Trading journal + performance analytics for swing traders
Import your trades, add the context behind each decision, and compare P&L across strategies, setups and rule adherence.
Full access for 30 days · No card · No broker login
Portfolio performance chart with controls for realized P&L, portfolio value and benchmark comparison.
Performance chart showing realized P&L over 12M.
Dashboard showing three analytics widgets.
The result is only the start
Broker records show fills. Spreadsheets show totals. Notes capture fragments. Swingfolio connects the result to the strategy, holding period, execution and decisions behind it.
Start with tracked-trade P&L, win rate, profit factor, expectancy, average R and holding period, then inspect the numbers behind the summary.
Break P&L down by strategy, day of week, holding period, market regime, sector and symbol instead of judging every trade from one total.
Check portfolio value, allocation, open positions, partial exits and weighted risk across every portfolio from the same dashboard.
Compare the plan with the execution, check rule adherence and keep lessons and action items attached to the trade that produced them.
A shorter path from trade history to answers
Total flexibility in how you bring trades in: files, screenshots, pasted confirmations, broker email or manual entry. Start tracking your performance today.
Use CSV or Excel, or AI-assisted extraction for screenshots, PDFs and pasted confirmations.
Add strategy, setup, risk, stop, target, rules, notes, emotions and partial exits. Check unresolved rows before saving.
Compare P&L, strategy, risk, exits and behavior. If you choose, ask AI to summarize patterns in your saved closed trades.
A swing trade takes days, not one click
Most of the useful context comes after the first fill: risk changes, notes build up, positions scale out, and rules get tested.
Screen for candidates, extract trade ideas, and set strategy, entry rules, stop, target and risk.
Executed units, average cost and stop-based risk added by the trade.
Daily notes, rule adherence, stop changes and the market condition around the hold.
Each sale stays connected to the remaining units and original trade plan.
Compare the final P&L, R-multiple, behavior and strategy in analytics.
A 58.3% win rate, +$176 expectancy and +0.42R average result put the P&L in context before you change your rules.
Every metric traces back to the trades behind it
Compare P&L, win rate, profit factor, average R and trade count before deciding whether a setup deserves more attention.
Your strategies, measured on the same yardstick
Optional AI, based on your saved trades
Swingfolio can generate a review from your saved closed trades using trade count, win rate, total P&L and average R.
Start your 30-day free trialObservation
With 20 breakout trades and a +0.42R overall average result, compare sample size, profit factor and rule adherence before changing how often you use the setup.
No generic advice. The review reads your record and nothing else.
Where Swingfolio fits
Broker statements show official fills and positions. Spreadsheets can model the rest, but they take upkeep. Swingfolio keeps trades, context and analytics together.
Test it on your own history
Start with full access and no credit card. Try sample data first, then import your own trades and decide whether to continue.
For 30 days. Choose a paid plan only if you decide to continue.
Before you import
The most common questions before an import are about access, effort, AI and price. Here are the answers.
Performance summaries include tracked-trade P&L, win rate, profit factor, expectancy, average R, trade count, holding period and FX impact. Deeper views cover strategy, setup, drawdown, exits, market context and behavior when the required data is available.
Not yet. Direct broker connections are on the roadmap. For now, bring trade records in through the supported import paths, with no broker login or API keys required, and check the data before saving it.
CSV and Excel trade histories are supported with mapping and confirmation. Screenshots, PDFs and pasted confirmations use AI-assisted extraction. You can also enter trades manually.
The same P&L, journal, strategy and risk tools apply to a single portfolio. Multiple portfolios add consolidated oversight when your trading expands across accounts.
Swingfolio converts each selected portfolio’s position risk to the display currency, adds those risk dollars, then divides by the combined portfolio value. It does not add the individual portfolio percentages.
No. AI summaries use your saved closed trades and calculated metrics. They help summarize patterns in the record; they do not predict the next trade or guarantee an outcome.
The current offer is a 30-day trial with full feature access and no credit card required. See the pricing page for the plans available if you decide to continue.
No. Your broker remains the execution and source record. Swingfolio organizes trade, portfolio and tax-focused reports; it does not execute trades or provide personal tax advice.
Full access before subscribing · No card required