Fintech
TradeOlogy
Automated journaling and performance analytics for active traders
- Category
- Fintech
- Stage
- Growth
- For
- Active traders across stocks, options, futures, and crypto
About
Automated trade journal and performance analytics platform. Auto-syncs with 25+ brokerages, ships 30+ dashboard widgets and 40+ analytics, and tracks performance across stocks, options, futures, and crypto.
Features
- Problem
- Manual trade logging is time-consuming and can leave records incomplete.
- How it works
- Connects 25+ brokerages with read-only access, auto-syncs fills, and supports guided CSV import for unsupported brokers.
- Result
- Traders get a unified journal across supported accounts and asset classes.
- Why
- Keeps a current trade record without requiring traders to enter every execution manually.
- Problem
- Scaled entries, partial exits, options legs, and futures multipliers can distort a basic trade log.
- How it works
- Reconciles fills into positions; records options by contract; applies futures multipliers in P&L, exposure, and reports.
- Result
- Users can review cleaner, broker-aligned positions and performance figures.
- Why
- Performance analysis depends on a record that matches how trades were actually executed.
- Problem
- Total P&L alone does not identify repeatable strengths or costly habits.
- How it works
- Provides performance metrics, deep-dive reports, calendars, heatmaps, session review, tags, notes, screenshots, and ratings.
- Result
- Users can investigate which trade patterns and behaviors are helping or hurting results.
- Why
- Traders need to segment outcomes by factors such as setup, session, time held, and account.
- Problem
- Post-trade review can lack context around the execution sequence.
- How it works
- Trade Replay displays closed trades or sessions bar by bar with actual entries, exits, stops, adds, and notes on the chart.
- Result
- Traders can revisit how a trade unfolded at their own pace.
- Why
- Seeing fills against historical price action helps distinguish an entry idea from trade management.
- Problem
- Traders may want to explore their own data without manually configuring reports.
- How it works
- Oly answers plain-English questions from synced fills, attaches underlying trades to answers, imports CSVs through chat, and builds dashboard widgets from descriptions.
- Result
- Users can query performance, positions, and recurring leaks with supporting trade data.
- Why
- Answers are intended to be traceable to the trader's own record rather than generic advice.
- Problem
- Practice and testing can otherwise require risking capital.
- How it works
- Trade Simulator starts from a selected historical bar and supports simulated market, limit, stop, and stop-limit orders with brackets, live P&L, stops, and targets.
- Result
- Traders can build reps and review simulated sessions without affecting their real journal.
- Why
- Historical replay lets traders practice execution in a separate simulated environment.
Product questions
What does TradeOlogy do?
TradeOlogy is a trading journal and performance-analysis platform that automatically syncs read-only brokerage activity into a reconciled record across stocks, options, futures, and crypto.
Who is TradeOlogy for?
Active traders across stocks, options, futures, and crypto
Screenshots
