Trading analytics
Day-by-day P&L feed with a calendar heatmap. Win rate, R-multiple, and per-symbol stats. Saved trade ideas with their own performance lookback. Auto-imports from your brokers — no spreadsheet, no manual entry.
Per-day feed of trading activity with the full breakdown: realized trades grouped by underlying, entry date + holding period per closed trade, best / worst single trade, and day P&L vs SPY and QQQ benchmarks. Tells you whether the day was alpha or just beta.
A month-grid heatmap at the top of the Trade Log: each cell shows the realized P&L for that day, color-graded green-to-red. Click any cell to jump straight to that day's breakdown card.
Per-account performance: total value, today's change, MTD return, YTD return, unrealized + realized split, dividends collected. Sortable, with daily P&L attribution by account.
Log every trade with a thesis, post-mortem, tags, screenshots. Filter by win rate, R-multiple, or strategy. Open a journal entry from any symbol page — works even on stocks you don't currently hold.
Bookmarked ideas track their own P&L since save — MFE / MAE / max drawdown, days held, Sharpe and Sortino after 20 trading days. Public share link per idea so a friend can see exactly what the card looked like when you bookmarked it.
Active alerts panel surfaces options near expiry within 1% of strike, positions tested above 0.5 delta, and roll candidates by urgency score (immediate / soon / optional).
Drill into any ticker you've traded: lifetime realized + unrealized P&L, win rate, average holding period, biggest winner, biggest loser, R-multiple distribution.
Beta to SPY, drawdown history, daily P&L chart, sector concentration. Side-by-side comparison across all your accounts so you spot the laggard.
The hardest part of keeping a trading journal is the friction. Spreadsheets need manual entry. Broker apps show fills, not narratives. WealthWatch's Trade Log closes that gap: after every sync it FIFO-walks your transaction history once, pairs every closing fill with its earliest entry, and renders each day as a card — realized trades grouped by underlying (rolling SNDK puts compress into one line, not twelve), opened positions, dividends collected, total P&L, best and worst trade of the day, and how the day did vs SPY and QQQ. A calendar heatmap at the top of the page lets you jump to any active day.
Saved Trade Ideas get their own performance dashboard. Bookmark an idea — we snapshot the entry — and from then on we track current return, max favorable / adverse excursion, peak-to-trough drawdown, days held, and after 20 trading days we compute Sharpe and Sortino. Each idea has a public share token, so you can send a friend the exact card you bookmarked (price, IV rank, RSI, breakout state, conviction) and they can watch it play out without an account.
A day-by-day feed of your actual trading activity. Each day shows: realized trades (grouped by underlying so rolling SNDK puts collapse into one row instead of twelve), opened positions, dividends collected, total P&L, win/loss count, best and worst trade of the day, and how the day did vs SPY and QQQ. A calendar heatmap at the top jumps you to any active day in one click.
We FIFO-walk your full transaction history once to pair every closing fill with its earliest entry. So each closed trade row tells you the entry date, weighted-average entry price, days held, and a realized P&L. No spreadsheet manipulation — the journal infers it from your broker syncs.
When you bookmark an idea, we snapshot the underlying price as the entry. From there we track current return (direction-aware so a short idea profits from a price drop), MFE / MAE relative to entry, max drawdown peak-to-trough, days held, and after 20 trading days we compute Sharpe and Sortino. Each idea also gets a public share token so a friend can view it without logging in.
Yes, $5/month USD. Free users see total balances + holdings; the day-by-day Trade Log, calendar heatmap, and Saved Idea performance lookback need Pro. Demo accounts get full access for free.
Anything we sync — Wealthsimple, Questrade, IBKR, TD Direct Investing, RBC DI, BMO InvestorLine, Schwab, Fidelity, Robinhood, Chase, and ~thousands of others via Plaid / SnapTrade. Plus CSV imports for IBKR, Questrade, Wealthsimple, BMO IL, TD Direct.
Daily-close based. We cache SPY + QQQ daily bars and compute the day-over-day percent change against the realized P&L for each trade day. Refreshes after every sync.
Connect your broker. We do the math. $5/month, cancel anytime.