Track every trade, review your performance, and sharpen your strategy — all in one place.
Everything you need to track, analyze, and improve your trading — in one place.
Dividend & Income Tracking
Estimates, yields, payment dates — not just buy/sell
Automated Strategy Detection
WHEEL, CSP, STO grouped with win/loss and baked-in premiums
Google Calendar Sync
Trades, dividends, CPI, earnings, holidays — each toggleable
Journaling Shares
CAD/USD and TSX/NYSE exchange moves tracked correctly
FX via Bank of Canada
Accurate exchange rates from official BoC data
Quarterly Tax Estimates
FIFO/ACB with detailed Excel exports
Transfer In-Kind
Trade groups stay intact across brokerages
Option Screener Automation
Watchlist alerts trigger custom screener profiles
Mobile Widgets
Home screen widgets (Android & iOS coming soon)
Per-Ticker Reports
Full return breakdown including dividend income
Broker Sync (SnapTrade)
Most brokers supported out of the box
Custom Strategy Tags
_STRAT suffix for user-defined P&L aggregation
Trading Journal
Tag, review, and improve with trade group notes
Cost Basis for CCs
See baked-in premiums when exiting a Wheel
See your cumulative P&L, win rates, sector allocation, and monthly returns at a glance. Every metric you need to understand your trading performance.
Tag trades with strategies, write notes, and review your decision-making over time. Build discipline through reflection.
Set up watchlists with custom alerts for price movements, yield changes, and swing signals. Pair them with automated option screener profiles that surface likely targets based on your criteria — algo-driven insights with you in control.
Most tools import order confirmations. We import full account history reports — dividends, corporate actions, fees, and every transaction your broker records. That's what it takes for accurate P&L and tax reporting.
More brokers coming soon via broker export imports (CSV, XLSX).
Don't see your broker? Let us know →Stay ahead of tax season with built-in estimation tools. Not a replacement for full tax software — designed to help you plan, estimate, and catch issues before filing.
Full dividend tracking that most trading apps skip — plus Google Calendar sync that covers your entire trading life, not just future events.
Native Android and iOS apps are in development — with home screen widgets, push notifications for your watchlist alerts, and full access to your dashboard on the go.
Start free. Upgrade when you need broker sync, tax tools, and automation.
$0/mo
Free forever
$15/mo
or $150/yr