Trade Manager Beta

A journal and analytics app for two kinds of people. You bring your own records; it turns them into numbers you can understand and act on.

For traders

The discipline journal for futures and prop-firm traders.

Import trades from 20+ platforms, a screenshot, or log them by hand
See what each broken rule cost you, in dollars
Track eval pace, drawdown left and daily loss limits
Review your process with Coach, when you ask for it

For investors

Understand your investments, costs, and performance with confidence.

Advisor and fund fees shown in dollars per year
Your actual return next to simple benchmarks
What your funds really own, and where they overlap
A plain-English report to bring to your advisor

Your data, after the fact. CSV downloads, screenshots or typed entries. No broker login is needed, and Trade Manager can't place trades or move money.

Pricing. $29 a month or $290 a year, with a 14-day free trial. Beta testers with an invite code use it free during the beta.

Educational analytics, not investment, tax or trading advice. Past results don't predict future ones.

By signing in you agree to our & · Privacy

Account

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Trading Dashboard

Personal
Trade Manager

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Account

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Overview

Today

0 trades

This week

Goal —

This month

Goal —

This year

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DD Left

—

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

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

Trade

Date

Direction

Contracts

Prices

Entry

Exit

Fees / Commission ($)

P&L $ (override)

Context

Entry time

Grade

Sweep

Strategy

Rule compliance — check only what you actually did

Leaving Stop, TP or Plan unchecked, or checking Revenge, resets your discipline streak.

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

⚡ Pro Off

Accounts shown:

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

What do these numbers mean?

Profit factor: Money made on winning trades ÷ money lost on losing trades (after fees). Above 1.0 means you're making money; 1.5 or higher is a strong edge.
Max drawdown: The biggest drop in your running P&L from a high point to a later low, trade by trade. It shows the worst stretch you had to sit through.
Avg / trade (expectancy): Your total net P&L divided by the number of trades — what an average trade is worth to you.
R ratio: Your average winner ÷ your average loser. 1.0 means wins and losses are the same size; below 1.0 you need a higher win rate to stay profitable.
Discipline score: The average of your rule checks across the trades shown: the five boxes you tick on each trade (stop, take-profit, exit plan, followed plan, no revenge) plus "Within your limits", which the app checks for you from your daily loss limit, max trades, max size, losses-in-a-row and session hours. Trades you haven't reviewed yet don't count against the boxes.

Win rate

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0 wins

0 losses

0 total

All-time

—

Expectancy/trade

Positive = edge

—

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

What broken rules cost

Appears after your first trade.

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

✦ Coach 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

—

Trading days in

Set start date

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Days left

No deadline

—

$/day to pass

Target remaining ÷ days left

Drawdown health

Gauge

$0$1k$2k$3k

Distance to breach

In dollars

—

In avg losing trades

—

Losing day streak

Pace scenarios

Target ($)

Max DD ($)

Days/week

Avg win/day ($)

Scenario	Days	Weeks	Risk/day

Global market sessions

Pre-market checklist —

Plan the day before the bell rings — 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

Coach market brief

Market Intelligence

Click ✦ Market brief for Coach's read on today's market, your watchlist and recent trades

Not yet generatedClaude Opus 5.5

Watchlist Fetching prices...

↕ Drag rows to reorder · ⚙ Customize columns above

Checklist history

Daily journal

What worked today?

What didn't work?

Mindset & psychology

Tomorrow's focus

Journal log

No entries yet

Coach analysis

Coach reviews your trades and journal and tells you what to fix.

Monthly stats

By grade

Rule compliance

Best & worst

Market calendar

Legend

Trading day

Market holiday — closed

Early close (1:00 PM ET)

Economic release (FOMC, CPI, jobs, PPI, GDP, PCE)

Upcoming

Position size

How much are you willing to lose?

Risk per contract (stop × tick value)

Max contracts

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Setup gradingA: stop ≤ 8 ticks · B: 9–12, half size · Skip: over 12

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 by stop size 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

Strategy Coach

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

Your trading rules

Your rules for this account. Use Edit rules to make them yours.

Daily rules

Skip the session if

Your edge / what you exploit

Entry criteria

Exit rules

Your trading mantra

Alerts

Turn on what you want. Alerts work even when Trade Manager is closed.

Your custom alerts

How alerts reach you

This device

Checking…

Alerts set to Email go to your sign-in address.

Quiet hours

No phone, email or text alerts during these hours. They still show in your history.

New alerts are sent by

Recent alerts

No alerts yet. Turn one on above and it will show up here when it fires.

Advanced: TradingView alerts

Send alerts from your TradingView indicators or strategies into Trade Manager, so they go through your “only if” checks and reach you the same way. Create an alert below with the condition TradingView alert arrives, then use these in TradingView.

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 NinjaTrader Rithmic R|Trader TopstepX / ProjectX Sierra Chart Quantower ATAS TradingView Interactive Brokers thinkorswim / Schwab TradeStation tastytrade Webull Fidelity Robinhood E*TRADE MetaTrader / FTMO cTrader Any other CSV — map the columns yourself

Drop a CSV or Sierra Chart .txt log 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)

Welcome to Trade Manager

Let's get you set up

60 seconds. You can change any of this later in Account settings.

What do you want to track?

Prop / Funded

Apex, Topstep, FTMO, My Funded Futures — has profit targets and drawdown limits.

Personal capital

Your own money in a retail broker account.

Options

0DTE, spreads, premium selling.

Paper / sim

Practice account, building a track record.

Investments

Brokerage, IRA or 401(k) — with or without an advisor. See real returns, fees, income and taxes.

⚡ Prop / Funded

💼 Personal Capital

🎯 Options Trading

📈 Investing — brokerage, IRA, 401(k)

📝 Paper / Sim

⚡ Prop / Funded

💼 Personal Capital

🎯 Options Trading

📝 Paper / Sim