Everything The Sage's Ledger does, in one place. Jump to a section, or just scroll.
Login is Whop-only - there's no separate password to set up. Your Trend Sage / Whop account is your account here.
Trader portfolios track round-trip trades built from fills, with a P&L calendar, setups, and emotions. Investor portfolios track long-term positions with a thesis, conviction check-ins, dividends, and live quotes. You choose the mode per portfolio, and it's locked once the portfolio is created.
Yes - as many as you want, each independently Trader or Investor mode, with its own base currency and timezone.
No, mode is locked after creation. If you need the other mode, create a new portfolio - your existing one and its history are untouched.
Pick a base currency and an IANA timezone per portfolio at creation. On the investor side, a foreign-currency stock's live price shows in its own quote currency, while every derived figure (cost basis, market value, return) is converted into your portfolio's base currency - historical fills use the FX rate on their own date, and the live price uses a live rate.
A trade is created by its first transaction (a "fill") and closes automatically once the net quantity returns to zero. Add more fills to scale in or trim; the direction (long or short) locks at open.
On an average-cost basis. Realized P&L is recognized per closing transaction, on its own execution date (in the portfolio's timezone) - so a partial trim realizes on the day it happened, not lumped into the day the trade fully closes. Editing any field or transaction recomputes everything; no realized figure is ever frozen.
There's no live/mark price on the trader side - Open P&L is the realized P&L already booked on the trims done so far (zero if you haven't trimmed yet). It becomes the trade's final realized figure once it fully closes.
Yes - an open confidence score (1-10) at open, a process score (1-5) at close (how well you executed, independent of outcome), plus emotion tags at both open and close.
Custom labels you create (e.g. "Breakout", "Pullback") and assign to trades, so Analytics can break down which setups actually perform.
Yes, at open. Your planned reward:risk ratio is fixed from the first fill's price, and once the trade closes you'll also see the actual R-multiple (realized P&L over your initial planned risk).
A way to group several trade legs (e.g. the legs of an options spread) under one strategy, so the trades list shows and tracks them together instead of as unrelated rows.
Yes - one chart image per trade (PNG/JPEG/WebP, up to 5 MB, automatically downscaled), plus free-text notes.
It opens a candlestick price chart for the trade's ticker with a marker on every fill. The bar interval zooms automatically to match how long you held it - 15-minute bars for a same-day trade, hourly for a multi-day swing, daily for a longer position - and includes pre-market/after-hours activity.
Yes - CSV import walks you through mapping columns, choosing a date/time format, validating the rows (rejecting anything with a future execution date), and previewing the resulting trades before anything is saved.
Optional rules you define for a portfolio (e.g. a daily loss limit, a max trades/day cap) that flag any trade that broke them - shown as a warning badge on the trades list and on the trade detail page.
Backdating is fine. Future-dated executions are rejected in both modes (judged against the portfolio's own timezone) - option expiration dates are the one exception, since those are naturally set in the future.
Long-term positions instead of round-trip trades: a written thesis, conviction check-ins over time, dividends received, live quotes, and total return measured against a benchmark.
Stock quotes are live (including pre-market and after-hours) on a roughly 10-minute cache shared app-wide. Option position quotes are delayed and keyed to that specific position's strike/expiration/call-or-put, since one ticker can have several open contracts at very different prices.
Yes - updating your equity (Net Liq) triggers a forced fresh quote fetch instead of waiting on the cache.
Realized + unrealized + dividends, measured against total invested. Once you've entered a year-start equity and your current Net Liq, you also get a time/money-weighted YTD return (Modified Dietz), which correctly treats deposits and withdrawals as external flows rather than performance.
Your YTD return is compared to a chosen index - S&P 500 by default, with a few other presets available - using that index's actual return over the exact same window, not a placeholder number.
No - dividends are income only. They're recorded and included in total return, but never change your share count or average cost.
A dated log of how confident you are in a position's original thesis, so you can see conviction trending up or down over the life of that specific holding. Each position's conviction is tracked and charted on its own - it's never averaged across positions, since confidence in one holding says nothing about another.
Yes - tag positions with your own sector labels for allocation breakdowns on the Analytics page.
Yes - a watchlist for tickers you're tracking but haven't opened yet, plus a News/Filings tab with headlines and SEC filings for your held and watched tickers (US-listed tickers only for filings, since that data comes from SEC EDGAR).
An equity curve, win rate, expectancy, payoff ratio, win/loss streaks, R-multiples, ranked best/worst trades, and breakdowns by setup tag, symbol, long vs. short, and time of day/day of week - all filterable by period (MTD/YTD/1M/3M/6M/1Y/All).
Your best performing day, least performing day, most active day, and best win-rate day - each measured by day of the week, all-time.
The percent of your days/weeks/months that closed net-positive, your single best and worst day, and - if you've set any daily/weekly/monthly P&L goals - how often you hit each one.
Realized vs. unrealized P&L, per-position return, a conviction trend chart per position, and allocation breakdowns by position and by sector.
A monthly grid of daily realized P&L, colored green or red. A trade that was opened and closed the same day shows as a single combined entry instead of one row per trim, since every fill happened within that one day anyway. Switch to a year view for a 12-month overview.
The win/loss record and win rate only count fully-closed trades, decided by that trade's total realized P&L - one win or one loss per trade. Trims are never counted as a win or a loss on their own, though their dollar amount still adds into the day's and period's totals.
Auto-computed daily and weekly summaries - realized P&L, closed-trade count, win rate and record, average process score, best/worst trade, and most-used setup tag - with room for your own written reflection on that period.
Yes - optional daily, weekly, and monthly dollar goals per portfolio, each independently editable. The calendar badges any day or week that hit its goal, and Analytics reports your overall hit rate.
Someone you invite by email to a trader portfolio, giving them read-only access to every trade in it. They can look, but can never edit, close, delete, or manage anything - including other mentors.
Go to Manage portfolios, click Edit on the portfolio you want to share, and use the Mentors (read-only access) section to add them by email.
No - the invite works by email match whether or not they've signed up yet. Once they sign in with that exact email, the portfolio automatically shows up in their own sidebar, tagged "Mentee".
No - viewing a portfolio as a mentor doesn't require the mentor's own Premium plan. Only the owner needs Premium to journal in the first place.
Yes, at any time, from the same Mentors section in the portfolio's Edit view.
Position sizes (share and contract quantities) and every dollar amount, including chart value axes and your account email. It keeps cost basis, prices, percentages, counts, and dates visible, so the app is still fully usable while it's on.
No - it's purely a display toggle. Nothing about your stored data is altered, hidden from you specifically, or recalculated; it only changes what's rendered on screen (and in generated share images).
In the sidebar, just below the light/dark theme toggle.
All journaling features, in both Trader and Investor mode. Free accounts can manage their profile and see the upgrade prompt, but can't create or use portfolios.
Premium is $15/month. See current pricing and any active offers on Whop.
Entirely through Whop - there's no separate in-app payment. Your plan here reflects your Whop membership automatically.
From Settings -> Subscription, click "Manage on Whop". Access continues until the end of your already-paid period.
Click "Refresh membership" on Settings -> Subscription (or the Upgrade page) to force an immediate re-check, instead of waiting for the automatic background sync.
Yes - deleting a trade, position, tag, or portfolio always requires an explicit confirmation step, enforced on the server, not just hidden behind a UI click.
The tag is unassigned from those records, but the trades or positions themselves are kept exactly as they are.
PNG, JPEG, or WebP, up to 5 MB, automatically downscaled - one chart image per trade, one image per investor research note.
The public changelog lists every user-facing release, in order.
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