Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Financial Tech Wiz Trading Journal combines a trading journal with 16+ prebuilt swing trading scanners, including the Daily Pivot Breakout Scanner, so traders can find setups and review how they traded them in one place. Trades sync automatically from 25+ brokers such as Fidelity, Schwab (thinkorswim), TradeStation, Robinhood, E*Trade, tastytrade, Interactive Brokers and Webull, or can be imported by CSV, so there is no manual data entry.
Once trades are in, the journal reviews them automatically with win rate, profit factor, equity curve, drawdown analysis and S&P 500 benchmark comparison, across multiple accounts, journals and backtests. The AI Trading Coach answers questions about the trader's own history, such as which setups lose the most edge, and MCP access lets AI assistants like Claude read journal and scanner data. Membership includes the premium Financial Tech Wiz Discord. Plans start with a 7-day free trial, then $19 per month or $119 per year.
Description
ProjectionLab focuses on the crucial aspects of life that many planners overlook. It allows you to effortlessly create straightforward yet comprehensive financial strategies that genuinely reflect your values, your family, and the choices you make. You can envision your financial future and navigate toward your ideal life. Construct a dynamic model of your entire financial landscape and explore a range of potential scenarios. Evaluate trade-offs, test against past trends, and try out various investment approaches, account types, contribution sequences, withdrawal methods, and portfolio combinations as time progresses. ProjectionLab operates independently of your actual financial accounts, ensuring that the information you input remains within your browser unless you decide otherwise. By opting for the Premium version, you gain access to multiple data retention options. Additionally, you can document and visualize your real progress throughout the years, allowing for a comparison with your initial forecasts to see how close you come to your goals. This process not only enhances your understanding of financial planning but also empowers you to make informed decisions.
API Access
Has API
No
API Access
Has API
No
Integrations
Alpaca
Yes
Binance
Yes
Charles Schwab
Yes
Coinbase
Yes
E*TRADE
Yes
Fidelity
Yes
Interactive Brokers
Yes
Kraken
Yes
Questrade
Yes
Robinhood
Yes
Integrations
Alpaca
No
Binance
No
Charles Schwab
No
Coinbase
No
E*TRADE
No
Fidelity
No
Interactive Brokers
No
Kraken
No
Questrade
No
Robinhood
No
Pricing Details
$9.92 per month
7-day free trial, then $19 per month or $119 per year (about $9.92 per month), billed through Whop. No free plan.
Free Trial
Yes
Free Version
No
Pricing Details
$9 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Financial Tech Wiz
Founded
2022
Country
United States
Website
journal.financialtechwiz.com
Vendor Details
Company Name
ProjectionLab
Website
projectionlab.com