How to use the Trade Journal Analysis agent skill (trade-journal)

What the skill makes the agent do

Agent skills are instruction packages that give an AI agent a specific capability. This one tells the agent how to analyse a trade journal using the analyze_trade_journal tool. Once you upload a broker export, the agent parses it and writes a single report in your language.

The skill covers two layers. The profile layer reports holding days, trade frequency, win rate, profit/loss ratio, cumulative profit and loss, maximum drawdown, top symbols and the market and hourly distribution of your trades. The behaviour layer scores four biases (disposition effect, overtrading, chasing momentum and anchoring), each rated low, medium or high with numeric evidence.

• Supported formats are detected automatically: Tonghuashun (同花顺) and Eastmoney (东方财富) A-share CSVs, usually GBK-encoded, Futu (富途) HK/US CSVs in UTF-8, and a generic CSV with columns like datetime, symbol, side, qty and price.
• Only closed round-trips count toward win rate and profit/loss ratio. Open positions are excluded.
• Mixed-currency journals are reported per currency. The skill does not convert exchange rates.

Install the trade-journal skill

Download the ZIP for this skill from this page. Unzip it into one of these folders: ~/.claude/skills/ for personal use across projects, or .claude/skills/ inside a specific project folder if you want it limited to that project.

If you use the Claude apps instead, open Settings, go to Capabilities, then Skills, and upload the ZIP there.

• Personal install: unzip into ~/.claude/skills/
• Project install: unzip into .claude/skills/ in your project
• Claude apps: Settings → Capabilities → Skills, then upload the ZIP

Check the requirements before you start

The skill needs the Vibe-Trading agent environment, because it calls the analyze_trade_journal tool that lives there. Without that tool available, the skill cannot parse anything. You also need a CSV or Excel broker export that you upload yourself.

• The Vibe-Trading agent environment with the analyze_trade_journal tool available
• A CSV or Excel broker export file uploaded by you
• The skill runs scripts; it does not use the network

Ask for an analysis in plain language

You do not need special syntax. Upload your file and ask in normal words, for example for a full review or only one part. Behind the scenes the agent calls analyze_trade_journal with the file path, and can narrow the analysis with a date range, a single symbol or a market.

Useful requests include a general review, a profile only, behaviour diagnostics only, a time slice, a single stock, or one market. The agent should not re-upload the file for follow-up questions in the same session.

• Full review: "Analyse my trade journal" (runs profile and behaviour)
• Profile only: a fast summary of metrics
• Time slice: "How did I do in March?" (date range filter)
• Single stock: "How much did I make on Moutai?" (symbol filter, e.g. 600519.SH)
• Market split: "Show Hong Kong and US stocks separately" (market filter: hk, us, china_a or crypto)

Understand the four behaviour diagnostics

Each diagnostic compares a measurable pattern in your history against a threshold. The thresholds are heuristics, so a high rating means the pattern is strong in your data, not that you have a proven bias.

Disposition effect compares how long you hold losers against winners. Overtrading compares your average daily profit on busy days (3 or more trades) with quiet days (1 or fewer). Chasing momentum measures how often you buy after a rapid run-up of more than 3% in the same symbol. Anchoring checks whether frequently traded symbols stayed in a narrow price band.

• Disposition effect: loser hold time divided by winner hold time; medium at 1.2 or more, high at 1.5 or more
• Overtrading: gap between quiet and busy day P&L; medium at 0.3 or more, high at 1.0 or more
• Chasing momentum: share of buys after a 3% run-up; medium at 40% or more, high at 60% or more
• Anchoring: share of symbols traded five or more times with price variation under 5%; medium at 33% or more, high at 66% or more

Read the report and act on it

The report leads with top-line numbers, then the top five symbols, market split, trading hours and a one-sentence observation. If your win rate is below 40% and your profit/loss ratio is below 1.0, the agent will say so explicitly. Very short holding periods combined with many trades per week are flagged as an intraday pattern.

For any diagnostic rated medium or high, the report suggests a practical rule to test, such as a fixed stop-loss, a daily trade limit, or buying pullbacks instead of new highs. These are suggestions to consider, not instructions.