The analysis is designed for serious self-directed investors with at least one year of trade history and an account size where decision patterns have a meaningful dollar impact. If you are new to investing or primarily hold index funds passively, you might not have sufficient data for strong signals.

If you trade intraday: our trader-specific modules are in the R&D phase, but feel free to reach out with questions.

This is not an automated or AI-generated output. Each detailed report is manually produced and reviewed by Dr. Amos Nadler based on your full trading history. All insights, graphs, and recommendations are derived from your data, not generic advice or a template.

The process involves five steps:
1. Connect via API or upload your trade history (broker export or CSV)
2. Data is cleaned and standardized for analysis
3. Behavioral and performance analysis is conducted
4. The report is delivered within five business days
5. A 1:1 debrief session is scheduled with Dr. Nadler

In our internal dataset of self-directed investors, correcting identified behavioral patterns produced material improvements in simulated outcomes. Generally, applying the core concepts saves people from major investing and trading mistakes, which can have an immediate positive impact on wealth.
Applying the insights may require upgrades to the investing process, such as using Prof of Wall Street's clinically-tested decision workflow, which is where the biggest, forward-looking gains can be achieved.

No, Prof of Wall Street does not provide financial advice. The analytics provided are solely behavioral feedback about how you make decisions; they are not to be construed as a recommendation, guidance, or proposal to purchase or sell any asset.

We use industry-standard encryption methods, secure data storage, and strict access controls to safeguard your personal and financial information. Your data is only shared with trusted third parties essential for providing our services, and we do not sell your personal information. We do not perform trades or have access to funds.

Your trade history — typically a CSV or spreadsheet export from your broker. This includes entry and exit dates, tickers, quantities, and prices. If you're unsure how to export it, we'll walk you through it after you sign up.

We work with trade history from any broker or platform — Interactive Brokers, Schwab, Fidelity, TD Ameritrade, E*TRADE, Robinhood, Wealthsimple, and others. As long as the data includes your transactions with dates, tickers, and prices, we can work with it. If your export is in an unusual format, we'll clean and standardize it as part of the process.

No problem, submit trade history from multiple accounts to get a cohesive view of your overall portfolio. We'll consolidate and analyze your full portfolio behavior across all of them.

The core framework is designed for equity portfolios (stocks and ETFs). Crypto analysis is also available — as noted by clients who've used it for digital asset portfolios. Options and futures involve different attribution dynamics; reach out to discuss whether your specific trading style is a good fit.

Reports are delivered within 5 business days of receiving your clean trade data. Your 1:1 debrief session is scheduled after delivery so you have time to review the findings with Dr. Nadler.

Every report is individually produced and reviewed by Dr. Amos Nadler and quantitative developers on the team. This is not an automated or AI-generated output. The analysis is hands-on, applying a behavioral attribution framework to your specific trading data.

Portfolio trackers tell you what happened — your returns, your holdings, your P&L. This report tells you *why* it happened. It decomposes your performance into distinct behavioral drivers: asset selection, position sizing, selling decisions, and timing. Then it quantifies the dollar impact of each, so you know exactly which patterns are helping and which are costing you.

No. This is a diagnostic analysis of your past decision-making, grounded in behavioral finance research. We identify patterns in your data and quantify their impact. We do not recommend specific securities, allocations, or trades. Think of it like a performance audit — the insights inform your process, but the decisions remain yours.

Results vary by investor. In our internal dataset of self-directed investors, correcting identified behavioral patterns produced material improvements in simulated outcomes. The opportunity is often concentrated in a small number of repeatable decision errors — meaning targeted changes can have outsized impact.

This analysis works best with at least 3 years of self-directed trading history and an account size where decision patterns have meaningful dollar impact. If you're primarily in index funds or have a very short track record, there may not be enough data to extract strong signals. Not sure if you qualify? Book a 15-minute intro call and we'll let you know.

Yes. Your trade data is used exclusively for your analysis and is not shared, sold, or used for any other purpose. Confidentiality is foundational to this work.

If you don't find the report valuable, you can request a full refund within 90 days of delivery. No conditions, no fine print.

Yes. Some clients return after 6–12 months to measure whether the behavioral patterns have shifted. A follow-up analysis can show whether the changes you implemented are showing up in your data. Contact us to discuss timing and pricing.

It's a private working session with Dr. Nadler where you walk through your attribution breakdown together. You'll discuss the key behavioral drivers, clarify anything in the report, and talk through trade-offs and implementation — how to actually turn the findings into changes in your process.

Often, yes — and sometimes especially so. Skilled investors frequently have strong asset selection but leak returns through sizing, timing, or selling decisions they can't see from standard performance metrics. The report separates stock-picking skill from execution drag, which is precisely the blind spot that experienced investors tend to have.

It means breaking your portfolio returns into the specific decisions that drove them. Instead of just seeing a return number, you see how much came from picking the right stocks, how much was added or lost by how you sized positions, and how much your selling and timing decisions helped or hurt. Each component is isolated and quantified in dollar terms.