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How it works

Turn raw fills into a process you trust

Four steps take you from imported trades to a repeatable, reviewable process — for options, stocks, and futures today.

How it works

From raw fills to a repeatable process

  1. Step 1: Import your trades

    Upload a broker CSV or add trades manually. SmartOptions Journal reconstructs positions for you.

  2. Step 2: Reconstruct the decision

    Capture the thesis, setup, and emotion behind each trade while it's still fresh.

  3. Step 3: Evaluate your process

    Score each trade against your strategy rules to see where you followed the plan.

  4. Step 4: Learn what to improve

    Analytics and SmartCoach turn your own history into clear, specific next steps.

Build a trading process you can trust.

Start documenting your decisions, reviewing your rules, and learning from every trade.

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