Portfolio tracker for swing traders
Most portfolio trackers show what you hold. Swingfolio shows what's working — with strategy context, risk visibility, and trade-level analytics across every position.
17+
Trading-specific metrics
Per-strategy
Performance breakdown
Real-time
Portfolio heat tracking
30 days
Free trial, full access
Your portfolio tracker is missing the context you trade with
Generic portfolio trackers
- Show holdings and returns — but not why you entered or how each trade aligns with your strategy
- No visibility into total open risk across positions — adding trades without knowing your exposure
- Performance is measured at portfolio level only — no way to see which strategies drive results
- No trade review workflow — you close a trade and move on without learning from it
Swingfolio for swing traders
- Every position tagged with strategy, setup type, entry rules, and risk parameters
- Portfolio heat shows total open risk — know exactly how exposed you are before adding another trade
- Performance broken down by strategy — see win rate, R-multiples, and expectancy per approach
- AI reviews surface what worked, what did not, and what patterns repeat across your trades
Portfolio tracking with trading context
Strategy-tagged positions
Every position linked to a strategy with entry rules, stop loss, and target. See which approach each trade follows.
Portfolio heat monitoring
Total open risk across all positions, updated in real time. Set heat limits and get warnings before overexposure.
R-multiple tracking
See how each trade performs relative to the risk taken. Track average R per strategy over time.
Performance by strategy
Win rate, expectancy, and profit factor broken down per strategy — not just total portfolio return.
AI trade reviews
AI analyzes closed trades to identify profitable patterns, flag mistakes, and surface behavioral trends.
Multi-broker analytics
Import from any broker and see unified analytics across all accounts in one dashboard.
Portfolio tracker for swing traders FAQ
Related features and resources
Portfolio tracking that understands how you trade.
Import your trades and see your portfolio with strategy context, risk visibility, and performance analytics. Free for 30 days.