Dashboard

Your journal is empty

Import your broker's trade-history CSV — or add trades by hand — and the dashboard, statistics, and the Coach light up from your very first trade.

Import your trades

Getting started

1 · Import your tradesBroker CSV or manual entry. Insights unlock at 15 trades. 2 · Set today's planMax loss, trade limit, no-trade windows — the review checks your day against it. 3 · Ask the CoachIt sees your trades and plans. Start with "What patterns do you see?"

Equity curve?

Cumulative P/L

Discipline?

Process

0

/ 100

Trader's math?

Size of wins beats count of wins

Recent trades

View all →

Performance calendar?

‹ ›

Green days Red days Best day

Performance by time of day?

Customize?

Edge by tag?

Your tags, priced

Edge by day of week?

When your edge shows up

Edge by setup grade?

Take more A+, skip more B

Edge by hold time?

Entry to exit

Edge by symbol?

Where your edge lives

New rule?

Rule type

Name (optional)

Save ruleCancel

Start from a template

Your rules?

All trades Long / Calls Short / Puts Winners Losers

Tags ▾

Export CSV Report / PDF

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Your brokers?

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Connect a broker

How syncing works

• Read-only. The connection can read your orders and nothing else. It cannot trade, move money or change your account.
• Stocks, ETFs and options. Futures and prop-firm accounts are not covered yet — keep importing those from a CSV.
• Closed trades only. Buys and sells are paired into round trips; scale-ins and scale-outs become one trade. A position you still hold shows up once you close it. The first sync reaches back 30 days.
• It syncs on its own. Every market day after the US close (4:15 PM New York time) your trades are pulled in for you — they are waiting the next time you open the journal.
• Sync now, once a day. For when you want today's trades before that. Press it when you are done trading — it is the end of your session, not a refresh button.
• P/L is before commissions. Brokers report fees a day later and separately; synced trades do not include them yet.
• Disconnecting keeps your trades. It only stops new ones arriving, and removes the link at SnapTrade.

Import a broker CSV?

Download template

Drag & drop a CSV file here, or click to choose one Your broker's trade-history export — a raw fill/execution log works too: buys and sells are paired into trades automatically, and scale-outs at multiple targets are merged into one trade. The file is previewed before anything is saved.

Asset class? Auto-detect per rowOptionsFuturesStocks

Prop account for this import (optional) Applies when you click Import below. If your file has its own account column, every trade is matched to its account automatically — leave this on Auto.

Import Clear

Add a trade manually

Date

Time (ET)

Exit time (ET)?

AssetOptionsFuturesStocks

Symbol

DirectionCALLPUT

Prop account

Contracts

Entry price

P/L ($)?

R : R?

Exits

+ Add scale-out exit Sold at multiple targets? Add a row per exit with how many contracts came off at each price — the average exit and P/L are computed for you and each exit is recorded in the note.

Tags

Tags power the Edge-by-tag card and the Discipline Score — custom tags are welcome too.

Note

Add tradeCancel

Daily plan?

Before the open

Bias

LongNeutralShort

Max loss today ($)

Max trades

No-trade windows ET

+ Add window

Levels marked News checked Size set

One thing I'll do today

Notes (optional)

Save plan

Daily review?

After the close

Pick a day to see its numbers.

How did you trade today?

12345

One sentence: the lesson

Save review

The Coach reads your plans and reviews — ask it "Did I trade my plan today?"

Recent days

Delete all

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Plan a trade?

Account size

Risk per trade (% of account)

Instrument? Shares / ETF / crypto · ×1 Option contract · ×100 Futures · MNQ · $2 a point Futures · MES · $5 a point Futures · NQ · $20 a point Futures · ES · $50 a point Custom value per point…

Entry price

Stop price

Optional

Target price

Second target

Fees per unit, round trip?

Largest position (% of account)?

Loss limit to stay inside?

Smallest size step?

Everything except the entry, stop and targets is remembered on this device.

Your plan

What your history says?

Refresh

Loading your patterns…

Display?

Currency

Save settings

Figures inside AI-written insights and the daily review's rule checks are computed on the server and read in dollars for now. Support: — for account changes, billing and refunds; a human answers.

Chart?

Open in TradingView ↗

Symbols

Clear

Times in New York time (ET). Drawings, indicators and chart settings made here are not saved — use "Open in TradingView" for your own layouts. Category menus list only symbols this widget will chart; US futures trades are shown on the matching index CFD because CME contracts are locked to TradingView accounts.

This week's economic calendar?

Refresh

High Medium Low Non-economic

Currencies

Today onward Full week

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Times shown in New York time (ET). Data published by Forex Factory. Their free feed carries the schedule, forecast and previous figures; it does not publish the released "actual" numbers, so check Forex Factory itself for those.