TradingDiary Pro - trading journal software

Hi all.
TradingDiary Pro is a trading journal and performance recorder software with a wide range of configurations, useful statistics and practical reports. The clear visual charts help to understand the true human nature of trading, avoid repeatedly making the same mistake, and control one’s behaviour. The aim was to create a professional tool that monitors the nature of one’s trading practice, identifies strengths and weaknesses, and helps them to become a better trader.
You can try it now.
http://www.tradingdiarypro.com
Feature list:

Import

1. File import support from MetaTrader4
2. Html file import for clients of FXCM
3. One-click import support for clients of Interactive Brokers
4. Supports manual trade insertion

General Features

1. Automatic position sorting of trades
2. Automatically assign long or short trades
3. Tagging trades to identify strategies
4. Adding notes to every trade
5. Hidden trade functionality - trades which are not sorted into positions

Graphical Interface

1. Advanced graphical interface with docking model
2. 3D charts with a lot of shading modes
3. Sorting and ordering on grids

Portfolio Management

1. Multiple view for trades, positions and open positions
2. Set current price to view unrealized profits
3. Calculating leverage according to open positions amount
4. Diversification chart

Trade/Position Accounting

1. Advanced filtering functionality. You can filter for positions by date, ticker, trade type (stock, future, etc.), long or short, currency and tags
2. Storing data for total equity value and cash transactions (broker and data provider fees, dividend, interest paid and received)
3. Adding modifiers(dividend, payment in lieu of dividend, interest etc.) to positions for better view of real profit or loss
4. Handling trades in foreign currency with conversion rate

Reports

1. Total equity chart
2. Equity gain or loss chart with daily, weekly, monthly and yearly views
3. Leverage chart
4. P&L cumulative chart
5. P&L distribution chart
6. P&L time distribution chart
7. Diversification charts - scales open positions to each other and to total equity
8. Time distribution chart of open positions
9. Drawdown chart based on total equity

Risk Managament

1. Initial risk
2. Initial risk percent to total equity
3. Current risk
4. Current risk percent to total equity
5. Risk / Reward
6. Calculating average risk
7. Calculating average risk percent to total equity

Performance Managament

1. Winning and losing positions
2. Winning and losing percentage
3. Average profit and loss
4. Gross profit and loss
5. Max consecutive wins and losses
6. Expectation
7. Expectation %
8. Profit Factor
9. Average R Multiple

The new version of the TradingDiaryPro has been released. There are several new features.


Improved layout handling
The layout has been added to the database. Users who have more than one database do not have to reopen views and reports every time after changing between databases.


Tax Report
Capital Gains Report has been added with two different report formats.


R Multiple Distribution
A new chart has been added which shows the distribution of the R Multiplies.


Thinkorswim csv file importer
A new import module has been added to import trades for thinkorswim clients.


Improved Interactive Brokers importer
A new option to add order types to the trades as a tag.


Maintain tags form added
A new form has been added to maintain tags in the database.

The new version of the TradingDiaryPro has been released. There are several new features and a lot of bugfixes.


Improved Thinkorswim csv file importer
The ThinkOrSwim importer has been improved based on our user’s feedbacks.

New import modules
There are several new import modules: Bell Direct, Scotia iTrade and Excel CSV importer.

Profit calculation selection for non-base currency positions
A new option has been added to select the profit calculation method for non base currency positions.

The new major version of TradingDiary Pro is under development. There will be several new features like historical data download, post modern portfolio theory performance metrics (Sharpe and Sortino ratio) and minimal charting tools.

would it be able to pull data from Oanda? Thanks

Hi,
Currently cannot but I'll check how to import Oanda statements into TradingDiary Pro.
Regards,
Istvan.

The new version of the TradingDiaryPro has been released.

New import module
Dukascopy importer added.

What's new in TradingDiary Pro 2? Well, pretty much everything, we'd say. But let's focus on the most important points. Redesigned database handling
The new database is SQL based and much more robust than the previous one. The response of the software is much faster.
Historical data support
End of day data download support is available with several download modules, including Yahoo and Interactive Brokers.
Updated user interface
We have slightly redesigned the user interface. It is much more modern with skinning and a better overall look and feel.
Totally new hierarchical grid
The old grids are replaced with a new hierarchical grid, which is more comprehensive and more user friendly with a lot of customizations:

1. Sorting against unlimited fields, sorting by cell display values
2. Advanced column reordering, much easier to reorder columns than in the V1.3
3. Data grouping
4. Group summaries
5. Quick find
6. Incremental search

Journal
The new journal view is a fully featured rich text editor with additional features. Formatted texts, screen-shots, links etc. can be added like in any other document editor.
Screenshots replaced with a rich text document
The old screenshot handling was removed and replaced with a rich text document. It is much more useful and easier to attach text, screenshots and documents into positions.
Gantt position view
Positions are displayed graphically, similar to a Gantt chart which gives the ability to overview all positions by date.
Risk Analysis
Portfolio risk analysis added with several metrics : Standard Deviation, Mean Return, Annual Return, Sharpe Ratio, Downside Deviation and Sortino Ratio.


http://www.tradingdiarypro.com

Hi Guys,
Recently we have released a new version with a connector based MT4 importer with a lot of new features as well. It means after a short setup the user will be able to download transactions from the MetaTrader4 with one click.