Today's Plan

Generate a short, honest verdict for today based on your last 7 days - stand down or go, with the setups worth focusing on and the ones to skip.

Workspace rhythm

Capture executionMeasure riskTag the setupReview the chartName the behaviorWrite tomorrow's ruleCapture executionMeasure riskTag the setupReview the chartName the behaviorWrite tomorrow's rule

Getting started

Six steps, in order. Each ticks itself off when you have actually done it — nothing here is a box you tick yourself.

Total P/L

$0.00

Total R

0.00R

Total Trades

0

Avg Trade

$0.00

Your edge

Performance Curve

Winning trade Losing trade

30 day portfolio growth

Trading Calendar

What if I had skipped...

tests against your own trades

Add rules and see what your record looks like if you had followed them. This is your own history re-scored, not a simulation against market data - so the answer is what actually would have happened, not what a model thinks might have.

Skip trades tagged No trades before No trades after Cap risk at Skip weekday Daily stop

Replay your trades

Your trades in the order you took them, one at a time, with the running total beside each one. Reading a losing streak forwards is a different experience from seeing it as a bar on a chart — you get to watch the size creep up.

Recent Trades

Review Coach

Performance By Setup

Mistake Patterns

Where Your Results Land

Every trade, sorted by R.

Time Under Water

How far below your best you have been.

Month By Month

Last 12 months.

Day Of The Week

Most traders have one day that costs them.

Hour Of The Day

From your entry times.

By Instrument

Long vs Short

How Long You Held

Broker Sync

Pro broker automation

Set up broker sync from Add Trade.

Select your broker, choose how many days of history to pull, and pick the trade details you want imported. TradeReview connects through the provider's own secure portal - it never asks for your broker password.

1Select brokerChoose stocks, options, futures, forex, crypto, or prop-firm workflow.

2Choose historyStart with 30, 90, 365 days, or all available provider history.

3Connect portalConnect by secure OAuth/API. TradeReview AI never asks for broker passwords.

Pro feature

Broker to connect Sync history

Executions and fills Fees and commissions Symbols and position size Link imported trades to journal notes

How it works Pick the broker and sync window first. Brokers covered by SnapTrade or OANDA's direct API connect live through the provider's own secure portal. Any other broker, prop firm, or spreadsheet still imports today through CSV, Excel, JSON, or a raw transaction log.

SnapTrade portal - live OANDA direct API - live CSV import - live

Pro required: Broker sync opens secure Stripe checkout first for Free users, then the broker provider portal.

Universal CSV Import

Drop any broker export here CSV, Excel, JSON, or tab separated - stocks, options, forex, futures, crypto, prop firms, and your own spreadsheets. TradeReview maps the columns, and can pair raw buys and sells into round trips.

Choose a file

CSV Excel JSON Transaction logs Global markets

API Connections

Crypto exchanges and OANDA forex.

Exchange or broker API key API secret

Open Binance API settings

Flexible CSV Template

Any broker Any asset Editable after import

Trade Date,Entry Time,Exit Time,Symbol,TradingView Ticker,Asset Class,Side,Quantity,Entry Price or Cost,Exit Price,Fees,Net P/L,Planned Risk,Actual Risk,Strategy,Notes
2026-06-29,09:36,09:42,SPY 612C,AMEX:SPY,Options,Buy,1,110,,1.00,35.00,25,110,VWAP breakout,Exited at first target
2026-06-29,10:05,10:11,EURUSD,FX:EURUSD,Forex,Sell,10000,1.0840,1.0824,0.00,16.00,20,12,London session pullback,Followed stop plan
2026-06-29,13:30,13:52,NQ1!,CME_MINI:NQ1!,Futures,Buy,1,20250.25,20274.25,4.50,475.50,150,95,Opening drive,Scaled out cleanly

Add Trade Manually

Start from a screenshot Paste or drop a TradingView chart or a broker position ticket. Reading happens in your browser, free. The image is kept with the trade so it is in your journal when you review it.

Choose image

How did it finish?

Instrument type Set from the symbol. Change it if the guess is wrong - it decides strike and expiry for an option, lot size for forex, and the point value for futures.

Trade date and exact entry/exit times.

Trade date Entry time Exit date Exit time Trade timezone Use the timezone your broker/chart used for the trade time.

Symbol / instrument

Side Call or put Strike price Expiry Contracts Lot size Standard lots. 1.00 = 100,000 units of the base currency. Qty Entry price Trade cost Calculated from size × price. Type your own to override. P/L Planned risk The money you decided to lose before entering. Every R figure in the journal is measured against it.

More details (optional)

TradingView chart symbol

Must match the instrument above. Example: TSLA should use NASDAQ:TSLA, not NASDAQ:GOOGL.

Trading outside the US? Find your exchange code

TradingView names instruments as EXCHANGE:TICKER. Pick your country below and the code is filled in for you, then type your ticker after the colon.

Actual risk used What the trade really put at risk. Strategy / setup used Mistake

Want this trade imported automatically next time?

Use Broker Sync before manual entry. Pick your broker, choose the history window, select what details to import, then TradeReview opens the secure provider connection. Manual entry and file import still work today.

Choose broker Select days Pick trade details Prepare secure portal

Trading Days

Select a day

Mindset Rule grade What happened? Tomorrow's rule

Market context prices and news, if you want them

Market news

All trades

AI Coach command hub

Choose how you want AI to help your trading.

This is the front door for the coach. Pick Learn if you want education, examples, definitions, videos, and blog-style lessons. Pick Trade if you want a planning lab that uses your journal, mistakes, strategy prompt, and risk rules.

Beginner lessons Market library Strategy lab Journal-aware guardrails

Coach output reads your journal

Learn R-multiple

A $25 stop and a $250 stop are not comparable in dollars. Normalise both to R and the comparison becomes honest.

Trade Risk guardrail

Skip the setup when the stop sits beyond 1R of your session average.

Invalidation set
Size within cap

Live AI workflow

Education, planning, and review in one loop.

TradeReview turns lessons, strategy prompts, journal mistakes, risk settings, and screenshots into a connected coaching flow. The point is not random signals. The point is better preparation before the trade and better evidence after the trade.

01Learn foundation

02Build a plan

03Review evidence

LearnTopic map generatedStocks, options, forex, futures, crypto, risk, psychology, and journal lessons.

TradeStrategy convertedYour prompt becomes setup, trigger, invalidation, stop, target, and skip rules.

RiskGuardrails scanningPlanned risk, actual risk, R-multiple, repeated mistakes, and overtrading behavior.

ReviewEvidence loop readyEntry, exit, screenshots, notes, and tomorrow's rule become the next lesson.

Learn with AI

Your trading university, built into the journal.

Choose what you trade, then learn the foundations in a clean path: market basics, chart reading, risk, psychology, setups, journaling, and links to deeper blog/video research. The goal is not hype - it is making every trader understand what they are doing before risking money.

Choose your learning path

What do you want to learn? Learning depth

1

Pick an asset classStart with the exact market you trade so the lessons match your workflow.

2

Learn structure and riskUnderstand price action, trade cost, stop placement, planned risk, and mistakes before using AI to plan.

3

Connect lessons to your journalAfter you log trades, Trade with AI can turn repeated mistakes into guardrails and review questions.

Lesson library

free · no AI needed

Practice tools

work it out, do not memorise it

Account size Risk per trade % Entry price Stop price

Entry Stop Exit

Reward to risk (R) Your win rate %

Risk per trade % Win rate % Reward to risk (R) Trades to simulate

Learn with AI: Trading Basics Path

What do you want to learn? Your level

Click any lesson tile, or choose a topic and click Generate lesson. The explanation will appear here so beginners can learn the basics before planning trades.

Learn with AI: Full Trading Library

Foundation

Markets 101

Stocks, options, forex, futures, ETFs, indexes, brokers, exchanges, liquidity, order books, spreads, and sessions.

Price action

Charts & candles

Candles, wicks, bodies, volume, trend, ranges, breakouts, pullbacks, VWAP, support, resistance, and failed moves.

Options

Calls, puts & Greeks

Strike, expiration, premium, intrinsic/extrinsic value, delta, gamma, theta, vega, IV crush, spreads, and assignment risk.

Risk

Position sizing

R-multiple, stop loss, max daily loss, expectancy, win rate vs reward/risk, drawdown control, and survival rules.

Strategy

Playbooks

Setup, context, trigger, invalidation, target, management, skip rules, screenshots, tags, and post-trade grading.

Psychology

Mindset

FOMO, revenge trading, boredom trades, hesitation, overconfidence, discipline, patience, and routine building.

Data

Reports

Read your win rate, profit factor, average R, setup performance, time-of-day stats, mistake tags, and broker fees.

Workflow

Daily review

Pre-market plan, trade execution, screenshot capture, journal recap, tomorrow's rule, weekly review, and AI coach prompts.

Blog-style lessons

Short written guides can be added here for every topic, like a trading university inside TradeReview.

Open blog library →

YouTube-style video lessons

Embed beginner videos, platform walkthroughs, and strategy explainers here when your channel is ready.

Search learning videos →

Ask from your journal

Ask AI to explain patterns from your own trades, mistakes, risk usage, setups, and screenshots.

Open Trade with AI →

Ask a learning question and the answer will appear here with a simple explanation, example, practice drill, and risk warning.

What each screen is for

Trade with AI

Turn your strategy into a risk-first execution plan.

Trade with AI is the advanced workspace: paste your strategy, choose market context, use journal mistakes as guardrails, and generate a pre-trade checklist. It is built for planning and review - not random signals, not financial advice, and never automatic order placement.

Trade with AI: Strategy Prompt Workspace

How this should be used

Use this before the trade to slow yourself down and after the trade to check decision quality. The strongest prompts include your setup, invalidation, risk rule, session, and what usually makes you break rules.

Ask for a checklist, not a prediction.
Require a skip rule before every trade.
Use your own journal mistakes as guardrails.
Keep risk defined before entry.

Strategy command center

This is not an auto-trader. It helps turn your strategy into checklists, skip rules, risk limits, and review prompts.

Market context Setup focus Risk mood What do you want help with? Your strategy or custom prompt

Paste your strategy or explain what you need, then click Generate plan. The output will use your profile, journal patterns, risk settings, and prompt to create a structured plan.

Important: AI coaching is for journaling, education, and planning. It is not financial advice, does not guarantee results, and does not place trades for you.

AI Chat

A coach that remembers the conversation.

Ask a question, then ask the follow-up - this thread keeps the last few turns and your journal context, so it doesn't need the setup repeated every time.

AI Chat

Important: AI coaching is for journaling, education, and planning. It is not financial advice, does not guarantee results, and does not place trades for you.

Live behavioral monitoring

Agents that feel like a trading desk, not a note pad.

Pick an agent below and TradeReview drafts the exact rules it should monitor. The front end now shows the control center; the next backend step is running these rules automatically when new trades, notes, screenshots, broker syncs, and review events arrive.

Risk alerts Tilt detection Routine tracking Custom rules

Risk Agentscanning R

Tilt Agenttone check

Habit Agentroutine pulse

Custom Agentrules ready

Discipline

Habit Agent

Watches pre-market prep, post-trade journaling, missed reviews, and whether your routine is slipping.

Guardrails

Risk Agent

Tracks R-multiple, oversized trades, daily drawdown behavior, repeated losses, and when you should reduce size.

Mindset

Tilt Agent

Reads journal tone and mistake tags to detect FOMO, revenge trading, frustration, hesitation, and overconfidence.

Your rules

Custom Agent

Describe the exact behavior, setup, broker issue, or trading rule you want TradeReview to monitor.

How agents will work

Watch new trades, journal notes, screenshots, and risk settings.
Detect repeated mistakes before they become account-damaging habits.
Warn with one clear action: reduce size, wait for confirmation, stop trading, or review.
Save every warning so the weekly review can measure whether behavior improved.

Agent rule preview

Choose an agent or write a custom one. The setup plan will appear here with monitoring rules, triggers, alert behavior, and the backend automation step.

Your next milestone

Working toward

-

Money milestones

$0 banked so far

-

The long-term number

Today's checklist

Mark each as Done, Not today, or N/A - a skipped day doesn't erase the ones before it.

Before the session

After the session

This week

Process recap

-

One rule for next week

Badges

Trade volume

Useful for tracking history - not something to chase for its own sake.

Process leaderboard

Show me on it

Ranked on process, never profit - review days, risk discipline, journaling and badges. No P/L, balances or trades are published, and you are off the board until you switch yourself on.

Traders worth studying

what they're known for, and the rule behind it

Optional reading

Friends

Trade alongside people you know

Chat, share setups and keep each other honest. Friends see your handle and what you send - never your balance, trades or journal.

You

Your accounts

Rule tracker

Your playbook

setups and mistakes you reuse

Add the setups you trade and the mistakes you watch for. They then appear as suggestions everywhere you tag a trade, so the same habit is spelled the same way every time.

Account setup

Account name Type Firm Starting balance

Leave a rule at 0 and it is not tracked. Everything below is arithmetic on your own trades - nothing is sent anywhere.

Daily loss limit Max drawdown Drawdown type Profit target Minimum trading days Consistency cap %

Free

$0 /mo

Unlimited trades and journals
CSV, Excel, JSON and transaction logs
Dashboard, calendar and trade replay
No AI, agents, or broker sync

Starter

$9.99 /mo

40 AI requests a month
Today's Plan - a daily stand-down/go verdict
Learn with AI
Trade with AI strategy prompts
AI Chat - a coach that remembers the thread
Weekly summaries
Backtest rules on your own trades

Pro

$29.99 /mo

250 AI requests a month
Broker sync
Chart screenshots on every trade
Risk, habit, mindset agents
Advanced reports

Elite

$49.99 /mo

1,000 AI requests a month
Priority broker support
Unlimited strategy tracking
Priority support

Payment information

Choose a plan above. Next step is connecting Stripe Checkout/PayPal so customers can safely enter payment details on a secure payment page.

No paid plan selected
Select Starter, Pro, or Elite, then continue to secure checkout.

Do not collect raw card numbers inside this static app. Use Stripe Checkout, Stripe Billing, PayPal, or another PCI-compliant provider.

Account Settings

Who you are

Display name Email address Friends handle Other traders add you by this. Letters, numbers and underscores. Profile photo Choose photo Shown to your friends in chat. Square works best.

How you trade

Phone number Default trading timezone

Email from us

Weekly review email A Monday summary of the week's process - what you logged, reviewed and kept inside your risk plan, plus your rule for the week. No P/L.

Account Overview

Signed in as-

Current planFree

Account syncPrivate cloud journal

Just upgraded and a feature still says "Upgrade"? Re-check with the server rather than the copy this browser cached at sign-in.

Font & Appearance

Font size Theme Accent color Dashboard density

Preview

Your dashboard, journal, AI coach, billing, and broker screens will use this display style.

Subscription Manager

Free
Manual journal, CSV import, and basic dashboard only. AI, agents, auto-capture, and broker sync are locked.

Starter - $9.99/mo
Learn with AI, Trade with AI prompts, weekly summaries, and replay notes.

Pro - $29.99/mo
Broker sync requests, Chart screenshots on every trade, AI Coach, agents, and advanced reports.

Elite - $49.99/mo
Higher AI limits, priority support, unlimited strategy tracking.

Billing Settings

Billing email Billing cycle Business / company name Tax ID / VAT

Payment Method

No card is stored in this static app. Connect Stripe Checkout/Customer Portal so users can add, update, or remove payment methods securely.

Security & Privacy

Password
Used to sign in, and to confirm anything that deletes data. At least 8 characters.

Sign out everywhere
For now this signs out this browser. Full all-device session revocation requires backend admin support.

Getting started steps
Bring the six-step guide back onto your dashboard.

Data export
Download a copy of trades, journals, profile, settings, and broker request metadata.

Delete all trades and journals
Clears every trade and journal note from this browser and your account. Your login, plan, accounts and settings are kept. Asks for your password first.

Delete account
Requires a secure backend workflow so journal rows, auth account, and billing subscription are handled safely.

Owner quick controls

Customer service email Product announcement Starter price Pro price Starter Stripe link Pro Stripe link Elite Stripe link

User list

StatusSecure backend function needed

WhySupabase auth user lists require the service-role key, which must never be shipped in browser code.

Manual account upgrade

Customer email Account tier Owner note

Support inbox preview

Trader Profile

Risk Rules

Account size Max risk per trade Option multiplier Oversize warning

Broker Account Linking

Secure broker bridge

Choose your broker

Prepare your account for direct trade sync. Live broker sync will use a secure connection provider or broker-approved API access, never broker passwords saved in this app.

1Choose brokerPick stocks, options, futures, or FX workflows.

2Secure portalConnect through provider OAuth/API, never saved broker passwords.

3Auto journalBring fills, fees, symbols, screenshots, and notes together.

Not linked

Broker to connect Sync history

Executions and fills Fees and commissions Symbols and position size Link imported trades to journal notes

Secure sync plan Best first provider: SnapTrade for trading-account connections. Backup path: Plaid Investments for holdings and investment transactions where execution-level fills are not available.

SnapTrade portal OANDA direct API queued CSV works today

Current live path: CSV import and manual trade logging are available today. Direct broker syncing is being prepared with provider OAuth/API access.

Integration Roadmap

Manual entries and CSV importsAvailable

Secure broker syncPlanned

Installable mobile web appAvailable

Native iOS and Android deploymentFuture

Mobile App

TradeReview on your phone

Install TradeReview AI to your home screen with the app icon, full-screen launch, and cached app shell for faster mobile opens.

Ready: On Android/Chrome, tap Install. On iPhone/Safari, tap Share, then Add to Home Screen.

Data

Live chats

No chats yet. When someone opens Live chat on the site, it shows up here.

Pick a chatWhile this app is open you show as online to visitors.

Signups, last 30 days

Users

Account	Location	Plan	Stripe	Trades	Journals	Net P/L	Joined	Last sign-in
Press Refresh to load accounts from Supabase.

Where your users are

LocationsPress Refresh to load.

Change a plan

Customer email Tier Note to yourself

Support inbox

InboxPress Refresh to load.

Review Every Trade. Refine Every Decision.

Welcome back

Install the mobile app

Review today before tomorrow trades you.

Today's Plan

Getting started

What the score is made of

Your edge

Performance Curve

Trading Calendar

What if I had skipped...

Replay your trades

Recent Trades

Review Coach

Performance By Setup

Mistake Patterns

Where Your Results Land

Time Under Water

Month By Month

Held To Expiry

Day Of The Week

Hour Of The Day

By Instrument

Long vs Short

How Long You Held

Add a trade

Broker Sync

Set up broker sync from Add Trade.

Universal CSV Import

API Connections

Flexible CSV Template

Add Trade Manually

Want this trade imported automatically next time?

Broker Sync setup

Daily journal

Trading Days

Select a day

Market news

Trade visual review

All trades

Welcome to AI Coach.

Choose how you want AI to help your trading.

Learn with AI

Trade with AI

AI Chat

Education, planning, and review in one loop.

Your trading university, built into the journal.

Choose your learning path

Lesson library

Practice tools

Learn with AI: Trading Basics Path

What is trading?

What are stocks?

What are options?

Call options

Put options

Greeks basics

Order types

Chart basics

Risk management

Psychology

Build a strategy

Journal review

Learn with AI: Full Trading Library

Markets 101

Charts & candles

Calls, puts & Greeks

Position sizing

Playbooks

Mindset

Reports

Daily review

What each screen is for

Turn your strategy into a risk-first execution plan.

Trade with AI: Strategy Prompt Workspace

How this should be used

Strategy command center

A coach that remembers the conversation.

AI Chat

Agent Command Center.

Broker Account Linking