A structured record of every execution.
Audit gives each trade a consistent record: instrument, direction, size, entry and exit, stop and target, outcome, net profit or loss, strategy, emotional state, and notes. Keeping the context beside the result makes later review more useful than a list of wins and losses alone.
The editable journal supports individual entries, quick edits in a spreadsheet-style grid, and bulk session logging. Traders can add strategy and emotion tags, then return to the same record to review what they did and the reasoning they captured at the time.
Math, not magic.
Once you enter the raw data, Audit calculates measures such as win rate, average R multiple, net P/L, profit factor, and expectancy from the records you enter. Time-period, direction, and outcome filters let you compare different slices of your own history.
Analytics also groups results by instrument, strategy, weekday, position size, and tagged emotional state. These views help you ask more specific review questions; they describe the logged sample, not a prediction or proof that a pattern will continue.
Put your rules beside your results.
Traders can set weekly, monthly, and all-time goals, including a target win rate, a maximum risk percentage, and a short custom rule. These are personal reference points: the dashboard compares the win rate from logged wins and losses with the target and shows the gap across the selected period.
The value is in making a plan visible during review. Audit records the limits you choose and helps you compare them with your journal; it does not enforce risk limits, block trades, or decide whether a trade is appropriate.
Include the human part of execution.
A trade record can include the emotional state and strategy you choose to tag. Analytics then groups those entries and compares their logged outcomes and net P/L, helping you review whether particular conditions tend to appear alongside stronger or weaker results.
Psychology summaries need a meaningful number of tagged trades before a profile is produced. They are descriptive signals from your own records, not a diagnosis and not proof that an emotion caused a result. More complete, consistent journaling gives you better material to examine.
Auditor adds context to review.
Auditor can provide short, event-based feedback after journal or goal activity, and traders can request an explanation of selected dashboard or analytics data. Depending on the request, it receives relevant logged entries, calculated metrics, and stated goals so its response can address the record in front of you.
Coaching depends on an available AI service and may not always be returned. It is intended to prompt reflection on process and behavior, not to supply trading signals, market predictions, or financial advice. The journal and its calculated metrics remain useful independently of the coach.
Progress you can inspect.
Trader milestones turn selected process measures into visible progress. Depending on the milestone, Audit can count logged trades, trades with a stop loss, tagged emotional states or strategies, winning streaks, and trades that reached a recorded R multiple target.
These checkpoints recognize activity and consistency in the records, not trading skill or future profitability. They give traders another way to see which habits they are tracking and what remains to be completed.
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