Trade Blotter
Damian, Long Term Investor
"Oooohhh wow! I like the visuals, very compelling and pulling me in. I like how data rich the dashboard is"
Tim, Active Trader
"Sweet - this tells me what's up, this is the good stuff. So far I like it, it was worth putting in the effort"
Managing risk and performance
Trade Blotter automatically analyzes your trades to help you manage risk, monitor performance and make more money.
Trade Blotter is in private beta. Join the waitlist to be notified when we launch.
Early uses are impressed
Manage your back office with Trade Blotter.
Focus on your trading. Spend less time reporting.
Transactions in one place, less prep work.
Get the full picture of your overall portfolio with all transactions from all accounts in one place.
Track performance, no spreadsheets.
See the trend of over a dozen metrics with 20 years of historical data
Manage risk, no errors in your formulas.
Know when to reduce risk when the markets are volatile with hedge-fund quality risk metrics.
Keep your strategies on track, less drift.
Keep your portfolio balanced with holdings and industry breakdowns.
How Trade Blotter Helps
Activity
A single location for your transactions from all your accounts to make analysis easier. Automatically generate analysis across all accounts to get the clearest picture of risk and performance possible.
Highlight concentration
Consolidated view
Easy import
Performance
View trends over time to see how your portfolio has performed in different markets. Analyze performance across multiple accounts or one at a time. Review rolling statistics like returns, sharpe ratio, VaR, drawdown and many more.
20+ metrics including cumulative returns and historic Sharpe ratio
Trending metrics through time
20+ years of historical data
Portfolio
Complex portfolio analysis simplified to increase leverage in up markets and reduce leverage in down markets. Keep your long, short and overall exposure in check.
Long and short exposure
Position concentration
Gross leverage
Risk
Hedge fund grade metrics to tell you when to increase risk for more return or reduce risk for more safety. Review detailed charts with rolling risk metrics and overall statistics. Compare your trading to the benchmark with factor analysis.
Drawdown analysis
Historic volatility
Value at risk
Manage your back office with Trade Blotter.
Focus on your trading. Spend less time reporting.
Trade Blotter is in private beta. Join the waitlist to be notified when we launch.