Blog/Guide

100 Things You Can Do with TraderInsight.pro

This guide shows you 100 ways TraderInsight.pro can be used to journal, analyse, and improve your trading - across every asset, broker, and strategy.

100 Things You Can Do with TraderInsight.pro
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75–95% of traders lose money long-term. Not because markets are impossible to beat - but because most traders have no idea what they're actually doing wrong. They repeat the same mistakes, abandon strategies too early, overtrade their worst hours, and have nothing but a broker statement to reflect on.

TraderInsight.pro was built to fix that.

It's a high-performance trading journal designed by traders, for traders - giving you the tools to import your trades from any broker, analyse your performance across every dimension, document your decisions, and share your progress with the people who help you grow. Whether you're a day trader, swing trader, paper trader, or running a prop firm evaluation, it's the single platform where your entire trading life lives.

Here are 100 things you can do with it.

  1. Journal Stocks - long, short, partial fills, and everything in between
  2. Journal Forex - track every currency pair across every session with full precision
  3. Journal Crypto - across multiple exchanges, all unified in one place
  4. Journal Futures - contracts, roll dates, and market-specific patterns all tracked
  5. Journal Options - single legs, spreads, and complex multi-leg strategies
  6. Journal Dividends - every payout, re-investment, and yield event accounted for
  7. Journal Cash Transactions - fees, withdrawals, deposits, interest payments, and every other cash event that affects your real account balance
  8. Create custom filters - slice and dice your data exactly the way you think about your trading
  9. Filter by almost every single trading property - profit ranges, strategies, behaviours, holding times, trade direction, asset type, tags, and more
  10. Create fully custom reports - combine any charts, filters, stats, and KPIs into a single, purpose-built view
  11. Customize every chart - change type, axes, colours, groupings, and time ranges to match your analysis style
  12. Customize your KPIs - remove the ones you don't care about, add the ones that actually move the needle for you
  13. Build reports from scratch or customize pre-built ones - total flexibility, no ceiling on what you can create
  14. Customize almost every table layout across the entire platform - reorder columns, hide what's irrelevant, surface what matters
  15. Share your trades on social media - post verified, real performance publicly to build credibility and accountability
  16. Share your trades privately with specific friends, mentors, or mentees - full control over who sees what
  17. Share your entire journal with a mentor or trading partner for structured, ongoing feedback
  18. Access journals that friends or mentors have shared with you - learn from real data, not just advice
  19. Access public trades from people in your network - see what's working for other traders in real time
  20. Access privately shared trades from your network - collaborate closely without making everything public
  21. Create custom tag groups - Strategies, Mistakes, Setups, Market Conditions, Emotional State, and anything else that matters to your process
  22. Create custom tags within every tag group - e.g. "Momentum", "Breakout", "FOMO", "Revenge Trade", "Pre-Market", and more
  23. Attach tags and tag groups to any trade - build a rich, searchable record of every decision you make
  24. Build dedicated reports around your tags and tag groups - find out which strategies actually print and which ones are quietly bleeding you
  25. Create filters scoped to specific tags and tag groups - isolate any subset of trades instantly
  26. Compare multiple strategies side-by-side - see exactly how each one stacks up on win rate, R:R, profit, and more
  27. Run multi-filter analysis - compare multiple filters at once to find your edge across any dimension
  28. Journal trades in multiple currencies - not USD-only; full localization with custom number and timestamp formatting
  29. Import trades from countless brokers - drag-and-drop simplicity, no manual entry required
  30. Import trades from multiple accounts and analyse them side-by-side using a custom filter - perfect for traders running multiple strategies or brokers at once
  31. Learn how to import trades step by step - get up and running fast regardless of your broker
  32. Create custom import scripts - handle any broker format, no matter how niche or unusual
  33. Request a broker that isn't supported yet - it's often added within an hour of your request
  34. Customize number formatting to match your locale and preference - commas, decimals, exactly as you expect them
  35. Customize timestamp formatting across the entire platform - your timezone, your format, everywhere
  36. Reset your entire journal when you need a completely fresh start - no friction, no leftover data
  37. Generate 3 years of realistic demo data - explore every feature of the platform before committing a single real trade
  38. Reset only specific resources in your journal - wipe one asset class or one account without touching anything else
  39. Write notes in Markdown - clean, fast, and structured for traders who know what they want to write
  40. Write notes in richtext - full formatting, headings, and structure for more detailed post-session journaling
  41. Create global notes - market observations, session reviews, and big-picture thinking not tied to any one trade
  42. Create notes directly on individual trades - capture exactly why you entered, what you were thinking, and what you'd do differently
  43. Connect any existing note to a trade - link your thinking to your execution after the fact
  44. Disconnect notes from trades without deleting them - reorganize your journal as your process evolves
  45. Create reusable note templates - Trade Review, Market Review, Emotional State Check, Pre-Session Prep, and anything else you journal regularly
  46. Re-use note templates to keep your journaling consistent, fast, and structured every single session
  47. Keep all trade reviews, market observations, and lessons in one place alongside your actual trades - no more switching between apps
  48. Set stop prices on trades - track your planned risk level on every position so you can measure discipline over time
  49. Set target prices on trades - track your planned reward level and see how often you actually hit it
  50. Analyse all your trades with AI - ask questions in plain English and get instant, data-backed answers from your own trading history
  51. Create custom reports through AI - just describe what you want to see and it builds the report for you
  52. Ask the AI "What were my most profitable hours last month?" and get a chart back in seconds
  53. Ask the AI "Which strategies have the best win rate?" - across any time range, any tag group, any asset class
  54. Ask the AI "What mistakes do I keep repeating?" - surface your costliest habits before they cost you even more
  55. Ask the AI "How did my profit trend this quarter?" and get a clean visual in response
  56. Have multi-turn AI conversations where follow-up questions build on prior context - it remembers what you asked
  57. Get AI responses as charts - line, bar, pie, scatter, area, combo, and more - whatever visualisation fits the question best
  58. Get AI responses as tables, summaries, or detailed reports - whatever format helps you act on the insight fastest
  59. Query everything through AI - trades, orders, notes, strategies, mistakes, dividends, cash transactions, and more; all connected
  60. View your performance on a yearly calendar - the bigger the profit, the greener the day; the bigger the loss, the deeper the red
  61. View your performance on a monthly calendar - zoom into any month to spot weekly patterns and outlier days
  62. View your performance on the dashboard calendar - an always-on performance overview right where you start your session
  63. Custom colour-code every calendar day based on your actual profitability range - deep green for big wins, light green for small ones, light red for small losses, deep red for the ones you most need to learn from
  64. View win rate and trade count per day directly on the calendar - not just P&L, but the full picture of how you actually traded that day
  65. Spot which days of the week are consistently profitable or costly - use that knowledge to tighten your schedule and protect your capital
  66. Identify seasonal and recurring performance patterns over months and years - let the data tell you when you trade best, not gut feel
  67. See overall performance for every single ticker across stocks, options, forex, crypto, futures, and more - know exactly which instruments you have a real edge on
  68. Track dividend re-investments - every reinvested payout captured and reflected in your true performance
  69. Track stock splits - position history stays accurate automatically so your performance data never lies
  70. Track stock mergers - keep your journal clean and correct through any corporate restructuring event
  71. Track countless other corporate action events - nothing falls through the cracks, nothing distorts your numbers
  72. Track interest payments, deposits, and withdrawals - know your true account balance and true returns at every point in time
  73. See exactly what your broker is really charging you - commissions, fees, and spreads broken down and visible inside your journal
  74. Apply custom tags to as many trades as you want in bulk - tag an entire month of trades in seconds, not hours
  75. See the live price chart on every single trade through the native TradingView integration - full context without leaving your journal
  76. Use the full power of TradingView on every trade - drawings, indicators, replay, and every tool you already use, built right in
  77. Use TraderInsight as a Day Trader - review intraday performance by strategy, time of day, and session with the granularity you need to genuinely improve
  78. Use TraderInsight as a Swing Trader - compare performance across hold durations, market conditions, and setups over days and weeks
  79. Use TraderInsight as a Paper Trader - test your strategies in a real journaling environment and build genuine confidence before putting real money on the line
  80. Build and validate your edge as a Paper Trader - let the data tell you when you're actually ready to go live
  81. Demonstrate a verified track record for Prop Firm evaluation - clean, exportable, credible performance data that speaks for itself
  82. Analyse which option strategies yield the best R:R - covered calls, spreads, straddles; know what actually works specifically for you
  83. Track crypto performance across multiple exchanges - all unified, all comparable, all in one journal
  84. Analyse currency pair performance and session timing - find out which pairs and which sessions you genuinely trade best
  85. Track futures contracts and analyse market-specific patterns - including rollovers and the full contract history you need for accurate analysis
  86. Review student trades and give structured feedback as a mentor - feedback grounded in real data, not opinion
  87. Share verified performance publicly as a community leader - build trust, grow your audience, and teach with real results that can't be faked
  88. Access your full journal on mobile with 100% feature parity - every single feature available, not a stripped-down "lite" version
  89. Access your complete journal on tablet - the full platform, optimised for larger touch screens
  90. Sync instantly across web, mobile, and tablet - pick up exactly where you left off on any device, any time
  91. Identify your most profitable time-of-day windows - see exactly which hours consistently make you money and which ones you should stop trading altogether
  92. Track your win rate, average R:R, and profit factor across every strategy simultaneously - know your real edge, not just your gut feel
  93. Measure how your performance changes over time - spot whether you're genuinely improving week over week and month over month, or just getting lucky
  94. Analyse your behaviour around losing streaks - see if your position sizing, strategy, or discipline breaks down after consecutive losses
  95. Find your best and worst performing setups across any time period - then double down on what works and cut what doesn't
  96. Understand exactly how long you should be holding trades - analyse whether your hold duration is helping or hurting your profitability
  97. Pinpoint which mistakes are costing you the most in real dollar terms - not just frequency, but actual financial impact
  98. Discover whether you trade better in certain market conditions - filter by volatility, trend, or any custom condition tag you define
  99. Build a complete, searchable history of every trade you've ever made - one source of truth for your entire trading career, across every broker, account, and asset class
  100. Join the 1% of traders who actually profit consistently - get started today

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