Portfolio analytics for self-directed US investors
Trading journal for futures, prop-firm and copy traders
Stage
Not given
Not given
Founded
Not given
Not given
Based in
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CZ
Pricing model
Free
Not given
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.
Free: $0/month (1 account, no live sync); Trader: $29/month or $21.75/month billed yearly ($261/year); Pro: $49/month or $36.75/month billed yearly ($441/year); Fleet: $99/month or $74.25/month billed yearly ($891/year). Yearly plans include 3 months free.
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
Live sync from TopstepX, NinjaTrader 8, and MetaTrader
Fold copier's trades on all prop accounts into one trade
Economic calendar with FOMC, CPI, NFP releases
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
Never sends an order - read-only by design on any platform
Folds trades across multiple accounts into one journaled decision
Broker's own bars with 1-second data from TopstepX and NinjaTrader 8
Copy audit finds missed copies, late fills, wrong sizes and early exits
AI reads your journal and gives weekly reviews if you want one
Tradune
TakeJournal