AI-powered trade journal
Your trades already tell the story. SmartCoach finds the pattern.
Import your trades and capture the reasoning behind them. SmartCoach connects your timing, setups, rule adherence, emotions, and outcomes to show what to repeat—and what to change.
Read-only imports · Private by default · SmartCoach never places trades
SmartCoach
Weekly review
2026-07-20 → 2026-07-26 · ready · generated 2026-07-27
You followed your entry criteria on 88% of trades this week, and your planned setups performed in line with prior weeks. The losses that did occur clustered tightly at the open, before the window your plan defines. Adherence held on your two busiest days, so the gap looks like timing rather than strategy.
- Rule adherence
- Entry timing
Entry criteria held up under pressure
88% of entries matched your documented criteria, including on the two highest-volume days of the week.
Why it matters. Adherence is the part of the process you control. Holding it steady on busy days is what makes a result repeatable rather than incidental.
- Rule adherence
Losses cluster before your planned window
Six of your last eight losing directional trades were entered before 10:00, the window your plan specifies.
Why it matters. The pattern has repeated across three weeks, so it is unlikely to be noise. It also sits on the one variable you can change without changing your strategy.
- Entry timing
- Loss distribution
Hold directional entries until the planned window
Do not open a directional position before 10:00 unless every item on your confirmation checklist is complete.
- Measure:
- Trades entered before 10:00, and average loss by entry hour
- By:
- next week
- Entry timing
SmartCoach reviews your own trading history for educational purposes. It is not financial advice, does not predict outcomes, and never places trades.
Model v1 · prompt v1 · schema v1 · safety v1
From raw trades to better process
- Step 1: Import automatically
- Step 2: Add your reasoning
- Step 3: Detect repeated behavior
- Step 4: Receive a rule to test
- Step 5: Measure whether it worked
Why it works
A journal that builds better decisions
SmartOptions Journal turns scattered notes into a process — four outcomes that compound over time.
Review every trade
Give each position a place to live — entries, exits, and the reasoning behind them.
Follow your strategy
Check each trade against your own rules and see where discipline held or slipped.
Understand your patterns
Analytics surface what actually drives your results, beyond a single P&L number.
Improve with confidence
Turn honest review into a repeatable process you can trust under pressure.
How it works
From raw fills to a repeatable process
Step 1: Import your trades
Upload a broker CSV or add trades manually. SmartOptions Journal reconstructs positions for you.
Step 2: Reconstruct the decision
Capture the thesis, setup, and emotion behind each trade while it's still fresh.
Step 3: Evaluate your process
Score each trade against your strategy rules to see where you followed the plan.
Step 4: Learn what to improve
Analytics and SmartCoach turn your own history into clear, specific next steps.
SmartCoach · your AI review partner
An AI coach that reads your record — not the market’s.
SmartCoach is the difference between a journal and a mentor. It sits at the center of your trading and learning journey: reviewing what you did, naming what to change, and helping the lesson stick.
A weekly review, in plain language
Every week SmartCoach reads your trades and returns a specific take on your discipline, patterns, and psychology.
Grounded in your own history
Every observation ties back to trades you actually made. No horoscopes, no generic tips — just your record, read closely.
From insight to habit
Turn each finding into a playbook rule you can follow, so this week's lesson shapes next week's trades.
Features
Everything you need to review and improve
Complete trade journal
Every trade, with the reasoning intact
Capture the thesis, setup, and emotion behind each position so a month from now you know exactly why you took it.
- Structured entries for options and swing trades
- Attachments, tags, and saved filters
- Notes tied to the reconstructed position
Strategy and rule review
Know when you followed the plan
Define your strategy rules once, then score each trade against them to see where discipline held and where it slipped.
- Reusable strategies with explicit rules
- Per-trade followed / partial / violated review
- Adherence trends over time
Trading analytics
See what actually drives your results
Go beyond a single P&L number. Expectancy, R multiple, profit factor, and drawdown show you which setups earn their place.
- Expectancy, R multiple, and profit factor
- Drawdown and advanced options analytics
- Filter by strategy, symbol, or timeframe
Reliable trade imports
Imports that reconcile cleanly
Bring in a broker CSV and SmartOptions Journal reconstructs positions, matches fills, and flags anything that needs a look.
- Broker CSV import with position reconstruction
- Duplicate-safe, idempotent processing
- Clear status when a row needs attention
Product
A closer look at SmartOptions Journal
Your process at a glance
Net P&L, win rate, expectancy, and rule adherence in one place — with the trades that need attention surfaced first.
- Performance metrics
- Attention queue
- Equity curve
Reconstructed positions, ready to score
Every fill matched into a position so you can review the entry, exit, and outcome against your plan.
- Matched fills
- Entry & exit context
- Rule scoring
The reasoning behind each trade
Write the thesis while it's fresh, tag it, and attach charts — then find it later with saved filters.
- Structured entries
- Tags & attachments
- Saved filters
What actually drives your results
Expectancy, R multiple, profit factor, and drawdown, filterable by strategy, symbol, or timeframe.
- Expectancy & R multiple
- Drawdown
- Options analytics
AI-assisted reviews of your process
Specific, actionable feedback drawn from your own history — discipline, patterns, and psychology trends.
- Weekly review
- Pattern detection
- On-demand reviews
Who it's for
Built for every trader committed to improving their process
Whether you trade options, stocks, futures, forex, or crypto, SmartOptions Journal helps you document decisions, evaluate strategy rules, analyze performance, and learn from every trade.
Journal every leg, review every assignment
AvailableBuilt options-first: multi-leg structures, strikes and expirations, and the outcomes that actually close your trades.
- Multi-leg strategies
- Strike and expiration tracking
- Net debit and credit
- Defined risk and reward
- Assignment and expiration outcomes
Long or short, tracked to the share
AvailableReconstruct equity positions from your fills, including scale-ins and partial exits, and review them against your plan.
- Long and short positions
- Partial fills and scale-ins
- Position sizing
- Stop-loss review
- Performance by ticker and setup
Points, ticks, and per-contract performance
AvailableImport known contracts with specs filled in automatically, then review performance in points and ticks — by contract and by day.
- Contract and expiration tracking
- Points and ticks per trade
- Per-instrument performance
- Daily and entry-hour breakdowns
- R-multiple with planned risk
Journal forex, pair by pair
AvailableImport your forex trades and review performance by pair. Pairs quoted in your account currency get exact P&L — no rate guesswork.
Available for pairs quoted in your account currency. Cross-currency pairs, pip analytics, and sessions are coming soon.
- Currency pairs, long and short
- Lot-size aware P&L
- Performance by pair
- CSV import and manual entry
Journal crypto — spot and derivatives
AvailableImport your spot and derivative crypto trades and review performance by asset and by exchange. We include the funding your exchange reported.
P&L uses the funding your exchange reported — we don't estimate it from rates. Inverse (coin-settled) contracts aren't supported yet.
- Spot, margin, and perpetual trades
- Funding costs as your exchange reported them
- Performance by asset
- Performance by exchange or venue
- CSV import and manual entry
By trading style
Swing traders
Journal multi-day theses, catalysts, and technical setups, and measure whether you followed your entries and exits.
Day traders
Review intraday performance by time of day and setup, and catch overtrading before it costs you.
Developing traders
Guided journals, strategy templates, and checklists with SmartCoach feedback that explains the why.
Trading coachesComing soon
Client workspaces, shared templates, assigned reviews, and progress reports with consent-controlled access.
Pricing
Start free. Upgrade when it pays for itself.
Every plan includes journaling and rule review. No credit card for Free, cancel anytime, no hidden fees.
Free
Start journaling your process — no credit card.
$0 forever
- 1 workspace
- 50 stored trades
- 1 CSV import per month
- 1 broker account
- Manual entry and basic journals
- 3 strategies, 5 rules each
- Basic dashboard, 30-day history
- 2 on-demand AI reviews per month
Essential
Unlimited journaling with rule adherence and imports.
$TBD /mo — pricing for Essential is to be confirmed; not yet available to purchase.
- Unlimited manual trades
- Up to 2,500 imported trades / year
- 20 CSV imports per month
- 3 broker accounts
- Unlimited strategies, rules, and journals
- Full history, attachments, tags, saved filters
- Rule adherence and strategy performance
- 5 on-demand AI reviews per month
- Weekly email summary
Pro
Advanced options analytics and SmartCoach reviews.
$TBD /mo — pricing for Pro is to be confirmed; not yet available to purchase.
- Everything in Essential
- Fair-use unlimited imports, 10 broker accounts
- Advanced options + multi-leg analytics
- Expectancy, R multiple, profit factor, drawdown
- SmartCoach weekly review
- 10 on-demand AI reviews per month
- Pattern detection and psychology trends
- PDF performance reports, priority support
Coach
Guide clients with shared templates and progress.
$TBD /mo — pricing for Coach is to be confirmed; not yet available to purchase.
- Everything in Pro
- Up to 10 client workspaces
- Client invitation and consent
- Shared strategy templates
- Client progress dashboard and coach notes
- Assigned reviews and branded reports
- Priority onboarding
Need the full comparison? See all plans and FAQs
Build a trading process you can trust.
Start documenting your decisions, reviewing your rules, and learning from every trade.