Everything InsightTrader does — explained
From one-click CSV import to AI-powered coaching. See every feature and which plan unlocks it.
Core Features
The analytics engine every serious trader needs.
Upload your thinkorswim CSV export and your trades are reconstructed in seconds. No formatting, no column mapping required.
- Auto-detects broker format
- Idempotent — safe to re-import same file
- Handles stocks, options, futures & forex
- 60-second setup, no spreadsheet needed
Cumulative P&L chart, daily breakdowns, net P&L by week and month. See exactly when you made money and when you gave it back.
- Cumulative P&L chart
- Daily / weekly / monthly breakdowns
- Best and worst day identification
- Gross vs net P&L (fees shown separately)
75+ metrics: win rate, profit factor, Sharpe & Sortino ratios, expectancy, MAE/MFE, average win/loss, max drawdown, consistency score, and more.
- Sharpe & Sortino ratios (annualised)
- Win rate & profit factor
- Expectancy & MAE / MFE excursion
- Average hold time by asset class
Heat-map calendar showing every trading day. Instantly spot your best and worst periods. Click any day to drill into individual trades.
- Monthly heat-map view
- Click-to-drill per day
- Winning / losing day streaks
- P&L by day of week chart
See which tickers, strategy types, and asset classes make you money — and which cost you. Ranked by P&L, win rate, and trade count.
- Top / bottom symbol P&L
- Strategy-type breakdown (spreads, covered calls…)
- Asset class split (stock / option / futures / forex)
- Holding duration analysis
Export your full trade journal to CSV or PDF. Use it for taxes, performance reviews, or sharing with a prop firm.
- Full trade history export
- PDF formatted for printing / sharing
- Compatible with tax software
- Custom date range selection
Detects revenge trading, overtrading, early exits, position-sizing errors, and 8 other psychological patterns — ranked by the dollar cost each one has had on your P&L.
- Revenge trade detection
- Overtrading alerts
- Streak influence analysis (win/loss streaks)
- Position sizing consistency score
- Best / worst session-time insights
- Discipline score (0–100)
Build custom entry and exit checklists. Log your adherence per trade so you can measure the P&L impact of following — or ignoring — your own rules.
- Custom checklist builder
- Per-trade checklist logging
- Adherence rate tracking
- P&L correlation by adherence
Tag trades by strategy, setup, or emotion. Add free-text notes, confidence ratings, and lessons. Filter and search your full journal.
- Custom tags per trade
- Free-text notes
- Confidence & mood logging
- Lesson / mistake capture
Set daily, weekly, and monthly P&L targets. Track progress in real time and get alerted when you hit — or blow through — your limits.
- Daily / weekly / monthly targets
- Max loss limits
- Win-rate goals
- Progress tracking with live percentage
Import from multiple broker accounts and switch between them instantly. Filter all analytics by individual account or view them combined.
- Unlimited accounts
- Per-account analytics
- Cross-account aggregation
- Broker label & color coding
Join our private Discord server for Pro+ members. Get real-time support, share strategies, connect with other traders, and get early access to new features.
- Private Discord server access
- Real-time support from the team
- Strategy discussions & trade reviews
- Feature requests & product updates
- Community challenges & insights
Connect OANDA (API token) or Interactive Brokers (Flex Web Service) — trades sync automatically, no CSV required.
- OANDA direct API sync
- IBKR Flex Web Service sync
- Background auto-import
- No manual exports needed
Relive any closed trade bar-by-bar with real OHLCV data. See your entries, exits, and live P&L unfold in real time — like bar replay, but for your own trades.
- Bar-by-bar OHLCV playback
- Entry & exit markers on chart
- Live P&L tracking during replay
- Adjustable playback speed
Build strategy playbooks with your own trading rules. We'll flag every trade that violates them. Track rule adherence, log your mental state before and after sessions, and see how mood correlates with P&L.
- Strategy playbook builder
- Automatic violation detection
- Pre/post session mental check-ins
- Mood → P&L correlation analysis
- Playbook adherence scoring
Apply filter rules to your real trade history — time of day, hold duration, max trades, symbols, cool-off periods — and see the P&L impact instantly. Run Monte Carlo simulations for statistical confidence.
- 12+ filter types
- Cumulative P&L comparison
- Monte Carlo simulation (500+ runs)
- Daily loss stop & consecutive loss stop
- Win streak scaling
TradeBot AI Tools
TRADEBOT PLANSix AI-powered tools trained on your own trade history. Not generic advice — personalised analysis of your actual edge and weaknesses.
Reviews your last 30 trades and delivers personalized coaching — what you're doing well, what to stop, and one specific action to take this week.
Analyses your closed trades to build a custom exit framework — optimal hold times, scaling levels, and target rules based on what actually worked for you.
Before you enter, it generates the strongest counterargument to your thesis so you go in with eyes open, not optimism bias.
Finds volatility squeeze patterns in your historically winning setups and alerts you when similar conditions appear again.
Analyses earnings call transcripts for tone shifts, hedging language, and guidance gaps that haven't been priced in yet.
Identifies unusual options activity and dark pool signals on your most-traded symbols before the move happens.
Supported Brokers
Native support for 14+ brokers. Upload your CSV — detected automatically, no column mapping required.
Auto-sync available for OANDA, Tastytrade & Interactive Brokers. Schwab auto-sync coming soon.
Plan Comparison
Every feature and which plan unlocks it.
| Feature | Free | Pro | Elite | TradeBot |
|---|---|---|---|---|
| CSV import (thinkorswim) | ||||
| Trade reconstruction | ||||
| Core metrics (win rate, P&L…) | ||||
| Trade tagging & notes | ||||
| 30 days trade history | — | — | — | |
| Full trade history (unlimited) | — | |||
| 75+ performance metrics | — | |||
| P&L calendar + drill-down | — | |||
| Symbol & strategy breakdown | — | |||
| Trade journal | — | |||
| Trade replay (bar-by-bar) | — | |||
| Backtester + Monte Carlo sim | — | |||
| Pre/post trade checklists | — | |||
| Performance goals | — | |||
| Multi-account support | — | |||
| OANDA & IBKR auto-sync | — | |||
| MAE / MFE excursion data | — | |||
| Edge Analyzer & flags | — | — | ||
| Streak influence analysis | — | — | ||
| Position sizing analysis | — | — | ||
| Strategy & duration breakdown | — | — | ||
| Session-time performance | — | — | ||
| Trading Playbooks | — | — | ||
| Playbook violation tracking | — | — | ||
| Mental state check-ins | — | — | ||
| Mood ↔ P&L correlation | — | — | ||
| CSV & PDF export | — | — | ||
| All 6 TradeBot AI tools | — | — | — |
Start for free today
Free plan includes CSV import, core metrics, and 30 days of history. No credit card required.