How it works
From first fill to a shared, audit-ready record
Every account, every trade and every dollar of tax moves through the same six steps — nothing bolted on, nothing left to a spreadsheet.
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Set up your accounts
Add every brokerage or prop-firm account you trade — each with its own type, currency and commission model.
- Intraday, swing, long-term, CFD, futures and options account types
- Prop-firm sim/evaluation and funded/payout tracking
- 401(k) and Roth IRA retirement accounts
- Per-account base currency, independent of your display currency
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Size the position
Before you click buy, run it through the sizer — it knows the difference between a CFD lot and a futures contract.
- Leverage-aware CFD lot sizing
- Futures sizing against real contract specs
- Multi-leg options payoff and breakeven diagrams
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Log the trade & attach the tape
Record fills on the calendar, or import them straight from your broker — partial fills get reconstructed into one real trade.
- Auto-detected MT4/5, IBKR, tastytrade, thinkorswim, Tradovate, Robinhood and Schwab formats
- Partial-fill and scale-in/scale-out reconstruction
- Screen recordings and screenshots attached to any trade or day
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Tag the setup, read the numbers
Link the trade to a strategy with its own rules, then watch the analytics catch up — automatically, per setup.
- Structured entry / filter / sizing / risk / exit rules per strategy
- Win rate, R-multiples and profit factor derived from real trades
- Equity curve benchmarked against the S&P 500, Nasdaq, Dow, Russell 2000 and gold
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Model the taxes & the budget
Run your realised P/L through the entity simulator, then let the take-home number flow straight into your household budget.
- Sole-proprietorship vs. S-Corp scenarios across federal + 25 state tax tables
- Payroll, HRA and Solo 401(k) modeling for a spouse on payroll
- Envelope budgeting sourced from your actual take-home pay
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Review & share
Write your private notes, then open exactly what you want — a day, a trade, or a whole strategy — to a mentor or the community.
- Row-level-security-enforced viewer/commenter access per journal
- Per-field visibility — hide P/L or size while sharing the setup
- Trending feed, connections, DMs and collaborative strategy playbooks