Changelog
End-user-facing changes, newest first.
First public beta. One login, two journal types you choose per portfolio - Trader and Investor - locked once a portfolio is created.
Portfolios & cash
- Keep multiple portfolios, each in Trader or Investor mode, with its own currency and timezone.
- Deposits and withdrawals with a cash balance that updates automatically.
Trader mode
- Log round-trip trades from individual fills - stocks, options, or futures; long or short. Scale in, average, and trim.
- See your realized profit and loss as you close, recognized per closing fill so each trim counts on its own day. Set planned risk/reward, a stop, a target, and fees.
- Add notes to a trade and to each fill, tag your setups, attach a chart, and record your emotions and confidence at open and close.
- A trades list with search, filters, open/closed grouping, how long each trade was held, and sorting by recent activity - and you can edit any fill later.
- A P&L calendar showing your daily results with weekly and monthly summaries (win rate, profit factor, wins/losses/trims).
- Analytics - net P&L, win rate, profit factor, average win/loss, best and worst trades, an equity curve, and breakdowns by setup and time of day.
Investor mode
- Track long-term positions with a thesis, your "what would change my mind," a conviction level, and a price target.
- Keep research notes (text, link, or image), log conviction check-ins, and record dividends.
- Live stock prices, holding period, total return, and the unrealized gain on what you currently hold.
- Year-to-date performance from your starting value and current account value - deposits and withdrawals don't count as gains - with a comparison against a market index.
- A combined News feed across your holdings, newest first, filterable by ticker, plus a watchlist you can promote straight into a position.
Across the app
- Privacy mode - hide dollar amounts, position sizes, and your email for screenshots and screen-shares.
- Light and dark themes and a layout that works on mobile.
- In-app notifications, including reminders to review your theses.
- Attach images by choosing a file, pasting, or dragging and dropping.
- Import trades from a broker CSV.
- Rich link previews - share a page and it shows a branded preview card.
- Sign in with Whop; Premium unlocks automatically with an active membership.