Features

Everything you need to
execute with discipline.

Every feature is built around one insight: profitable traders don't have better strategies — they have better execution. Here's how SMARTly helps.

Before you trade

📋

Playbooks — Entry Condition Checklists

Build named strategies with a set of conditions you must verify before entering. Required vs. optional. Before every trade, run through your checklist. If your setup isn't there, you don't trade.

  • Name and color-code each strategy
  • Required vs. optional conditions per playbook
  • Win rate and avg P&L tracked per playbook
  • Pre-trade checklist shown during session logging
  • Journal entries tagged with the playbook used
🧠

Pre-Market Readiness Check

Answer 3 simple questions — sleep quality, market condition, personal stress. Get a 0–100 readiness score. Green means go. Red means sit out. No guessing.

  • Sleep quality star rating
  • Market condition picker (trending, ranging, volatile, uncertain)
  • Stress level input
  • Auto-scored 0–100 with a green / yellow / red verdict
🎯

Rule Commit Workflow

Force yourself to set your rules before you open a chart. Max trades, max loss, allowed setups, time window, and session notes — all committed in a single step.

  • Max trade count
  • Max daily loss
  • Allowed setups (custom + presets)
  • Trading window (start/end time)
  • Optional notes and rule templates

During the session

Fast Trade Logging

Log an entry and exit in under 10 seconds. Attach screenshots. Track setup, direction, and outcome — without interrupting your flow.

  • Symbol, direction (long/short), quantity
  • Entry & exit price
  • Screenshot upload (Supabase storage)
  • Setup tag and outcome notes
⬆️

Broker CSV Import

Import trade history from any broker that exports a CSV — IBKR, TD Ameritrade, Schwab, Webull, and more. Column mapping is auto-detected.

  • Works with any broker CSV export
  • Auto column-mapping with manual override
  • Paste from Google Sheets or upload CSV
  • Imports into your active trading book
📊

Discipline Score

At any point in the session, your discipline score reflects how closely you're following your pre-committed rules.

  • Real-time scoring during session
  • Penalises rule breaks automatically
  • Tracks max trade count vs. actuals
  • Saved at session end for review

After the session

🤖

AI Coach (GPT-4o)

After every batch of trades, your AI Coach reads your journal, analytics, and playbook compliance — and writes a plain-English coaching report. No generic tips; conclusions from your own data.

  • What's working — your actual edge with specific stats
  • Patterns costing you money identified automatically
  • One specific weekly focus recommended
  • Emotional carry-over detection
  • Playbook compliance analysis
📈

Performance Analytics

Visualise your P&L curve, win rate, average R:R, and best/worst setups — automatically built from your trade log.

  • P&L curve over time
  • Win rate, avg risk-reward
  • Best and worst performing setups
  • Day-of-week performance patterns
📄

Session Report Card

A summary for every session: discipline score, P&L breakdown by setup, rule adherence stats, and your written lesson.

  • Per-session discipline grade
  • P&L split by setup and playbook
  • Rules followed vs. broken
  • Your post-session lesson saved
📓

Daily Trading Notebook

Write structured pre-market and post-market notes every day. Build a running knowledge base of your own edge.

  • Pre-market notes
  • Post-market debrief
  • Searchable by date
  • Private to your account

Account & risk management

💰

Capital & Risk Settings

Set your starting capital, monthly drawdown limit, daily risk %, and monthly return target. SMARTly uses these to calculate position size and alert you when you're over-risking.

  • Starting capital
  • Monthly trailing stop loss %
  • Daily max risk %
  • Monthly ROI target
🔒

Secure Data Storage

All your data is stored in Supabase with Row Level Security. Nobody can see your trades, journal, or notes — not even us.

  • Supabase row-level security
  • Private screenshot storage bucket
  • Auth via Google OAuth
  • No third-party data sharing

Ready to try it?

Free to start. No credit card. No complicated setup — just sign up and start your first session today.

Get started free →