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support

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Description

Clozd delivers top-tier consulting services focused on win-loss analysis. We assist our clients in crafting and implementing tailored win-loss programs that cater to their specific requirements. Our skilled team of specialists in win-loss analysis can help you create your program, carry out comprehensive interviews with buyers, manage surveys, interpret findings, generate summary reports, facilitate systems integrations, and much more. Additionally, Clozd offers an innovative tool known as The Clozd Platform, which enables ongoing win-loss analysis throughout your entire sales process. This platform first connects with your CRM to track closed deals, then it streamlines the collection of win-loss data from both sales representatives and buyers through a mix of interviews and surveys. Ultimately, it consolidates this information, highlights essential insights regarding your successes and failures, and disseminates these findings to stakeholders throughout your organization, ensuring that everyone is aligned on the critical factors influencing sales outcomes. By utilizing our services and platform, businesses can foster a culture of continuous improvement and strategic decision-making.

Description

Maintaining high-quality trading journals is crucial for your development and advancement as a trader, as keeping thorough records allows you to glean valuable insights from both profitable and losing trades. By consistently utilizing these journals, you can effectively monitor and evaluate your performance, ensuring that you remain focused on achieving success. With meticulous tracking of your income and expense trades, you can easily calculate key metrics like profit/loss ratios and win/loss ratios, while also determining the optimal position sizes to take. Additionally, these tools can help you automatically track your equity curve, offering a detailed view of your trading journey. By employing the Tackle Trading Portfolio Journal, you can refine your overall portfolio design and management, achieving a more balanced approach to your directional bias—whether bullish, bearish, or neutral—and enhancing the delta, theta, and beta weights of your investments. Ultimately, a structured and disciplined approach to trading journals not only boosts your performance metrics but also empowers you to become a more strategic investor in the long run.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$97 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clozd

Founded

2017

Country

United States

Website

www.clozd.com

Vendor Details

Company Name

Tackle Trading

Founded

2010

Country

United States

Website

tackletrading.com/store/trading-journals/

Product Features

Product Features

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Alternatives

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