Build your rules as a checklist. After each trade, check off what you followed — and see what you broke.
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Unlimited
Playbook Compliance Score
A percentage showing how often you actually follow your own rules. Finally know if the problem is your strategy or your execution.
Progress Tracker
Set daily rules (max loss, max trades, stop time). Track compliance with a heat map. Turn discipline into a measurable habit.
Daily Journal & Pre-Market Prep
Template, and mindset check-in. Show up with a plan instead of reacting to price.
Analytics & Reports
Playbook Analytics
See which playbooks actually make money and which ones are bleeding your account — with real numbers.
Profit Playbooks Library
No strategy yet? Browse and import proven playbooks from profitable traders.
Customizable Dashboard
Your trading cockpit — P&L, profit factor, win rate, avg win/loss, expectancy, equity curve, drawdown, and more. All in one view.
Accounts & Data
Broker Sync (Auto-Import)
Connect your broker. Every trade imports automatically. Zero manual entry, zero excuses.
Unlimited
Unlimited
File Upload (CSV)
Quick import from any broker or platform via CSV file.
Unlimited
Unlimited
Manual Trade Entry
Add trades one-by-one when you want full control.
Trading Accounts
Separate accounts by broker, asset class, or strategy so your data stays clean.
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Trade Execution & Exits
R Multiple Tracking
Planned vs. realized R on every trade. A -1R loss = you followed your stop. Anything worse = you didn't. Instantly visible.
MAE & MFE Statistics
Maximum drawdown and maximum profit reached during each trade. Shows if you're holding losers too long or cutting winners too short.
Best Exit Analysis
Compare what you captured vs. the max profit your trade reached. See exactly how much you're leaving on the table.
Notes & Media
Trade Notes with Templates
Pre-built prompts so you never stare at a blank page. Capture the "why" behind every trade in seconds.
Notebook
Organized folders for weekly recaps, monthly reviews, trading plans, goals, and watchlists.
Notebook Templates
Pre-built templates for weekly reviews, monthly recaps, goal-setting. Just fill in the blanks.
Questions traders ask
Is it worth it? I can just use a spreadsheet.
You can. Most traders have tried. They build it over a weekend, fill it in for a week, then stop because manually entering trades, writing formulas, and building visualizations is a second full-time job. Even the ones who keep up can't generate the reports that actually reveal edge: performance by 15-minute window, by tag, by playbook, cross-analyzed against each other. RizeTrade auto-imports your trades, builds 50+ reports instantly, and turns your raw data into decisions. The spreadsheet stores numbers. This finds your edge.
I can't afford another subscription right now.
We understand. Capital matters. That's exactly why this exists. One revenge trade, one stop violation, one FOMO entry costs more than an entire year. The traders who use RizeTrade find the leaks in their P&L that they couldn't see before: the 15-minute window bleeding $5,000 a month, the "B-setup" trades costing $2,000 in unnecessary losses, the overtrading after 10:30 that wipes out the morning's gains. The question isn't whether you can afford RizeTrade. It's how much not knowing your data is costing you every single month.
Start your 7-day free trial. See what your data reveals.
I don't even have a strategy yet. Will this help?
Yes, and arguably you need it most. The Profit Playbooks Library gives you free, tested strategies from real traders that you can import directly into RizeTrade. Backtesting lets you validate any setup on up to 10 years of data before risking a dollar. And once you start trading, the reports tell you which elements are working so you build a strategy from evidence, not guesswork.
I don't have time to journal.
Broker sync imports your trades automatically. Zero typing. Templates fill in the structure so you're never staring at a blank page. A trade recap takes 2-5 minutes. A weekly review takes an hour. And that hour saves you from repeating the same $500 mistake for another six months.
I already know what my trading problems are.
Every trader thinks that until the data shows them something different. You might know you revenge trade. But do you know it's costing you exactly $3,200 a month? Do you know your win rate drops to 14% when you sleep under 6 hours? Do you know that Wednesday is your best day and Monday is bleeding you? The data doesn't just confirm what you know. It reveals what you can't see.
I'm already profitable. Why would I need this?
Profitable traders who stop tracking tend to drift. Sizing creeps up. Rules loosen. Overconfidence quietly replaces discipline. The journal doesn't just help you get profitable. It keeps you there. And when you're ready to scale, your track record gives you the statistical proof to size up with confidence instead of hope.
Does it support my broker / platform?
RizeTrade supports auto-sync with 40+ major brokers and platforms including TradeStation, TradingView, NinjaTrader, MetaTrader 4/5, Interactive Brokers, and more. For platforms not on direct sync, CSV file upload works with most brokers. We can add any broker within 24 hours.
Is my data secure?
RizeTrade does not store any broker credentials, execute trades, or access the funds in your account. Your trading data is encrypted and stored securely. You're in full control.
What if I trade multiple asset classes?
Separate them into different accounts within RizeTrade to keep your analytics clean. Mixing stocks, options, and futures in one account distorts your data. On Pro, you get unlimited accounts. Organize by broker, asset class, strategy, or year.
I trade prop firm accounts. Does this work?
Yes. Import through your trading platform (TradingView, NinjaTrader, MT5, etc.), select "demo" as the account type, and track everything the same way. The Progress Tracker can enforce the same rules your prop firm requires: daily loss limits, max position size, drawdown rules. So you pass challenges through discipline, not luck.
Win Rate by Day
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Dashboard Views
Switch between Dollar, Percentage, R Multiple, Ticks, or Privacy Mode. R view removes emotional attachment to dollar amounts.
Calendar View
Green, red, and gray days at a glance. Instant visual progress — or pattern recognition.
Custom Tags & Categories
Tag trades with emotions, setups, sleep quality, confidence, mistakes — anything. Then see exactly how each one affects your P&L.
50+ Auto-Generated Reports
Deep analytics across every dimension of your trading. No formulas. No pivot tables. No spreadsheet headaches.
Date & Time Reports
P&L by day of week and 15-minute time blocks. Find the hours making you money — and the ones silently draining your account.
Symbol & Instrument Reports
Win rate and P&L by ticker. Know which markets you actually have an edge in.
Strategy Reports
Compare playbooks side-by-side with real performance data. Keep the winners, cut the bleeders.
Tag-Based Reports
Auto-generated reports for every custom tag you create. See the dollar cost of revenge trading, poor sleep, or any pattern you track.
Risk & Position Size Reports
See how different position sizes affect your win rate and P&L. Find your sweet spot before sizing up blindly.
Cross Analysis
Overlay two variables to find hidden patterns — like your win rate on pullbacks during trending vs. range days.
Compare Tool
Side-by-side comparison of any two sets of trades — winning vs. losing days, Monday vs. Friday, playbook A vs. B.
Wins vs. Losses Breakdown
Compare the stats of your winners against your losers. See exactly what separates good trades from bad ones.
Filter Stacking
Combine multiple filters at once — "pullback setups, 3-min chart, Wednesdays only." As specific as you need.
Price & Quantity Reports
Performance by stock price range and volume. Find which types of stocks actually match your edge.
Trade Duration Reports
Performance by how long you hold. Know your optimal hold time instead of guessing.
Options Expiration Reports
Track and analyze performance around options expirations.
Advanced Global Filter
Filter any subset of trades by date, symbol, tag, playbook, or any combination of criteria.
Export as PDF
Download any report for offline review or sharing with a mentor.
Unlimited
Commission & Fee Tracking
Factor in commissions, borrow rates, and fees. See what you actually keep — not what your broker shows you.
Multiple Currency Support
Track performance in your preferred currency.
Secure Data Storage
All your trading data stored securely in the cloud.
1 GB
Unlimited
Breakeven Settings
Define your breakeven range for precise win/loss/scratch categorization.
Exit Efficiency Score
One number: your P&L as a percentage of maximum potential. Shows how well you actually manage exits across all trades.
Stop Loss & Take Profit Fields
Enter planned SL and TP on every trade. R multiples calculate automatically. Forces you to define risk before you click buy.
Running P&L per Trade
See how your P&L moved throughout each trade. Understand the management, not just the final number.
Drawdown Widget
Visual display of drawdowns over time. Spot your tilt days and trace back to exactly what triggered them.
Automatic Chart Plotting
Entries and exits plotted on price charts automatically. No screenshots needed.
Custom Chart Indicators
Add SMAs, EMAs, VWAP, and more to match your live charting setup.
Image & File Uploads
Attach screenshots, annotations, or chart markups directly to any trade. Everything in one place.
Voice Notes
Record audio reflections after trades. Faster than typing when you need to capture the moment.
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90% of Traders Lose Money. Become Part of the 10% Club.
You already know the setups. You've watched the courses. You've put in the screen time. What's missing isn't more knowledge. It's a feedback loop that shows you what your data already knows.