simonro

Trading Journal AI — AI skill for Claude Code

AI community

Local-first AI trading journal.

How to install Trading Journal AI

This entry records only its repository, not the path inside it, so there is no exact command to give. Open simonro/Trading-Journal-AI and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Trading Journal AI does

Local-first AI trading journal. Import your broker CSV, get round-trip trades, KPIs and Claude-powered diary analysis. Runs on your own machine. No account, no telemetry, MIT.

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README

Trading Journal AI

Watch the walkthrough

[![Watch: I built my own AI trading journal and stopped paying monthly](docs/video-thumbnail.png)](https://www.youtube.com/watch?v=LTR4HOfS_hc)

A full tour of the app, an install from an empty folder, and three prompts that change it while the camera is running. Every prompt used in the video is in the video description, ready to paste.

An AI-powered trading journal you run locally on your own machine. Import your broker's CSV, and the journal groups executions into round-trip trades, tracks your KPIs (win rate, profit factor, expectancy, drawdown, exit efficiency), and uses Claude to analyze your trading diary, grade your days, and answer questions about your own data.

This whole app was built by describing problems to Claude Code, one session at a time: "my spreadsheet can't group partial fills", "I want my handwritten diary matched to my trades", "show me when in the day I lose money". No web framework expertise required to get here, and none required to make it yours.

**What this is not:** Not financial advice. Not a signal service. All data in the screenshots and seed is synthetic.

What's inside

Dashboard: P&L curve, KPI gauges vs your goals, calendar heatmap
Trade View: every trade with executions, playbook setup tags, MFE/MAE and exit efficiency, expandable AI analysis and an intraday chart
Reports: breakdowns by day of week, time of day, hold time, setup, grade, symbol, side, emotion
Diary: upload handwritten notes, screenshots, or typed text; Claude extracts strategy, stops, R-multiples, emotional state, and mistakes, and matches them to your actual trades
Day Review / Weekly Summary: AI coaching reports graded on process, not just P&L
Brain: a chat that answers questions against your full trading history
Import: Thinkorswim account statement CSV and Interactive Brokers (IBKR) Activity Statement CSV, with a broker dropdown (auto-detect by default)