Core Capabilities

📊 Comprehensive Analytics

Professional-grade metrics used by trading firms:

• Performance: Win rate, profit factor, expectancy, ROI
• Risk: Sharpe ratio, maximum drawdown, R-multiples, volatility
• Efficiency: Average holding time, trade frequency, capital utilization
• Behavioral: Rule adherence, emotional pattern tracking, discipline scores

📝 Smart Journaling

More than just a trade log:

• Rich Context: Notes, screenshots, emotional state, market observations
• Efficient Workflows: Bulk tagging, rating, and reviewing
• Templates: Pre-built and custom journal templates
• Search & Filter: Find trades by any criteria instantly

📚 Strategy Book

Your personal trading playbook:

• Document Strategies: Entry/exit rules, hypotheses, risk parameters
• Track Performance: Win rate, profit factor, expectancy by strategy
• Compare: A/B test strategies, cohort analysis
• Refine: Optimize based on actual results, not gut feeling

📏 Rule Tracking

Build trading discipline:

• Automated Rules: Data-driven checks (risk limits, position sizing)
• Manual Rules: Self-check prompts (psychology, process adherence)
• Alerts: Get notified when you break rules
• Scoring: Measure discipline improvement over time

📈 Advanced Reporting

Visualize your performance:

• Dashboards: Customizable performance dashboards
• Charts: Equity curves, P&L distribution, drawdown charts
• Heatmaps: Calendar views showing profitable days/times
• Cohort Analysis: Compare periods, strategies, symbols
• Export: PDF reports, Excel exports for further analysis

🤖 Elysia AI

Your intelligent trading assistant:

• Natural Language Queries: Ask questions, get instant insights
• Pattern Detection: Identify what you'd miss manually
• Anomaly Spotting: Catch emerging problems early
• Personalized Recommendations: Based on YOUR trading data
• Learning System: Gets smarter as you trade more

🔗 Seamless Integration

Effortless data collection:

• Auto-Sync: Connect broker for automatic daily imports
• CSV Import: Upload broker files (20+ formats supported)
• Manual Entry: Add trades when needed
• API Access: Developer API for custom integrations (Pro Plan)

Document Version: 1.0
Last Updated: October 26, 2025