Settings

Data in, data out, and where every number comes from.

Import trades

CSV · stocks, futures, options, crypto

Completed trades: symbol, side, quantity, entry/exit time, entry/exit price; optional commission, fees, planned stop, target, strategy, account, notes. Example: completed-trades.csv

Executions: one row per fill. Round trips are rebuilt with FIFO lots, so partial fills, scaling and reversals reconcile. Example: fills.csv · Futures without TP/SL: futures-trades.csv

Import history

Demo data is generated, not imported. Create an account to keep your own imports.

Data provenance

Trades: synthetic demo
Price history: synthetic-demo · 1-minute · historical, not live
Live quotes: Not connected
Brokerage: Not connected

Market data and brokers plug in behind provider interfaces (see README). Until one is configured, nothing on screen is presented as live.

Privacy

Your records are only readable by your account; every query is scoped to the signed-in user on the server.
Nothing is sent to an AI provider unless an API key is configured and you tick the per-question opt-in in Intelligence. Even then only aggregated results and trade IDs are sent, never your raw file.
Passwords are hashed with scrypt; session tokens are stored hashed.