KeelTrader

An AI-powered performance coach for trading psychology

Keel: Like a ship's keel that provides stability in turbulent waters, KeelTrader helps you maintain psychological balance in volatile markets.

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English | 简体中文

KeelTrader is an AI-powered performance coach for trading psychology (Web: Next.js, API: FastAPI). It's built around chat, knowledge base (RAG), and a "roundtable" multi-coach discussion mode.

Disclaimer: for educational/research purposes only. This project is not investment advice.

Inspiration: Who is Wendy Rhodes?

In the TV series Billions, Wendy Rhodes is the in-house performance coach at hedge fund Axe Capital. Her role isn't investment analysis—it's psychological performance optimization:

What She Does	Real Scenarios
Emotional First Aid	When a trader melts down mid-session, she intervenes immediately to restore composure
Behavioral Pattern Recognition	Identifies that a trader's losing streak stems from divorce affecting judgment
Cognitive Reframing	Helps overconfident star traders recognize their blind spots
Psychological Resilience Training	Teaches traders to bounce back quickly after massive losses
Performance Enhancement	Improves team-wide trading stability through psychological coaching

The Real-World Problem:

• Only elite hedge funds can afford full-time performance coaches (salaries $300K+)
• Retail traders and small institutions have zero access to this service
• 80% of trading losses stem from psychological factors, not technical analysis

KeelTrader's Vision:

Democratize Wendy Rhodes' capabilities through AI, giving every trader their own performance coach.

Behavioral Finance 3.0 Positioning

KeelTrader represents the evolution of behavioral finance from theory to practice:

Generation	Focus	Limitation
1.0 Academic Research	Kahneman & Tversky's cognitive biases	Theory stays in textbooks, traders can't apply it
2.0 Robo-Advisors	Automated portfolio allocation	One-size-fits-all, ignores individual psychology
3.0 AI Performance Coach	Real-time psychological intervention	Personalized, actionable, adaptive

What Makes KeelTrader Different

Traditional Approach (Behavioral Finance 1.0 & 2.0):

• Read about loss aversion → Still panic sell during crashes
• Know about confirmation bias → Still cherry-pick bullish news
• Understand overconfidence → Still overtrade after wins

KeelTrader's Approach (Behavioral Finance 3.0):

• Conversational Intervention: AI coaches discuss your trades and help you reflect on emotional patterns in your journal
• Personalized Coaching: Build a library of coaches tailored to different aspects of your trading psychology
• Actionable Guidance: Not just "you have loss aversion" but "here's how to handle this specific trade decision right now"
• Knowledge Base (RAG): Import your own trading books, notes, and strategies for contextual advice
• (Planned) Real-time pattern detection and proactive alerts

The Gap We Fill

Academic Knowledge → [MISSING LINK] → Trading Performance
     (BF 1.0)                              (Your P&L)
                    ↓
              KeelTrader
            (BF 3.0 Bridge)

Most traders know the theory but fail in execution. KeelTrader bridges this gap by providing:

1. Reflective coaching: Review your trades with AI coaches to identify emotional patterns
2. Journal analysis: Track your trading decisions and discuss them with specialized coaches
3. Accountability partner: Multi-coach roundtable discussions help you examine decisions from different perspectives
4. (Planned) Moment-of-truth alerts and proactive pattern recognition

Screenshots

What you can do

• Chat + projects: organize conversations per project, keep history, stream responses (SSE)
• Roundtable discussion: multiple AI coaches discuss one question with configurable session/message settings
• Knowledge base (RAG): import docs, semantic search (pgvector), inject context by timing
• Attachments: upload images/docs/audio (extract/transcribe where supported)
• Journaling + reports: trading journal, analytics, scheduled reports (Celery)
• Journal import (CSV/XLSX): upload a file and map columns in the UI (works with different broker/export formats)
• Push notifications: real-time alerts for pattern detection, risk warnings, and daily summaries (FCM, Email, SMS)
• Trading intervention system: pre-trade checklists, real-time trade blocking based on risk limits, and proactive alerts
• Cognitive bias detection: ML-powered detection of revenge trading, FOMO, overtrading, and other behavioral patterns
• Exchange integration: connect to crypto exchanges (Binance, OKX, Bybit, Coinbase, Kraken) for automated trade import
• Self-hosted by default: Docker Compose; optional cloud/SaaS mode via env flags

Quick start (self-host)

cd keeltrader
Copy-Item .env.example .env   # PowerShell (or: cp .env.example .env)
docker compose up -d --build

• Web: http://localhost:3000
• API health: http://localhost:8000/api/health
• API docs: http://localhost:8000/docs

Full guide: keeltrader/docs/SELF_HOSTING.md

Guest mode (no login)

Set KEELTRADER_AUTH_REQUIRED=0 for the API (enabled by default in keeltrader/docker-compose.yml) to use the app without logging in.

Roadmap (community)

• Add more “1-click demo” options (cloud deploy templates)
• Improve preset library and import/export
• More evaluators/benchmarks for coaching quality

Docs

• Start here: keeltrader/docs/README.md
• Architecture: keeltrader/docs/ARCHITECTURE.md
• Deployment: keeltrader/docs/DEPLOYMENT.md
• Self-hosting: keeltrader/docs/SELF_HOSTING.md
• Deployment modes: keeltrader/docs/DEPLOYMENT_MODES.md
• Custom API setup: keeltrader/docs/CUSTOM_API_SETUP.md
• Internationalization: keeltrader/docs/I18N_GUIDE.md
• Version Management: docs/VERSION_MANAGEMENT.md ⭐ NEW
• Changelog: CHANGELOG.md

Contributing & security

• Branch strategy: We use Git Flow. Create feature branches from develop and submit PRs to develop (not main). See CONTRIBUTING.md for details.
• Contributing: CONTRIBUTING.md
• Code of Conduct: CODE_OF_CONDUCT.md
• Security policy: SECURITY.md

Deployment modes (open core)

KeelTrader supports two modes:

• Self-hosted (default): open-source community edition
• Cloud/SaaS: multi-tenancy, billing, enterprise SSO, analytics (activated only when DEPLOYMENT_MODE=cloud)

See docs/DEPLOYMENT_MODES.md for details.

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简体中文

KeelTrader 是一套面向交易心理与行为表现的 AI 教练系统（Web: Next.js，API: FastAPI）。核心能力围绕：对话、知识库（RAG）、以及"圆桌讨论"（多教练协作）。

免责声明：仅用于教育/研究目的，本项目 不构成 投资建议。

截图 / 演示

你可以用它做什么

• 对话 + 项目：按项目组织会话，历史记录，SSE 流式输出
• 圆桌讨论：多位 AI 教练围绕同一问题讨论；支持会话级/消息级设置
• 知识库（RAG）：文档导入、pgvector 语义检索，按时机注入上下文
• 附件：图片/文档/音频上传（按能力抽取/转写）
• 交易日志 + 报告：交易日志、统计、定时报表（Celery）
• 交易日志导入（CSV/XLSX）：支持上传文件并在页面中手动映射列（适配不同券商/平台格式）
• 默认可自托管：Docker Compose 一键启动；也支持通过环境变量启用云端模式

快速开始（自托管）

cd keeltrader
Copy-Item .env.example .env   # PowerShell（或：cp .env.example .env）
docker compose up -d --build

• Web：http://localhost:3000
• API 健康检查：http://localhost:8000/api/health
• API 文档：http://localhost:8000/docs

完整说明：keeltrader/docs/SELF_HOSTING.md

访客模式（免登录）

将 API 的 KEELTRADER_AUTH_REQUIRED=0（默认在 keeltrader/docker-compose.yml 已启用该能力）即可免登录体验。

Roadmap（社区版）

• 增加更多“一键 Demo”部署模板
• 预设教练库的导入/导出与共享
• 教练效果的评测与对比工具

文档

• 从这里开始：docs/README.md
• 仓库导览：docs/PROJECT_OVERVIEW.md
• 应用文档：keeltrader/docs/README.md
• 架构：keeltrader/docs/ARCHITECTURE.md
• 部署：keeltrader/docs/DEPLOYMENT.md

贡献与安全

• 贡献指南：CONTRIBUTING.md
• 行为准则：CODE_OF_CONDUCT.md
• 安全策略：SECURITY.md

部署模式（Open Core）

KeelTrader 支持两种模式：

• Self-Hosted（默认）：开源社区版
• Cloud/SaaS：多租户、计费、企业 SSO、分析（仅在 DEPLOYMENT_MODE=cloud 时启用）

详见：docs/DEPLOYMENT_MODES.md

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