How to review your trades with Claude or ChatGPT

Published 3 November 2026

Risk management is the most important part of becoming a profitable trader, and of staying one. Your trading record shows how you manage it: how much you risk, whether you respect your stops, where you lose, whether you cut winners early. 100Trades already turns it into analytics in plain sentences. If you want to dig further, or simply talk it through, you can let your own AI assistant read the record and answer your questions about it.

This works with Claude and ChatGPT through MCP (Model Context Protocol), the standard these assistants use to read data from other services. You choose the assistant, you allow it, and you can remove its access at any time.

What the assistant can read

Once you allow it, the assistant can read:

• your accounts, with starting equity and cash equity
• your closed trades: entry, exit, every fill, the stop as it was set and moved, the target, the result in R and in money, costs and hold time
• your notes and tags (setup, mistake, emotion) and your day notes
• what price did after your exits, read from the tape where it can be read
• the analytics report: expectancy, win rate, drawdown, stop discipline, exit quality and the findings, the same numbers as on the Analytics screen

It can only read. It cannot place trades, change notes or settings, or see your payment details.

What you need

• A 100Trades account with some closed trades. The free account is enough.
• Claude or ChatGPT on a plan that allows custom connectors.

The address of the 100Trades connector is:

https://100trades.io/mcp

Connect Claude

1. In Claude, open Settings and then Connectors.
2. Choose Add custom connector, give it the name 100Trades and paste https://100trades.io/mcp as the URL.
3. Claude opens a 100Trades page. Sign in if asked, check what Claude will be able to read, and choose Allow.
4. Back in Claude, make sure the 100Trades connector is switched on in the chat you are using.

Connect ChatGPT

1. In ChatGPT, open Settings and then Apps & Connectors.
2. Under Advanced settings, turn on Developer mode, which allows a connector you add yourself.
3. Create a connector, paste https://100trades.io/mcp as the URL and choose OAuth as the authentication.
4. ChatGPT opens a 100Trades page. Sign in if asked and choose Allow.
5. In a new chat, pick the 100Trades connector.

The menus are named a little differently between versions; look for adding a custom connector or an MCP server.

Questions that work well

Start with your risk, then ask about the whole record before any slice of it. Each filter shrinks the sample, so ask how many trades sit behind every answer.

• "Look at my risk: did I risk the same on every trade, how far did my losers go against me before the stop, and did I ever move a stop further away? What does the stop discipline part of the report say?"
• "Read my 100Trades report first. What are the two or three things that cost me the most, in R?"
• "Using every trade on this account, compare my winners and my losers by time of day, side and hold time. For each difference, tell me how many trades are behind it, and leave out anything under 20."
• "Compare my longs and my shorts. Is the difference large enough to mean anything with this many trades?"
• "Across all the trades I closed by hand while in profit, in R: would holding to my stop or my target have paid more or less?"
• "Read my notes and tags. How many trades did I tag as a mistake, and do they have something in common?"
• "How much do costs take of my results, in R per trade, and what is my expectancy after costs?"
• "Look at trade [id] in full and walk me through it, decision by decision, using only what was on the chart at each moment."

"My last trades" means the latest dates in market time, not the latest you played. To ask about what you played most recently, say "the last 50 trades I played".

The trade ids come from the list, so the assistant can open any trade it finds interesting.

How to read the answers

The assistant is told how 100Trades counts. Keep the same rules in mind when you read what it says:

• R is before costs. A trade can be +0.05R and still lose money once commission and slippage are counted. The report shows the cost per trade in R separately: subtract it from your expectancy to see your edge after costs (+0.08R with 0.06R of costs is about +0.02R). Your win rate counts by net money, so R and money can tell slightly different stories on small trades.
• Small samples are noise. Below 20 trades a statistic says very little, and below 50 it is still unproven. Ask the assistant how many trades are behind a pattern before you change anything.
• Judge decisions by what you could know at the time. What price did after your exit is useful for reviewing exits. It says nothing about whether the entry was right, and after a stop-out it is pure hindsight, not money left on the table.
• Closes you did not choose are marked as such. On a crypto day a position is closed at the end of the day's window whatever you set; when you jump to a later date, you chose to jump but not the price it closed at. The assistant knows not to grade your exits on these. On stocks, flattening at the window's end is your own setting, so it counts as your exit.
• A blind run is kept blind. While you play a blind run, its trades are left out, so the date stays hidden. Your cash equity still includes them, so until the run ends the trades the assistant sees will not add up to your equity.

An assistant is a second opinion, not a verdict. The deterministic numbers in 100Trades come first; the conversation helps you understand them and decide what to practise next.

Your data and your choice

Nothing is sent to any assistant unless you add the connector and allow it. Once you have, the assistant reads your record when you ask it to, and what it reads is handled by the assistant's provider under the terms you agreed with them. You can see the assistants you have allowed in 100Trades under Settings, in AI assistants you've allowed, and remove access there at any time. The privacy notice has the details.

Practise with a stop on every trade and see your results in R. Open the simulator, free, in your browser.