What is TradeTally used for?

TradeTally is a free open-source trading journal and investment tracker with behavioral analytics, Schwab and IBKR sync, CSV imports and cloud or self-hosted options. It is a good fit for spotting emotional trading patterns and replacing a paid journal such as TradeZella or Tradervue.

Yes. TradeTally has a free plan.

Is TradeTally open source?

No. TradeTally is proprietary (closed-source) software. In the Finance & Accounting category, open-source options include Ghostfolio, Wealthfolio and Rotki.

Can I self-host TradeTally?

Yes. Although TradeTally is closed source, it can be self-hosted on your own servers, and the vendor also offers a hosted version.

What are some alternatives to TradeTally?

Other SaaS products in the Finance & Accounting category include CrossFolio, Dripwealth and Optioneer.

TradeTally: features, pricing and alternatives

About TradeTally

TradeTally is a trading journal and investment tracker for active traders, offered as open source and either in the cloud or self-hosted. It handles equities, options, futures, forex, crypto and long-term holdings, with notes, tags, setups and outcomes for each trade, and performance reviews by symbol, strategy and behavior.

Its distinctive feature is behavioral analytics: it analyzes trade history to flag revenge trading, overconfidence following winning streaks, fear of taking losses and missed profit opportunities, so the journal works as a decision aid and not only a record of fills. Charles Schwab and Interactive Brokers can be connected for automatic trade sync, and CSV history can be imported from Webull, Lightspeed, TradeStation, Tradovate and TradingView exports.

The site describes unlimited free trade storage and a public trades page, plus comparison pages positioning it as an alternative to TradeZella, Tradervue, TraderSync and Edgewonk. It has a pricing page, a trading blog and an Excel trading journal guide.

Key features

Behavioral analytics for revenge trading and loss aversion
Automatic sync with Schwab and Interactive Brokers
CSV import from many other brokers
Tracks stocks, options, futures, forex and crypto
Notes, tags and setups for each trade
Performance review by symbol, strategy and behavior
Self-hosted or cloud deployment

Good fit for

Spotting emotional trading patterns
Replacing a paid journal such as TradeZella or Tradervue

Tags: trading-journal; open-source; self-hosted; behavioral-analytics; brokers; investing; portfolio-tracker

TradeTally: questions and answers

What is TradeTally used for?: TradeTally is a free open-source trading journal and investment tracker with behavioral analytics, Schwab and IBKR sync, CSV imports and cloud or self-hosted options. It is a good fit for spotting emotional trading patterns and replacing a paid journal such as TradeZella or Tradervue.
Is TradeTally free?: Yes. TradeTally has a free plan.
Is TradeTally open source?: No. TradeTally is proprietary (closed-source) software. In the Finance & Accounting category, open-source options include Ghostfolio, Wealthfolio and Rotki.
Can I self-host TradeTally?: Yes. Although TradeTally is closed source, it can be self-hosted on your own servers, and the vendor also offers a hosted version.
What are some alternatives to TradeTally?: Other SaaS products in the Finance & Accounting category include CrossFolio, Dripwealth and Optioneer.