What Trade Planner actually does
Connect a brokerage account and Trade Planner imports your real fills, tags your setups, shows you which ones actually make money, and tells you when your behaviour is drifting. Here is each part of that, in order.
Broker connections are read-only. Trade Planner never places a trade.
Connect your broker, or import a file
Link a brokerage account read-only through SnapTrade and Trade Planner pulls your real fills — 30+ brokers supported. No API keys to paste, no orders ever placed on your behalf. Prefer files? Import a CSV or a Thinkorswim statement instead.
- Read-only connection — Trade Planner can never place or modify an order
- 30+ brokers via SnapTrade, plus CSV and Thinkorswim import
- Historical fills backfilled, not just trades from today onward
Your setups get tagged for you
Every imported trade is categorized by setup automatically, grounded in market data from the time of the fill rather than guessed from the ticker. Anything the model is unsure about lands in a review queue you can correct in one click — and your corrections become your own setup vocabulary.
- No manual tagging of every fill
- Low-confidence trades flagged for review instead of silently mislabelled
- Write-in custom setups become reusable across your history
Find out which setups actually make money
Expectancy broken out by setup, time of day, position size and symbol — with option positions rolled up by underlying so a four-leg spread reads as one trade instead of four. This is the part a spreadsheet cannot do: not what happened, but which of your patterns is worth repeating.
- Expectancy per setup, not just an overall win rate
- Time-of-day and position-size breakdowns
- Options rolled up by underlying, and clickable through to the trades behind any number
Get told you are tilting before your account finds out
Trade Planner watches for the behavioural signature of a bad session — trade frequency climbing, position sizes drifting above your norm, hold times compressing — and flags it early. These are the patterns that show up in a trade log long before they show up in a balance.
- Tilt, revenge trading and overtrading detected from your own behaviour
- Based on measured deviation from your baseline, not generic rules
Ask questions about your own trading
The AI coach answers from your actual trade history and cites the trades behind every claim. Ask why your Tuesdays are red, or whether sizing up after a win has ever worked for you, and you get an answer grounded in your data — not generic trading advice.
- Answers cite the specific trades they are drawn from
- Knows your setups, your open positions and your style profile
- Educational only — never a recommendation to buy or sell
Every feature above is free during beta
No credit card, no trial timer. Connect an account and see your own numbers instead of someone else's screenshots.
Start Your Free Journal