Click New Position to start building your investment journey.
Position Size Calculator
Optimal total account risk should be 1.25% for a FULL position. Divvy up risk from there. 4× 1/4 positions equals 1.25% risk with average SL of 5%.
Chop Profit Targets
Long trades only. Enter entry and stop; see prices for 2x risk (2R) and 3x risk (3R).
Bet Sizing
SMB Opportunity Risk × Trade Risk. Enter Daily Stop and Stop Loss ($/share) — bet dollars and share size update automatically. Shares = final bet $ ÷ stop loss. Click a grade in each table (or use the matrix) to set the bet.
| Grade | % | $ |
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| Grade | % | $ |
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Journal
Trade log · realized P&L
| Trade # | Date | Symbol | Quantity | Price Bought | Price Sold | $ gain/loss | % gain/loss | sold date | # days held | Notes | position size |
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Monthly Tracker 2026
| AVG gain | AVG loss | WIN % | Total Trades | LG gain | LG loss | AVG days gain | AVG days loss | |
|---|---|---|---|---|---|---|---|---|
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| TOTAL/AVG | — | — | — | — | — | — | — | — |
| Winning Percentage | — |
| Average Gain | — |
| Average Loss | — |
| Win / Loss Ratio | — |
| Adjusted Win / Loss Ratio (Expectancy) Goal >1 | — |
Rules
Equity Curve
Dashboard
Live overview of portfolio value and P&L. Your home base.
Portfolio Allocation
Adjust the fields below to match your accounts. The pie chart updates live.
Account Values
Allocation Breakdown
Drag labels to reposition · Double-click a label to reset it
Portfolio Value Over Time
Manually capture total portfolio value ~once per month. Add or edit entries below.
Research
Stats on library folders, tags, and setup grades. Read-only — does not change studies.
Expectancy
Same formula as Insights Trading Summary: (win rate × avg gain) ÷ (loss rate × avg loss), using manual P/L % on matching studies. Goal > 2.
Reminder: this uses studies from your Study Library folder (and their setup grades / tags / P/L %), not trades from the live Journal.
Expectancy in R
Classic formula: (Win rate × Avg win R) − (Loss rate × Avg loss R). That equals the average R of matching studies (from Trade Prices: Entry / Exit / Stop). Only studies with a computable R are included.
Independent of the P/L % Expectancy box above (that one uses the Insights ratio on manual P/L %).
Setup detail histograms
Distribution of Setup details fields for studies in a library folder, with the same Filter + 2nd filter as Expectancy in R (grade and/or tags). Charts missing that field are left out of the bars.
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Daily Report Card
Daily process review · saved per day in this browser
That day’s sole specific focus you want to consciously work on and grade yourself on.
Examples: Listen to intraday chart and box · Selective — only take trades worth writing up.
Chop Forward Test
CFT trade log · does not affect live trading data
| Trade # | Date | Symbol | Quantity | Price Bought | Price Sold | $ gain/loss | % gain/loss | sold date | # days held | Notes | position size |
|---|
CFT Monthly Tracker
| AVG gain | AVG loss | WIN % | Total Trades | LG gain | LG loss | AVG days gain | AVG days loss |
|---|
| Winning Percentage | — |
| Average Gain | — |
| Average Loss | — |
| Win / Loss Ratio | — |
| Adjusted Win / Loss Ratio (Expectancy) Goal >1 | — |
CFT Equity Curve
Chop Portfolio
Chop trade log · does not affect live trading data
| Trade # | Date | Symbol | Quantity | Price Bought | Price Sold | $ gain/loss | % gain/loss | sold date | # days held | Notes | position size |
|---|
Chop Monthly Tracker
| AVG gain | AVG loss | WIN % | Total Trades | LG gain | LG loss | AVG days gain | AVG days loss |
|---|
| Winning Percentage | — |
| Average Gain | — |
| Average Loss | — |
| Win / Loss Ratio | — |
| Adjusted Win / Loss Ratio (Expectancy) Goal >1 | — |
Chop Equity Curve
Mock Portfolio
Mock trade log · does not affect live trading data
| Trade # | Date | Symbol | Quantity | Price Bought | Price Sold | $ gain/loss | % gain/loss | sold date | # days held | Notes | position size |
|---|
Mock Monthly Tracker
| AVG gain | AVG loss | WIN % | Total Trades | LG gain | LG loss | AVG days gain | AVG days loss |
|---|
| Winning Percentage | — |
| Average Gain | — |
| Average Loss | — |
| Win / Loss Ratio | — |
| Adjusted Win / Loss Ratio (Expectancy) Goal >1 | — |
Mock Equity Curve
Scalp Trades
Scalp trade log · does not affect live trading data
| Trade # | Date | Symbol | Side | Quantity | Entry | Exit | $ gain/loss | % gain/loss | exit date | # days held | Notes | position size |
|---|
Scalp Monthly Tracker
| AVG gain | AVG loss | WIN % | Total Trades | LG gain | LG loss | AVG days gain | AVG days loss |
|---|
| Winning Percentage | — |
| Average Gain | — |
| Average Loss | — |
| Win / Loss Ratio | — |
| Adjusted Win / Loss Ratio (Expectancy) Goal >1 | — |
Scalp Equity Curve
Scalp P&L Calendar
Net $ and trade count by exit date · scalp trades only
Library
Chart screenshots, annotations, and write-ups for learning.
Definitions for your library tags. Removing a legend entry does not strip tags from studies.
Journal symbol clicks only open charts in checked folders (e.g. 2026; add 2027 later). Match = Symbol + Chart date (= entry date).
No studies yet
Upload a chart screenshot and write what you learned. Search applies only to the open folder.
Drop a chart image here or use Upload
Final = points earned / max possible. Tech/Theme/RS: C=7, B=8, A=9, A+=10 (RS labels 80–84…95–100). Market: 7=10&21↓+3SL, 8=10&21↓, 9=10↓ or 10<21, 10=10&21↑ both (max 10). Bands: 96–100% A+, 90–95% A, 80–89% B, 70–79% C, ≤69% F. Click again to clear.
Entry / Exit / Stop → Risk $/share, P/L $/share, and R. Shares not needed (they cancel out in R).
Get a free key at finnhub.io (no credit card). This app only sends symbols + your key over HTTPS to fetch numbers — it does not run code from Finnhub.
This browser: counting…
If counts are all 0: this site has no data yet. On your PC where data looks good, click Export, then here click Import and choose that JSON. Then Push. Netlify and your local file are different browsers — data does not move until Import or Pull.
In Supabase: Project Settings (gear) → API.
Copy Project URL and the anon / public key
(long string starting with eyJ — not the service_role secret).
Saved only in this browser.
This is a new email + password for this app only (not your Google login). Password must be at least 6 characters. Then click Sign up once; later use Sign in.
Push uploads this browser’s data to your private cloud. Pull replaces this browser with the cloud copy. Finnhub API key is never uploaded. Export still works as a local backup.