TradeTally Features for Traders Who Review Their Edge
TradeTally combines trade journaling, broker import, behavioral analytics, and portfolio tracking into one workflow for traders who want cleaner data and better review.
Journaling, Tags, Notes, and Setup Review
Log entries and exits, store notes and screenshots, tag setups, and analyze trades by pattern, symbol, side, and timeframe. TradeTally is built to make review fast and consistent.
Broker Sync, CSV Import, and Portfolio Tracking
Auto-sync Charles Schwab and Interactive Brokers or import CSV files from many brokers. Review realized and unrealized P&L, open positions, equity history, and account-level performance in one dashboard.
Behavioral Analytics and AI-Assisted Insights
Detect revenge trading, overconfidence, loss aversion, and missed profit patterns. TradeTally also includes AI-assisted analysis, public trade sharing, mobile access, and self-hosted deployment options.