No credit card required. Fully test your integration/upload process.
Many brokers allow auto sync, but you can still import a file from your broker.
Track, analyze, optimize your trading performance.
Two options:
First option: Tested only with equities and options. Send Robinhood an e-mail asking for your transaction history. Upload the file once you get it.
Oddities with expired short puts/calls: you will need to manually edit the side of an expired options short put/call because the .csv exports as both sells so no pnl is generated and you end up short for double the quantity instead of flat. If you don't short puts/calls, you will be fine, else do the process above. As of Jan, 2024, this option will import your cash transactions automatically. Here is how the header of the .csv should look like:
Activity Date,Process Date,Settle Date,Account Type,Instrument,Description,Trans Code,Quantity,Price,Amount,Suppressed
Second option:
Tested with equities, options and cryptos. Install this chrome extension that downloads your trades in a csv format. Import the generated file. Please note the extension is not made by our company.
Don't upload the positions report. It's not the right one.
Fed up with juggling logins across multiple brokers to track your portfolio? Our system streamlines everything, consolidating your portfolio on one screen. Plus, keep tabs on your favorite assets through watchlists.
Say goodbye to those cumbersome trading spreadsheet. Embrace our fully searchable WYSIWYG HTML editor, which allows you to effortlessly record your trading events, complete with unlimited storage for trading-related images.
Multiple import options available (manual entries, csv template, broker files and auto imports via api). We work with 140+ platforms and brokers from all corners of the world.
Set account goals, add your own commissions, custom fees, adjustments and have full control of your trading business per account or altogether.
Research financial information, earning dates, charts and company profile from 20+ world exchanges. Powered by Trading View.
Trading journal suitable for stocks, futures, options, forex, cdfs, cryptos and other markets. Visit our help page for a full list of supported assets.
Share your trades and metrics with your mentor or community and bring extra accountability to your business.
Track your broker fees, dividends, deposits, withdrawals, platform fees, you name it. Trademetria is also an accounting system, but made for traders and investors.
Powerful REST API to create custom applications or seamlessly showcase your statistics on your website or application.
Delete, add, edit trades in batch. Type data just like an excel spreadsheet.
Monitor outcomes for individual legs and spreads. Generate spread-specific reports to uncover your best performing options strategies.
Choose among dark, white or build your own theme. Customize journal templates, default language, report formats, language, filter settings and more.
Profit factor, expectancy, holding times, win rate, daily win rate, long/short ratios, averages, projections, totals and many more.
See a chart with your entry and exit points of single or multiple trades for the day or a particular asset. Great for scalpers or swing traders.
Don't like to type? Upload your trading related images and have your own searchable image database.