Trading journal vs portfolio tracker

One tracks what you hold. The other tracks how you trade. See the difference — and why active traders need more than a portfolio tracker.

Journal + portfolio in one17+ trading metricsAI trade reviews
Same positions — different insights
SymbolQtyPriceValueReturn
BHP.AU500$45.48$22,740+5.8%
NAB.AU300$35.20$10,560+3.2%
FMG.AU200$18.40$3,680-2.1%
What you see
Holdings and market values
Basic return percentages
Total portfolio value
What you don't see
Why you entered each trade
Whether you followed your rules
How much risk you carry
What patterns repeat

What each tool shows you

Portfolio tracker

Designed for investors tracking holdings and returns.

Shows:
Current holdings and market values
Total portfolio return
Dividend income and yield
Asset allocation and sectors
Tax reports (CGT)
Does not show:
Why you entered each trade
Strategy performance breakdown
Rule adherence
Portfolio heat / total risk
R-multiples or expectancy
AI-powered pattern detection

Trading journal

Designed for traders tracking performance and process.

Shows everything above, plus:
Strategy per trade with setup details
Entry and exit rule adherence
R-multiples per trade and per strategy
Win rate, expectancy, profit factor
Portfolio heat and open risk
AI trade reviews and pattern detection
Performance trends over time
Setup-type performance comparison

Which one do you need?

Passive investor

Portfolio tracker is sufficient

You buy and hold. You need to see returns, dividends, and tax obligations. Trade-level analytics are not relevant to your workflow.

Active swing trader

Trading journal is essential

You manage setups, enforce rules, and need to understand which strategies drive results. Portfolio-level returns alone do not tell you enough.

Trader + investor hybrid

Trading journal with portfolio analytics

You trade actively but also hold longer-term positions. Swingfolio covers both — trade analytics for active positions, portfolio tracking for everything.

Trading journal vs portfolio tracker FAQ

Get both in one platform.

Swingfolio is a trading journal with portfolio analytics. Trade-level metrics, AI reviews, portfolio heat, and tax reporting — one tool for active traders. Free for 30 days.