About TradeInsights
We build a closed-loop trading analytics platform: import trade history, detect a supported finding, turn it into a rule, and monitor the next sample.
What is TradeInsights?
TradeInsights is a trading analytics platform designed to help active traders import their activity, detect evidence-backed risk and behavior patterns, turn findings into rules, and monitor whether execution changes. Journaling supports that loop; it is not the product's complete outcome.
Who is TradeInsights Built For?
Individual traders reviewing performance, risk, and behavior in their own history
Full-time traders requiring advanced analytics and reporting
Traders monitoring account rules, drawdown, and execution across evaluations
Long-term investors tracking portfolio performance over time
Coaches and mentors helping students improve their trading
Groups requiring shared dashboards and collaboration tools
Core Problems We Solve
Trade data is often fragmented across brokers, notes, and dashboards. TradeInsights connects that evidence to a finding, a rule, and a result you can monitor over time.
Scattered Trading Records
Centralized journal with all trades, notes, and analytics in one place
Lack of Performance Insights
Traceable metrics and comparisons that show what changed in the available sample
Emotional Trading Decisions
Behavioral evidence and optional AI-assisted review tied to imported records
Poor Risk Management
User-defined limits, informational calculators, and monitoring alerts
Manual Data Entry
Supported direct, provider, and file-import paths with explicit availability
No Accountability
Structured journaling and goal tracking to maintain discipline
Key Features Overview
Trading Journal
A comprehensive trading journal that goes beyond simple note-taking. Log every trade with detailed entry and exit information, attach screenshots and charts, add tags for categorization, and write reflections on your decision-making process. The journal supports rich text formatting and can be linked directly to your trade records for seamless analysis.
- Rich text editor with image support
- Custom tagging system for trade categorization
- Optional self-reported mood and decision context
- Direct trade linking for context
Performance Analytics
Review measured performance with detailed analytics and visualizations. Track metrics over time and compare outcomes across the conditions recorded in your imported history.
- Win rate, profit factor, and recorded return summaries
- Maximum drawdown and recovery analysis
- Time-based performance breakdowns (by hour, day, week)
- Asset and strategy performance comparisons
Risk Management Tracking
Informational risk tools help you calculate scenarios, record your own limits, and compare planned exposure with imported outcomes. They do not choose a suitable risk level for you.
- Position size calculator based on account risk
- Risk-reward ratio tracking for each trade
- Daily and weekly loss limits monitoring
- Drawdown alerts and notifications
Trade History & Statistics
Complete trade history with powerful filtering and sorting capabilities. Every trade is stored with full details including entry/exit prices, position sizes, fees, and profit/loss calculations.
- Full trade history with advanced search
- Filter by date, asset, strategy, or outcome
- Export trades to CSV or PDF reports
- Detailed statistics for any time period
Supported Asset Classes
TradeInsights can represent multiple asset classes when the selected connection or import format supplies the required fields. Coverage and available metrics vary by data source.
Cryptocurrencies
Bitcoin, Ethereum, Altcoins, DeFi tokens
Forex
Major pairs (EUR/USD, GBP/USD), Minor pairs, Exotics
Stocks
US equities, International stocks, ETFs
Futures
Index futures, Commodity futures, Currency futures
Options
Stock options, Index options, Crypto options
Commodities
Gold, Silver, Oil, Agricultural products
Subscription Plans
New accounts start with a free 30-trade diagnostic. Premium and Pro subscriptions renew until canceled; canceling stops future renewal while access continues through the paid period.
Payment Options
Subscription Payments
Pay for your subscription with supported cryptocurrency or card methods. Monthly and annual subscriptions renew until canceled; canceling stops future renewal while paid access continues through the current billing period.
- Monthly or annual billing
- Crypto payments accepted (BTC, ETH, USDT, USDC, SOL, BNB, TRX)
- Card / bank payments via Stripe
- Renewal and cancellation behavior shown before checkout
Billing Cycles & Savings
Choose monthly or annual billing. Current Premium and Pro prices are shown below and at checkout:
Free
- Import and store 30 trades
- Unlock a First Value Report at 20 qualifying imported trades
- Inspect an evidence-backed finding
- Existing users keep their grandfathered allowance
Premium
- Comprehensive Reports
- Integrated Calendar
- Smart Notebook
- Trading Journal
- Trader Psychology Tools
- Risk Management Calculator
- File Import
- Supported Broker Sync
- AI-Assisted Evidence Review
Pro
- Everything in Premium
- Advanced Analytics
- Strategy Backtesting
- Advanced ChartAI
- Multi-Account Management
- Playbook Builder
- Priority Support
Our Story
Product work on TradeInsights began in 2023 with a simple recognition: trade records, context, and analytics were too often split across spreadsheets and disconnected tools.
What started as a personal project grew into a focused product effort for individual traders and trading teams that need a clearer way to understand risk, behavior, and execution across their own history.
TradeInsights combines deterministic analysis with guarded AI-assisted review so traders can inspect the evidence behind a finding before deciding what to change.
The product direction is deliberately measurable: help a new paying customer import at least 20 qualifying trades and view an evidence-backed finding within 24 hours, then keep that feedback loop running.
Our Journey
Foundation
TradeInsights was founded to make evidence-led trading analytics easier to use and independently review.
Beta Launch
Opened an iterative beta to test the journal, import, and analytics workflow.
Official Launch
Publicly launched the TradeInsights platform with core journal and analytics features.
AI Evidence Review Release
Launched SageAI to query imported trade records and return source-grounded, descriptive findings.
Workflow Expansion
Expanded the platform from trade capture into performance, risk, behavior, and multi-account analysis.
Pro Workflows
Released Trading Lab backtesting and expanded multi-account analysis workflows for Pro subscribers.
Ownership Transition
Tier9AI acquired TradeInsights on November 15, 2025. The TradeInsights product and legal service commitments remain the focus of this site.
Ownership & Leadership
Tier9AI acquired TradeInsights on November 15, 2025. TradeInsights continues to operate as a focused trading analytics product under the terms, privacy policy, and support commitments published on this site.
The operating priority is measurable product value: help customers import usable data, inspect the evidence behind a finding, create a rule, and monitor the next sample.
Evidence First
Methods, samples, and limitations before conclusions
Clear Scope
Data availability and product limits stated plainly
Measured Activation
Imported trades and a viewed finding—not raw signups
Peter
Owner, TradeInsights
TradeInsights is led by Peter, who brings 25+ years in fintech to the platform. A former Amazon leader, he has spent his career across payments, digital banking, and enterprise financial technology — pairing deep technical know-how with business acumen to turn complex systems into tools traders can actually use. His focus is simple: make each trading finding inspectable, actionable, and measurable.
Contact meOur Vision & Long-Term Direction
Make Evidence Usable
Our goal is to make each finding inspectable: show the method, evidence set, confidence, and limitations so a trader can decide whether the result deserves a rule.
Evidence-Grounded AI
AI-assisted review should remain tied to imported records, expose uncertainty, and complement deterministic metrics. It is an optional analysis layer, not a trading signal or substitute for professional advice.
Focused Trader Workflows
We are concentrating the product around three concrete jobs: prop-risk control, behavioral analysis, and multi-account performance review.
Measured Development
New imports, analyses, and workflows are added when their data requirements and product limits can be stated clearly. The changelog records shipped changes; roadmap ideas are not presented as available features.
Our Core Values
At TradeInsights, our values guide everything we do. They shape our product decisions, our interactions with users, and our vision for the future of trading technology.
Data-Driven Excellence
We use measured trade data to make patterns inspectable. Metrics are shown with their sample and context so customers can decide what deserves further review.
Continuous Learning
TradeInsights supports repeated review: inspect a finding, define a rule, and compare the next sample. AI-assisted observations remain secondary to the underlying records and deterministic metrics.
Risk Management
Risk tools calculate scenarios and monitor limits selected by the customer. They do not determine an appropriate risk level, guarantee protection, or recommend a trade.
Accessible Analysis
We design the workflow to be clear in a browser, explicit about product limits, and usable without claiming a customer scale we cannot verify.
Trader Success
We measure activation by evidence, not registrations: imported trades and a viewed First Value Report are the first meaningful milestones.
What We Offer
The platform combines import, analysis, evidence, rules, monitoring, and optional AI-assisted review. Availability varies by plan and data source.
Advanced Performance Analytics
Review win rate, profit factor, recorded returns, and drawdown from eligible trade history. Compare trends through interactive charts while keeping the underlying sample visible.
Structured Trade Evidence
Document trades with notes, screenshots, and custom tags. Link journal entries to specific records so qualitative context can be reviewed beside measured outcomes.
Portfolio Management
Review multiple accounts and asset classes in one place. Compare available position sizing, exposure, and correlation metrics without losing account-level context.
AI-Assisted Evidence Review
Ask questions about your imported history and review AI-assisted observations alongside the underlying trade records. AI output is informational and should be independently evaluated.
Risk Management Tools
Use informational calculators for position sizing and risk/reward scenarios. Set your own risk parameters and monitor when imported activity approaches those limits.
Strategy Backtesting
Simulate rules against available historical data and compare reported metrics. Results depend on data quality and assumptions and do not predict future performance.
Examples of Supported Analysis
Illustrative analyses, not customer testimonials or guaranteed findings:
Session analysis can surface measured differences across times of day, days of week, and available market conditions, with the supporting sample shown for review.
Day Traders
Journaling beside outcome data can expose correlations between recorded context—such as mindset, preparation, or setup type—and measured results.
Swing Traders
Risk analysis can flag position-sizing patterns such as changing exposure after streaks, when the imported sample contains enough evidence.
Futures Traders
Our Technology
Built with modern, secure, and scalable technologies to ensure reliability and performance.
Frontend
Backend
AI & Analytics
Security
Ready to Transform Your Trading?
Import your history, review the evidence behind a finding, and decide whether the TradeInsights workflow fits your process.