Reported account ledger. Historical gross/mixed-basis accounts stay here; ticker and behavioral stats are coverage-gated separately.
ACCOUNTS
Add orderEnter prices to auto-calc P&L, or just enter net P&L for imports.
Orders
Date
Ticker
Side
Qty
P&L
Setup
Grade
Notes
Equity curve
Comparable lane
By broker
Share volume
Closed round-trip share quantity from rebuilt broker evidence. This is not doubled buy+sell turnover.
By broker
By month
Recent days
Top tickers by shares
By day of week
By month
Best tickers
Worst tickers
By setup
Daily recap
Past recaps
Weeks
Daily notes
Import trades
Paste or upload a CSV export (broker / TraderSync / Kinfo / Excel-saved-as-CSV). Map the columns, then import.
Old logs land tagged source=import and flow into the calendar & stats.
Map your columns (leave blank to skip). Trade rows need ticker+(pnl OR entry/exit). Broker fill rows can use date+ticker+side+qty+(price OR amount).
Tickers traded
Coverage-eligible ticker evidence only. Calendar day headlines stay on reported account P&L; aggregate attribution is labeled separately.
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Insights
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Change password
No leading/trailing spaces needed — type it plainly. Min 8 characters.
Accounts
Your broker accounts — they fill the day-P&L dropdown so you don't retype them.
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P&L by account
Balance = where the account ENDED this day (close). The muted start under it is the prior close — the number your broker shows the morning of this day. Day P&L auto-derives from the balance change, or type it directly. Manage accounts in Settings.