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Swingfolio features

Plan, track, review, and improve every trade.

Swingfolio brings your journal, positions, research, analytics, risk, imports, reports, and trading education into one workspace.

Start your 30-day free trial View pricing

Core features for 30 days · Broker imports require Premium · No card required

Dashboard & daily workspace

Know what needs your attention today.

Build the dashboard around your workflow, then keep portfolio value, open positions, market context, performance, risk, and review alerts in one daily view.

Dashboard · Example dataCustom layout
Total portfolio value$184,620+$13,440 total return
Portfolio performance
Portfolio heat3.4%Across 6 positions
Win rate · Closed56.8%50W / 38L
Average R+0.64RWinsorised mean
Market regimeTrend ↑Current market view
Attention
  • Broker activity needs review3 records
  • NVDA approaching target1.8% away
  • Weekly review readySunday
Available dashboard widgets
Closed P&LRolling profit factorTrading activityCompany eventsEconomic calendarNewsSector rotationMarket indices

Custom dashboard layouts

Choose, arrange, resize, and filter the widgets that matter to your routine.

Dashboard

Portfolio and market overview

Keep total value, realized and unrealized P&L, open positions, heat, indices, events, and news together.

Web

Attention states

Surface broker imports, near-stop and near-target positions, time stops, and review work without searching each page.

Dashboard
Trade journal & positions

Keep the complete position story.

Follow a multi-day trade from plan to final exit. Keep the setup, rules, notes, emotions, risk decisions, snapshots, partial exits, and closed result attached to one record.

Positions · Example dataGrid · Table · Chart
Open positionsClosed tradesAttentionDaily snapshots
NVDA · Momentum pullback
Entry
$112.40 · 19 Aug
Stop / target
$108.40 / $126.20
Planned risk
0.90% · 1.0R
Entry rules
4 of 5 followed
Context
Trending up · Technology
Open positions
  • NVDA · 12 units+1.34R
  • CSL.AX · 18 units+0.41R
  • XRO.AX · 24 units−0.28R
  • VRT · partial exit recorded40% remaining
NotesTagsEmotionsSetupRulesSnapshotsPartial exitsReview

Open and closed positions

Switch between grid, table, and chart views while preserving the same underlying trade record.

Positions

Decision context

Record setup, strategy, entry, stop, target, position size, notes, tags, emotions, and rule checks.

Journal

Position lifecycle

Track adjustments, daily snapshots, partial exits, remaining units, and complete history without splitting the trade.

Web + Android
Performance & behavioral analytics

See the process behind the P&L.

Move from top-line results into trade quality, drawdown, exit efficiency, setup performance, market context, and the behavioural patterns that shape execution.

Analytics directoryPerformance · Behavior · Mindset
Performance

Overview

  • Closed-trade P&L
  • Rolling profit factor
  • Trading activity
  • Average and median R
  • Performance insights
Trade quality

Risk & exits

  • R-multiple distribution
  • MAE / MFE corridor
  • Drawdown and streaks
  • Monte Carlo simulation
  • Best Exit and Exit Capture
Patterns

Find the edge

  • Setup and strategy
  • Sector and symbol
  • Day and holding period
  • Market regime
  • Setup × regime
Behavior

Execution review

  • Behavioral Score
  • Edge confidence
  • Disposition effect
  • Revenge and overtrading
  • Emotion and discipline
Compliance PFRules vs results
Rule breaksFrequency and cost
What-IfTest alternatives
ExplorerSlice the record
ProjectorModel scenarios

Performance analytics

Track P&L, win rate, profit factor, expectancy, average R, drawdown, distributions, and activity.

Analytics

Exit-quality analytics

Compare actual exits with opportunity, holding edge, best exit, excursion, and captured movement.

Premium

Behavioral review

Study discipline, emotions, rule compliance, disposition effect, revenge trading, and overtrading.

Premium
Research & market context

Move from an idea to a testable setup.

Collect ideas, screen opportunities, follow trusted sources, compare sectors and themes, then attach the market environment to the trade you take.

Trade IdeasAU + US context
IdeasScreenerSourcesCommunityThemesSectors
Idea pipeline · Example
  • NVDA · Momentum pullbackReady to plan
  • CSL.AX · Base breakoutWatching
  • VRT · Theme strengthShortlisted
  • XRO.AX · Relative strengthNeeds review

Trade ideas and screener

Capture, filter, shortlist, review, and convert a candidate into a trade plan.

Trade Ideas

Sources and community

Organize the people and feeds behind an idea without losing its origin when you act on it.

Premium

Market context

Compare AU and US sectors, Swingfolio thematic baskets, indices, regimes, economic events, company events, news, and sector rotation.

Web

Daily market briefings

Read published AU and US session briefings alongside the market views used inside the workspace.

Public
Strategies, rules & AI

Turn a trading idea into a repeatable process.

Define the rules before the trade, compare adherence after it, and use goals, weekly reviews, and AI coaching to keep the process visible between trades.

Strategy workspace

Rules you can measure.

Create a strategy from a template or build your own entry and exit rules, then compare its trades, P&L, win rate, and adherence.

  • Strategy templatesImport or customize
  • Entry and exit rulesStructured checks
  • Strategy performanceTrades · P&L · win rate
  • Rule adherenceFollowed vs broken
AI Insights

Reviews grounded in your record.

Set process goals, complete weekly trading reviews, and use the AI Coach to examine saved trade context and performance patterns.

  • GoalsTrack active process goals
  • Weekly ReviewsStructured review cadence
  • AI CoachContextual sessions
  • Performance insightsSaved trading data
Portfolios & risk

See what every open position adds to the whole.

Manage multiple portfolios, cash, transfers, allocation, and performance while keeping the planned and actual risk of each open position visible.

Portfolio heat · Example dataWithin plan
PortfolioTrading
Open risk3.4%
Positions6
Cash28%
  • NVDA · Momentum pullback · 0.90% planned risk
  • CSL.AX · Base breakout · 0.62% planned risk
  • XRO.AX · Trend continuation · 0.41% planned risk

Multiple portfolios

Separate trading, long-term, SMSF, or other records while retaining a combined overview in one display currency.

Portfolios

Cash and transfers

Record deposits, withdrawals, dividends, fees, and inter-portfolio transfers against the correct ledger.

Transactions

Portfolio heat

See aggregate planned and actual risk, positions with stops, breaches, and the positions driving concentration.

Risk
Import & integrations

All your broker positions. One clear view.

Connect accounts across multiple brokers and see their positions together in Swingfolio. Run a broker check to fetch new activity, then review staged data before saving journal changes.

Import sourcesReviewed before journal
Choose a source
Manual entryLog a complete trade directly
CSV / ExcelMap a structured export
AI-assistedPDF, image, or pasted text
Broker emailForward confirmations
Broker importMultiple brokers, one staged review
Chrome extensionStore release pending
Broker import · Premium

Keep an eye on every connected position from one place.

Run a broker check to fetch open positions and new activity. Review the staged data before any journal changes are saved. Broker imports require Premium for new subscribers; grandfathered Foundation accounts keep access.

01Connect broker accountsMultiple brokers
02Bring positions togetherOne workspace
03Run broker checkFetch activity
04Review staged dataUser-controlled

Read-only by design. Swingfolio cannot place orders or move money.

Flexible imports

Use manual entry, CSV, Excel, PDFs, images, pasted confirmations, or broker-email workflows.

Import

Multi-broker position view

Run broker checks to fetch new activity into one staged review; journal changes require confirmation.

Premium

Reconciliation

Resolve open positions, matched closed trades, cash events, and broker differences without letting broker data overwrite the journal.

User controlled
Reports & records

Close the books without rebuilding the record.

Use the same trades, transactions, dividends, cash movements, and currencies already inside Swingfolio to prepare P&L, transaction, and tax-focused reports.

P&L report

Trading, dividends, and franking

Review net P&L with realized trading results, cash dividends, and Australian franking credits where relevant.

  • Trading P&LPeriod filter
  • Dividend incomeCash + franking
  • Excel exportPremium
Transactions

Trade and cash records

Filter trade history and cash movements by period, portfolio, status, or transaction type.

  • Trade transactionsExcel
  • Cash movementsExcel + PDF
  • TransfersLinked legs
Tax report

AU and US-focused views

Review CGT disposals and holding periods, ATO MyTax fields and schedule exports, or US wash-sale adjustments and Schedule D context.

  • AU CGT discount50% view
  • ATO fieldsMyTax
  • US wash salesDetected matches

One workspace from plan to review

Build a trading record you can actually learn from.

Bring in your trades, add the decisions behind them, and see where your process—not just your P&L—is helping or hurting.

Start your 30-day free trial View pricing