Features

Eight modules. One trading brain.

Trade Cortex is built as eight modules each focused on one part of the trading day. Scroll through to see what each one does.

(no clicks required, just scroll)

01 — Cockpit

Math you'd never do mid-trade.

Plan validation. Multi-broker margin requirements. Live profit ladders. Exit strategy. Trade Cortex does the math while you focus on the trade.

(because your broker isn't going to text you when your O/N requirement is 94% of your account.)

Plan Validator

Match every share. Follow every plan.

System Entry vs My Entry — sized to your slippage, fees, and reduced-size rules.

Slippage
2.00%
Reduced
50.00%
Fees
3.00%
Symbols
1stAAPL$5.007,7263,863
2ndNVDA$1.257,2433,621
3rdSymbol———
4thSymbol———
5thSymbol———
Add Symbol
Live Stats
High Risk · 7
$CLON

Float, runway, dilution. Every fundamental that can wreck your trade.

Stats
CountryUSA
Mkt Cap$916.60K
Float402.45K
Shares Out500.88K
% Inst1.99%
% Insiders0.06%
Short %12.47%
ATR$0.42
Health
Cash$2.73M
Debt$61.04K
Runway6 mo
Margin0.00%
Curr Ratio4.41
Quick3.92
Dilution
Issuing+$2.06M
Δ Shares+42.8%
Insider Net−$2.20K
EV/MC−2.10×
Levels

Every dollar mapped. Live.

Profit targets, slippage, stop, and where price is right now, in one ladder.

Slippage
$7.10−$16,225−1.05R
Stop Loss
$7.00−$15,452−1.00R
Entry
$5.00——
5%
$4.75+$1,932+0.13R
10%
$4.50+$3,863+0.25R
20%
$4.00+$7,726+0.50R
30%
$3.50+$11,589+0.75R
40%
$3.00+$15,452+1.00R
50%
$2.50+$19,315+1.25R
💓LIVE (AH)
$1.76+$25,032+1.62R
75%
$1.25+$28,972+1.88R
Exit Strategy

Ladder out, not all-in.

Plan five exits before the open. Auto-fill from your levels, mark each as Live or Plan.

CLON SHORT · Entry $5.00 · SL $7.00 · Full 7,726 sh
💓Live $1.7598 · Unrealized +$25,034 · +1.62R
#SharesPriceRGainRem
11,545$4.500.25R+$7726,181Live
21,545$4.000.50R+$1,5454,636Live
31,545$3.500.75R+$2,3183,091Live
41,545$2.501.25R+$3,8621,546Live
51,546$1.251.88R+$5,7980Live
Full Plan
7,726 sh
Projected
+$14,295
Blended R
0.93R
Margin Call Risk

Per-broker math, before the open.

FINRA Rule 4210 requirements per broker, with headroom and safety chips.

Cobra Trading $78,000Successtrader Pro $50,000Add Broker
Share Allocation Per Broker
CLON7,7267,7260
ABCX7,2437,2430
Cobra TradingSafe
Account$78,000
O/N Req$56,738
Headroom$21,262 (27%)
Successtrader ProCall Risk
Account$50,000
O/N Req$48,500
Headroom$1,500 (3%)
And More

Cockpit does the math,

all of it.

Ten more tools you'll use every trade. Built into the same workflow.

Buying Power Calculator
Projected Account Value
Max Loss Estimator
Break-Even Analysis
Account % at Risk
Risk-Adjusted Position Sizing
Multi-Broker Reconciliation
Pre-Trade Checklist
Slippage Modeler
Borrow Cost Calculator
+ Many more, every release.
Explore Cockpit

02 — Smart Capture

The journaling habit you finally keep.

Journal manually, or let Smart Categorizer do it for you, card-based UI with auto-detected entry/exit, candlestick chart with arrows, and a categorizer that can split one fill across many patterns.

  • Manual or Smart Categorizer — type your own journal, or let the Smart Categorizer do it
  • Card-based categorizer — candlestick chart with entry & exit arrows pre-plotted
  • Auto-detected sides — DAS Trader SS / BC codes parsed automatically
  • Journal that powers the analytics — market behavior, mistakes, future improvements, and more — filter and study by any field

Smart Capture · Today

47 trades
100% categorized · screenshots, behavior tags, multi-pattern allocation
Auto-detected sides98%
Behavior tagged47/47
Screenshots31 attached
Multi-pattern8 trades
Patterns loggedFAKEOUT · UA · MA

03 — Strategy Lab

Live vs Sim. Real Gap.

Compare your live trades to a perfect simulation of your system. See exactly what your edge would have been if you'd traded the system perfectly, and the gap between you and the model.

  • Live-vs-Sim equity replay — every system entry signal in your database, played back
  • 10 side-by-side sections — KPIs, growth, distribution, top winners, ledger
  • Per-pattern simulation — pick a pattern, see your trades vs a perfect run
Trade Cortex — Strategy Lab
STRATEGY LABFAKEOUT short
LIVESIM
NET PNL
LIVE$30,361
SIM$91,186
+200.3%
WIN RATE
LIVE71.9%
SIM76.6%
+6.5%
PROFIT FACTOR
LIVE1.50
SIM1.74
+16.0%
MAX DRAWDOWN
LIVE49.33%
SIM52.87%
+7.2%
ACCOUNT GROWTH · LIVE vs SIM
LIVE FINAL $53,687SIM FINAL $112,603
$20K$40K$60K$80K$100KSIM PEAK$112,603LIVE PEAK$53,687202020212022202320242026

04 — Plan

Plan tomorrow tonight.

Position sizing per pattern, hot keys ready, per-broker margin pre-calculated. Open the workstation tomorrow with everything already mapped, no flipping between calculators mid-trade.

  • Next-Day Position Planner — tomorrow's positions sized and saved before the bell
  • Hot keys ready — DAS Trader hot-keys mapped out of the box — no setup mid-trade
  • Per-broker margin pre-calc — FINRA 4210 + house rules per planned position
  • Pattern-level position sizing — each system gets its own allocation rules

Plan · Tomorrow

3 trades planned
Sized per pattern · hot keys mapped · margin pre-checked across brokers
$NVDA long200 · $172
$XYZ short1,500 · $4.20
$ABC long300 · $89
Buying power47% used
Margin OKAll brokers

05 — Journal

118 metrics. Most of them you've never looked at.

The Bloomberg-styled trade ledger and six analytics dashboards organized into the lenses that matter: Performance, Behavior, Edge, Pattern, Risk, Time.

  • Trade Ledger — Bloomberg-style, every fill, every fee
  • 9-category fee breakdown — exposes the borrow you didn't know you were paying
  • Pattern Vitals Radar — per-system edge at a glance
  • Rolling Edge Charts — watch the win rate drift in real time
  • Daily P&L Calendar — the Wealthsimple month-grid, but for trades

Trade Ledger · April

+$8,720
Net P&L · 47 trades · 9 fee categories itemized
Win rate62%
Avg R1.8R
Total fees$477.70
Hidden borrow$56.80
Best patternB30 short

Halfway there. Three more modules.

06 — Multi-Pattern

One trade. Many systems. Each tracked.

Run multiple systems on the same fill. Allocate shares across patterns. Watch each one's P&L tick separately. The system-trader feature no other journal has.

  • Many patterns per trade, no limit — share-distribution dialog tracks every allocation
  • Per-pattern P&L, win rate, edge — stop averaging your good systems with your bad ones
  • Pattern-level accounting — deposits, withdrawals, starting balance per system
  • Borrow attributed by pattern — see which system is actually paying the locate fees

Multi-Pattern · $CLON SHORT

3,500 sh
Split across multiple patterns · each one tracked separately
UA short1,500 · +$430
Fakeout short1,200 · +$210
MA reject800 · −$140
Borrow attributionby pattern
Total fill$4.20 entry

07 — Vault

Local. Private. Yours.

AES-256 at rest. Hardware-bound license. 100% local SQLite. Your trades never leave your machine, not for analytics, not for backups, not for anything.

  • AES-256 at rest — your DataBase is encrypted before it touches disk
  • BIP39 12-word recovery — the only path back if you forget your password
  • 100% local SQLite — lives on your machine, stays on your machine
  • What we never collect — we literally cannot see your trades. There's no endpoint.

Vault · Local-only

AES-256
Encrypted at rest · BIP39 recovery · zero cloud
CipherAES-256-GCM
Key wrapPBKDF2-SHA256
AccessOwner only
RecoveryBIP39 12-word

08 — Long-term

Day trades. Long holds. One brain.

Track your long-term holdings in the same place you track your day trades. Stocks with dividends, splits, and cost basis handled automatically. Crypto held to the same standard. Calendar heatmaps and seasonality views show you which months and weeks produce.

  • Stocks portfolio — dividends, splits, cost-basis, all together
  • Crypto portfolio — same logic, different rails. eleven categories
  • 4-lens calendar heatmap — see your year as a heatmap, four ways
  • Seasonality + Drawdown — the deep-dives that make ETFs make sense

Long-term · Heatmap

+18.2%
YTD across stocks + crypto · 4-lens calendar view
Stocks YTD+12.4%
Crypto YTD+24.6%
Best monthMarch +6.8%
Worst monthAug −2.1%
Drawdown−5.4%

And we do this better

Six things competitors do messily, expensively, or not at all.

Run every system you trade. No cap.

Unlimited patterns

Add as many patterns as you need. Edit them. Kill the ones that stopped working. Each pattern keeps its own win rate, fees, and trade history, independent of every other.

200 shares across multiple patterns? Yes.

Multi-pattern share split

Split a trade across patterns and assign each its own exit ladder. Most journals make you pick one pattern and lose the granularity.

Which fee is actually eating your edge?

Fee breakdown

Commission, ECN, SEC, FINRA, borrow, locate, CAT, OCC, monthly platform fees. Nine categories, broken down by type, period, and trade size.

Run the trade through the day. Before the open.

Pre-market trade sim

Type a symbol and an entry. Pick a pattern. The Verifier shows you position size, stop, take profit, fees, margin impact, next-day exposure, and a full-day P&L sim with live price overlay.

Your sleeping winners. And what they cost to sleep with.

Overnight position monitor

Shows every open swing at close plus the overnight borrow cost. Warns when the carry might eat your upside before morning.

Which pattern is actually paying the rent?

Per-pattern sub-accounts

Each pattern carries its own balance + deposit/withdrawal log. Track sub-accounts so you can size risk per pattern, not per total.

Swipe ›

And the boring stuff that just works

Nine things every journal should do. All included.

Type a trade in by hand

Because some days you traded something weird and you just need to log it.

Patterns you actually use

Create them, edit them, kill the ones that stopped working, without losing the trade history.

Drop today's broker files in

Alpha

Drag and drop. Trades / accounts / tickets / borrows sorted by broker automatically.

Per-pattern stats that mean something

Win rate. Profit factor. Avg winner. Avg loser. Filter by date or P&L.

Net P&L done right

Gross minus commission, ECN, SEC, FINRA, borrow, locate, CAT, OCC, and your monthly platform fees.

Track the business side too

Subscription bills. Data fees. The $99/mo Level 2 you keep forgetting about. All deductible, all logged.

Swings without surprises

Open / partial / closed lifecycle. Edit stops overnight. Close date and price logged the moment you cover.

Day, swing, crypto, long-term — one place

Same database. Same patterns engine. Same backup file. The full account, not just the day trades.

Auto winner / loser tag

We figure out winner / breakeven / loser without you clicking a thing.

Swipe ›

That's Trade Cortex.
All eight modules. $40/month or $36 if you pay yearly.

Try it for 7 days. No credit card. The trial wipes itself if you don't convert, you don't even have to remember to cancel.

See pricing