Interactive Brokers Trading Journal

Access to more markets can give you more opportunities. It can also give a bad trading day more places to continue.

Read-only connection · Credentials never stored · 30-day money-back guarantee

  • Read-only connection
  • Credentials never stored
  • Full history on first import
  • Stocks, options, futures & forex
  • Cancel anytime

RizeTrade helps Interactive Brokers traders review when moving between instruments is part of the plan and when it becomes a way to keep trading after the original edge is gone.

01Interactive Brokers

A Losing Trade Can Follow You Into the Next Market

You take a loss in one instrument and move on.

That sounds healthy until the next trade is larger, faster, or lower quality because you are still carrying the first result.

Broad market access makes it easy to tell yourself the next opportunity is independent. Sometimes it is. Sometimes it is the same recovery trade wearing a different symbol.

02Interactive Brokers

Review the Day as One Decision Stream

RizeTrade lets you review historical executions on charts and connect them through time, tags, emotions, and rules.

Instead of treating each instrument as a separate story, you can ask what happened across the whole session. Did the second market appear because it was planned, or because you wanted another chance after the first loss?

That is often where the useful pattern lives.

03Interactive Brokers

Catch Cross-Market Revenge Trading

Revenge trading is easy to notice when you re-enter the same symbol immediately.

It is harder to spot when you switch instruments.

RizeTrade helps you compare the trades that follow losses with the trades you take from a neutral state. You may discover that your confirmation drops, your size rises, or your trade count accelerates after a market switch.

The instrument changed. The emotional sequence did not.

04Interactive Brokers

Keep Your Personal Session Smaller Than Your Access

Your broker may give you many ways to stay active. Your trading plan should still define what belongs in your session.

Track which markets were planned, which were added later, how long you traded, and when rule quality started to fall.

The goal is not to use less capability. It is to avoid confusing access with opportunity.

05Interactive Brokers

Define the Markets That Belong in the Day

Broad access is most useful when the day still has a clear scope.

Before the session, define the instruments or market groups you actually intend to trade. Then note when something outside that plan enters the day and why.

That gives you a simple way to distinguish genuine opportunity from emotional expansion. If unplanned markets appear mostly after losses, boredom, or missed moves, the issue is not access. It is the way the session widens when discipline starts weakening.

06Interactive Brokers

Ask Trading Mentor AI

Ask:

  • Which market switches happen after losses?
  • Do I size differently in the next instrument?
  • When does broad market access increase my trade count?
  • Which planned markets produce my best rule adherence?

More access is useful when your process stays selective.

How it works

Three steps, then the reviewing starts. No spreadsheet, no manual entry.

  1. 1

    Bring your history in

    Connect Interactive Brokers or upload a CSV export. Executions are matched into trades automatically — partial fills and multi-leg options included.

  2. 2

    Tag what happened

    Setup, emotion, rule followed, stop and target. A few fields per trade is enough to make the review meaningful later.

  3. 3

    Review the patterns

    Filter by any variable and compare. The reports show which setups pay, which habits cost, and whether you followed your own plan.

Questions

Do you store my Interactive Brokers password?
No. RizeTrade never stores broker credentials, and never places, modifies or touches an order in your account. The connection is read-only.
How do I get my Interactive Brokers trades in?
Connect the account for automatic sync, or export a CSV and upload it. Either way your existing history comes in on the first import, not just trades from today onward.
Does it handle options and futures?
Yes. Verticals, condors, butterflies and diagonals are grouped as single positions rather than loose legs, and expired contracts close themselves. Futures carry their own multipliers and tick sizes.
What if I have years of history?
Import it all. A longer record makes the reports more useful, because patterns in setups, times of day and rule-breaking only become visible across a large sample.
Can I cancel?
Yes, at any time. There is also a 30-day money-back guarantee, so you can import your history and see your own numbers before committing.

Stop guessing. Review your trading.

Your Interactive Brokers history already contains evidence of what you do well and where your process breaks down. RizeTrade helps you see it.

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