Financial Tech Wiz Trading Journal
Financial Tech Wiz Trading Journal imports broker history, compares portfolios and backtests, and uses AI to review trading performance
About Financial Tech Wiz Trading Journal
Financial Tech Wiz Trading Journal helps day traders and swing traders record, analyze, and improve their trading performance from one platform.
Users can import broker history, journals, and backtests through CSV uploads or supported brokerage connections. Multiple accounts and strategies can be reviewed together in a single dashboard.
The platform provides portfolio comparisons, market context, open-position analysis, drawdown tracking, risk views, notes, screenshots, categories, and trade-level breakdowns.
An AI Trading Coach can review trade history and identify strategy gaps. Users can also connect MCP-compatible tools and workflows to the journals API. The service offers monthly and annual subscriptions with a seven-day free trial.
Works with
Features
- Imports broker history, journals, and backtests through CSV or broker connections
- Compares multiple portfolios, journals, and backtests in one dashboard
- Breaks down performance by ticker, holding time, day, and time of day
- Shows open-position P/L, total risk potential, and stop-loss distance
- Includes an AI Trading Coach and public MCP access
Use Cases
- Review day trading and swing trading performance
- Compare live accounts with strategy backtests
- Analyze trades by ticker, holding time, or market environment
- Import broker history from CSV files or supported accounts
- Connect MCP tools for journal updates and trade analysis
Verified facts
Checked by the StackLedge team.
FAQ
What types of accounts can I import?
Import broker history via CSV uploads or direct connections to 25+ supported brokers.
Is there a free trial available?
Yes, Financial Tech Wiz offers a 7-day free trial for users to explore the features and capabilities of the trading journal.
How does the AI Trading Coach work?
The built-in AI Trading Coach analyzes your trade history to help identify weaknesses in your strategy and provide insights for improvement.
Can I connect my own AI tools?
Yes. The journal supports MCP connections for tools such as Cursor and Claude, allowing users to review trade history, import backtests, or automate journal updates
Can I compare different market environments?
Yes. Users can compare portfolios and backtests across bull, sideways, crash, V-shaped recovery, grinding bear, and prolonged bear market conditions.
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