TradeReview in 9 minutes

0:00Intro

Do you know which of your strategies makes money and which one loses it? Do you know what your most common mistake costs you every month? If not, you're not alone. I didn't know it either.

In this video I'll show you TradeReview: how to add your trades, see your numbers and review them in five minutes.

0:21Who I am and what TradeReview is

Hi, I'm Artyom and I build TradeReview. I'm not a professional trader, but I've read a lot of trading books and tried trading myself. It hasn't worked out for me, at least not yet, but I noticed that I never reviewed my trades. So I built a tool for that.

TradeReview is a trading journal. It works for stocks, options, futures, forex and crypto. You can use it in the browser, on iPhone and on Android, and your data is the same everywhere.

It does three things: it gets your trades in, it shows your numbers, and it helps you review your trades. Let's look at each one.

1:02Add trades manually

There are three ways to add trades to the journal. The first one is manual. Pick the account you want to add the trade to, choose the asset type (stocks here) and enter the ticker, let's say Amazon. Stop loss and take profit are optional.

Then add the entry: when you bought, 10 shares at a price of 230, commission 1 and fee 1. Next, close the trade: the exit time, the side is sell, 10 shares at 245, commission 1 and fee 1.

Then come the tags: market condition, mood and mistakes. They're customizable, so you can create your own tag categories in account settings. Here the market was trending up, I was confident, and I didn't make any mistakes.

You can also leave a note on the trade, by typing or by voice. Let's note that we followed our plan, and save the trade. Here it is: you can view the details, open the full trade page, add attachments and set the strategy you used.

2:44Import a CSV file

The second way is to import a file. Export your trade history from your broker and import it into TradeReview. Pick your broker from the list. If it isn't there, that's not a problem: choose the Any broker option, add your file and map its columns. I'll cover that step in a separate video.

After importing, open Import history to see all your import attempts. You can undo an import, which removes it together with every trade it added.

3:39Broker sync

The third way is to connect your broker account. Right now we support Interactive Brokers, MetaTrader 5, cTrader, Alpaca, TradeLocker and eToro. Choose your broker and enter your credentials. Once it's connected, trades from your broker are added to the journal automatically.

Here's an example with MetaTrader. Trades sync every hour, and there's a history of every sync showing which new trades were captured. If you want to sync right away, press the sync button.

4:33Dashboard

Once your trades are in, open the dashboard to see your numbers: net profit, average win and loss, number of trades, win rate, risk to reward and costs.

Insights find patterns for you. Choose a focus and you get insights for it. Here, for example, we hold our winners for about six hours. You can also view your cumulative P&L daily, weekly or monthly. On the right are your recent trades and a widget with how many of each mistake you made.

That's not all: press Edit View to add more widgets, like a drawdown graph or a stock heatmap. There are about 20 in total, so pick the ones you need.

5:36Strategies

Next is strategies. Create as many strategies as you trade and assign them to your trades. Each strategy shows its own statistics, and you can click into one to see more data and every trade where you used it.

In the Rules tab you write down your rules. Add as many sections as you want. I have entry criteria, risk and exit criteria, but you can set it up your way. You can also keep notes for each strategy, with images, charts and so on.

6:21Review session

Now my favorite part: the review session. Most people add their trades and never look at them again, so nothing changes.

In TradeReview, press Start review and go through your trades one by one. You see all the stats for the trade, the chart, your notes, tags and strategy. After analyzing it, write down any mistake you made and what you learned, so you don't repeat it. Then press Mark as reviewed and the next trade opens.

When you've reviewed everything, you see how many trades you reviewed and can go back to your trades.

7:07AI chat

With AI chat you can ask questions about your trading and about specific trades. For example, filter the last 30 days: you can see exactly which trades will be analyzed. Then ask what to improve, and you get a short summary of improvements and possible fixes.

7:39Notebook

There's also a notebook with predefined folders for trade notes, a daily journal and regular notes. You can see all your trade notes in one place and create your own folders for anything else.

7:55Reports

The reports page has many metrics and report types for every need. With the compare option you can put setups side by side, like long versus short.

8:10Plans

TradeReview has a free plan with no time limit and no card. You get one account, manual trades and your first file import, and almost every feature, including review sessions, the dashboard and AI chat.

For unlimited imports and up to five accounts, switch to the Basic plan. To sync trades with your broker automatically, go with Pro.

8:44Sample data and wrap-up

After you sign up, you start with sample data and a short tour, so you can look around first. Then add your own trades, run a review session and see what TradeReview shows you.

That's it for this video. If you have questions, let me know in the comments on YouTube.