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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

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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

$97 per month
Free Trial No 
Free Version 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 

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 Yes 
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 No 
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

Tackle Trading

Founded

2010

Country

United States

Website

tackletrading.com/store/trading-journals/

Product Features

Product Features

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