Trading journal & performance analyticsSee the result behind the balance.
Keep a daily journal, account for fees and separate trading performance from deposits. Sync supported Schwab records or maintain your journal manually.
Layout preview · Sample records not populated.
Net trading result · sample week
+$1,680
- Trading P&L
- +$1,800
- Fees
- −$120
- Deposit · excluded from P&L
- $5,000
A journal with the full account picture.
Daily results, without the guesswork
Record starting and ending balances, P&L, fees, deposits, withdrawals and notes. Review daily, weekly and monthly results in one journal.
Performance beyond P&L
Review time-weighted and money-weighted returns, drawdown, risk metrics and win/loss statistics. Keep capital flows separate from performance.
Fees that stay in the calculation
Maintain per-product fee schedules and include costs in the journal. Review broker-sourced records alongside manual entries.
Schwab and Gamma
Sync supported Schwab balances and activity. Use the Gamma workspace to inspect dealer-gamma views with their source and freshness visible.
Keep tax planning connected
Bring trading summaries into the Tax workspace for review, including trader-status and MTM planning inputs.
BudgetR Trader
$24.99/mo
or $199/yr
Includes Personal and Tax, with trading records and performance analytics.
Paid subscriptions are not open for this plan yet. 14-day trial.
Before you start
- BudgetR does not place trades, give investment advice or promise returns. Analytical views depend on the available source data.
- Broker and Gamma coverage is limited to supported sources and instruments; Schwab access is required for connected workflows.
- Wash-sale, lot-level and Section 1256 detail are not fully modeled; broker records remain authoritative.
- The public Trader preview shows the layout. Trading records and broker connections are not populated.
- Includes Personal and Tax. Trader access is individual; household membership does not grant it.