| Investors who hold positions for weeks to years and want research and portfolio monitoring on the same holdings. | Active traders who want to review their process: journaling, replay, backtesting, and AI coaching. |
| 90,000+ stocks and ETFs across 16 exchanges, including 40,000+ European listings. Financials from SEC filings (US) and ESEF filings (EU). | US equities, options, futures, and forex, across the brokers and prop firms it supports. |
| Auto-sync through SnapTrade, an IBKR Activity Statement, Moula's CSV template, or manual entry. | Auto-sync, file upload, or manual entry across a long list of brokers and prop firms. |
| A searchable trade ledger with filters by instrument, option right, and activity. No setup tags, win rate, or R-multiples. | Core product: playbooks, tags, win rate, R-multiples, and time-of-day and behavior reports. |
| Not offered. | Trade replay and automated backtests from the Pro plan. Essential includes manual backtesting. |
| Candlestick charts, technicals, and financials from SEC and ESEF filings, plus ten valuation multiples and an AI-generated company profile. Alerts on price, technicals, and valuation. | Charts for replay and backtesting. No fundamentals or valuation history. |
| Holdings with cost basis, P&L, ROI, TWR against a benchmark and XIRR, and risk metrics. | Account P&L, drawdown, and trade-level stats. Built around trading performance, not what you hold. |
| Premium, assignment, exercise, and expiry in the same ledger as the shares. Overview can roll a stock and its option legs into one row per underlying. Open-option values follow the broker's synced marks, priced with a model in between. | Options journaled like any other market, for trade and strategy stats. |
| Not offered. | Prop-firm sync on every plan. |
| Free: 10 favorites, 3 years of history. Paid: 20 favorites for $3.99/mo, up to 100 for $11.99/mo. Annual billing is about a third cheaper. | No free plan. Essential $35/mo ($315/yr), Pro $59/mo ($531/yr), Ultra $99/mo ($891/yr). |