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YOUR PERSONAL TRADING WORKSPACE

Track the trade.
Understand the decision.

Your portfolio, trading journal, and performance in one place. Build a clearer picture of what you own—and learn from every trade you make.

Free public beta Manual entry, no brokerage connection
portfolio / overviewSample data

Portfolio value

$24,850.00

+8.2%

Closed trades

12

Win rate

66.7%

A trade is more than its outcome.

“I followed my plan and recorded why I closed part of the position.”

The whole trading loop

From the first purchase
to the lesson after it.

Your positions, in one place.

Track stocks, ETFs, and crypto. Add to a position or close part of it, with every purchase and sale recorded in your journal.

Remember the reason.

Keep the setup, the outcome, and how you felt alongside each trade. Give your future self more than a number to work with.

See the bigger picture.

Follow realized profit and loss, win rate, and your strongest and weakest trades. Know what your history actually says.

Make reflection a habit.

Ask for a critique of a closed trade or a weekly review. Turn your own trading notes into practical lessons for next time.

A little structure. A clearer view.

01 /

Build your portfolio

Add your purchases, quantities, and costs. Your journal starts filling in automatically.

02 /

Record your thinking

Add notes as you trade. Close all or part of a position and keep the outcome alongside the reason.

03 /

Review and reflect

Explore your performance and request an AI review when you want another perspective on your process.

AI reviews provide educational feedback on your journal, not price predictions or investment recommendations. Trade details and notes are sent to the AI service when you request a review.

Give your next trade some context.

Start with what you hold today. Build a record you can learn from tomorrow.

Get started free