Name: PnlTrack
Price: 99 EUR

Dashboard

Your dashboard reads your trades for you

Net P&L after fees, with dividends and interest included — then the system verdict: win rate, profit factor, expectancy, and automatic insights that spot the habits quietly costing you money: riding losers, tilt after a losing streak, one ticker draining the account.

Dashboard: net P&L, trading stats and automatic insights

Net P&L across accounts and currencies
Win rate, profit factor, expectancy, streaks
Insights — patterns found in your closed trades

Trade history

Every trade tracked — with real P&L, not Excel

Auto-imported from Interactive Brokers, every round-trip is matched and priced: entry, exit, holding days and realized P&L per trade. Open positions sit right alongside closed ones — no spreadsheet, no manual matching.

Position history: closed round-trips and open legs, with P&L per trade

Open and closed trades in one place
Realized P&L and % per round-trip
Auto-imported and matched from IB — no Excel

Per ticker

See which strategy actually pays off

For every ticker, your realized PnL: realized result, collected premiums, fees and entry cost — all after fees. See at a glance which trades make money and which bleed capital.

Ticker view: AMD — wheel strategy, options and stock together

Realized PnL, premiums and fees split out
Entry cost (Invested) and break-even
TradingView chart for stocks and options

Equity & drawdown

How deep it fell — and how fast it came back

Cumulative realized P&L over time, with the numbers a spreadsheet never gives you: max and current drawdown, time underwater and recovery factor. Deposits set the capital base, so drawdown is a % of what you actually had at risk.

Equity & Drawdown, with monthly P&L and income below

Equity curve on realized results
Max, current and average drawdown
Time underwater and recovery factor

Trading journal

A trading journal that fills itself in

You tag each position with a pattern, strategy, direction and tier, plus its 1R risk — the trades themselves come from the broker. Result, % of portfolio, R-multiple, running accuracy and equity per row. The spreadsheet you used to keep, without the typing.

Portfolio journal: 52 option positions with pattern, strategy, 1R and R-multiple

Pattern, strategy, direction — built in, plus your own tags
Risk per position (1R) and R-multiple
Entry, exit, days held, result and % of portfolio

Notes

Why you took the trade — kept right next to it

Attach a note to a trade or to a whole position: the moment (entry, adjustment, exit), a few lines of text, links and screenshots. Paste a chart with Ctrl+V — it opens full screen with your note on top. Six months later you can replay the decision, not just the result.

Note viewer: a chart screenshot with the trades and your reasoning on top

On a trade or a whole position — entry, adjustment, exit
Paste screenshots with Ctrl+V, add links to your charts
Full-screen viewer, images stored encrypted

By pattern & strategy

Which setups actually make money

Break results down by pattern, strategy, direction or any dimension you define — then cross them: win rate and P&L for every pattern × strategy pair. Breakouts in long stock pay, reversals in spreads don’t — now you know.

Dashboard: P&L by dimension and the pattern × strategy cross-matrix

P&L by pattern, strategy and direction
Cross-matrix: win rate for every combination
Your own dimensions — session, setup, anything

Portfolios

Organize trades into portfolios and tiers

Group positions into portfolios — wheel income, long-term core, speculative — each with its own target and tier sizing. Realized P&L, fill % and capital occupied at a glance.

Portfolios: realized P&L, target and fill across every sleeve

Unlimited portfolios, each with a target
Tier-sized slots and capital fill %
Drill into any portfolio’s positions inline

Portfolio analytics

See which positions actually paid off

Each portfolio gets its own verdict: equity curve, accuracy over time, return and payoff ratio — plus the same pattern and strategy breakdown, the per-position scatter and your best and worst trades.

Portfolio view: equity curve, accuracy, return (R) and breakdown by dimension

Equity curve, accuracy, return (R) and payoff ratio per portfolio
P&L by pattern, strategy and direction
Per-position scatter, best and worst trades

Sharing

Show a portfolio to a mentor or a friend — read-only

Create a link and an access code for one portfolio. Anyone with both sees it the way you do — summary, positions, trades and analytics — with no account and no way to change anything. Your name and email are not shown, and your other portfolios stay private.

Share portfolio: link, access code, views and the notes switch

Link and code, an expiry you choose, revoke any time
See how many times it was viewed
Notes and images only if you tick “Show notes and attached images”

Taxes (Finland)

Tax figures for Finland — other countries in progress

If you are a Finnish tax resident, you get your tax-return figures ready: capital gains for Form 9, foreign dividends for 16B, deemed acquisition cost (20/40%) and ECB rates on the correct dates, plus PDF and a step-by-step OmaVero guide. Other countries don’t have this yet.

Tax figures for Finland: capital gains, dividends, interest and fees

Finnish residents only, for now
Forms 9 and 16B ready
ECB rate on the day of each trade

App screens