Investor Trading Journal
Track every position, log your thesis, and analyze performance across stocks, dividends, and more - all in one journal.
Most investors have no record of their own decisions.
No notes on why they bought. No record of what they expected. No way to know if their process is actually improving - or if the last 12 months were just a good market.
TraderInsight.pro changes that. Log the thesis at entry, tag by sector or theme, track dividends and cash flow, and run reports that show what's actually working across your full portfolio.
Log the thesis, not just the ticker
Write the full reasoning behind every entry - valuation, macro view, catalyst, conviction level. When the trade closes, you'll know exactly whether your thinking was right or just lucky.
Performance across months and quarters
See your P&L by month, quarter, and year. Spot which periods you performed well in and which you didn't - without building a spreadsheet.
Which sectors, themes, and setups actually performed
Tag positions by sector, macro theme, or strategy. Run the report six months later and see which convictions held up - and which were noise.
Track dividends and cash flow alongside your trades
Log dividend income, deposits, withdrawals, and fees in the same journal as your positions. Get a complete picture of your portfolio performance - not just trade P&L.
Tools build for Investors
Investment thesis logging
Capture the full reasoning behind every position - macro view, valuation, catalyst, and conviction level.Hold duration analytics
Analyze performance by how long you held. See if your 6-month positions outperform your 3-week ones.Sector and theme tags
Tag positions by sector, macro theme, or personal conviction. Run reports to see which themes consistently performed.Quarterly performance reports
Custom reports that show what matters to you - returns by strategy, sector P&L, or R:R over quarters.Dividend and cash tracking
Log dividend income, deposits, and fees alongside your trades for a complete portfolio picture.Monthly and yearly calendar
Zoom out and see performance at a glance across months and years - not just individual trade outcomes.Private strategy notes
Write quarterly reviews, market observations, or long-term reflections in global notes - separate from individual trades.Share with an advisor
Give read-only journal access to a financial advisor, mentor, or accountability partner.Answer all of these questions (and more) with TraderInsight.pro.
- Did my thesis on my last 10 positions actually play out?
- Which sectors have I performed best in - and worst?
- Do my longer holds outperform my shorter ones?
- Am I buying on conviction or just on price movement?
- How has my thinking changed over the last 12 months?
- Which macro calls were right - and which were noise?
- What does my total return look like including dividends?
- Am I repeating the same entry mistakes across positions?
FAQ's
Discover answers to frequently asked questions right here. If you can't find what you're looking for then reach out.
Can I use TraderInsight.pro as a long-term investor journal?
Yes. TraderInsight.pro works for investors of all styles - not just day and swing traders. You can log your investment thesis per position, track performance over months and quarters using the trading calendar, tag by sector or theme, and review outcomes honestly when positions close.
Does TraderInsight.pro track dividend income?
Yes. You can log dividend income, deposits, withdrawals, and fees alongside your trades. This gives you a complete picture of portfolio performance - not just trade P&L. Cash transactions are tracked separately so your reporting stays clean.
Can I track stocks and long-term positions in TraderInsight.pro?
How do I track my investment thesis in TraderInsight.pro?
Add a rich-text note to any trade at entry - write your full reasoning, valuation view, catalyst, or conviction level. When the trade closes, you can review exactly what you believed at the time and whether it played out. Notes can also be linked to global strategy logs for broader reflections.
Can I see performance by sector or investment theme?
Yes. Create a custom tag group for sectors or themes, tag each position, and run a tag-based performance report. You'll see win rate, average P&L, and return broken down by each theme across any time period.
Which brokers does TraderInsight.pro support for stock investors?
TraderInsight.pro supports Fidelity, Charles Schwab, Interactive Brokers, E-Trade, Robinhood, and many more via drag-and-drop import, with new brokers added regularly. If yours isn't listed, request it here.
Keep track of the why, today
