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.
Watch it work
Both books, walked through.
Long-Term Stocks
3:37The buy-and-hold side across eight tabs: cost basis and averaging, performance, sector allocation, and a benchmark against SPY and QQQ.
Crypto Portfolio
3:39The same portfolio engine pointed at crypto: live prices, real cost basis, category allocation, and a benchmark against BTC and ETH.
Long-term is one module inside Trade Cortex.