Core trading journal features

Discover all the core features of TraderInsight.pro - there are thousands more in the app waiting for you. Check out the features below to get a sense of what's possible.

Feature #1

Import trades from any broker in seconds

Journaling starts with data. You can import from countless brokers through simple auto-sync and drag-and-drop. And if your broker is not yet supported, we can add it in a few clicks.

Import anything through simple drag-and-drop
Feature #2

Capture every trade decision and insight

Enhance your trading insights by adding notes to trades. Enjoy rich-text formatting capabilities straight out of the box.

Powerful notes
Feature #3

Custom trade tags for strategies, mistakes and more

Create and use custom tag groups to simplify tracking and analyzing your strategies and trade details.

Create and use custom tag groups to simplify tracking and analyzing your strategies and trade details.
Feature #4

See your trading performance at a glance

Gain comprehensive insights into your trading history with yearly and monthly summaries. Dive deeper into specific days with just a single click.

View and track trading activity across yearly, monthly, and daily calendars.
Feature #5

Share trades and collaborate with anyone

Share your trades privately with selected individuals or showcase them to the world with ease.

Share your trades privately with selected individuals or showcase them to the world with ease.
Feature #6

Performance reports for every strategy and mistake

Uncover valuable insights into your trading behavior, strategies, and common pitfalls. Gain valuable insights and enhance your trading.

Uncover valuable insights into your trading behavior, strategies, and common pitfalls. Gain valuable insights and enhance your trading.
Feature #7

Compare all trading strategies and more side by side

Harness the power of comparisons to optimize your trading. Easily compare your custom filters, not just strategies, to identify what works best for you.

Harness the power of comparisons to optimize your trading. Easily compare your custom filters, not just strategies, to identify what works best for you.
Feature #8

Your full trading journal on any device

Access all features seamlessly across your main machine and your mobile device with our downloadable apps. Enjoy full functionality wherever you go.

Access your journal data on your mobile device or desktop computer, wherever you are.
Feature #9

Invite mentors and coaches to your trading journal

Share your journal with your friends, teammates, mentors or mentees so tha they can follow your trading journal.

Invite team members to your journal and share your trades privately with selected individuals or showcase them to the world with ease.
Feature #10

Filter trades by 100+ properties

Effortlessly find what you're looking for with our robust filtering system. The custom filters empower you to drill down and extract meaningful insights.

Create and use custom stock/option/forex/crypto/futures filters to simplify tracking and performance analysis.
Feature #11

Shape the future of your trading journal

Shape the future of your trading journaling experience by sharing your ideas, suggestions, or critiques directly within the app. Your feedback drives our continuous improvement efforts.

Shape the future of your trading journaling experience by sharing your ideas, suggestions, or critiques directly within the app. Your feedback drives our continuous improvement efforts.
Feature #12

Use AI to get insights and reports

Chat with your journal. Query your trades, strategies and more. Built reports, get insights and more with AI.

Chat with your journal. Query your trades, strategies and more. Built reports, get insights and more with AI.
Feature #13

Track every deposit, withdrawal and fee in your journal

Track your cash balances and transactions. Get insights into your cash flow and performance.

Track your cash balances and transactions. Get insights into your cash flow and performance.
Feature #14

Use TradingView charts inside every trade

Open any trade and find a full TradingView chart waiting for you - indicators, drawing tools, and timeframe switching included. Review your entries and exits in context without ever leaving your journal.

TradingView Charts Inside Your Trading Journal
Feature #15

Analyze every ticker you trade in one report

Open any symbol and instantly see your P&L, win rate, live chart, fundamentals, analyst ratings, dividend dates, and news - all in one place.

Ticker Reports with Live Charts, Fundamentals and Analyst Ratings

Say goodbye to spreadsheets

Journal Dashboard