Your trading control centre
Broker imports bring supported broker activity into a staged review. Choose what to save, add your research and decisions, then use the same history to manage positions, compare results and create reports.
Core features for 30 days · Broker imports require Premium · No card required
Your broker records the fill. You review it before adding it to your journal.
Your trading control centre
View the full portfolio, then open one account to inspect its positions, trades and reports. Research and trade notes stay with the records they came from.
Swingfolio keeps each account separate. It does not hold assets, move money, place trades or manage investments.
Import what you already have
Connect a supported broker or upload your existing records. You review each import before saving it.
Bring in positions and account activity through a broker connection, file or manual entry.
Confirm accounts, symbols, cash and open positions. Fix missing information before saving.
Record the setup, risk and trade notes your broker cannot see. Use those details in performance reviews and reports.
From research to reporting
Your broker records the fill. Swingfolio stores the plan, position history and review beside it.
Keep the setup, rules, notes and outcome beside the broker activity.
Track positions, allocation and performance by account or across portfolios.
Research an idea, plan the trade, manage the position and review the result without rebuilding the record.
Compare the trades
Compare strategies and rule adherence with the same measures. Open the trades in each group before you change your process.
Check the 20 trades, profit factor and average R before giving the setup more capital.
Open the 20 Breakout trades to review their entries, exits and notes.
Try it with your trades
Import files and run the reviews that matter to you. The trial includes core features, but broker imports require Premium for new subscribers. Grandfathered Foundation accounts keep access.
No credit card required. Paid plans start from A$25 per month if you decide to continue.
Before you import
Start with sample data. Add your own history when you are ready.
Broker support varies. Search the broker list before you connect. If yours is not listed, import a CSV or Excel file, extract a broker document with AI, forward a confirmation email or enter the trade by hand.
No. You review account mappings, missing details and the records you want to keep. Swingfolio saves them after you confirm the import.
No. You still place trades and manage cash with your broker. Swingfolio keeps a separate record for research, portfolio management and reporting. It does not hold assets or move money.
No. AI helps extract details from broker documents, and you review the result. Performance reviews summarise trades you saved. They do not predict trades or promise returns.
The trial includes core features for 30 days with no credit card, but not broker imports. Broker imports require Premium for new subscribers; grandfathered Foundation accounts keep access.
Import files, add the decisions your broker cannot see and compare results across your process.
Start your 30-day free trial Core features · No card required · Broker imports excluded