Alternatives to Tackle Trading Journals

Compare Tackle Trading Journals alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Tackle Trading Journals in 2026. Compare features, ratings, user reviews, pricing, and more from Tackle Trading Journals competitors and alternatives in order to make an informed decision for your business.

  • 1
    Financial Tech Wiz Trading Journal
    The Financial Tech Wiz Trading Journal is an AI-powered trading journal that helps traders track and analyze performance using their own trade data. It supports stocks, options, crypto, futures, and forex. Users track starting net liquidity, daily portfolio value, and individual trades to measure true account performance. The platform includes performance charts, detailed statistics, benchmark comparisons, and AI-driven insights based on actual trading history. A free Financial Tech Wiz Google Sheets trading journal is available as a spreadsheet-based version, with the ability to bulk import all trades and portfolio data into the app to unlock automation and AI-powered analysis.
  • 2
    StockCal

    StockCal

    Limsbro

    Trading Journal for traders to find an edge or improve their trading performance. StockCal trading journal app provides a smart way to record your trades and track performance. A trading journal helps you identify your strength and weakness. A trading plan is a set of rules and guidelines you will follow that includes strategy, risk management, and money management. Calculate the risk-reward ratio and position size for the trade plan. Other stock market calculators like pivot point, Fibonacci retracement, stock price averaging, etc. Always execute your trade plan and follow your trade plan and maintain a trading journal. Always do a post-analysis of your trades so that you can learn from your successes and mistakes. Trading journal overview to check your trades performance. Write your successes, mistakes, and daily analysis note in an easy way. StockCal trading journal app helps you to check your trade setup performance.
  • 3
    WealthBee Trading Journal
    WealthBee is an all-in-one trading journal and financial insights platform designed to help traders track their portfolios, analyze trades, and optimize their investment strategies. Supporting stocks, options, and futures, it offers real-time P&L tracking, trade journaling, and net worth management, with customizable dashboards for personalized insights. Integrated with major brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee provides automated reporting, strategy categorization, and near-live pricing. Whether you’re managing a few portfolios or hundreds of trades, WealthBee equips you with powerful tools to grow your wealth.
  • 4
    OptionIncome

    OptionIncome

    OptionIncome

    OptionIncome is an options trading analytics and portfolio tracking platform designed for active options traders. It automatically syncs trades from supported brokerages and detects multi-leg strategies such as covered calls, cash-secured puts, credit spreads, iron condors, and wheel strategy campaigns. The platform helps traders track positions, analyze performance, and understand true profitability across accounts. OptionIncome calculates metrics like annualized ROI, campaign P&L, and cost basis adjustments for rolled positions. With real-time pricing and detailed analytics dashboards, traders can monitor open positions, review historical trades, and evaluate strategy performance more accurately than traditional spreadsheets or manual trade journals. OptionIncome simplifies options trade tracking and helps traders make better data-driven decisions.
  • 5
    Edgewonk

    Edgewonk

    Edgewonk

    Edgewonk provides in-depth performance analytics which analyze every aspect of your trading and help traders make targeted adjustments to improve every area of their trading. Besides the most advanced analytics features, Edgewonk also provides a variety of emotional and mindset related journaling features. Improve discipline, track your mental performance and keep trading plans easily. Edgewonk can be used by all types of traders - long and short-term. It's fully customizable to your own needs and goals. Edgewonk can be adjusted to all international currencies and all global financial markets. Edgewonk's gamification and milestone challenges bring your trading journal to life. Each milestone is focusing on a different trading skill and helps you work on your trading behavior. Write down trading plans, organize your notes and keep track of your emotional journal too.
  • 6
    TradeBench

    TradeBench

    TradeBench

    TradeBench is a cost free online trading journal, trade planning, position sizing and risk management software for private stock, futures, CFD and forex traders in the financial markets. Our number one goal is to make you a more profitable trader. This is achieved by offering a structured approach to your trade planning and position sizing/risk management as well as an easy-to-use way of journaling your trades making reviewing and learning from previous trades an integral part of your trading routine. The importance of planning your trades cannot be stressed enough if you want to survive and be profitable in the financial markets. You need to have a plan for both entry and exit and know exactly what to do, whether the trade goes your way or not. Our trade plan page automatically gives you a trade plan summary with automatic calculation of important metrics like potential profit and loss, reward/risk ratio – and more, for the trade you are planning. Website: tradebench.com
  • 7
    Tradiry

    Tradiry

    Tradiry

    Tradiry is an online trading journal, which helps to track, analyze and view your trades. Built by professional traders with extensive experience, it helps to find your edge and avoid losses. When you have too much data to look back on and need more technical support with tracking as well as analyzing your trades, using special trading journal software can make tracking your trades even easier. Tradiry Trading Journal allows you to log trades and put in all the details that are important to your trade into the log so it’s easy to see and find for future use. Not only are you able to put in exit and entry prices along with the date, but it’s also easier to keep track of trades that are closed as well as opened trades and average profits. Using a trading journal software helps mitigate the issues you may face using paper trade journals or Excel. Tradiry is more user friendly and allows you to spend more time focusing on making more trades that are smart.
  • 8
    AntSignals

    AntSignals

    AntSignals

    We help traders be consistent, find mistakes and manage risk. Import your trades from your broker into your trading journal. Generate advanced reports and visualize your trades with beautiful charts. Identify trade patterns and mistakes. Mistakes can make a potentially profitable strategy unprofitable. Very easy-to-read reports and spot trade patterns. Customizable and comprehensive reports for your trading journal. Powerful data visualization and multiple portfolios. AntSignals allows you to identify your mistakes and improve as a trader. Keep in mind a trading journal is a deciding factor of whether you’ll be a consistently profitable trader. Find your edge, start a trading journal today, and improve your trading day by day. 100 trades per month, stocks & indices, tagging and filtering, detailed reports, and options to import from the broker. Forex, options & crypto, AI insights, trade simulator, and 24h support.
    Starting Price: €12.90 per month
  • 9
    Koena Journal

    Koena Journal

    Koena Technology

    We aim to aid traders to enhance their trading strategies and risk management by presenting them with data driven analytics in an easy to consume dashboard. Features: *Realtime tracking and analysis of trading data. *Journal your trades by adding text and uploading screenshots of your trade setups. *Easily review your journaled trades in a consumable way to make informed decisions. *Sessions analysis. Understand the sessions that are your most favorable, look at the trades taken in these sessions and make decisions based on your data. *Keep the right psychology through our daily unique trading motivational quote pop ups *Access data on your risk, symbols traded *Monthly calendar with profits/losses and trades taken *Track as many as 5 trading accounts *Monthly profit and loss both in percentage and cash
    Starting Price: $14.99 per month
  • 10
    TraderSync

    TraderSync

    TraderSync

    Journal your trades in seconds. Have peace of mind knowing your data is fully backed up and secured. The more you use your trading journal, the more TraderSync can help sharpen your trading edge. Our trading journal software identifies patterns in your trading and reports them back to you. You can use these patterns to help you determine what is working and not for you. Most of our trading losses coming from a set of trading mistakes. Once you have analyzed the patterns to identify which trading mistakes are making you lose money, you can focus on ensuring you avoid them on your next trading day. Start recording your trades with TraderSync and let our powerful journaling show you the path to minimize your mistakes. The simplest yet most powerful stock trading journal to date. Build a vault of valuable information that can be analyzed at any time from anywhere.
    Starting Price: $29.95 per month
  • 11
    Kinfo

    Kinfo

    Kinfo

    Kinfo tracks your trading performance and lets you view top traders' portfolios. Track your trading performance. Kinfo calculates relevant trading metrics and will show you how you perform. View successful traders' portfolios, and view trades, metrics, and charts from traders with proven success. Analyze individual trades in detail, and see every detail about every trade for better insight. Receive alerts when someone trades. Follow your favorites and receive an alert when they make a trade. The journal tracks monthly progress. See how you perform monthly, and analyze your success or failures. Learn about what works by analyzing your own trades. Kinfo works by integrating directly with your broker. Linking only takes a few seconds, it´s secure and it´s optional to share your trading performance. Download the app or signup on to the web. It only takes a minute, its free and we don´t send spam. View your trading performance such as winning trades.
  • 12
    Stonk Journal

    Stonk Journal

    Stonk Journal

    Stonk Journal is free trading journal that focuses on quick and easy journal entry experience for seamless integration with your daily trading routine. Our trading journal provides users with a beautiful and simple to use UI where traders can gain insight into their trading habits, track progress, strategies, mistakes, and more so that they can improve their trading ROI and risk management. We are a zero barriers to entry trading journal.
  • 13
    TradeFuse

    TradeFuse

    TradeFuse

    TradeFuse is the premier automated trading journal and AI-powered analytics tool suite built for all types of traders. Brokers are leaving you in the dark, they aren’t giving you enough useful trading analytics. TradeFuse offers customizable metrics that go above and beyond what brokers traditionally give, allowing you to dive deeper and focus on the specific metrics you need to track for your own trading. Our newest innovation at TradeFuse is a custom fine-tuned AI built to answer any question about your trading journal data. Anything from metrics, graphs, comparisons, analysis, or even general trading questions, QuantumQuery can deliver to you in seconds. Journaling has never been easier with integrations, once your account is linked, your trades are automatically added to our journal and your analytics are updated in real-time, so you can focus on journaling what matters. Say goodbye to the hassle of juggling multiple windows and constantly switching between charts and analysis.
  • 14
    TradingDiary Pro

    TradingDiary Pro

    TradingDiary Pro

    Keeping a trading journal prevents you from trading randomly and impulsively, and losing a huge amount of money. In turn, it makes you a much more successful trader. Forget the trading journal templates, sheets, and trade logs you spent weeks building and then need to fill in on a daily basis. TradingDiary Pro is a user-friendly trading performance recorder with one-click import support, a wide range of configurations, useful statistics, and practical reports. The clear visual charts will help you to understand the true human nature of trading, avoid repeatedly making the same mistake, and control your behavior. Give yourself the chance to improve your performance, and become as good as you have always dreamt you would be. Risk handling is vital for successful trading, especially in leveraged trading. It helps cut down losses and it helps also to protect a trader’s account from losing all of his or her money.
    Starting Price: $149 one-time payment
  • 15
    Option Tracker

    Option Tracker

    Option Tracker

    Option Tracker is a comprehensive tool designed to simplify the complexities of tracking and analyzing stock and options trades. With automated trade journaling, it provides users with complete visibility into their trading performance, enabling them to track P&L, breakeven, and key metrics like cost basis, total risk, and days to expiration. Option Tracker integrates with major brokerages, allowing automatic trade imports from platforms like Interactive Brokers, Schwab, and TastyWorks, and also supports manual entries. The platform's powerful option screener helps traders identify potential trades based on delta, premium, implied volatility, and more. Users can group trades by strategy, symbol, or other parameters, and receive insights on their historical performance to optimize future trades.
  • 16
    Tradervue

    Tradervue

    Tradervue

    A trading journal is one of the best ways to improve your trading – and Tradervue is the most powerful tool available to keep your journal. When you record a trade in your journal, charts on multiple timeframes (from weekly down to 1-minute) are available for your review. You’ll even see your buy/sell points marked on the charts, even for trades years in the past. Make notes about your trades, and review them later. Enter them during the trading day, or wait until later – you get to decide for yourself how much you want to do during the trading day. Make notes about the trading day as a whole, even for days you didn’t make any trades. The Journal View conveniently groups trades and related notes by day. Tag your trades with any tags you want; later, you can filter your trades by these tags to drill down to just what you’re looking for. See at a glance how a particular system or setup is working.
  • 17
    Forexbook

    Forexbook

    Forexbook

    Whether you are just starting or day-trading for a living, keeping a forex trading journal is a must to track your performance and learn from past trades. Every time you enter a trade, whether good or bad, is a learning experience for your future success. See exactly what went well and what went wrong. No need to manually enter your entries and exits. Your trades are synced from Metatrader and only add ratings and comments. Using strategies helps you define each trade by its specific criteria like trade rules, timeframes to trade, and money management. Connect as many accounts as you need. Track and journal trades for your demo and live accounts from any Metatrader broker. Connect and access as many trading accounts as you want either demo or live.
  • 18
    TradeResona

    TradeResona

    TradeResona

    TradeResona is an AI-powered trading analytics and journal platform designed for active traders. It tracks trades across stocks, options, futures and forex, providing real-time dashboards, a P&L calendar, hold-time analysis and pattern recognition. Built-in journaling and AI insights help traders identify winning and losing patterns, manage risk and improve decision-making. TradeResona supports multiple asset classes, secure cloud sync and offers free and premium plans.
    Starting Price: $0 (Free tier) / $12 per month
  • 19
    TradeAnvil

    TradeAnvil

    TradeAnvil

    TradeAnvil is one of the most advanced trading journal & analytical trade insight platforms on the market today, designed to give the modern trader access to trade insight to improve their current trading edge.
  • 20
    Trading Journal
    Trading Journal provides all the things traders need to keep the notes of their trades thus helping them in analysis and making them profitable. Analysis data includes profitable and losing trades, winning percentage, different sections for open & closed trades, special sections for long, short, segregation of trades based on its types and much more. This trading journal is made for all types of trades including those who trade in equity, futures and options, cryptocurrency, forex and commodity and trades who do scalping, swing trading, positional, longterm and even investments. Segregation of Data based on Trade Types: • Random • Scalping • Swing • Positional • Longterm • Investment Segregation of Data based on Trades: • Open Trades • Closed Trades • Long Trades • Short Trades • Profitable Trades • Losing Trades Features: • Win percentage • Trade segregation based on trades • Trade segregation based on trade types • Backup/Restore trade data
  • 21
    Improve Your Trade

    Improve Your Trade

    Improve Your Trade

    The best traders keep a trade journal and use it to analyze their trades. They know exactly which of their setups they should use in the current market conditions. But do you like to enter each trade manually? Improve your Trade will record and track every trade you're made fully automatically (NinjaTrader 8 only). It will even add screenshots of your trades! It allows you to focus on important things like analyzing your trading performance. It will show what your best setups are, what mistakes you make in your trading and what you can do to further optimize your entries and exits, how your emotions are influencing your trading, and many more. Improving your Trade will show you how much money you are leaving on the table and how you can make better/smarter trades with a slightly different entry/exit strategy.
  • 22
    EquityGuard

    EquityGuard

    EquityGuard

    In the beginning, our dynamic team created a proprietary journaling tool, delving deeply into its functionalities. This immersion sparked a realization—our creation held potential beyond our immediate needs. Thus, EquityGuard was born, a meticulously designed solution set to elevate the trading experience. EquityGuard offers a diverse feature set, including a sophisticated trade journal, robust backtester, intuitive trade calendar, strategic management tools, and more. We provide two account levels—Free and PRO. The Free account is fully functional but has volume-based usage restrictions, while the PRO account offers unrestricted access. We're also on the verge of unveiling a cutting-edge, fully automated journaling system. Our affiliate program boasts a top-tier payout structure with transparent terms, reflecting our commitment to honesty.
  • 23
    TradeZella

    TradeZella

    TradeZella

    Your all-in-one trading journal to help you track, analyze and improve. Gain deeper insights into where you’re messing up, learn how to drive sustainable profits, and get reports to focus on strategies that work. Analyze your trading from a first glance to being able to take a deeper look at what's working and what isn't. Understand if you're risking too much on your trade, how you're performing for the month, what bad patterns you keep repeating, and more. Get a clear picture of where winning trade opportunities lie. Track each trade with the right metrics. Explore all possibilities that level up your profitability. See what statistically works so you can make data-driven decisions and trade with confidence. With all the right resources, you can discover the weaknesses in your strategy to build a stronger trading system. Synced with your trading data, you can replay your trades within TradeZella to understand where you went right or wrong.
  • 24
    TradesViz

    TradesViz

    TradesViz

    TradesViz is the most advanced online trading analytics and journaling platform. With over 500 charts and statistics, explore every single aspect of your trading journey and optimize your trading success. TradesViz supports import from 100+ brokers and 100% auto import from 30+ international platforms and brokers. All asset types can be imported into TradesViz. We support charting for US, CA, AU & IN exchanges in addition to global indices, forex, and cryptocurrency pairs. Interesting features that have been proven to provide deep actionable insights into your trading: * World's most advanced all-in-one Pivot grid analytics * Artificial intelligence Q&A analytics * Day/Trade plans for custom data analysis for mistake analysis etc., * 100% custom dashboard with over 400 widgets * Dedicated simulators for all asset types: stock, future, forex, and options * TradingView plotted charts for ALL trades and asset types Sign up and FIND your trading edge
  • 25
    TradeNote

    TradeNote

    TradeNote

    TradeNote is an open source trading journal designed to help traders store, discover, and recollect all their trades, aiming to enhance consistency and profitability. Emphasizing data security and privacy, it allows users full control over their data by enabling them to download and install both the application and its database on their preferred devices. The platform offers a range of features, including the ability to import trades from various broker platforms, visualize trades on charts for meaningful insights, and filter results by date, position, patterns, mistakes, and more. Additionally, TradeNote provides a daily diary to document the trading journey, tools to mark trades and days as good or bad based on individual trading rules, and options to add and annotate chart screenshots for reflection on trade entries or notable setups. Users can also visualize price charts with entry and exit points, and automatically add Maximum Favorable Excursion (MFE) prices.
    Starting Price: $4.99 per month
  • 26
    SuperTrader

    SuperTrader

    SuperTrader

    SuperTrader is an AI-powered trading journal that helps traders organize, analyze, and optimize their performance effortlessly. It automatically syncs trades from your favorite brokers and exchanges, eliminating manual data entry and spreadsheet chaos. With real-time insights, traders can instantly visualize performance metrics, spot winning patterns, and correct mistakes before they repeat. SuperTrader’s AI mentor provides personalized feedback to help refine strategies and boost long-term profitability. Designed for all experience levels, it adapts to the needs of day traders, investors, and crypto enthusiasts alike. Trusted by over 10,000 traders worldwide, SuperTrader makes professional-grade performance tracking simple, intelligent, and fast.
  • 27
    Trademetria

    Trademetria

    Trademetria

    Don't you hate logging in to 4 different brokers to track your pnl? Our system consolidates all your portfolio positions in a single screen. Follow your favorite assets using watchlists. Forget your cumbersome trading spreadsheet. Full WYSIWYG HTML editor to log your trading events, emotions, and behaviors. Set account goals, add your own commissions, custom fees, and adjustments, and have full control of your trading business. Research financial information, earning dates, charts and company profile from 20+ world exchanges. Tag your trades with your strategies and discover what strategies are most/least profitable. Go further and see metrics for any strategy or trading account. Trading intelligence that can help you become better and consistent. View your trading results in a stunningly beautiful way and get the confidence you need to size up or the evidence to slow down.
  • 28
    PreferForex

    PreferForex

    PreferForex

    PreferForex offers premium Forex signals and educational resources to traders worldwide. Their services include accurate, low-risk trading signals based on institutional trading concepts, emphasizing a risk/reward ratio between 1:2 and 1:8. Subscribers receive 4–7 signals weekly via WhatsApp and email, each accompanied by specific entry, take profit, and stop loss levels. PreferForex provides a 15-day free trial, allowing traders to evaluate their services without obligation. In addition to signals, they offer a smart money trading course, designed to teach traders how to identify secure entry and exit points using advanced market analysis techniques. The platform emphasizes disciplined trading practices, including proper risk management and maintaining a trading journal, to help traders achieve consistent profitability. PreferForex's approach combines technical and fundamental analysis, focusing on market-moving mechanisms.
  • 29
    CoinTracker

    CoinTracker

    CoinTracker

    CoinTracker is a simple and elegant privacy-first mobile application to track your cryptocurrency portfolio. App provides all major cryptocurrency information in real-time including profit/loss of your portfolio for making your trading decisions on fingertips. Some key features include real-time price tracking, conversions between fiat currencies, historical data in beautiful charts, unlimited price alerts, multiple cryptocurrency portfolios, crypto news feeds, ERC-20 tokens, prices in exchanges, passcode and security CoinTracker iOS app is very much comprehensive tool for crypto investors.
  • 30
    AlgoAlpha

    AlgoAlpha

    AlgoAlpha

    Experience advanced trading with automated price action, signals, and spot reversal strategies using money flow analysis. AlgoAlpha's institutional grade indicators seamlessly integrate into your TradingView charts to enhance decision-making. Access our professional-grade scalping signals and find the best entry points for multiple tickers. Use echo to automate entering and exiting signals so that you don't have to worry about missing out on any signals. The Trend Cipher in the Smart Signals Assistant detects trends using visual signals like arrows for bullish and bearish trends, with '+' indicating strong trends. Candlesticks are color-coded—green for bullish, red for bearish, and gray for ranging markets. This helps users assess signal strength and probability. Designed with efficiency and compactness in mind, the script shows price action and liquidity through four methods, market structure, liquidity heatmap, trend lines, and FOMO bubbles.
    Starting Price: $42.60 per month
  • 31
    UltraTrader

    UltraTrader

    UltraTrader

    UltraTrader is your gateway to trading success! Designed to empower both new and seasoned traders, we take the mystery out of trading with our intuitive platform. With UltraTrader, you can track your trades live, analyze past performances, and make data-driven decisions that sharpen your trading skills. Want to explore new strategies? Our risk-free simulator lets you experiment without losing a dime. Whether you're into crypto, forex, or commodities, we've got you covered. From mobile to desktop, UltraTrader is tailored to fit your trading lifestyle, offering a seamless experience across devices. Join the UltraTrader community and let's take your trading game to the next level. Because in trading, knowledge isn't just power; it's profit. Start today and redefine your trading journey!
  • 32
    Chartlog

    Chartlog

    Chartlog

    Compare performance of different strategies to find your top performer. Use sample sets to test profitability of strategies before using them in live trades. We are providing market data from all 16 US exchanges. Get access to 15+ years of historical data. Easily connect Chartlog to your trading platform and upload all of your trades automatically, in real time.
    Starting Price: $14.99 per month
  • 33
    CryptoPanic

    CryptoPanic

    CryptoPanic

    CryptoPanic is a news aggregator platform indicating impact on price and market for traders and cryptocurrency enthusiasts. CryptoPanic portfolio tracker is a free and useful tool to monitor your portfolio of cryptocurrencies and have a quick access to it from the currency bar. Users can vote to mark important, bullish or bearish price signals. CryptoPanic now has also portfolio tracking and other useful features. PRO account allows users to add custom RSS/Atom feeds and reddit and twitter sources and other premium features. Getting your project in front of cryptocurrency enthusiasts is hard. Getting in front of quality audience is even harder. Our advertising package solves both problems. CryptoPanic offers an advertisement opportunity for your product in the best place possible - above all the news. We work with one exclusive advertising partner at a time. Get in touch today!
  • 34
    Coin Market Manager (CMM)

    Coin Market Manager (CMM)

    Coin Market Manager

    Coin Market Manager (CMM) is your all-in-one crypto accounting solution for traders focused on growing their BTC stack. Track storage, ICO investments, and all live exchange positions via the innovative dashboard, to watch your total net worth grow. Auto Sync via API with your favorite exchanges! Seamless exchange data imports, to begin tracking instantly. Made any ETH, USDT, BNB or other non-BTC base pair trades? Easily convert all non-BTC base pair trades to their BTC value at the time for the sake of accurate portfolio accounting. Real time price movements without needing to refresh the page Watch your total net worth across all your connected exchanges, and storage devices. Utilize the FIAT watchlist to keep watch of your favorite Crypto/FIAT trade pairs across a wide variety of major exchanges. Use the FIAT SUMMARY to track your profit/loss against all the FIAT you've invested in your native currency.
    Starting Price: $41.66 per month
  • 35
    StockMaster

    StockMaster

    Supertech

    StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.
  • 36
    RAFA

    RAFA

    RAFA AI

    They're constantly monitoring your portfolio and the markets for opportunities and threats, they understand your trade behavior, and help you develop investing discipline by learning from past mistakes and successes. Imagine a team that knows everything about the market, predicts changes instantaneously, and customizes its advice based on your investment style. RAFA's AI Agents are your relentless allies, learning from your trading patterns to help you refine your strategy and avoid past mistakes. AI learns your past and current investment behavior, offering insights specifically relevant to your portfolio and investment goals. RAFA’s agents don't just provide answers; they craft strategies, helping you develop a disciplined investing approach while maximizing your potential for success.
    Starting Price: $29.99 per month
  • 37
    20neTrust

    20neTrust

    Laerm Media

    20neTrust offers you the possibility to monitor and analyze your futures trading history from the largest crypto exchanges to find your weaknesses and strengths. For new users there is a 14 day trial period after registration to get a first look at your trading performance.
  • 38
    MaxProfit

    MaxProfit

    MaxProfit

    Strategy tester allows you to backtest your trading strategy in manual mode with the addition of characteristics to each transaction and subsequent in-depth analysis. Automatic data is imported from the different trading platforms and brokers’ statements. Plan your trading on the days when the markets are closed and clearly follow your strategy from the beginning of the new week. Find out why and when you are losing or making a maximum profit of your investments, adjust your strategy based on the results of the analysis. Strategy tester allows you to backtest your trading strategy in manual mode with the addition of characteristics to each transaction and subsequent in-depth analysis. You can create an unlimited number of projects, to start testing, to stop, to do your other things, then to continue testing again from where you stopped. We provide the history for all currencies since 2001 and a base of 75,000 stocks and futures. You can import quotes from any other sources.
    Starting Price: $20.92 one-time payment
  • 39
    SymPro Investment Management

    SymPro Investment Management

    SymPro Treasury Management Solutions

    An investment management solution that creates real-time, actionable intelligence by calculating earnings, accrued interest, capital gains and losses, average daily balance, amortizations, weighted yields, duration, total return and GASB reporting. Foster transparency by producing accurate and timely investment management, performance and GASB compliance reports. Reduce data entry duplication by creating accounting journal entries reflecting investment transaction activity. Improve accuracy by importing positions or transactions directly from your custodial bank or broker. Encourage flexibility by creating an unlimited number of portfolios with multiple funds, divisions or advisers for each portfolio. Creates general ledger journal entries to reflect investment transaction activity within a portfolio for a specific date range.
  • 40
    TradeSmith

    TradeSmith

    TradeSmith

    TradeSmith is a financial technology and investment analytics platform designed to help individual, self-directed investors make data-driven decisions and manage risk in their portfolios by turning macro-trends and algorithmic insights into actionable signals and tools. It began as a way to track portfolios using trailing stops and has evolved into a comprehensive suite of risk-management and portfolio analysis tools that analyze market data across millions of securities to identify entry/exit points, volatility, trend direction, and health indicators, helping users reduce emotional decision-making and stay disciplined. TradeSmith offers a variety of integrated products, including tools for stocks, cryptocurrencies, commodities, and funds, that combine technical indicators like the proprietary Volatility Quotient (VQ) with charting, alerts, watch lists, portfolio risk and performance tracking, and strategy insights to guide buy, hold, or sell decisions.
  • 41
    MIMICS Portfolio Management
    MIMICS Portfolio Management software modules offer powerful and flexible out-of-the-box solutions for managing your business’ portfolio needs. Get up and running quickly with our software’s many configurable options that easily adapt for different international and accounting standards. An extensive list of standard interfaces integrates directly with our software. We have software modules that manage proprietary trading; customer’s trading; mutual, pension, and hedge funds; and foreign-exchange reserves. The MIMICS Customer Portfolio Management manages your customers’ trading efficiently while scaling to your particular business needs. An unlimited number of portfolios can be set up for any number of customers in any number of investment types and currencies. Manages equity, fixed income, equity derivatives, fixed income derivatives, commodities, repos and other investment types.
  • 42
    BitDelta

    BitDelta

    BitDelta

    Founded in 2023, BitDelta is a global trading platform that provides financial services in 120+ countries, specifically focused on trading. With offices in key regions such as Turkey and India, BitDelta extends its operations worldwide, aiming to revolutionize the financial landscape by empowering young individuals and ambitious investors worldwide. The platform offers a comprehensive trading experience through a range of features including but not limited to: Spot Trading Derivatives Trading Buy Crypto with Card Token Launchpad Services SafePass Along with these features, BitDelta users have the ability to diversify their portfolios with a variety of assets, all while using the highly secure asset custodian Fireblocks. BitDelta’s commitment to making trading accessible for all manifests through the various developments of the company’s projects, alongside its expansion into new markets.
  • 43
    MetaTracker

    MetaTracker

    MetaTracker

    A universal crypto portfolio tracker that allows you to consolidate and organize all your crypto assets from exchanges, wallets, and DeFi protocols in a single dashboard. Track your cryptocurrency assets from over 300 sources on a unified dashboard. Analyze and evaluate all portfolio income and expenses associated with your portfolio over a specific time period to determine the total profit or loss. Customize the portfolio hierarchy and cryptocurrency indicators for each individual portfolio.
  • 44
    Navexa

    Navexa

    Navexa

    The Intelligent Portfolio Tracker For Australian Investors. Get instant access to our full suite of investment portfolio tracking, analytics & reporting tools. Add up to five portfolios into your account | Access on website & mobile app. Add and analyze stocks and funds from the ASX, NASDAQ & NYSE, plus more. Use your account’s custom email address to auto-update your portfolio with new trades + automate dividend income reporting.
  • 45
    Lambda

    Lambda

    Lambda Finance

    Lambda is an AI-driven financial analysis platform that offers a suite of tools for both portfolio and company analysis. In portfolio analysis, it provides AI-powered chatbots trained on your specific portfolio, enabling interactive insights. It classifies assets by stock, sector, country, and type, allowing users to assess diversification. The platform tracks historical dividend performance, schedules, and yields, and visualizes portfolio risk, suggesting optimal holding ratios based on modern portfolio theory. Additionally, it analyzes returns through monthly heatmaps, maximum loss predictions, and multi-factor analysis. For company analysis, Lambda evaluates financial health by examining the three main financial statements and analyzes sales by segment and region for U.S.-listed companies. It also assesses key metrics such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER).
  • 46
    EtherDelta

    EtherDelta

    EtherDelta

    EtherDelta is a decentralized trading platform that lets you trade Ether and Ethereum-based tokens directly with other users. You are responsible for your own account, funds, and private keys. You are responsible for your own trading decisions, and the details and mechanics of the tokens you trade. EtherDelta is not responsible for your decisions, actions, or losses that result from using EtherDelta. EtherDelta makes no guarantee about the tokens that you trade using EtherDelta. EtherDelta does not hold your funds and does not offer refunds. While the information contained on EtherDelta is periodically updated, no guarantee is given that the information provided on EtherDelta is correct, complete, or up-to-date. By using EtherDelta, you acknowledge this and agree to these terms.
  • 47
    C.A.T. BOT
    Fully automate your trades on Poloniex, Bittrex, Binance, Bitfinex, Bitstamp, CEX-IO, C-Cex, HitBTC, Kraken, OKEX, Livecoin and more. All markets supported. A variety of config variables and presets for bullish and bearish market conditions. Execute your strategy in one click. Fast-and-easy to deploy. C.A.T. is a Java8 driven application compatible with any OS. All you need is to install Java8 RE, put in your API keys and run for profits. Your lifetime license will be updated with new features and exchanges. No hidden fees. Direct developer`s support via email or forum thread. Our crypto bot uses a full log system that gives you ability to know what exactly is going on. Logs and backups for even more safety. C.A.T. communicate only with the Site you’re trading on and allowed only to trade. Never turn on withdrawal on your API. C.A.T don`t store your key elsewhere.
    Starting Price: 0.025 BTC one-time payment
  • 48
    CoinTracking

    CoinTracking

    CoinTracking

    The best crypto portfolio tracker & tax calculator on the market! Start an account for free on our website. CoinTracking is one of the first crypto portfolio tracking and tax softwares in the market, attracting over 1.5 million customers globally, including 25K+ corporate clients. CoinTracking analyzes your trades and generates real-time reports on profit and loss, the value of your coins, realized and unrealized gains, reports for taxes and much more. You can start by importing your trades from hundreds of options to determine your gains and generating compliant tax reports in your country. With the prices for 22,826 coins and assets, you’ll always have a complete overview. - Easy import from 300+ exchanges, blockchains and wallets, API & CSV - Interactive charts for trades and coins - Profit / loss & Audit reports - Realized and unrealized gains - Tax report ready in minutes - Support for NFTs, DeFi and more - Accounts for accountants and corporate clients
  • 49
    Crypto Pro

    Crypto Pro

    Crypto Pro

    All-in-one cryptocurrency tracking app. View the latest prices, monitor your portfolio, set price alerts, and read the latest crypto news. We don't store, process or analyze your portfolio or trading data. Check the app's Privacy Policy. Automatically import your portfolio(s and trades straight from exchanges you use. You will never worry about tracking your small and micro caps again. If it is out there, we have it. View real-time crypto prices with market statistics and interactive charts. Create a custom watchlist for your favorite cryptocurrencies, precious metals, and fiat. Track your portfolios manually or connect your exchanges and wallets for automatic sync. You can view your gains & and losses, asset distribution, and equity history chart. Get the app on your Mac, iPhone, iPad, and Apple Watch, and seamlessly sync your data across all your devices through iCloud.
  • 50
    Pluto

    Pluto

    Pluto

    Make investing social by creating a group with friends. Enrich your discussions with financial data, see your friend’s portfolios, and get notified when they make a move that you might copy. Pluto grants you access to 4000+ US stocks free of commissions and in fractions. Download beta to participate in our virtual trading game for groups and win weekly cash prizes. Get access to the US stocks without commissions and minimum investment amounts. Why not invest $50 in Apple shares? Invest in the companies you believe in by specifying the amount, the rest is as easy as ABC. Commission-free & as easy as buying coffee. You’re already discussing your trades and sharing portfolios with friends. With Pluto, this just became a whole lot easier. Have data-enriched discussions, see each other’s portfolios, and get notified when a friend trades. Like anything else, investing is also better with friends!