Trading Journal & Performance Analytics

    Your trading history, turned into something you can actually understand.

    RulesFirst automatically organizes supported broker activity into a trading journal, execution charts, calendar and performance analytics, so you can see not only what you made or lost, but when, where and how those results were created.

    Journal

    Completed Trades

    Synced
    NVDALong-1.3RSize drift
    AAPLShort+0.8RPlan followed
    TSLALong-2.1RStop moved
    AMDLong+1.6RTarget partial
    Today-$750

    Automatic Trading Journal

    Every trade becomes reviewable.

    Connected broker activity becomes a structured trading history where supported, without rebuilding every trade manually.

    See the trade, not just the number.

    Executions can be plotted against historical price action so the trader can review where they entered, added, reduced and exited. The goal is to make the sequence visible without reconstructing the trade from memory.

    Entry and exit markers
    Adds and reductions
    Plan levels
    Trade notes and images

    NVDA · Long

    Execution Chart

    Reviewable
    ENTRYADDREDUCEEXIT

    Calendar

    See your trading month at a glance.

    Spot clusters of green and red days, heavy-trading periods and unusually damaging sessions without digging through individual trades.

    August 2026

    Monthly review

    Monthly P&L

    -$6,197

    Trading Days

    3

    Green Days

    1

    Red Days

    2

    Fees

    $0

    Avg Day

    -$2,066

    S
    M
    T
    W
    T
    F
    S

    1

    2

    3

    4

    5

    6

    7

    8

    9

    10

    -$6,387

    11

    +$190

    12

    -$0

    13

    14

    15

    16

    17

    18

    19

    20

    21

    22

    23

    24

    25

    26

    27

    28

    29

    30

    31

    Performance Analytics

    Go beyond win rate.

    RulesFirst exposes the metrics traders need to understand performance, risk, consistency and process quality across completed trading activity.

    Net P&L

    -$6,474.95

    Win Rate

    16.67%

    Profit Factor

    0.05

    Avg Win

    +$103.69

    Avg Loss

    -$452.40

    Expectancy

    -$359.72

    Performance

    Cumulative P&L-$6,474.95
    Equity curveCurrent drawdown
    Daily and monthly P&LAug: -$6,197
    Day-of-week performanceMon weakest
    Entry-window performance9:30-10:15 AM
    Long vs shortLong: -$4,120

    Trade economics

    Profit factor0.05
    Payoff ratio0.23
    Average win+$103.69
    Average loss-$452.40
    Median win/loss-$184.20
    Expectancy-$359.72

    Risk

    Largest loss-$2,115
    Worst day-$6,387
    Current drawdown-$6,475
    Maximum drawdown-$6,475
    Maximum runup+$412
    Recovery status0%

    Process & R

    Average R-1.42R
    Realized risk/reward0.31
    Average hold38 min
    R multiples-5R worst
    Winning and losing streaks7 losses
    Reconciled trade coverage96%

    Consistency

    Green/red days1 / 2
    Best/worst day+$190 / -$6,387
    Monthly consistency33% green
    Calendar P&L heatmap1 red cluster
    Daily trendsLosses expanding
    Rolling trends3-day decline

    Context

    Performance by assetNVDA drag
    P&L by holding time< 30m weakest
    Calls vs putsPuts: +$86
    Setup tagsBreakout, VWAP
    Mistake tagsAdded to loser
    Trade notes and images4 attachments

    Interpretation

    Your numbers should tell you something.

    RulesFirst can turn deterministic calculations into clearer review questions, without guessing why something happened or making causal claims.

    Worst Day

    -$6,387

    That single day erased approximately 61.6 average winning trades.

    Largest Losing Streak

    7 trades

    Current Drawdown

    -$6,475

    Recovery

    0%

    Connected to RulesFirst

    Performance tells you what happened. RulesFirst helps you understand the process around it.

    Performance Analytics

    What were my results?

    Trading Habits

    What behaviors keep appearing?

    Rule Events

    Where did I move away from my process?

    Decision Replay

    When did those decisions happen?

    Daily Readiness

    What should I carry into the next trading day?

    A complete trading journal and performance analytics system, connected to the rest of RulesFirst.

    Review the trade, the month, the metrics and the process behind the result, then carry the evidence into the next trading day.