AI-powered trading journal
Turn every trade into a better decision.
SmartOptions AI Journal helps options, stock, futures, forex, and crypto traders import trades, document the reasoning behind every decision, measure rule adherence, and get personalized improvement guidance from SmartCoach.
Read-only imports · Private by default · SmartCoach never places trades
Example SmartCoach review
Strength
Entries matched your planned setup
Pattern
Exit decisions became less consistent after larger wins
Next focus
Define exit criteria before entering the trade
Illustrative sample — SmartCoach reviews are grounded in your own trading history.
02 / WORKFLOW
How SmartOptions turns trades into improvement
Four simple steps turn your trading history into a repeatable feedback loop.
Bring in a broker CSV or add trades manually. SmartOptions reconstructs your transactions into clean positions.
Clean, review-ready trades
Record the thesis, setup, execution notes, and emotions behind the decision while they are still fresh.
The reasoning behind every trade
Compare the trade with your strategy and risk rules so you can separate process quality from the final P&L.
A clear view of rule adherence
Surface repeatable strengths, recurring mistakes, and the most useful next action based on your own trading history.
A focused improvement plan
Why it works
A journal that builds better decisions
SmartOptions AI Journal turns scattered notes into a process — four outcomes that compound over time.
Review every trade
Give each position a place to live — entries, exits, and the reasoning behind them.
Follow your strategy
Check each trade against your own rules and see where discipline held or slipped.
Understand your patterns
Analytics surface what actually drives your results, beyond a single P&L number.
Improve with confidence
Turn honest review into a repeatable process you can trust under pressure.
SmartCoach · your AI review partner
An AI coach that reads your record — not the market’s.
SmartCoach is the difference between a journal and a mentor. It sits at the center of your trading and learning journey: reviewing what you did, naming what to change, and helping the lesson stick.
A weekly review, in plain language
Every week SmartCoach reads your trades and returns a specific take on your discipline, patterns, and psychology.
Grounded in your own history
Every observation ties back to trades you actually made. No horoscopes, no generic tips — just your record, read closely.
From insight to habit
Turn each finding into a playbook rule you can follow, so this week's lesson shapes next week's trades.
Features
Everything you need to review and improve
Complete trade journal
Every trade, with the reasoning intact
Capture the thesis, setup, and emotion behind each position so a month from now you know exactly why you took it.
- Structured entries for options and swing trades
- Attachments, tags, and saved filters
- Notes tied to the reconstructed position
Strategy and rule review
Know when you followed the plan
Define your strategy rules once, then score each trade against them to see where discipline held and where it slipped.
- Reusable strategies with explicit rules
- Per-trade followed / partial / violated review
- Adherence trends over time
Trading analytics
See what actually drives your results
Go beyond a single P&L number. Expectancy, R multiple, profit factor, and drawdown show you which setups earn their place.
- Expectancy, R multiple, and profit factor
- Drawdown and advanced options analytics
- Filter by strategy, symbol, or timeframe
Reliable trade imports
Imports that reconcile cleanly
Bring in a broker CSV and SmartOptions AI Journal reconstructs positions, matches fills, and flags anything that needs a look.
- Broker CSV import with position reconstruction
- Duplicate-safe, idempotent processing
- Clear status when a row needs attention
Product
A closer look at SmartOptions AI Journal
Your process at a glance
Net P&L, win rate, expectancy, and rule adherence in one place — with the trades that need attention surfaced first.
- Performance metrics
- Attention queue
- Equity curve
Reconstructed positions, ready to score
Every fill matched into a position so you can review the entry, exit, and outcome against your plan.
- Matched fills
- Entry & exit context
- Rule scoring
The reasoning behind each trade
Write the thesis while it's fresh, tag it, and attach charts — then find it later with saved filters.
- Structured entries
- Tags & attachments
- Saved filters
What actually drives your results
Expectancy, R multiple, profit factor, and drawdown, filterable by strategy, symbol, or timeframe.
- Expectancy & R multiple
- Drawdown
- Options analytics
AI-assisted reviews of your process
Specific, actionable feedback drawn from your own history — discipline, patterns, and psychology trends.
- Weekly review
- Pattern detection
- On-demand reviews
Who it's for
Built for every trader committed to improving their process
Whether you trade options, stocks, futures, forex, or crypto, SmartOptions AI Journal helps you document decisions, evaluate strategy rules, analyze performance, and learn from every trade.
Journal every leg, review every assignment
AvailableBuilt options-first: multi-leg structures, strikes and expirations, and the outcomes that actually close your trades.
- Multi-leg strategies
- Strike and expiration tracking
- Net debit and credit
- Defined risk and reward
- Assignment and expiration outcomes
Long or short, tracked to the share
AvailableReconstruct equity positions from your fills, including scale-ins and partial exits, and review them against your plan.
- Long and short positions
- Partial fills and scale-ins
- Position sizing
- Stop-loss review
- Performance by ticker and setup
Points, ticks, and per-contract performance
AvailableImport known contracts with specs filled in automatically, then review performance in points and ticks — by contract and by day.
- Contract and expiration tracking
- Points and ticks per trade
- Per-instrument performance
- Daily and entry-hour breakdowns
- R-multiple with planned risk
Journal forex, pair by pair
AvailableImport your forex trades and review performance by pair. Pairs quoted in your account currency get exact P&L — no rate guesswork.
Available for pairs quoted in your account currency. Cross-currency pairs, pip analytics, and sessions are coming soon.
- Currency pairs, long and short
- Lot-size aware P&L
- Performance by pair
- CSV import and manual entry
Journal crypto — spot and derivatives
AvailableImport your spot and derivative crypto trades and review performance by asset and by exchange. We include the funding your exchange reported.
P&L uses the funding your exchange reported — we don't estimate it from rates. Inverse (coin-settled) contracts aren't supported yet.
- Spot, margin, and perpetual trades
- Funding costs as your exchange reported them
- Performance by asset
- Performance by exchange or venue
- CSV import and manual entry
By trading style
Swing traders
Journal multi-day theses, catalysts, and technical setups, and measure whether you followed your entries and exits.
Day traders
Review intraday performance by time of day and setup, and catch overtrading before it costs you.
Developing traders
Guided journals, strategy templates, and checklists with SmartCoach feedback that explains the why.
Trading coachesComing soon
Client workspaces, shared templates, assigned reviews, and progress reports with consent-controlled access.
Pricing
Start free. Upgrade when it pays for itself.
Every plan includes journaling and rule review. No credit card for Free, cancel anytime, no hidden fees.
Free
Start journaling your process — no credit card.
$0 forever
- 1 workspace
- 50 stored trades
- 1 CSV import per month
- 1 broker account
- Manual entry and basic journals
- 3 strategies, 5 rules each
- Basic dashboard, 30-day history
- 2 on-demand AI reviews per month
Essential
Unlimited journaling with rule adherence and imports.
$TBD /mo — pricing for Essential is to be confirmed; not yet available to purchase.
- Unlimited manual trades
- Up to 2,500 imported trades / year
- 20 CSV imports per month
- 3 broker accounts
- Unlimited strategies, rules, and journals
- Full history, attachments, tags, saved filters
- Rule adherence and strategy performance
- 5 on-demand AI reviews per month
- Weekly email summary
Pro
Advanced options analytics and SmartCoach reviews.
$TBD /mo — pricing for Pro is to be confirmed; not yet available to purchase.
- Everything in Essential
- Fair-use unlimited imports, 10 broker accounts
- Advanced options + multi-leg analytics
- Expectancy, R multiple, profit factor, drawdown
- SmartCoach weekly review
- 10 on-demand AI reviews per month
- Pattern detection and psychology trends
- PDF performance reports, priority support
Coach
Guide clients with shared templates and progress.
$TBD /mo — pricing for Coach is to be confirmed; not yet available to purchase.
- Everything in Pro
- Up to 10 client workspaces
- Client invitation and consent
- Shared strategy templates
- Client progress dashboard and coach notes
- Assigned reviews and branded reports
- Priority onboarding
Need the full comparison? See all plans and FAQs
08 / CTA
Build a trading process you can trust.
Start documenting your decisions, reviewing your rules, and learning from every trade.
Your edge is a process.