Trading Metrics
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Trade Management

Log, tag, and analyze every trade with automatic calculations. Keep a structured journal that helps you improve.

A logged SOL breakout-retest: portfolio, pair, trading plan and emotion fields beside notes and an 8 of 8 plan checklist, with a live candlestick chart marked Buy 86.49 and Sell 93.51 against its target, stop loss and range high

Product shown with sample data.

Full Trade Lifecycle

Manage your trades from inception to completion with a structured workflow that ensures nothing falls through the cracks. Create positions, track them in real-time, and analyze results when closed.

  • Open positions with all entry details captured
  • Monitor live P&L and position status
  • Automatic calculations when trades close
  • Complete audit trail of all changes
The trade detail form: portfolio, broker, trading pair, side, trading plan and emotion for a SOL long

Order Management

Track every aspect of your orders with precision. Log entry and exit prices, quantities, and fees to get accurate P&L calculations that reflect your true performance.

  • Multiple entry and exit price levels
  • Quantity tracking per order leg
  • Automatic fee calculations
  • Accurate realized P&L reporting
The trade orders table: an Open Long and a Close Long leg with time, price, amount and notional, and a note confirming the position is fully closed

Trade Notes

Document your reasoning for every trade. Keep detailed notes on why you entered, what you expected, and what actually happened to learn from each experience.

  • Rich text trade notes with timestamps
  • Pre and post-trade analysis sections
  • Attach screenshots and charts
  • Searchable notes across all trades
The trade notes editor with formatting controls and a written note about the pullback into the 61.8% retracement

Trading Plan

Validate every trade against your strategy before entering. Use customizable checklists to ensure you follow your rules and avoid emotional decisions.

  • Pre-trade checklist validation
  • Custom checklist templates
  • Rule compliance tracking
  • Discipline score metrics
Trading plan checks: five of five entry and exit conditions ticked off, with plan compliance confirming risk, pattern and R-multiple rules were met

Pattern Classification

Tag trades by pattern type for better analysis and learning from past decisions. Build a library of your setups and identify which patterns work best for you.

  • Custom pattern tags and labels
  • Setup, risk, and mistake categories
  • Pattern performance analytics
  • Visual pattern recognition
Trade patterns: setup tags for Fib 61.8% Support and EMA 21 Support, plus per-pattern analysis reporting win rate, profit factor and average R-multiple

Risk Management

Stay protected with built-in risk management tools. Set stop loss levels, monitor your portfolio risk in real-time, and never exceed your predetermined risk tolerance.

  • Visual stop loss placement
  • Portfolio risk percentage tracking
  • Real-time risk alerts
  • Position sizing recommendations
The trade stop loss table showing stop price, stop amount, risk and risk percent, with a note that the stop sits 2.39% from entry

Profit Targets

Plan your exits before entering a trade. Set multiple take-profit levels with expected returns at each target, helping you scale out of positions systematically.

  • Multiple take-profit levels
  • Percentage-based target setting
  • Visual target representation
  • Partial position closing support
The trade targets table showing target price, amount and expected reward

Trade Statistics

Get comprehensive analytics with 25+ calculated metrics automatically computed for every trade. Understand your performance at a granular level.

  • Win rate and risk:reward tracking
  • Average entry and exit prices
  • MAE, MFE, and efficiency ratios
  • Potential vs realized P&L comparison
Trade statistics: position and timing, then exit and result showing a win with gross profit, fees and net profit, followed by the risk plan

Trading Pair Chart

Visualize price action and overlay your trade levels for better analysis. Integrated TradingView charts give you professional-grade charting right where you need it.

  • Multiple chart types and timeframes
  • Technical indicators and drawing tools
  • Trade entry/exit level overlays
  • Real-time price updates
The trade chart for a SOL breakout-retest: candles on the 4 hour timeframe with a Buy marker at 86.49 and a Sell marker at 93.51, the target, stop loss and range high drawn as labelled lines, two moving averages, a volume row and an RSI pane

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