Feature · Core app
Accounts and imports
Create account buckets for brokers, prop firms, or data sources, then review balance, allocation, drawdown, streaks, breakdowns, cash movements, targets, and rule headroom. Analyze CSV mappings before import or connect Notion through its signed-in OAuth flow.
- Portfolio and per-account analytics
- Deposits, withdrawals, payouts, fees, and adjustments
- Risk limits, targets, notes, phases, and pinning
- CSV analysis before import
- User-directed Notion OAuth imports
- Account, ledger, settings, and assignment API access
Accounts and imports
Keep accounts, cash flow, risk rules, targets, and imported records together.
Use accounts and imports in a complete review workflow
These focused guides connect the feature to the journal fields, metrics, and review habits used in different trading workflows.
Prop Firm Trading Journal for Risk Rules
Separate prop firm accounts, journal trades, track drawdown and R, document rule adherence, and review consistency without mixing evaluations.
Trading Performance Tracker and Journal
Track win rate, profit factor, average R, equity, drawdown, setups, accounts, and behavior with the journal context behind every metric.
Stock Trading Journal for Setup Performance
Journal stock trades with charts, setups, long and short entries, emotions, risk, and performance analytics. Build a review process from real data.