Account

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Trading Dashboard

Personal
Trade Manager

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Account

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Overview

Your daily P&L, account balance, and goal progress at a glance.

Today

0 trades

This week

Goal —

This month

Goal —

This year

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DD Left

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Win rate (all time)

0W / 0L

All-time P&L

All accounts combined

📓

0days

Journaling streak

Log a trade today to start

🎯

0trades

Discipline streak

No revenge trades, stops respected

📈

0days

Green streak

Consecutive profitable days

▸ Year-by-year history —

No trades yet

Log a trade

✦ AI can audit your most-broken rule + dollar damage —

Date

Direction

Contracts

Entry

Exit

P&L $ (override)

Fees / Commission ($)

Entry time

Grade

Sweep

Rule compliance — check only what you actually did

Your discipline streak resets when any of Stop / TP / Plan is left unchecked, or Revenge is checked. Being honest here makes the streak useful.

Stop respected TP respected Followed exit strategy Revenge trade Followed plan

Notes

▾ Trade log —

Date	Time	Dir	Qty	Entry	Exit	P&L	Fees	Net	Grade	Stop	TP	Exit Strat	Rev	Plan	Setup	Notes

Daily breakdown

✦ AI can review this week's trades —

⚡ Pro Off

Analytics

Filter:

Key metrics

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Profit Factor

Gross win ÷ gross loss

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Max Drawdown

Peak to trough

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Total P&L

All trades

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Avg / trade

Expectancy

Win rate

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0 wins

0 losses

0 total

All-time

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Expectancy/trade

Positive = edge

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R ratio

Win/loss avg

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Avg winner

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Avg loser

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Edge metrics

A-grade trades

No data

B-grade trades

No data

Streak info

No data

Rule compliance

Per-rule breakdown

Log trades to see rates

Discipline score

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Discipline score

P&L by day of week

No data

P&L by entry time

Log trades with entry times

Win / loss history

Last 60 trades — green = win, red = loss

Best streak

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Worst streak

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Avg/week

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Best day

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Worst day

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Eval progress

✦ AI can check your eval pace against days left, DD cushion, and win rate —

Apex 100K Eval

$0.00

of $6,000 target · 0%

Eval length

Start date

      $025%50%75%100%
    

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DD Left

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Trading days in

Set start date

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Days left

No deadline

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$/day to pass

Target remaining ÷ days left

Drawdown health

Gauge

$0$1k$2k$3k

Distance to breach

In dollars

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In avg losing trades

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Losing day streak

Pace scenarios

Target ($)

Max DD ($)

Days/week

Avg win/day ($)

Scenario	Days	Weeks	Risk/day

Pre-market checklist —

Plan the day before the bell rings — AI Coach is one tap away.

Market context

Fetching live data...

Prior day high

Prior day low

1H bias

Key level

Type

Notes

ORH (after 10AM)

ORL

Go / No-go checklist

CHECK BOXES

AI Market Brief

Market Intelligence

Powered by Claude · Updates on demand

      Click Generate Brief for your personalized AI pre-market analysis
    

Not yet generatedclaude-sonnet-4

Watchlist Fetching prices...

Checklist history

Daily journal

What worked today?

What didn't work?

Mindset & psychology

Tomorrow's focus

Journal log

No entries yet

AI coaching & analysis

Analyzes your trades and journal entries to give personalized coaching feedback.

✦ Coach pulls today's trades + this entry automatically —

✦ Ask Coach anything — account + recent trades included —

Monthly stats

By grade

Rule compliance

Best & worst

Market calendar

Legend

Trading day

Market holiday — closed

Early close (1:00 PM ET)

Macro event (FOMC/CPI/NFP)

Upcoming

Add custom event

Date

Type

Label

Position size

Two inputs. One answer. Grading and reference below.

How much are you willing to lose?

Risk per contract (stop × tick value)

Max contracts

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Setup grading

A — Full size

Stop ≤ 8 ticks. Tight invalidation, high-conviction setup. Trade your full position size.

B — Half size

Stop 9–12 ticks. Valid setup but wider invalidation. Take half of your max contracts.

Skip

Stop > 12 ticks. Risk is too diffuse relative to your edge. Wait for a tighter entry.

Quick reference — — Max contracts if risking $100

Stop	Ticks	$ per contract	Max contracts	Grade

Your drawdown cushion

Don't let one trade eat more than 10% of your remaining DD. That's $— per trade on your current account.

Strategy library — —

    Select a strategy above to explore it
  

AI Strategy Coach

Ask questions about any setup, entry criteria, risk management, or trading concepts.

Your trading rules

These are your personal rules for this account. Click "Edit rules" to customize everything for your specific strategy and trading style.

Daily rules

Skip the session if

Your edge / what you exploit

Entry criteria

Exit rules

Your trading mantra

Alerts

WATCHING

Build smart rules that fire when price, P&L, or time conditions are met — and a risk layer that intervenes before bad trades.

✦ How alerts work ~60 sec read

tap to expand

Each rule is trigger + optional guards + action.

Triggers — price crosses a level, daily P&L hits a number, trade count reaches N, loss streak reaches N, scheduled time of day, or a TradingView webhook arrives.
Guards — "only if" conditions that must also be true: in market hours, no FOMC in 30 min, discipline streak ≥ N, DOW win rate ≥ N%, daily loss cap not hit, under max trades/day.
Action — how you get notified: in-app toast, browser push, email, SMS, or all channels.

✦ The risk layer — unique to this app

When a trigger fires but a guard fails, the alert still fires — with a warning prepended. You see both "here's the setup" and "here's why you probably shouldn't act on it." No other platform does this.

⚠ Daily loss cap hit ($420 of $500)

(Rule "MES zone retest" fired but guards caught it)

Quick start

1 Fill in Delivery settings below (email and/or phone) and click Save. Your browser will ask for notification permission — allow it.
2 Click Send test alert. You should get a toast in the bottom-right, an OS-level notification, and (if configured) an email. If any channel fails, the popup tells you which.
3 Click + Add rule. Pick a trigger, add guards, choose an action. Save. The engine polls every 30 seconds in the background.
4 Optional: to receive alerts from TradingView indicators, open Advanced: TradingView webhooks at the bottom. That's only needed if you want TV alerts to fire these rules.

Delivery settings

For rules with Email or All channels selected. Powered by Resend.

Phone number (optional)

For rules with SMS selected. Requires Twilio; falls back to email if not configured.

Your alert rules

Each rule fires when its triggers match, passes through the risk layer, then notifies via your chosen channel.

Recent alerts

No alerts yet — you'll see incoming notifications here

Advanced: TradingView webhooks (optional)

Only needed if you want TradingView indicator alerts to trigger rules in this app. Configure your Vercel endpoint + secret below, then use the TradingView webhook received trigger when building a rule.

Vercel webhook URL

Webhook secret token

Your webhook URL to paste in TradingView

          Configure URL + secret above to generate
          
        

Paste this in TradingView's alert "Message" field

{"name":"your-alert-name-here","symbol":"{{ticker}}","price":"{{close}}","direction":"LONG","time":"{{timenow}}"}

Use the same name as the alert you built with the TradingView webhook received trigger — that's how routing works.

Paste a CSV export from your broker, or drop the file below. We'll auto-detect the format and show a preview before importing.

Tradovate Apex NinjaTrader TopstepX Generic (Date, Side, Qty, Entry, Exit, P&L)

Drop CSV file here or click to browse

…or paste the contents into the textarea below

Or paste CSV here

Skip duplicates (date + entry + exit + qty already logged)

⚡ Prop / Funded

💼 Personal Capital

🎯 Options Trading

📝 Paper / Sim

⚡ Prop / Funded

💼 Personal Capital

🎯 Options Trading

📝 Paper / Sim