TradeTally frequently asked questions

What is TradeTally?

TradeTally is a trading journal and investment tracker for active traders. It imports your trades, calculates P&L and performance metrics, and finds the habits behind your losses, such as revenge trading, holding losers too long and exiting winners early. It runs as a hosted service at tradetally.io or on your own server with Docker.

Is TradeTally free?

Yes. The free plan has no cap on stored trades and no time limit. It includes journaling, the trading calendar, P&L, win rate, profit factor and R-multiples, and file import from every supported platform in batches of up to 100 executions. Pro adds broker sync, behavioral analysis and excursion analytics for $15 a month.

How much does TradeTally Pro cost?

TradeTally Pro costs $15 a month, or $135 a year billed annually. A 14-day Pro trial starts on its own after your first 20 imported trades, with no card required. The free plan stays free with no trade cap.

Is there a free trial of TradeTally Pro?

Yes. A 14-day Pro trial starts on its own after your first 20 imported trades, with no card required. If you do not subscribe, the account returns to the free plan and keeps all of its trades.

What is the difference between the hosted and self-hosted versions?

The hosted version at tradetally.io is managed for you, with market data, charts and AI keys included. The self-hosted version runs the same code on your own server with Docker, so your data never leaves your infrastructure; you supply your own API keys for market data, charts and AI features.

Which brokers does TradeTally sync with?

TradeTally Pro syncs trades directly from Charles Schwab (including thinkorswim), Interactive Brokers, TradeStation, Alpaca, Webull, OANDA, Trading 212. Synced trades arrive without CSV exports, with fees, currencies and partial exits reconciled on import.

Which brokers can I import from with a CSV file?

Every plan imports CSV, Excel, HTML and ZIP exports, with dedicated parsers for thinkorswim, Interactive Brokers, Lightspeed, TradingView, Tastytrade, Tradovate, Questrade, Webull, TradeStation, E*TRADE, Tradervue, Sierra Chart, MetaTrader, ProjectX, Firstrade. For any other broker, a column mapper lets you map your export's columns once and reuse the mapping.

What trading journal works with Charles Schwab and thinkorswim?

TradeTally Pro connects to Charles Schwab, including thinkorswim accounts, over Schwab's official API and syncs trades automatically. Free accounts can import thinkorswim account statement exports instead.

What trading journal works with Interactive Brokers?

TradeTally Pro syncs Interactive Brokers (IBKR) trades through a Flex Query you set up once in IBKR's Client Portal. It covers stocks, options and futures. Free accounts can import IBKR Flex Query files manually.

Can I import my history from Tradervue?

Yes. TradeTally reads Tradervue's standard trade export, including open and close times, side, size, entry and exit prices, P&L, notes and tags. Customized exports can go through the column mapper.

Does TradeTally support options trades?

Yes. TradeTally tracks calls, puts, spreads and multi-leg strategies, resolves option symbols into readable contracts, and reports P&L and win rate by strategy.

Does TradeTally support futures, forex and crypto?

Yes. TradeTally tracks stocks and ETFs, options (including spreads and multi-leg strategies), futures (including micros), forex, crypto in one journal. Futures P&L uses each contract's point value, including micro contracts.

Which metrics does TradeTally calculate?

Free accounts get P&L, breakeven-aware win rate, profit factor, expectancy and R-multiples. Pro adds MAE/MFE excursion, exit efficiency, SQN, Kelly criterion, K-ratio, Sharpe ratio and drawdown, broken down by hour, symbol, strategy, tag and size.

How does TradeTally detect revenge trading?

TradeTally Pro looks at your own fills for entries placed soon after a loss, especially with larger size than usual, and links each flagged trade to what it cost. The same analysis covers loss aversion (losers held longer than winners), early exits, and size creeping up during a winning streak.

Does TradeTally have AI features?

Yes. An AI chat reads your trades, positions and journal and cites the trades it used in each answer. Free accounts get 200 AI credits a month and Pro accounts get 1,000, plus a weekly edge report.

Is there a TradeTally mobile app?

Yes. TradeTally has an iOS app for reviewing trades, P&L and journal entries between sessions. The web app also works on phone browsers.

Can I share trades publicly?

Yes. You can mark individual trades as public and share a link; public trades also appear in the community feed. Trades stay private unless you choose to share them, and you can make them private again at any time.

Can I export my data?

Yes. Settings exports all of your trades, tags, settings and trading profile as a JSON file that can be imported into any TradeTally instance, including a self-hosted one. TradeTally also has a REST API.

What is the best free trading journal?

TradeTally is a strong choice if you want a free trading journal without a trade cap: the free plan stores unlimited trades with no time limit and imports from every supported broker. Of the popular alternatives, Tradervue's free plan is limited to stocks and a monthly trade cap, while TraderSync and TradeZella have no free plan.

How does TradeTally compare to Tradervue?

TradeTally's free plan stores unlimited trades across stocks, options, futures, forex and crypto, where Tradervue's free plan is limited. Paid Tradervue plans cost $29.95 to $49.95 a month; TradeTally Pro costs $15 a month. TradeTally is also open source and self-hostable, and Pro adds behavioral analysis of revenge trading and loss aversion.

How does TradeTally compare to TraderSync?

TraderSync has no free plan and costs $29.95 to $79.95 a month. TradeTally has a free plan with no trade cap, and Pro costs $15 a month. TradeTally is open source and self-hostable; TraderSync is a closed, hosted product with an Android app, which TradeTally does not have yet.

Is there a free alternative to TradeZella?

Yes. TradeZella has no free plan and costs $35 to $99 a month. TradeTally journals unlimited trades for free, and its Pro plan at $15 a month adds broker sync and behavioral analytics.

Is there an open-source trading journal?

Yes. TradeTally is open source under the Apache 2.0 license, with its full source code on GitHub at https://github.com/GeneBO98/tradetally. Tradervue, TraderSync, TradeZella and Edgewonk are closed source.

Can I self-host a trading journal?

Yes. TradeTally runs on your own server with Docker (image potentialmidas/tradetally), so your trade data never leaves your infrastructure. The self-hosted version runs the same code as the hosted service.

What is the best trading journal for day traders?

Day traders need fast import and per-session analysis. TradeTally syncs fills from your broker on Pro, breaks performance down by hour of day, shows daily P&L on a calendar, replays each trade's session with VWAP and EMAs, and flags revenge trades after losses.

What is the best trading journal for prop firm traders?

TradeTally works for prop firm evaluations such as FTMO, Topstep and Apex: import fills from the firm's platform, track drawdown and daily P&L against your rules, and use the behavioral analysis to catch the revenge trades and oversized positions that usually break an evaluation.

Is my trading data secure?

Yes. Data is encrypted in transit and broker connection credentials are encrypted at rest. For full control, you can self-host TradeTally so your data stays on your own servers.

Does TradeTally sell user data?

No. TradeTally does not sell or share your personal or trading data. It is funded by the optional Pro subscription.

Can I delete my account and data?

Yes. You can export your data and then delete your account from Settings. Deletion removes your trades and account data from TradeTally's servers.

Last updated 2026-11-06.