Trading journal + imported trade analytics

    Import trades. Review performance. Connect behavior to the numbers.

    RulesFirst turns auto-synced and manually imported trades from supported brokers into journal-grade analytics: average win, average loss, win rate, profit factor, MFE, MAE, running P&L, and performance graphs by asset, time of day, and day of week.

    Imported Trade Analytics

    Performance Dashboard

    Live Data
    Win Rate
    58.4%
    Profit Factor
    1.72
    Avg Win
    $426
    Avg Loss
    -$214
    MFE
    $612
    MAE
    -$188
    Running P&L
    +$4,820
    Auto-sync and manual import

    Import trade history from supported brokers.

    RulesFirst supports broker data through auto-sync where available and manual imports where broker exports are supported. Coverage, fields, account types, and data freshness depend on each broker.

    Auto-sync where supported
    Manual imports for supported broker exports
    Schwab / Thinkorswim
    Interactive Brokers
    TradeZero
    CenterPoint and other supported brokers

    Journal-grade metrics, connected to behavior.

    Review the same performance metrics traders expect from a serious trading journal, then connect them back to RulesFirst behavior signals like size drift, ignored stops, and revenge trades.

    Performance by asset

    Compare equities, options, futures, and other imported asset classes where broker data supports it.

    Time-of-day behavior

    See whether mornings, lunch periods, or late-day trades create better outcomes or more rule breaks.

    Day-of-week patterns

    Find whether certain weekdays are producing weaker discipline, lower expectancy, or larger losses.

    Running P&L and equity curves

    Track cumulative performance, drawdowns, and session-level changes from imported trade history.

    Analytics Coverage

    Go beyond P&L and see how trading behavior affects the numbers.

    Imported trades become a full review layer: performance, expectancy, timing, assets, setups, trade quality, and the habits that caused avoidable damage.

    Average win and average loss
    Win rate and loss rate
    Profit factor
    MFE and MAE
    Running P&L
    Performance graphs
    Asset-level breakdowns
    Time-of-day reports
    Day-of-week reports
    Setup and tag analytics
    Oversized loss review
    Behavior mapping from imported trades

    Bring your trades into the same risk-first loop.

    Plan risk before entry, import the trade record, review performance, and connect the result back to the behavior that produced it.