The product
One platform, from setup to review
Six tightly integrated tools that all run off the same trades — so your plan, your journal, and your analytics never drift out of sync.
Trade journal
A journal fast enough to actually keep
Plan a setup before you take it, then log the fill in seconds — entry, exit, fees, direction, setups, and mistakes. Inline-editable tables let you correct a fee or timestamp without leaving the list.
- Setup planner pins entry, stop, and target on the chart
- Notes, ratings, mood, market context, and mistakes
- Bulk-edit commission and risk across selected trades
- CSV import and broker sync to backfill your history
Recent trades
4 filled| Symbol | Dir | Entry | Exit | P&L |
|---|---|---|---|---|
| NVDA | Long | 128.40 | 134.10 | +1,140 |
| AAPL | Long | 224.10 | 221.80 | -460 |
| MES | Short | 5,812 | 5,788 | +300 |
| TSLA | Long | 248.90 | 259.30 | +2,080 |
Analytics dashboard
See exactly what the record says
A drag-and-drop dashboard of 24 widgets turns your recorded fills into cumulative P&L, drawdown, win rate, profit factor, and expectancy — all filterable by time, symbol, and account.
- 24 configurable widgets, arranged how you think
- Kind-aware layouts for trading vs. investing accounts
- Weekly calendar and monthly heatmap of daily P&L
- Privacy mode masks every number for screen-shares
Cumulative P&L
+$12,480
Win rate
51.4%
Profit factor
1.28
Avg loss
-$182
Expectancy
+$21
Illustrative sample data — not actual or achievable results.
Charting & watchlists
Live charts and setups in one place
Track your names on resizable watchlists, pull up live TradingView charts, and mark up interactive setup charts that render your entry, stop, and target right on the candles.
- Watchlists with symbols and sectors, persisted per layout
- Interactive setup charts anchored to your entry date
- Quick-add a trade straight from the price strip
- Post chart snapshots to Discord in one click
Risk & position tools
Never risk more than your plan allows
Position sizing and reward-to-risk are computed live from your account balance. A full toolkit of calculators keeps every decision inside your rules.
- Live position sizing off your current balance
- Reward-to-risk and R-multiple on every setup
- Kelly, compound growth, and drawdown-recovery tools
- Risk-of-ruin and correlation calculators
Position Sizing
Daily P&L · this month
21 trading daysMulti-account
Every account, side by side
Run live, paper, and futures accounts in one place — each with its own starting balance, risk per trade, and commissions. View them individually or aggregate everything.
- Up to 5 accounts on Pro
- Per-account balance, risk, and commission settings
- Switch accounts or view an all-accounts roll-up
- Per-account broker credentials for sync
Accounts
Main
Balance $54,120
Futures
Balance $18,640
Paper
Balance $100,000
Daily recap & the review ritual
Turn review into a habit
A daily recap puts the market and your own day on one page. On top of it, a weekly or monthly review pass walks the period trade by trade and ends on a single committed action, which the next review opens by asking about.
- Daily market and performance recap
- Your own symbols tracked on it, beside the indices
- Weekly or monthly guided review pass, with streaks
- Best setups and costliest mistakes, ranked
- Trends across win rate, expectancy, and drawdown
Win rate
51.4%
Profit factor
1.28
Avg loss
-$182
Expectancy
+$21
Illustrative sample data — not actual or achievable results.
Daily P&L · this month
21 trading daysAI-assisted review
Ask questions about your own record
The assistant reads what you already logged and writes it back to you: a summary of one trade or a whole period, patterns across your own history, and answers to questions about your own numbers. It does not place trades and it does not tell you what to buy or sell.
- Summarize a trade or a period from what you recorded
- Ask questions in plain language about your own history
- A monthly allowance of AI actions on every plan, counted per action
- A separate in-app support assistant, with a person one click away
Win rate
51.4%
Profit factor
1.28
Avg loss
-$182
Expectancy
+$21
Illustrative sample data — not actual or achievable results.
Goals, excursions & sequence
Targets you set, measured on your own numbers
Set a target on a metric you already track and watch progress, pace and streaks against it. Alongside it, per-trade MFE and MAE come from price history, and order-aware breakdowns show how your position sizing and timing changed after a loss, a losing streak, or your own daily loss limit.
- Targets across eight metrics and five periods, with streaks
- Per-trade maximum favourable and adverse excursion
- Exit efficiency measured across your trades
- Sequence view: size against your own rolling median, and what followed a loss
Cumulative P&L
+$12,480
Daily P&L · this month
21 trading daysSee it work on your own trades
Import your history, connect your broker, and get 14 days of Essential free — plus one of three Pro features, your pick.