Trade Notes Connected to Analytics

Import your history, add context, detect an evidence-backed finding, turn it into a rule, and monitor the next sample in one trading analytics platform.

Structured Context for the Analytics Loop

Add notes, setups, screenshots, and user-recorded behavior to the imported evidence behind each review

Advanced Trade Logging

Record available entry, exit, size, stop, target, setup, note, screenshot, and user-entered behavior context for later analysis.

Performance Analytics

Track win rate, profit factor, maximum drawdown, and other key metrics to understand your trading performance over time.

Automated Trade Import

Use supported direct connections or file import. Provider availability, imported fields, and synchronization timing vary by connection.

AI-Assisted Review

Review optional AI observations beside deterministic metrics, linked records, data limitations, and your own journal context.

Trading Calendar

Visualize your trading activity, mark important market events, and plan your trading sessions with our integrated calendar.

Risk Management Tools

Calculate position-size and risk/reward scenarios and review available drawdown and exposure fields without receiving a recommended risk level.

A closed-loop review workflow

Use journaling as the input to a closed analytics loop: import, detect, create a rule, and monitor

Key Benefits

Compare measured setup and execution patterns with their supporting trades
Compare user-recorded behavior context with historical outcomes
Calculate deterministic P&L metrics and export records for independent review
Analyze performance across different markets and timeframes
Review recorded rule adherence beside subsequent trade evidence
Share insights with trading communities

Trading Journal Features

  • P&L analysis from the latest imported data
  • Advanced charting and visualization
  • Portfolio allocation insights
  • Trading community features

Build Your Personal Trading Record

Each retained entry, review, and checklist can add context to your personal evidence set, subject to data quality and the published retention terms.

Psychology & Emotional Tracking

Record selected emotional or process context and compare those tags with historical outcomes. The relationship is descriptive and does not diagnose a psychological condition.

Post-Trade Reviews

Add structured assessments covering entry context, execution, and lessons recorded. Review those notes beside the underlying trade evidence.

Daily Checklists & Streaks

Follow pre-market, session, and post-market routines. Track completion and compare rule adherence with the trades that followed.

Strategy Playbooks

Document your trading edge with step-by-step playbooks. Define entry conditions, exit rules, and risk parameters — a personal strategy rulebook refined over time.

Journal & Notebook

Capture trade reflections and general trading ideas in separate spaces. Your journal entries become a searchable record of your growth as a trader.

Track Your Growth

Each retained trade, review, and completed checklist adds context to your personal evidence set, subject to the published privacy and retention terms.

Current Security and Privacy Controls

Review how authenticated access, encrypted transport, credential encryption, retention, and service providers are described in the current policies.

Encrypted Connections

All data transmitted between your browser and our servers is protected with industry-standard TLS encryption.

Private by Default

Personal trading data is not sold for advertising. Access and service-provider processing follow the published privacy policy and account controls.

Secure Infrastructure

Data is stored on managed infrastructure with operational backup and recovery controls. No system can guarantee that data is never lost; exports remain available for customer-controlled copies.

Frequently Asked Questions

What is a trading journal and why do I need one?

A trading journal records each trade's entry, exit, setup, psychology, and outcome. Structured records give an analytics system evidence it can group, compare, and test instead of relying on memory alone.

What brokers and exchanges can I connect to TradeInsights?

TradeInsights supports selected MT4, MT5, crypto, and brokerage connections, plus CSV and manual entry. Review the broker page for current provider availability and imported fields.

Is my trading data private?

TradeInsights uses authenticated access controls and TLS in transit, and encrypts saved broker credentials at the application layer before storage. Personal trading data is handled under the published privacy policy and is not sold for advertising.

How is TradeInsights different from a spreadsheet?

TradeInsights combines imported history, calculated performance metrics, journal context, evidence-backed findings, and optional paid AI-assisted review in one workflow. A spreadsheet can reproduce parts of that process, but requires you to define and maintain the calculations yourself.

Does TradeInsights work for forex, crypto, futures, and stocks?

TradeInsights can analyze forex, crypto, equity, futures, options, and CFD records when a supported connection or file import supplies the required fields. Venue, symbol, history, and field coverage vary, so reconcile imported results against official statements.

How much does TradeInsights cost?

New users can import and store 30 trades at no cost and unlock a First Value Report after 20 qualifying imported trades. Premium is $24/month or $192/year. Pro is $49/month or $390/year. New subscriptions do not include a free trial; existing trial and free-access commitments remain honored.

Ready to Turn Trade History Into Evidence?

Import qualifying trades, inspect the First Value finding, and decide whether the continuous analytics loop is worth paying for.

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