Telos Journal · Coming Soon

The trade journal that
fills itself in.

Connect your brokerage accounts and every trade imports automatically — entries, exits, size, and P&L. You add the part only you can: the reasoning. Telos Journal turns your trading history into your trading education.

Free during early access · No spam, ever
✓ You're on the list. We'll be in touch.
Telos Journal dashboard: net P&L, win rate, profit factor, equity curve, P&L calendar, and auto-imported recent trades from Schwab, Fidelity, and E*TRADE
0
Trades entered by hand. Your brokers already have the data — we bring it to your journal.
30s
To journal a trade. Add your setup, your reasoning, and your lesson while it's still fresh.
1
Place for every account. Schwab, Fidelity, E*TRADE and more — unified into a single record.
Features

Everything a serious journal needs.
Nothing that gets in the way.

Automatic trade import

Read-only broker connections sync every fill — entries, exits, partials, fees. Your journal is always complete and always current.

Performance analytics

Win rate, profit factor, expectancy, average R — sliced by setup, symbol, time of day, and hold time. Find the edge; cut the leak.

Setup tagging

Tag every trade with your playbook — breakout, pullback, reversal, earnings. Then see which setups actually pay you.

Notes & screenshots

Attach chart screenshots, write the thesis, and tag the emotion. The context you'll wish you had six months from now.

P&L calendar

Your month at a glance. Spot overtrading streaks, revenge-trade days, and the sessions where you're sharpest.

Weekly review ritual

A guided end-of-week review: unjournaled trades, rule breaks, and one lesson to carry forward. Discipline, systematized.

Connectors

Works where you already trade.

Secure, read-only connections to the major U.S. brokerages. We can see your trade history — we can never touch your money or place orders.

Charles Schwab
Fidelity
E*TRADE
Robinhood
Interactive Brokers
Webull
Vanguard — soon
Merrill — soon
Bank-grade encryption · Read-only access · Disconnect anytime
How It Works

Three steps to a journal
you'll actually keep.

1

Connect

Link your brokerage accounts in about two minutes. Historical trades import instantly; new fills sync automatically from then on.

2

Journal

Each trade arrives ready for your input. Tag the setup, note the reasoning, mark the emotion — thirty seconds while it's fresh.

3

Improve

Your analytics compound with every trade. Setups that pay get bigger; leaks get plugged. The journal becomes your edge.

Analytics

See your edge.
In one curve.

Your equity curve across every connected account, with the metrics that matter layered on top.

  • Cumulative P&L unified across brokers — no more spreadsheet stitching
  • Expectancy and profit factor tracked over time, not just in aggregate
  • Filter by setup or symbol to see which playbook drives the curve
Equity curve chart showing cumulative P&L rising to +$12,847 across all connected accounts
Trade detail view for an NVDA long: candlestick chart with entry and exit markers, +2.1R result, plan adherence score, emotion tags, and a journal note
The Journal

Every trade tells
a story.

Each trade gets a page: the chart, the numbers, and your thinking — side by side.

  • Entry and exit plotted on the chart, imported straight from your broker
  • R-multiple and plan-adherence scoring keep you honest with yourself
  • Notes and emotion tags turn a P&L line into a lesson you can reuse
Connections

Every broker.
One journal.

Most investors hold more than one account. Telos Journal treats them as one trading record — because that's how your performance actually works.

  • Multiple accounts at multiple brokers, merged into a single timeline
  • Read-only OAuth connections — we never hold your credentials
  • Full trade history imported on day one, not just from signup forward
Diagram of Schwab, Fidelity, E*TRADE, Robinhood, IBKR, and Webull all connecting into the Telos Journal hub
Journal trades grid with an in-place editor open over a TSLA row: symbol, side, quantity, entry, exit, fees, setup, and broker fields, with rows sourced from Schwab, Fidelity, E*TRADE and two marked Manual
Manual Entry & Edits

Every broker connects —
and when one doesn't.

You're still covered. Some brokerages don't offer an API, and imported data isn't always perfect. Add entries by hand and correct anything in place — without leaving the grid.

  • Add trades manually for brokers without an API — same fields, same analytics
  • Fix an imported fill, fee, or setup tag inline, right in the row
  • Every edit is logged and the original import is always preserved
Early Access

Your next trade deserves
a record.

Telos Journal opens to the waitlist first. Early members get free access during the beta — and a hand in shaping the product.

Free during early access · No spam, ever
✓ You're on the list. We'll be in touch.