Track. Analyze. Edge.
Stop guessing how your trades perform and where your money goes. The only trading journal where your trades automatically update your budget. Log trades, track your portfolio, and see exactly how investing affects your real life — all in one place.
Portfolio Value
$24,831
+12.4%
Today's P&L
+$482
+1.9%
Win Rate
68%
+3.2%
$189.42
$721.33
$248.50
$415.60
As seen on
![](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="64" height="64"><rect fill-opacity="0"/></svg>){kind=small}
![](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="48" height="48"><rect fill-opacity="0"/></svg>){kind=small}
Everything you need to trade smarter and save more
A complete toolkit for retail investors — live market data across 70+ exchanges and 170,000+ tickers, plus trade logging, budget planning, and savings tracking.
Budget
Plan smarter, save more
Income vs expenses, custom budget rules (50/30/20 or your own), savings goals with progress tracking, and automated monthly trends.
Trading Journal
Log every trade with entry/exit, P&L, direction, tags, notes, and screenshots. Track performance with a calendar heatmap, win/loss stats, and import trades via CSV.
Portfolio Tracker
Monitor holdings with live prices, unrealized P&L, sector breakdown, allocation charts, diversification analysis, and portfolio history benchmarked against SPY.
Smart Watchlist
Track tickers with live prices, target prices, price alerts, sector badges, groups, drag-to-reorder, search by company name or symbol, and on-demand news headlines.
Budget Planner
Trades automatically sync to your budget. Close a trade and your monthly income updates instantly — no spreadsheets, no manual entry.
Performance Reports
P&L summaries, win rate, trade count, best/worst trades, savings rate, and logging streak — downloadable as PDF/CSV. Automated email delivery on your schedule.
Tax Report
Capital gains summary by year exported as PDF or CSV — ready for your accountant or tax filing.
Dashboard & Analytics
Quick actions, P&L trend chart with time filters, best/worst trades, open positions, and KPIs — all at a glance.
Multi-Currency
Track in USD, EUR, GBP, and 11 more currencies. All values display in your preferred currency and update instantly when you switch.
How it works
Up and running in under a minute.
Sign up free
Create an account in seconds. No credit card required.
Add your first trade
Log entry, exit, and P&L. We handle the math.
See your dashboard
Track performance, portfolio, and P&L at a glance.
Plan your budget
Add income & expenses, set savings goals — no spreadsheets.
Trusted by traders
See why traders are switching from spreadsheets.
“Finally stopped guessing how my trades performed. Spreadsheets were a nightmare — formulas breaking, data everywhere. TrackEdge just works.
“I don't even trade — I use TrackEdge purely for my budget. Ditched Google Sheets after years. Income vs expenses, savings rate, goals — it's all there. No more juggling formulas.
“No more manual P&L math or lost data in Excel. I can see my portfolio, journal, and budget in one place. Game changer.
Budget Planner
Budget planning that actually works
Your trading P&L flows into your budget automatically. Close a trade in the Journal and it instantly appears as income in your monthly budget — no manual entry needed. Plan your savings, track your 50/30/20 split, and see exactly how your trading affects your financial life, all connected.
Income vs expenses
See exactly where your money goes each month.
Savings rate
Track your savings percentage and monthly goals.
Categories & notes
Organize by category. Add notes to any item.
Copy from last month
Reuse recurring items. No re-typing.
Year overview
12-month trends. See patterns at a glance.
15 currencies
USD, EUR, GBP, and more. Switch anytime.
TrackEdge vs. spreadsheets
Stop fighting formulas. Start tracking.
Simple, transparent pricing
Start free. Upgrade when you need more power.
Free
- 20 trades + 5 holdings + 5 watchlist
- EOD prices (70+ exchanges, 170k+ tickers)
- Budget planner & dashboard
- 15 currencies, edit trades, data export
Pro
billed $150/yr
- Unlimited trades & holdings
- 30-min delayed live prices · 70+ exchanges
- CSV import/export & tags
- Budget goals & calendar
- Performance reports & email
Trader
billed $240/yr
- Everything in Pro
- Real-time prices · 170,000+ tickers · 70+ exchanges
- Price alerts & analytics
- Portfolio history vs. SPY
- Tax report (PDF+CSV)
Frequently Asked Questions
Everything you need to know before getting started.
What is TrackEdge?
TrackEdge is a trading journal and personal finance app for retail investors. Log trades, track your portfolio, plan your budget, monitor your watchlist with live prices and alerts, and view detailed performance reports — all in one place. Trades you close in the journal automatically appear as income in your budget planner — keeping your full financial picture connected without manual data entry.
What currencies does TrackEdge support?
We support 14 currencies: USD, EUR, GBP, JPY, BRL, CAD, AUD, CHF, CNY, INR, KRW, SGD, HKD, and MXN. Set your preference in Settings — all values display in your currency. Portfolio totals convert market values automatically.
How do I change my currency?
Go to Settings → General and select your currency from the dropdown. Values update instantly across the app.
Why not use a spreadsheet?
Spreadsheets work for a few trades, but they break down fast: manual P&L math, no live prices, no connection to your budget, and easy to lose track of performance. TrackEdge gives you live data, automatic calculations, and everything in one place — without the formula headaches.
Is there a free plan?
Yes. The free plan includes trade logging (up to 20/month), 5 portfolio holdings, 5 watchlist tickers, and basic budget tracking. Upgrade to Pro or Trader when you need unlimited data, CSV import/export, advanced analytics, and more.
What do I get with Pro vs. Trader?
Pro unlocks unlimited trades, holdings, and budget items, plus performance reports, CSV import/export, trade tags, calendar heatmap, and budget goals. Trader adds everything in Pro plus tax reports (PDF/CSV), advanced analytics, portfolio history, savings goals with custom budget rules (50/30/20 or your own), and price alerts.
Can I import trades from my broker?
Yes. Pro and Trader users can import trades via CSV — often in under 60 seconds, even for 5+ years of history. We support Interactive Brokers (IBKR) exports and are compatible with CSV exports from most major brokers. Upload your export, map the columns to TrackEdge fields, and P&L is calculated automatically.
How do performance reports work?
Reports show your monthly P&L, win rate, trade count, best/worst trades, savings rate, and logging streak. You can download them as PDF or CSV, and schedule automated email delivery — daily, weekly, or monthly — from Settings.
Can I cancel anytime?
Yes. Cancel your subscription at any time from your account settings. Your plan stays active until the end of the billing period — no penalties, no questions asked.
Where does TrackEdge get its market data?
TrackEdge sources live market prices from a professional-grade data provider covering 70+ global stock exchanges and 170,000+ tickers worldwide — including US stocks, international equities, and ETFs. Free users receive end-of-day prices. Pro users get 30-minute delayed prices. Trader users get real-time prices updated continuously throughout the market day.
Is my data secure?
Absolutely. We use industry-standard encryption and secure, SOC 2 compliant infrastructure. Your data is stored securely and is never shared with third parties. We never sell your data — period. You can export or delete your data at any time.
What payment methods do you accept?
We accept all major credit and debit cards through our secure payment provider. Annual billing is available at a discount (2 months free).
How do I get started?
Sign up for a free account — no credit card required. Add your first trade in the Journal, explore the Dashboard, and you're up and running in under a minute.
Still have questions? Email us at contact@trackedge.xyz.
From the Blog
Practical guides for traders and investors.
How to Track Your Portfolio Performance (And Compare It to the S&P 500)
Raw portfolio returns can be misleading. Here's how to properly measure your performance, why benchmarking against the S&P 500 matters, and how to do it.
Capital Gains Tax for Retail Investors: What to Track and Why It Matters
Short-term vs long-term capital gains, what records you need to keep, and why most retail investors get caught out at tax time.
Win Rate, Profit Factor, and Expectancy: The Three Metrics Every Trader Needs
Win rate alone tells you almost nothing. Here's how to calculate profit factor and expectancy — and what each number actually means for your trading.