A macOS app for Interactive Brokers that holds your stop, grades every trade on process, and locks the day at your loss limit
Portfolio and dividend tracker for investors in Canada and the US
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
CA
Pricing model
Paid
Freemium
Pricing
$19 per month or $228 per year
Free: Starter plan with 2 accounts and 10 holdings. Builder: CA$5.99/month or CA$49/year (save 32%). Planner: CA$12.99/month or CA$99/year (founding discount until April 30, 2027). US pricing: Builder $4.99/month or $39/year; Planner $9.99/month or $79/year (founding price).
Key features
Hold stop loss that resets if widened beyond your rule
Grade every trade on rule adherence, not profit
Lock trading when daily loss limit is hit
Exit hotkeys for taking profit while maintaining stop
Daily report card tracking rule-keeping
Sizing ladder that adjusts based on consistent rule-keeping
Morning gate to delay trading start
Options expiration handling
Practice mode on paper trading accounts
Integration with Trader Workstation or IB Gateway
Import statements from PDF or screenshot
12-month dividend income calendar
Real returns calculation money-weighted
Custom benchmarks for performance comparison
What makes it different
Only holds long single options on SPX, SPY, QQQ or AAPL—prevents overtrading and complexity
Stop held at real broker and checked every three seconds with automatic reset
Grades trades on rule-keeping, not profit—separates process from luck
Automatic account lockdown at daily loss limit prevents catastrophic losses
No signals or entry suggestions—user retains full trading discretion
Load full investment history from PDFs or screenshots without manual entry
Automatic dividend reinvestment and tracking across all accounts
No brokerage password required for security and privacy
Retirement income projection with simulated market scenarios
Data stored in Canada with full export and deletion options
Degen Pro