Quick Overview
- 1#1: TraderSync - Automated trading journal that imports trades from over 200 brokers and delivers advanced performance analytics and insights.
- 2#2: Edgewonk - Professional trading journal emphasizing psychological analysis, trade grading, and performance optimization.
- 3#3: TradesViz - Comprehensive trade analyzer with visualization, backtesting, and AI-powered insights for stocks, forex, and crypto.
- 4#4: Tradervue - Web-based trade journaling platform for detailed analysis of stocks, options, futures, and forex trades.
- 5#5: Trademetria - Multi-asset trading journal with automated broker sync and customizable performance reports.
- 6#6: TradeBench - Free online trading journal for tracking equity curves, win rates, and strategy performance.
- 7#7: Sharesight - Investment portfolio tracker that automates trade tracking, dividend monitoring, and tax reporting worldwide.
- 8#8: TradeLog - Desktop software for precise trade tracking and IRS-compliant capital gains tax reporting.
- 9#9: Journalytix - Professional trade journal for futures and options with execution quality analysis from CME Group.
- 10#10: Portfolio Performance - Open-source desktop tool for tracking investments, analyzing performance, and generating reports.
We selected these tools based on their feature richness, usability, depth of insights, and overall value, ensuring they cater to both casual and professional traders across stocks, forex, crypto, futures, and more.
Comparison Table
Trade tracking software is vital for traders aiming to streamline analysis and decision-making, and this comparison table explores top tools like TraderSync, Edgewonk, TradesViz, Tradervue, and Trademetria. Readers will gain insight into features, pricing, and suitability for various trading styles, aiding in selecting the right solution.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | TraderSync Automated trading journal that imports trades from over 200 brokers and delivers advanced performance analytics and insights. | specialized | 9.5/10 | 9.8/10 | 9.3/10 | 9.1/10 |
| 2 | Edgewonk Professional trading journal emphasizing psychological analysis, trade grading, and performance optimization. | specialized | 9.2/10 | 9.6/10 | 7.9/10 | 9.5/10 |
| 3 | TradesViz Comprehensive trade analyzer with visualization, backtesting, and AI-powered insights for stocks, forex, and crypto. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 9.0/10 |
| 4 | Tradervue Web-based trade journaling platform for detailed analysis of stocks, options, futures, and forex trades. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 8.5/10 |
| 5 | Trademetria Multi-asset trading journal with automated broker sync and customizable performance reports. | specialized | 8.6/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 6 | TradeBench Free online trading journal for tracking equity curves, win rates, and strategy performance. | specialized | 8.4/10 | 9.1/10 | 7.9/10 | 8.2/10 |
| 7 | Sharesight Investment portfolio tracker that automates trade tracking, dividend monitoring, and tax reporting worldwide. | specialized | 8.4/10 | 8.8/10 | 8.2/10 | 8.5/10 |
| 8 | TradeLog Desktop software for precise trade tracking and IRS-compliant capital gains tax reporting. | specialized | 8.2/10 | 9.2/10 | 6.5/10 | 8.5/10 |
| 9 | Journalytix Professional trade journal for futures and options with execution quality analysis from CME Group. | specialized | 8.4/10 | 9.2/10 | 7.6/10 | 8.0/10 |
| 10 | Portfolio Performance Open-source desktop tool for tracking investments, analyzing performance, and generating reports. | specialized | 8.2/10 | 9.2/10 | 6.5/10 | 10/10 |
Automated trading journal that imports trades from over 200 brokers and delivers advanced performance analytics and insights.
Professional trading journal emphasizing psychological analysis, trade grading, and performance optimization.
Comprehensive trade analyzer with visualization, backtesting, and AI-powered insights for stocks, forex, and crypto.
Web-based trade journaling platform for detailed analysis of stocks, options, futures, and forex trades.
Multi-asset trading journal with automated broker sync and customizable performance reports.
Free online trading journal for tracking equity curves, win rates, and strategy performance.
Investment portfolio tracker that automates trade tracking, dividend monitoring, and tax reporting worldwide.
Desktop software for precise trade tracking and IRS-compliant capital gains tax reporting.
Professional trade journal for futures and options with execution quality analysis from CME Group.
Open-source desktop tool for tracking investments, analyzing performance, and generating reports.
TraderSync
specializedAutomated trading journal that imports trades from over 200 brokers and delivers advanced performance analytics and insights.
AI-powered insights that deliver personalized feedback on trade performance and strategy flaws
TraderSync is a comprehensive trading journal and analytics platform that automatically imports trades from over 200 brokers and exchanges across stocks, options, futures, forex, and crypto. It offers advanced performance analytics, customizable charts, P&L breakdowns, trade replay, and AI-driven insights to help traders identify patterns, mistakes, and opportunities for improvement. With a user-friendly interface and mobile app, it empowers traders to track and optimize their strategies effectively.
Pros
- Seamless automatic trade imports from 200+ brokers
- Advanced analytics including AI insights and trade replay
- Intuitive dashboard with mobile app support
Cons
- Premium features locked behind higher tiers
- Steeper learning curve for advanced analytics
- No perpetual license option, subscription-only
Best For
Serious day traders and swing traders seeking in-depth performance analysis to refine strategies.
Pricing
Free limited plan; Pro ($29.95/mo), Premium ($49.95/mo), Elite ($79.95/mo); annual discounts up to 20% off.
Edgewonk
specializedProfessional trading journal emphasizing psychological analysis, trade grading, and performance optimization.
The Tilt Meter, which quantifies emotional trading states and correlates them with performance outcomes
Edgewonk is a powerful standalone trading journal software designed for retail traders to log, analyze, and optimize their trading performance across markets like forex, stocks, and futures. It excels in advanced analytics, including MFE/MAE tracking, setup-based performance breakdowns, and psychological insights via tools like the Tilt Meter. Unlike subscription-based alternatives, it offers lifetime access with deep customization for long-term trader development.
Pros
- Exceptional depth in analytics and statistical tools like opportunity size and edge scoring
- One-time lifetime license with free updates, no subscriptions
- Strong focus on trading psychology and behavioral pattern recognition
Cons
- Manual trade entry only, no direct broker integrations
- Desktop-only (Windows/Mac), lacks mobile or web access
- Steep learning curve for beginners due to extensive customization options
Best For
Serious retail traders committed to in-depth self-analysis and psychological improvement in their trading.
Pricing
One-time purchase of €169 (about $185 USD) for lifetime access and updates.
TradesViz
specializedComprehensive trade analyzer with visualization, backtesting, and AI-powered insights for stocks, forex, and crypto.
Advanced simulations that let users test strategies on their own historical trades with what-if scenarios
TradesViz is a comprehensive trade tracking and journaling platform that automatically imports trades from over 30 brokers and exchanges across stocks, options, futures, forex, and crypto. It provides advanced analytics including expectancy, profit factor, drawdown analysis, and customizable performance charts to help traders identify strengths and weaknesses. The software also features trade replay, strategy simulations, and risk management tools for deeper insights and improvement.
Pros
- Seamless integrations with numerous brokers for automatic trade imports
- Powerful analytics, simulations, and trade replay for strategy optimization
- Highly customizable charts and dashboards with mobile app support
Cons
- Steep learning curve for advanced features
- Some premium tools locked behind Elite tier
- Occasional delays in broker sync for less common platforms
Best For
Experienced traders who need advanced analytics, simulations, and visualizations to refine strategies across multiple asset classes.
Pricing
Free basic plan; Pro at $19.99/month or $199/year; Elite at $39.99/month or $399/year.
Tradervue
specializedWeb-based trade journaling platform for detailed analysis of stocks, options, futures, and forex trades.
Tick-by-tick trade replay that simulates live market conditions for precise trade analysis
Tradervue is a robust trade journaling and analytics platform tailored for active traders across stocks, options, futures, and forex. It enables seamless import of trades from over 50 brokers, automatic performance analysis with detailed metrics like win rate, expectancy, and Sharpe ratio, and customizable charts for deep insights. Users can tag trades, add notes for journaling, and utilize a unique trade replay feature to review executions tick-by-tick.
Pros
- Extensive broker integrations for easy trade imports
- Powerful analytics and customizable reporting tools
- Trade replay for detailed post-trade review
Cons
- Somewhat dated user interface
- Steeper learning curve for new users
- Limited native mobile app functionality
Best For
Active day and swing traders seeking advanced performance analytics and journaling capabilities.
Pricing
Free basic plan; Silver ($29/mo billed annually); Gold ($49/mo billed annually).
Trademetria
specializedMulti-asset trading journal with automated broker sync and customizable performance reports.
Automatic trade import and synchronization from over 200 brokers worldwide
Trademetria is a comprehensive trade tracking and analytics platform that supports traders in stocks, forex, crypto, futures, and options by automatically importing trades from over 200 brokers and exchanges. It offers advanced performance metrics, customizable dashboards, risk analysis, trade journaling, and strategy simulation tools to help users identify strengths and weaknesses. The software emphasizes data-driven insights with visualizations like equity curves, win rate trackers, and correlation analysis for portfolio optimization.
Pros
- Seamless auto-import from 200+ brokers and exchanges
- Advanced analytics including risk metrics, expectancy, and Monte Carlo simulations
- Customizable dashboards and trade tagging for detailed journaling
Cons
- Steeper learning curve for beginners due to feature depth
- Pricing can feel high for casual traders without annual discounts
- Mobile app lacks some desktop functionalities
Best For
Experienced multi-asset traders seeking in-depth performance analysis and broker integrations.
Pricing
Starter ($19/mo billed annually), Pro ($29/mo), Elite ($49/mo); 14-day free trial available.
TradeBench
specializedFree online trading journal for tracking equity curves, win rates, and strategy performance.
Intelligent trade tagging and 'Trade DNA' behavioral profiler that identifies recurring patterns in wins/losses for psychological insights
TradeBench is a comprehensive trade tracking and journaling platform tailored for active traders across stocks, options, futures, and forex. It enables seamless import of trades from major brokers like Interactive Brokers and TradeStation, providing detailed performance analytics, customizable charts, and risk management tools. The software emphasizes behavioral insights through trade notes, tags, and pattern recognition to help users refine their strategies and psychology.
Pros
- Robust broker integrations for automatic trade imports
- Advanced analytics including expectancy, drawdown, and pattern tracking
- Customizable dashboards and detailed journaling for behavioral analysis
Cons
- Steeper learning curve for advanced features
- No native mobile app (web-responsive only)
- Higher-tier plans required for unlimited storage and premium reports
Best For
Dedicated swing and day traders who prioritize deep performance analytics and trade psychology tracking over simplicity.
Pricing
Starts at $19/month (Pro plan) or $149/year; Enterprise at $39/month with advanced tools; 14-day free trial available.
Sharesight
specializedInvestment portfolio tracker that automates trade tracking, dividend monitoring, and tax reporting worldwide.
Seamless automatic trade imports from 200+ global brokers for effortless portfolio synchronization
Sharesight is a portfolio tracking platform designed for investors to monitor trades, performance, and dividends across stocks, ETFs, funds, and cryptocurrencies from multiple brokers worldwide. It automatically imports trade data from over 200 brokers, generates detailed performance reports using metrics like IRR and time-weighted returns, and produces tax-ready reports for capital gains and dividends. The tool excels in consolidating holdings for a unified view, making it suitable for long-term investors managing diverse portfolios.
Pros
- Automatic imports from 200+ brokers for hands-off trade tracking
- Advanced tax reporting tailored for AU, NZ, US, and other regions
- Multi-currency support and comprehensive performance analytics
Cons
- No dedicated mobile app (web-based only)
- Free tier limited to 10 holdings, requiring upgrade for larger portfolios
- Less ideal for high-frequency day traders due to focus on long-term reporting
Best For
Long-term investors and portfolio managers needing automated trade consolidation, performance metrics, and tax reporting across international brokers.
Pricing
Free for up to 10 holdings; Investor plan at $19 USD/month (100 holdings); Professional at $29 USD/month (unlimited holdings, advanced features); billed annually with discounts.
TradeLog
specializedDesktop software for precise trade tracking and IRS-compliant capital gains tax reporting.
Proprietary wash sale engine that optimizes adjustments to minimize taxable gains
TradeLog is a Windows-based desktop software specializing in trade tracking and tax reporting for active stock, options, futures, and forex traders. It imports transaction data from over 50 brokers, accurately computes cost basis, realizes gains/losses, and manages complex scenarios like wash sales and short positions. The software generates IRS-compliant forms such as 8949 and Schedule D, making it a go-to for tax-season preparation.
Pros
- Exceptional wash sale detection and adjustment algorithms
- Supports imports from 50+ brokers and multiple asset classes
- Generates ready-to-file IRS tax forms directly
Cons
- Outdated, clunky Windows-only interface
- Steep learning curve for non-experts
- Limited real-time portfolio tracking or analytics
Best For
High-volume active traders with complex portfolios who need precise tax reporting and compliance over modern usability.
Pricing
One-time lifetime license from $99 (basic) to $299 (premium); no recurring fees.
Journalytix
specializedProfessional trade journal for futures and options with execution quality analysis from CME Group.
Trade reconstruction using CME's proprietary historical tick data library for pixel-perfect performance evaluation
Journalytix, from CME Group, is a specialized trade tracking and journaling platform tailored for futures and options traders. It enables users to upload trade data from multiple brokers, automatically match executions, and access CME's vast historical market data for precise performance analysis. The tool offers advanced metrics like expectancy, Sharpe ratio, and risk-adjusted returns to help traders refine strategies and manage portfolios effectively.
Pros
- Deep integration with CME Globex data for accurate trade reconstruction
- Comprehensive analytics suite including advanced risk and performance metrics
- Supports multi-broker trade uploads and portfolio-level tracking
Cons
- Steep learning curve for non-expert users
- Limited applicability outside futures and options markets
- Pricing can be high for casual traders
Best For
Professional futures and options traders on CME exchanges who need precise, data-rich performance analysis.
Pricing
Starts at $49/month for Basic (core tracking), $99/month for Pro (advanced analytics), up to $199/month for Enterprise with API access.
Portfolio Performance
specializedOpen-source desktop tool for tracking investments, analyzing performance, and generating reports.
Sophisticated performance calculation engine with true time-weighted returns and detailed attribution breakdowns
Portfolio Performance is a free, open-source desktop application for tracking and analyzing investment portfolios across stocks, ETFs, bonds, mutual funds, cryptocurrencies, and more. It supports importing transactions from over 100 brokers worldwide, calculates detailed performance metrics like time-weighted returns (TWR), internal rate of return (IRR), and benchmarks, and generates customizable reports for taxes, dividends, and historical analysis. Ideal for users seeking granular control over portfolio data without ongoing costs.
Pros
- Completely free and open-source with no feature limitations
- Advanced performance analytics including TWR, IRR, and attribution analysis
- Broad broker import support and multi-asset compatibility
Cons
- Steep learning curve for setup and advanced features
- Dated, clunky interface lacking modern polish
- Requires manual configuration for some imports and no mobile app
Best For
Advanced DIY investors who need deep portfolio analytics and are comfortable with technical setup.
Pricing
Free (open-source, donations encouraged)
Conclusion
The top trade tracking tools reviewed address varied needs, with TraderSync leading as the most comprehensive choice—offering automated broker sync and advanced analytics to streamline performance analysis. Edgewonk stands out for its focus on psychological insights and trade grading, perfect for optimizing behavioral strategies, while TradesViz impresses with AI-driven multi-asset visualization and backtesting tools, making it a top pick for data-savvy traders.
No matter your trading priorities—from automation to psychological growth or multi-asset analysis—explore the top tools, starting with TraderSync, to enhance your tracking and decision-making.
Tools Reviewed
All tools were independently evaluated for this comparison