Connect your brokerage once and note500 pulls every executed fill automatically — read-only, through SnapTrade, with no broker password ever touching us and no ability to place a trade or move money. Intraday scalps are split back into individual round-trips, so your trade count and per-trade stats are actually right.
Import / export — CSV, JSON, XML & Excel
Prefer a file? Import CSV, JSON, XML or Excel and note500 auto-detects the broker and maps the columns for you. And your data is always yours: export the whole portfolio to CSV, JSON or Excel at any time, on any plan — export is never gated.
Daily P&L, trade counts and macro-event badges across your month.
A fast, filterable log next to a Markdown notebook for the why.
Profit factor, expectancy, R-multiples, drawdown, Sharpe — where your edge lives.
A scored report card on how you actually trade, on a schedule.
An AI analyst read on any ticker — Bullish, Bearish or Neutral, with the why.
Twelve dollar-costed detectors for the habits that drain your P&L.
Your rules, checked against your own trades every day.
Decades of market tendencies crossed with your own results.
Log trades and see your calendar for $0, no card. Move to Plus when the Reports suite, seasonality and the AI reviews earn their keep.
Plus & Ultimate include a 7-day free trial — $0 charged today, cancel anytime.