For swing traders and active investors
Your broker shows trades.
It does not show your edge.
Swingfolio is the analytics platform for swing traders and active investors — track every position across every broker, and see exactly what is driving your returns.
- Your full trade history
- Any broker's data
- No real-account access
| Open positions | Units | R | Unrlz P&L |
|---|---|---|---|
NAB.AU | 1,200 | +1.8R | +$3,840 |
AAPL.US | 85 | +0.9R | +$1,210 |
BHP.AU | 540 | -0.4R | -$680 |
The command center
Every metric that matters, in one place.
Each one updates as your trades close — so you stop guessing whether you are improving.
Win Rate
How often your trades close green. A standalone win rate is meaningless — pair it with risk:reward to see if your edge is real.
Profit Factor
Gross winners divided by gross losers. Above 1.5 is a working system; below 1.0 means you are paying the market to trade.
Expectancy
The dollars you can expect on an average trade. This is the number you optimize against, not P&L.
Plan it. Journal it. Review it.
A performance dashboard, strategy testing, a trade journal with your checklist built in, an AI coach, and an idea scanner — click through to see each one.
Your Trading Command Center
Track 17+ performance metrics in real-time. Know exactly where you stand.
Monthly P&L
Last 6 monthsPerformance Metrics
Brokers execute. Swingfolio explains.
Same trade history. Two very different conclusions.
Your broker showsFills, balances, account statements
Swingfolio showsWin rate, expectancy, and profit factor by setup
Your broker showsOne trade at a time
Swingfolio showsThe setups that work, the ones that lose, and why
Your broker showsOpen positions in dollars
Swingfolio showsPortfolio heat and total account exposure
Your broker showsA statement you have to read
Swingfolio showsA review that tells you what to keep doing
Your broker is a record of what happened.Swingfolio is a map of what works.
You've outgrownthe spreadsheet.
Most swing traders start in a spreadsheet. It works — until it doesn't.Here's what Swingfolio replaces.
- Swingfolio
- Automatic
- Spreadsheet
- Manual formula
- Notion
- Not built-in
- Swingfolio
- Per playbook
- Spreadsheet
- Pivot tables
- Notion
- Workarounds
- Swingfolio
- AI or Bulk
- Spreadsheet
- CSV wrangling
- Notion
- Copy/paste
- Swingfolio
- Inline
- Spreadsheet
- Screenshots
- Notion
- Screenshots
- Swingfolio
- Auto-generated
- Spreadsheet
- You build it
- Notion
- You build it
- Swingfolio
- Yes
- Spreadsheet
- Sort of
- Notion
- No
- Swingfolio
- Never
- Spreadsheet
- Often
- Notion
- Often
Experience the Platform
Built for traders. Great for investors.
If you swing trade, Swingfolio helps you improve performance and enforce discipline. If you also invest, it gives you one place to analyze holdings, trades, portfolio risk, and tax outcomes together.
For swing traders
Track multi-day positions, enforce strategy rules, measure R-multiples and expectancy, and get AI reviews that surface your blind spots.
Learn moreFor active investors
Manage multiple portfolios, monitor allocation and sector exposure, track real-time valuations, and generate ATO-ready CGT reports.
Learn more
AI weekly review
The review you would write if you had the time.
Most traders log their P&L. Few sit down at the end of every week and read their own behaviour back to themselves — Swingfolio does that part for you, using your actual trade data.
Every weekly review shows you:
- Win rate, expectancy, profit factor for the week
- Three patterns your trade data revealed
- The single most expensive mistake you made
- A discipline score against your own rules
Your trading week, read back to you.
Three patterns we noticed
Your A+ setup is paying.
Your gap-and-go continuation setup returned an average of +1.4R across 11 trades this month. Your B-grade setups returned −0.3R across 14 trades.
Discipline cost on Tuesday and Wednesday.
You held three losing trades past your stop on Tuesday and Wednesday. Those three trades account for 62% of this month's drawdown.
Time of day matters.
Trades opened in the first 30 minutes after market open have a 71% win rate. Trades opened after 2pm have a 38% win rate.
Trusted by Serious Traders
Join thousands of traders who are treating their trading like a business.
Swingfolio completely changed how I track my investments. Using spreadsheet to track holdings and trades was a pain, Swingfolio is so much easier and more efficient.
Scott E
Swingfolio completely changed how I track my investments. Using spreadsheet to track holdings and trades was a pain, Swingfolio is so much easier and more efficient.
Scott E
Finally, a trade tracking platform that was built for swing traders. There are so many features that are specific to swing trading that are not available in other platforms.
Angie T
I used to use a messy Excel sheet. Swingfolio is cleaner, faster, and actually gives me insights I can use. Automatic trade idea extraction from my favourite youtuber is such a cool tool.
Andrew K
All Your Brokers. One Command Center.
Brokers are built for execution, not analysis. Their platforms show basic positions but hide the insights you need to improve. Import trades from any broker and unlock complete performance analytics, cross-account metrics, and AI-driven insights—all in one place.
- See all positions in one dashboard
- Calculate true P&L across accounts
- Get AI insights across your entire portfolio
- Generate unified tax reports
Import from any broker with CSV, screenshots, or AI-powered extraction
Ready?
Know your edge. Improve it. Keep it.
Your trade history already contains the answer to which setups work and which ones are draining your account. Swingfolio reads that history and tells you the answer.
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