Long-term
Day trades. Long holds. One brain.
Track the swing book and the retirement book in the same place, without confusing the two.
Inside Long-term
The other half of your portfolio.
Same precision as the day-trading journal, applied to positions you hold for years.
Stocks portfolio
Live unrealized P&L. Holding period formatted as “1 yr 3 mo 5 days.” Annualized return computed automatically. Sector classification. Partial-exit tracking with accumulated realized P&L.
- 6 portfolio summary cards
- Top 3 movers (gainers + losers)
- Stale-price detection (rows marked when no live quote)
- Per-position behavior notes
Crypto portfolio
Mirrors the stocks portfolio but optimized for crypto: fractional quantities to 8 decimals, sub-cent price formatting (BTC at $45,678 to SHIB at $0.00000812), category classification (L1, DeFi, Stablecoin, Meme).
4-lens calendar heatmap
Daily / weekly / monthly / yearly views. Daily grid (24/7 for crypto, no weekend skip). Pulsing gold ring on current week / current month.
Seasonality + Drawdown deep dives
Average return per calendar month across all years, find seasons you underperform. Distribution histogram, streak timeline, and drawdown chart per portfolio.
Long-term is one module inside Trade Cortex.