Equity
cumulative P/L before fees, trade by tradeDaily P/L
Insights
Recent trades
Monthly goal
Top tickers
What you trade
Scorecard
Month
WrenAI review
What you did well
What to fix
Intraday P/L
running total through the day, before feesTrades this day
WrenAI weekly review
Days this week
click a day to open its reviewBy entry hour
When in the session your edge shows up
By weekday
Net P/L summed by day of week
By symbol
Top 12 tickers by size of result
By setup
Which playbook setups pay you
Outcome distribution
Trades per P/L bucket
Hold time vs result
Minutes held against net P/L
Rolling performance
Average P/L per trade and win rate over a moving window of recent trades
By hold time
P/L before fees grouped by how long you held
By position size
P/L grouped by contracts or shares per trade
Weekday × hour heatmap
P/L before fees by when you entered. Hover for details.
By underlying
Where your money and your fees go
Month by month
P/L, fees and take-home per month
Week by week
Each trading week, Monday to Friday
Long vs short
Side-by-side breakdown
Allocation
Share of holdings by market value
Unrealized P/L by position
Gain or loss versus what you paid
Long-term holdings
Kept separate from your day-trade P/L. Prices update when you send a new positions screenshot or edit them here.
New trade
Enter a round trip. Result, R-multiple and hold time calculate as you type.
Settings
Pick your own daily max loss. WrenAI plans every trade around it. Account size comes from your portfolio, or from the starting size below.
Import trades
Fills are paired into round trips automatically: FIFO, flat to flat, scaling in and out handled.
Daily update (recommended): thinkorswim web → Account Statement → Transactions → export the Transaction History CSV. Drop it anywhere on the page. Option trades are paired into round trips (positions held overnight carry over to the next file), stock buys and sells update your Portfolio, and your cash balance updates from the file.
Robinhood: Account → Reports and statements → Reports → generate an account activity report (CSV) for the dates you want, then drop it here. Robinhood doesn’t include trade times, so time-of-day charts stay empty for these trades.
thinkorswim desktop: Monitor → Account Statement → pick the dates → menu at top right → Export to File. The Account Trade History section is read; stocks, ETFs and options are paired. Fees use the per-share / per-contract settings on the Add tab.
Any broker, fills: time, symbol, side (buy/sell), qty, price
Any broker, round trips: date, symbol, side, qty, entry, exit plus optional fees, time in, time out, setup, stop, notes, multiplier, or pnl in place of prices.
Restore a backup
Load an Edgebook backup file (.json), for example the one with your trades from the Day Trade Ledger.
Import history
Every file you've dropped in
Danger zone
Removes every saved trade on this page