI helps traders, and where it does not
AI can be useful for summarizing trade history, grouping recurring mistakes, and turning a dense list of realized trades into review questions. It is not a substitute for accurate broker imports, position sizing discipline, or your own trading judgment.
The strongest workflow starts with clean data first: executions, dates, symbols, net P&L, commissions, fees, and notes. AI becomes useful after that structure exists.
Good AI prompts for trade review
The most useful prompts are specific, tied to imported data, and focused on behavior.
Summarize the week
Ask what changed in net P&L, costs, best/worst symbols, and outlier days.
Find outliers
Look for unusually large losses, high-fee days, or symbols that dominated the period.
Compare periods
Ask whether this month differs from the previous month in win rate, size, or costs.
Review one symbol
Ask if a ticker has repeated losses, larger winners, or poor reward-to-risk.
Create a checklist
Turn repeated mistakes into pre-market or post-session review questions.
Explain costs
Ask when commissions and fees consumed too much of gross profit.
How SimpleTradeLog uses AI Insights
SimpleTradeLog does not bundle an AI provider. If you already use Claude CLI or Codex CLI and are signed in locally, the app can ask your own CLI to analyze selected trading data.
Your CLI
Uses your local Claude or Codex command-line setup.
Your data selection
Analyze focused periods and realized trades instead of vague account history.
Journal context
Prompts are grounded in imported trades, costs, and performance metrics.
No AI account included
You keep your own provider relationship and billing outside SimpleTradeLog.
AI trade analysis checklist
Before asking AI for conclusions, make sure the underlying review is grounded.
| Check | Why it matters | Good question |
|---|---|---|
| Accurate import | AI can only analyze the data it receives | Do trade count and net P&L match my broker export? |
| Focused date range | Specific periods produce better insights | What changed this week? |
| Cost awareness | Fees can explain weak net results | Which trades had poor gross-to-net conversion? |
| Actionable output | Review should change future behavior | What one rule should I test next session? |
Continue researching journal workflows
Compare an offline trading journal, learn how to import Interactive Brokers statements, open an IBKR .tlg file, compare the best trading journal for Interactive Brokers, or see when to replace a trading spreadsheet.
Frequently asked questions
Common questions about AI-assisted trade review.
Can AI analyze my trades?
Yes, if it receives structured trade data. AI is most useful for summaries, pattern spotting, and review prompts.
Does SimpleTradeLog include an AI subscription?
No. AI Insights work through your own local Claude CLI or Codex CLI installation when available.
Should AI make trading decisions for me?
No. Use AI for review support and pattern discovery, not as financial advice or automated trade decisions.
What data should I analyze first?
Start with a recent week or month of realized trades, including net P&L, commissions, fees, symbols, and dates.
Use AI after your trade data is organized
Import Interactive Brokers trades, review the numbers, then use your own local CLI to surface patterns and questions worth investigating.