Financial Tech Wiz Trading Journal
Automatically import trades from 25+ brokers, then analyze performance with win rate, profit factor, an equity curve, drawdown analysis, S&P 500 benchmarks, and an AI Trading Coach.
Documentation
1,300+ active traders with journal and premium community access
4,000+ people in the free Financial Tech Wiz Discord community
Built for review not just another place to record a ticker and price
See your portfolio against the market.
Bring several journals, backtests, and trading accounts into the same view. Compare net liquidity by day or closed-trade P/L against your accounts and a benchmark like the S&P 500 to see where and when your edge truly exists.
Stop treating every green month as proof.
Choose a historical range or use pre-selected market-regime presets to compare the same portfolios and strategies through different market types, including a bull market, sideways market, crash, V-shaped recovery, grinding bear market, or prolonged bear market.
- Plot multiple journals, accounts, and backtests together
- Switch between net liquidity and closed-trade performance
- Start your equity curve from any date to visualize performance in different market environments
- Use built-in benchmarks like the S&P 500 for the period you are reviewing
Compare by
See how the journal fits into your workflow.
Start with importing your broker history or strategy data, add any additional notes for each trade, then use the journal to compare all of your live accounts, backtests, and strategies in one dashboard. Watch the full product tour to see how it all works before starting a trial.
Get from broker history to a useful review.
Connect a supported broker or upload a CSV to import your trades, and combine all of your accounts and backtests into a single dashboard to see how they all compare. If you are moving from the Financial Tech Wiz Free Trading Journal Template, just download the Trade Log and Portfolio Net Liq Tracker as CSVs and import.
View your live open positions P/L, total risk potential, and how far it is from your stop loss.
The details that turn a trade log into a feedback loop.
A journal is useful when it helps you make the next decision with more context than the last one.
Find the pattern
Break performance down by ticker, holding time, day, time of day, and more so your review points to a decision.
Keep the context
Save notes, screenshots, categories, and the reasoning behind each entry so your history stays readable later.
Measure the downside
Review drawdowns, open risk, and realized results alongside the market instead of relying on a single win-rate number.
Use the coach when you want a second set of eyes. Bring your own agent when you want more control.
The built-in AI Trading Coach has access to all of your trade history and helps you spot holes in your strategy. Or use the MCP server to connect your existing agents and workflows directly to the journals API.
Example AI Coach prompt
Analyze my top 10 worst trades, what I did wrong, and what I can do better.
View sample journals and strategy backtests.
Browse the current sample portfolios and Daily Pivot Breakout strategy backtests on the Financial Tech Wiz leaderboard hub to see how performance views can look in practice.
Everything you need to track your trades in one platform.
Try the Financial Tech Wiz Trading Journal risk free for seven days. Both plans include the journal, performance comparisons, the premium community, and Daily Pivot Breakout Scan results.
Best value · 48% less
Annual
One year. Full access.
$9.92 /month
Pay once for the year and get the same full access at a lower effective monthly cost.
$19/month on the monthly plan
Billed as $119/year after your 7-day free trial.
Save $109 a year compared with twelve monthly payments.
- Import broker history, journals, and backtests
- Compare accounts, strategies, and benchmarks
- AI Trading Coach and public MCP access
- Premium Financial Tech Wiz Discord community
- Daily Pivot Breakout Scan results
Monthly
Keep it flexible
$19 /month
For traders who want full access without paying for a year up front.
Billed as $19/month after your 7-day free trial.
No annual commitment. Change plans through Whop.
- Import broker history, journals, and backtests
- Compare accounts, strategies, and benchmarks
- AI Trading Coach and public MCP access
- Premium Financial Tech Wiz Discord community
- Daily Pivot Breakout Scan results
Secure checkout and subscription management through Whop.