Harmonized: Trading Journal

A trading journal that lives on your phone. Free, with no ads. Stocks and options, both on the free plan. Sync Schwab, tastytrade or Interactive Brokers. Or import the CSV or spreadsheet any broker exports: match your columns once and reuse the format. Or add a trade by hand. A trade log in your hand: record the trade when you place it, review it after the close. Prices update every 15 seconds while the market is open. DAILY TRADING JOURNAL - Rate each day on how you traded, not how much you made - Every day you wrote about in one searchable Notes list - Ask AI chat what you wrote on your red days, next to that day's P&L WHAT YOU GET - Your win rate is calculated, not guessed: every number comes from your actual trades - Ask about your history in plain English: "how do my Monday trades compare?" - Patterns and observations from your own data. Never signals, never picks, never advice - Tags, notes, categories and strategies on any trade REPORTS - Period P&L by day, week, month, or year - Win Rate & Expectancy, including scratches - Holding Period: results by how long you hold - Service Cost & ROI: is each advisory earning its keep? - P&L Calendar: a heatmap of every winning and losing day - Performance by Dimension: by strategy, category, or source - After-Trade Analysis (Pro): patterns in your trades and your notes GETTING YOUR TRADES IN - Schwab: link once, then pull your trades in by date range - tastytrade: link once with tastytrade's sign-in - Interactive Brokers: sync from your Flex report, guided setup - Fidelity: import your export file - Any other broker: import any CSV or spreadsheet, and save the column format EDUCATION MODE - Paper trading with a virtual balance on live market data, with no real money at risk - An education AI that explains concepts, not trades Simulated results do not reflect real market conditions, liquidity, or slippage. PRIVACY Your trade data powers your own analysis and nothing else. On the free plan, nothing touches your brokerage unless you ask it to. Auto Sync is off until you turn it on, and you can turn it off, or revoke our access at your broker, any time. Your broker connection is stored encrypted, and we never see or store your brokerage password. WHO IT'S FOR Options traders who want a trading journal that records a multi-leg position as one trade. Day and swing traders who keep making the same mistake and can't name it. Anyone who wants a trade tracker with the why next to the P&L. PLANS Free: Link Schwab, tastytrade or Interactive Brokers and pull your trades in whenever you want. Or import any CSV or spreadsheet. 6 months of history, with six Reports. 1 account, 15 AI questions a day. No ads, no trial clock. Basic, $4.99/month: Auto Sync once a day: Schwab and tastytrade after the close, Interactive Brokers each morning. Your full trade history. The web app on your computer: bulk-classify trades, full trade tables, full-size charts, CSV export. Up to 5 accounts, 50 AI questions a day. Pro, $11.99/month, with a 7-day free trial for new subscribers: Auto Sync through the trading day for Schwab and tastytrade (Interactive Brokers stays each morning). Everything in Basic, plus OpenAI's GPT-4o mini reading your journal, with exact P&L math underneath, and After-Trade Analysis. Up to 20 accounts, 200 AI questions a day. Schwab asks you to re-authorize every seven days, and an Interactive Brokers Flex token lasts up to a year. We'll remind you before either one lapses. Subscriptions renew automatically, and your Apple ID is charged, unless auto-renew is turned off at least 24 hours before the period ends. Manage or cancel in your Apple ID account settings. Terms of Use: https://www.harmonizedtrades.com/terms.html Privacy Policy: https://www.harmonizedtrades.com/privacy.html Harmonized Trades is a trade-journaling and analytics tool. It does not provide investment advice, recommendations, or signals. Trading involves risk of loss.