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Improve your investment
profits automatically.

Trade Blotter automatically analyzes investments to help you manage risk, monitor performance, and make more money.

Trade Blotter is in private alpha. Join the waitlist to be notified when we launch.

Focus on your trades.

Leave the reporting to us.

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 historic 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 benchmarks.

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