Portfolio analytics for self-directed US investors
A macOS app for Interactive Brokers that holds your stop, grades every trade on process, and locks the day at your loss limit
Stage
Not given
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Founded
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Based in
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Pricing model
Free
Paid
Pricing
Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
$19 per month or $228 per year
Key features
Money-weighted return (XIRR) calculation on dated cash flows
Portfolio tracking with FIFO/LIFO/average cost basis
SEC Form 4 insider filing tracker with cluster detection
Multi-factor stock screener
Price and technical alerts via Telegram
Value-at-Risk (95%), portfolio beta and max drawdown analytics
Dividend tracker and income forecast
Tax-loss harvesting identification
Backtest trading rules on historical data
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
What makes it different
Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
Never asks for brokerage login; import via CSV or enter trades manually
Published, transparent methodology rather than a black box
Insider trading insights directly from SEC EDGAR filings linked on every row
All calculations run in browser with no data transmission to servers
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
Tradune
Degen Pro