Features
Features that build a better process
A complete journal, rule review, analytics, and AI-assisted coaching — built around your process, across every market you trade.
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
Build a trading process you can trust.
Start documenting your decisions, reviewing your rules, and learning from every trade.