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ease
features
design
support

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Description

The Financial Tech Wiz Trading Journal is an innovative trading tool powered by AI, designed to assist traders in monitoring and evaluating their performance through their own trade data across various markets including stocks, options, cryptocurrency, futures, and forex. Users can effectively monitor their initial net liquidity, daily portfolio values, and each individual trade to accurately assess their overall account performance. The platform features a variety of performance charts, comprehensive statistics, comparisons against benchmarks, and insights driven by AI that derive from actual trading activities. Additionally, there is a complimentary version of the Financial Tech Wiz journal available in Google Sheets, which allows users to import their trade and portfolio data in bulk into the application, enabling the unlocking of automation features and enhanced AI-driven analysis for a more streamlined trading experience. This powerful combination of tools and insights makes it easier for traders to refine their strategies and improve their decision-making processes.

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

Alpaca
Binance
Charles Schwab
Coinbase
E*TRADE
Fidelity
Interactive Brokers
Kraken
Questrade
Robinhood
TradeStation
Tradier
Trading 212
Wealthsimple
Webull
tastytrade
thinkorswim

Integrations

Alpaca
Binance
Charles Schwab
Coinbase
E*TRADE
Fidelity
Interactive Brokers
Kraken
Questrade
Robinhood
TradeStation
Tradier
Trading 212
Wealthsimple
Webull
tastytrade
thinkorswim

Pricing Details

$9.91 per month
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

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

Alternatives

Alternatives

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