Portfolio & trade journal

The Portfolio page is a record of trades you enter yourself. It never connects to a broker and places no orders. Free accounts track 5 open positions marked at the last close; Pro is unlimited with live prices and each holding's next earnings date.

Positions

＋ Add position

Symbol, side, shares, entry price and date, plus an optional stop, target, horizon (day / swing / long-term), setup tag and note. Tick Already closed to log a finished trade straight to the journal.

Position size

Enter an account size and a risk % and the form suggests the share count that risks that much between your entry and stop. These two numbers stay on your device.

Track this trade

The link under a signal's trade plan opens the form with its entry, stop and target filled in.

The table

Last price, today's move, value, P&L in dollars, percent and R, and how far the stop and target are. Click a row to chart it.

R

P&L in multiples of your initial risk (entry to the first stop you set). Moving the stop later doesn't change it.

Risk to stops

What you give back if every stop is hit from the current price. Positions without a stop are flagged.

Close

Close all or part of a position at a price and date; the closed part moves to the journal.

Exposure

Your book split by sector and by horizon, with a warning when one position or sector dominates.

Journal

Stats

Realized P&L, win rate, profit factor (gross wins ÷ gross losses), expectancy (average per trade), average R and max drawdown, for all time or a recent window.

Equity curve

Cumulative realized P&L by exit date. Hover for the day's result.

By setup / by horizon

Win rate, average R and P&L per setup tag and per horizon.

Export CSV

Every open and closed lot in one file.