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RizeTrade

Features

RizeTrade Features

Import your trades, journal your decisions, track your behaviour and analyse your performance with RizeTrade.

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Four RizeTrade screens together: a tag breakdown, trade notes, the emotion selector and a tag breakdown with one row highlighted
Interactive BrokersTD AmeritradeWebullTradeStationTradovateDAS TraderCharles SchwabNinjaTrader

01Broker Sync or File Import

Import your trades automatically or from a file

Connect your broker to automatically sync your trades with RizeTrade.

If your broker is not connected, you can upload your trading history using a supported file format instead.

Once imported, your trades are available across your journal, charts, statistics and reports.

Trades table listing eight trades with entry, exit, side, net profit and loss, and R for each

02Enter Trades Manually

Add trades manually to your journal

Create a trade manually by entering the trade details yourself.

Use manual entry for trades from unsupported brokers, accounts you do not want to connect, or any trade you want to record yourself.

Your manually entered trades are analysed alongside the rest of your trading history.

  • Close-up of a segmented control offering Net, Gross and R, beside a filter button
Five-minute AAPL candle chart with entry and stop lines drawn on, and the trade's numbers beneath

03View Past Trades on a Chart

Review your entries and exits directly on the chart

Open a completed trade and view it against the historical price chart.

See where you entered and exited so you can review how the trade developed after your execution.

This gives you more context than reviewing entry and exit prices alone.

  • Indicator search panel open over a candlestick chart, showing a list of trend indicators
  • Trade notes list with per-symbol entries on the left and an AAPL chart on the right
Journal editor with a performance grade selector, an emotion selector and a formatting toolbar

04Journal

Add notes to your trades

Write journal entries for your trades and record the information you want to remember.

Document your trade idea, setup, execution, mistakes, lessons or anything else that influenced the trade.

Return to your notes later when reviewing your trading history.

  • Journal entry with a lesson about not moving a stop loss, and a Save to Lessons button
  • Notebook window with a folder rail showing daily journals, weekly reviews and trade notes
Emotion selector open on a journal entry listing ten emotions, with Calm highlighted

05Track Emotions

Record how you felt during your trades

Track the emotions associated with individual trades.

Record emotions such as confidence, fear, frustration or FOMO, then review how different emotional states relate to your trading performance.

This helps you identify emotional patterns that may be affecting your decisions.

  • Tag breakdown table ranking trade tags by profit and loss, win rate and count
Performance grade control showing A, B and C buttons with A selected in green

06Trade Grade

Give each trade a grade

Grade your trades based on the quality of your execution.

Instead of judging a trade only by whether it made or lost money, use Trade Grade to record how well you followed your intended process.

Over time, you can compare your trade quality with your actual results.

Daily rules table listing seven rules with their streaks and follow rates

07Discipline Tracker

Track whether you followed your trading rules

Use the Discipline Tracker to record how well you followed your trading plan.

Review disciplined trades alongside trades where you broke your rules and identify behaviours that repeatedly affect your results.

This gives you a clearer way to measure trading discipline over time.

  • Daily rules table shown beside a monthly trading calendar
  • Setup page with statistics, rules, playbook, trades and notes tabs, and the daily rules table
Monthly trading calendar with a trade count and profit or loss on each day, and a weekly total column

08P&L Calendar

View your daily P&L on a calendar

See your trading results organised by day in the P&L Calendar.

Quickly review profitable and losing days, trading streaks and your performance across each month.

Use the calendar to get a simple visual overview of your trading activity and results.

  • Six monthly trading calendars in a grid, each with its own total, three of them negative
  • Daily profit and loss bar chart with green bars above the axis and red bars below
Trading statistics grid showing total trades, win rate, profit factor and average hold times

09Statistics

Analyse your trading performance

View statistics calculated from your trading history.

Use your performance data to understand how you are trading over time and identify patterns across your results.

Review more than individual trades by looking at your performance across a larger sample.

  • Cumulative profit and loss curve with a long drawdown through the middle
  • Hexagonal trading score radar scoring win, recovery, profit, risk, payoff and consistency
  • Trade frequency table ranking the days of the week by number of trades
Insights screen with a banner naming the best trading day, above a breakdown by day of week

10Reports

Break down your trading data

Use reports to analyse specific parts of your trading performance.

Filter and compare your trades to understand how different strategies, symbols, time periods and other variables affect your results.

Reports make it easier to identify what is performing well and where your results are weaker.

  • Insight banner naming the month most losses come from, with a monthly calendar over it
  • Two-tone banner naming the tag that pays and the tag that costs, each with its total
Trade efficiency chart, one bar per trade showing the part of the move captured and the part left behind

11Trading Efficiency

Measure how efficiently you manage your trades

Review how efficiently you entered, managed and exited your trades.

Trading Efficiency helps you understand how much of the available move you captured and where your execution could have been better.

Use it to identify patterns such as exiting too early or giving back too much profit before closing a trade.

Trading Mentor AI chat panel with a question box and shortcut buttons for reviewing today's trades

12Trading Mentor AI

Ask AI questions about your trading

Use Trading Mentor AI to analyse your trading data and help you understand your performance.

Ask questions about your trades, behaviour and journal history instead of manually searching through your data.

Use it to identify patterns, review mistakes and get more context from the information already stored in RizeTrade.

Review Your Trading in One Place

RizeTrade brings your trades, journal, behaviour and performance data together in one trading journal.