How Trade Journaling Works

Trading is about quality, not quantity. TraderInsight.pro is the easiest way to get performance insights, track your strategies and make sure you're making the right trades.

Trading isn’t about how many buttons you press. It’s about the decisions you make when it matters - the discipline, the patience, the willingness to follow your plan even when it’s hard. Quality always beats quantity.

Your edge comes from knowing yourself as much as knowing the market. TraderInsight.pro helps you track every trade, every strategy, every mistake - so you can see the patterns that actually shape your performance.

This is where biases become visible, insights become actionable, and growth becomes measurable. Build reports, compare strategies, and understand what’s really driving your results.

And when you're ready, share your journey - privately with a mentor or publicly with your community. Trading is a craft. Here, you have the tools to master it.

Core Features

TraderInsight.pro is the easiest way to get performance insights, track your strategies and make sure you're making the right trades.

Import anything through simple drag-and-drop
Import anything

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.

Powerful notes
Powerful notes

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.

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

Custom trade tags for strategies, mistakes and more

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

View and track trading activity across yearly, monthly, and daily calendars.
Trading Calendar

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.

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

Share trades and collaborate with anyone

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

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

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.

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

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.

Access your journal data on your mobile device or desktop computer, wherever you are.
Mobile Journal App

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.

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

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.

Create and use custom stock/option/forex/crypto/futures filters to simplify tracking and performance analysis.
Filter everything

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.

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.
Share your feedback

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.

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

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.

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

Track every deposit, withdrawal and fee in your journal

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

TradingView Charts Inside Your Trading Journal
TradingView Charts

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.

Ticker Reports with Live Charts, Fundamentals and Analyst Ratings
Ticker Reports

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.

01 - Import trades

Import all trades in seconds

Connect your broker or import through drag-n-drop to import every trade, fee, dividend and cash transaction.

  1. 100+ brokers supported out of the box
  2. Use realtime sync and API imports
  3. Multi-accounts & multi-currency
  4. New brokers added the same day
02 - Tagging

Label every trade by what actually matters.

Strategies. Setups. Mistakes. Market conditions. Moods. Build your own tag groups with unlimited depth and tag once, report forever.

  1. Tag groups like "Strategies" → Momentum, Breakout, Pullback, etc.
  2. Filter trades by any tag and tag group
  3. Compare performance across any tag dimension
03 - Analyze everything

Custom reports built for traders, not accountants.

Win rate, risk/reward, hold duration, time-of-day, strategy breakdowns. Every KPI, every chart, every filter - tailored to how you actually trade.

  1. Pre-built dashboards for you
  2. Create fully custom reports
  3. Compare any 2+ strategies, tags, or time windows side-by-side
  4. 100% customizable: add your own KPIs, charts, filters, and more
  5. Filterable dividend & cash reports, per symbol or window
04 - Use AI Insights

Generate AI reports and insights.

Skip the spreadsheets. Ask "What are my 3 most profitable setups last quarter?" or "When do I tilt?" and get instant answers as charts, tables or summaries - backed by your full trade history.

  1. Natural language - no SQL, no formulas
  2. Answers as charts, tables, or summaries
  3. Context-aware: follow-up questions just work
05 - Reflect

Notion-style notes, wired into your trades.

Document setups, post-mortems, tilt triggers and rules - then link them to specific trades. All your thinking and all your data, finally in the same place.

  1. Slash-command editor with templates
  2. Attach notes directly to any trade
  3. Create custom note templates
  4. Filter notes by tag, date or criteria

Journal your trades today

Journal Dashboard