Workflow Guide
Write down your market read first, then connect a human or AI partner and compare the same day side by side.
Do not touch every feature on day one. Sign in, write one diary, connect one partner, and open compare.
Step 1
Partner sharing, compare view, and API key management all depend on the authenticated workspace. Start there so nothing lands under the wrong user.
Create accountStep 2
Quick Notes are fine for raw thoughts, but same-day compare works best when your market view is saved as a real diary with title, date, tags, and context.
Open diariesStep 3
After the other side accepts, each account decides whether to share diaries for this relationship. History and future diaries can be compared, but stock holdings stay private.
Open settingsTrade Basic gets more useful when your journal and a partner journal live inside the same review loop.
Write the setup, risk, and reasoning down while the market is still live so your later review has a real baseline.
Partner links are many-to-many, but sharing is still your choice for each relationship. Turn it on only when you want this account timeline visible.
The key belongs to the partner account, is shown once, and should be stored by the external agent. It does not replace normal web login.
Use same-day diary pairs to review reasoning gaps without exposing stock positions.
Each page should do one job. Do not treat the app like a bucket of pretty panels.
Quick Diary
The fastest capture point for one-line observations, tags, reminders, and raw trading context.
Diaries
Your source of truth. This is the version you want to compare against a partner later.
Timeline
Review your own long-term sequence here, then jump into compare when you need same-day contrast.
Alerts
The follow-up layer that keeps important review points from disappearing after you write them down.
Partner Review
Choose an accepted partner and line up the same-day diaries side by side. Diary content and tags are visible here; stock holdings are not.
Calendar
Visualize your journaling rhythm. See which days you wrote, set alerts, or made trades — all at a glance.
Stocks
Track holdings, P/L, and market value changes. Use the allocation chart to watch where your capital flows.
Trading Discipline
Store your battle-tested trading rules as a checklist. Export and share with other traders.
Trading Journal
Read investment insights and analysis articles. Public content — no login required.
Each tool does one job. Pick the one that solves your current problem — don't try to use them all at once.
Position Sizing Calculator
Enter capital and risk parameters to calculate a sensible position size. Supports pyramid, rectangular, and other scaling strategies.
Financial Freedom Calculator
Estimate your FIRE number and see how far you are from covering living expenses with passive income.
Relative Value Calculator
Compare price histories of two tickers to calculate relative strength and spot undervalued opportunities.
ETF Analysis
Track and compare ETF performance and price trends. Manage your watchlist of interesting candidates.
Seasonality
Use historical data to see which months have the highest win rates and which call for caution. Not a guarantee — just a reference baseline.