Everything you need for
consistent profitability

Trade Dashboard

Live P&L, equity curve, and key metrics at a glance

Trade Journal

Log every trade with screenshots, notes, and tags

Daily P&L Calendar

Color-coded calendar showing daily performance

Trade History & Search

Searchable archive of all your trades

CSV Trade Imports

Import trades from any broker via CSV upload

Trade Tagging

Tag trades with setups, emotions, and custom labels

Self Assessments

Pre/post session questionnaires to track mindset

Comprehensive P&L Stats

Win rate, profit factor, avg winner/loser, expectancy

Portfolio Overview

Track and manage all your trading accounts

Performance Analytics

Detailed breakdowns by ticker, day, and session

Email Support

Get help when you need it

Screenshot Uploads

Attach chart screenshots to every trade for visual review

Trade Notes & Annotations

Add detailed notes and context to each trade

Emotion & Setup Tags

Categorize trades by emotional state and setup type

Multi-Screenshot Gallery

Browse all your chart screenshots organized by month

Schwab OAuth Sync

Auto-sync trades from Charles Schwab in real time

Apex & Topstep Import

Direct import support for prop firm accounts

Multi-Broker Support

Connect and sync multiple brokerage accounts

Automatic Data Sync

Trades, P&L, and positions update without manual work

Daily Performance Reports

Detailed breakdown of each trading day

Win Rate by Category

Slice win rate by ticker, day, session, and setup

Streak & Drawdown Stats

Track winning/losing streaks and max drawdown

Equity Curve

Visualize your account growth over time

Weekly AI Analysis

Auto-generated weekly performance summaries by AI

Monthly AI Analysis

Deep monthly reviews with trend identification

Auto Email Reports

Weekly and monthly analysis delivered to your inbox

Position-Level Review

Biggest gainers, missed profit, and averted loss analysis

Quant Lab

Ask anything about your trading in natural language

Setup Templates

Create and save your go-to trading setups

Custom Prompt Builder

Build custom AI prompts for your specific trading style

AI Pattern Recognition

Let AI identify recurring patterns in your trades

Strategy Performance Tracking

See which setups are actually making you money

AI Insights

Claude Opus analyzes your trading data with curated prompts

Follow-up AI Chat

Ask follow-up questions on any AI insight

Full Trade-by-Trade AI Analysis

AI reviews every individual trade with specific feedback

AI Screenshot Analysis

Upload charts and get AI analysis of entries, exits, and setups

Monte Carlo Simulation

Run scenario simulations on your trading data

Risk Manager

Set daily loss limits, max position sizes, drawdown thresholds

Drawdown Alerts

Get notified before you blow past your rules

AI Risk Suggestions

AI recommends optimal risk parameters based on your data

Trader DNA Profile

AI-generated personality profile based on your trading patterns

AI Coaching

Personalized coaching insights powered by Claude

Emotional Intelligence

Track how psychology affects your execution