A clear way to understand your portfolio, without spreadsheets
A clear, structured view of positions, allocation, and exposure. Designed to be easy to read and feel reliable.
Understand when you trade at your best.
Visualize your activity by day and hour to discover patterns that usually go unnoticed. Spot moments of stronger performance and adjust your strategy with real data.
- Identify your most active time windows
- Detect real behavior patterns
- Improve your decision-making with context
Track every position with its story.
Positions, performance, and history stay connected in one place. Add notes next to actions so you remember the reasoning behind each decision, not just the outcome.
- Timeline of actions and outcomes per asset.
- Notes and hypotheses pinned where decisions happen.
- Follow how a position evolves over time, from entry to exit.
See how your portfolio is really composed.
TradingNote gives you immediate visual representations of your portfolio so you can understand distribution and concentration without digging through tables or formulas.
- Treemap view to understand weight and influence of each asset.
- Scanner view to spot concentration, exposure, and balance at a glance.
- Visual insights that help you understand structure, not just totals.
A clearer way to understand your investment portfolio
A calm, readable portfolio view designed to help you understand positions, allocation, and exposure without noise.
Start with portfolio composition
See how your investments are distributed across assets, sectors, or countries without digging through spreadsheets.
Performance connected to each position
Returns stay connected to each position, so you can see what happened in context.
Flexible portfolio views
Switch between strategies, accounts, or goals without duplicating data or losing clarity.
TradingNote also gives you a clear way to learn from your decisions
TradingNote also includes a trading journal designed to record your decisions, keep context over time, and understand not just what happened, but why.
Build a portfolio view you can trust.
A calm, clear way to understand your investment portfolio, without noise.
No account required. Your data stays on your device.