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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

SetMetric serves as a comprehensive web-based trading journal and analytics platform tailored for traders looking to assess their trading history effectively. Users have the flexibility to log trades manually or import data from broker CSV files, enabling them to categorize their activities using notes, tags, setups, and labels for errors. The application features a calendar and daily journal that pair trades with the trader's insights, while dashboards and reports provide an overview of key metrics such as net profit and loss, win rates, profit factors, expectancy, drawdown, and performance by symbol, strategy, or time. Additionally, playbooks and goal tracking facilitate the monitoring of personal rules and processes over time. The free plan offers unlimited trade entries and CSV imports, essential metrics, and basic reporting, while the Premium version unlocks advanced analytics, a comprehensive metric library, additional playbooks and portfolios, intricate reports, image uploads, and access to Metric AI. Importantly, SetMetric focuses solely on analyzing trades entered or imported by users, without executing trades or managing brokerage accounts, ensuring that traders can concentrate on improving their strategies without worrying about transaction management. This distinctive feature allows traders to gain valuable insights into their performance and refine their trading approach.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Alpaca Yes 
Binance Yes 
Charles Schwab Yes 
Coinbase Yes 
E*TRADE Yes 
Fidelity Yes 
Interactive Brokers Yes 
Kraken Yes 
Questrade Yes 
Robinhood Yes 
TradeStation Yes 
Tradier Yes 
Trading 212 Yes 
Wealthsimple Yes 
Webull Yes 
tastytrade Yes 
thinkorswim 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 
TradeStation No 
Tradier No 
Trading 212 No 
Wealthsimple No 
Webull No 
tastytrade No 
thinkorswim 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/month
Free plan ($0, no time limit) includes unlimited trade logging and CSV imports, 10 core metrics, one portfolio, one playbook, and one goal. Premium is $19.99/month or $179/year. A $9/month founding-member rate is advertised for the first 100 subscribers; no annual founding-member rate is stated.
Free Trial No 
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) No 
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

SetMetric

Founded

2026

Country

United States

Website

setmetric.app

Product Features

Product Features

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