TradeBB AI - Structured trading journal for tracking, reviewing, and improving stock, options, futures, and forex trades

Supported Markets and Trading Styles

TradeBB works across all major asset classes and common trading types:

• Stocks: Track individual stock trades, review symbol performance, and analyze which setups drive positive results

• Options: Record premiums, expiration dates, strategies, and account-level performance for all options positions

• Futures: Review trades by contract, session, commissions, drawdown, and performance for platforms like Tradovate and NinjaTrader

• Forex: Organize trades by currency pair, strategy, and trading session to improve execution consistency

• Prop firm accounts: Track trading rules, daily results, drawdown, and performance for funded prop trading accounts

• Intraday day trades: Break down performance by time, session, symbol, strategy, and setup using reports, calendar views, and custom tags

Core Trade Tracking Features

The platform replaces scattered broker exports and manual spreadsheets with a centralized structured journal for all your trade data:

1. Store full trade records including entry and exit prices, quantity, position size, commissions, fees, notes, trade screenshots, custom strategies, and tags

2. Every trade entry keeps full context of your decisions at the time of position opening and closing, so you can review exactly what you were thinking during each setup

3. Customize tracking fields to match the exact metrics you need, without the rigid formatting limitations of pre-made spreadsheet templates

Broker Import and Sync

TradeBB eliminates manual data entry through two supported import methods:

• Read-only direct broker sync for selected supported platforms, which automatically pulls new trade data into your journal without manual uploads

• Trade history file upload functionality for any broker or platform that does not support direct sync, which correctly parses and organizes your exported trade data into structured records

• All imported data is normalized and organized into a unified journal with reports, accounts, strategies, and tags available for review immediately after upload

TradeBB AI Analysis

The platform includes a natural language AI tool that lets you query your own private trade history to extract actionable insights:

• Ask plain text questions about your performance across time periods, strategies, symbols, or separate broker accounts

• Identify patterns in your trading results that you would likely miss during manual review, including which setups or habits consistently harm your P&L

• Use AI generated insights to navigate directly to specific reports or individual trade entries for deeper manual review, instead of spending hours sorting through rows of data

Performance Reporting

TradeBB provides detailed performance breakdowns that go far beyond basic total P&L metrics:

• View separate reports segmented by symbol, strategy, custom tag, broker account, and date range

• Identify repeated mistakes, weak setups, and negative trading habits that reduce your overall returns

• Track daily, weekly, and monthly performance trends to measure progress and consistency over time

• Compare results across multiple separate broker accounts, personal accounts, and funded prop firm accounts in one unified view

• Review commissions, fees, taxes, and all trading costs separately from pure P&L to get a fully accurate view of net performance

• Track deposits and withdrawals separately from trading results to avoid distorting your performance metrics with capital flows

Custom Dashboard and Data Views

You can fully customize your workspace to match your specific review workflow:

• Build a custom dashboard with the exact metrics, charts, and layouts you choose, including equity curves, drawdown tracking, trade expectancy, and performance summaries

• Access multiple dedicated data views: full trade list, calendar view, symbol performance view, strategy breakdown view, tag analysis view, attached notes and files view, and broker account performance view

• No forced pre-set dashboard layout, so you can prioritize the metrics that matter most for your individual trading style

Structured Review Workflow

TradeBB uses a simple 4-step workflow designed to help traders turn raw trade history into actionable improvements:

1. Import your full trade history via supported broker sync or file upload to build your complete trading record

2. Review your performance across dashboards, reports, and calendar views to get a high level overview of your results

3. Use notes, tags, and strategy categorization to identify strong performing setups, weak habits, and repeated mistakes

4. Apply your findings to adjust your execution rules, improve discipline, and build more consistent trading results over time

Additional Resources

• A dedicated help center with step by step guides for importing broker data, setting up your custom dashboard, using all performance reports, organizing trades with tags and strategies, and tracking account level costs

• A free trading journal template guide for traders who want to start with manual tracking before migrating to full automated broker sync features

• The platform is built by active traders, and is trusted by more than 100,000 traders as their primary structured trade review tool