RizeTrade

RizeTrade Overview

RizeTrade is a trading journal built for traders who want to improve discipline, review performance, and understand which habits are helping or hurting their account.

It combines automated trade imports, P&L analytics, strategy tracking, emotion tagging, risk reports, and AI-assisted post-trade reviews. Instead of only showing wins and losses, RizeTrade helps traders see why those results happened — including rule breaks, overtrading, poor exits, emotional entries, and inconsistent risk management.

Core Problems RizeTrade Solves

• Overtrading — Most blown accounts are caused by discipline problems, not just strategy problems. RizeTrade tracks trades per session, highlights boredom trades and revenge entries, applies daily max-loss and max-trade rules, and shows rule adherence in a color-coded compliance heat map. This helps traders see exactly when “one more trade” turns a green day red.

• Lack of Discipline — Many traders have rules, but they do not always follow them or know which broken rules cost the most money. RizeTrade turns trading playbooks into trackable checklists, calculates compliance percentages by strategy, and compares win rate when rules are followed versus when they are broken.

• Emotional Trading — Emotion tags such as revenge, FOMO, tilt, boredom, chasing, and impatience can be attached to individual trades. RizeTrade then creates tag-based P&L reports that show the dollar cost of each emotional pattern. Traders can also review simulations that show what performance may have looked like without those emotional trades.

• Risk Management — RizeTrade tracks R-multiples for each trade, including planned versus realized risk. Stop-loss violations, take-profit adherence, position sizing issues, MAE, and MFE are surfaced in the data so traders can review whether they are holding too long, cutting too early, or taking more risk than planned.

• Cutting Winners Early — The exit efficiency score shows how much profit was captured compared with the maximum available move during the trade. Best Exit P&L compares the actual exit with the best available exit across historical trades, helping traders build evidence-based confidence to hold quality winners longer.

Mentor AI

• AI-Powered Post-Trade Coaching — Mentor AI guides traders through structured post-session reviews with questions about decisions, emotions, rule adherence, and trade quality.

• Automatic Review Extraction — Mentor AI identifies emotions, rule adherence, setup quality, key takeaways, and recurring mistakes from each session review.

• Faster Journaling Workflow — By auto-populating tags, compliance scores, and journal entries, Mentor AI removes the blank-page problem that often prevents traders from keeping a consistent journal.

Analytics and Reports

• 50+ Auto-Built Reports — RizeTrade creates detailed trading reports without formulas, spreadsheets, or pivot tables.

• Time-of-Day Analysis — Review P&L by day of week and 15-minute block to identify which trading hours are profitable and which tend to drain the account.

• Symbol and Instrument Reports — Compare win rate and P&L by ticker or instrument to understand where the trader actually has an edge.

• Strategy Performance Tracking — Compare playbooks side by side using real trade data, helping traders reduce strategy-hopping and focus on what works.

• Tag-Based Reports — Generate reports for custom tags such as revenge trading, poor sleep, missed setups, or any other tracked variable.

• Risk and Position Size Reports — Analyze how position size affects win rate, P&L, and consistency before scaling up blindly.

• Trade Duration Reports — Review performance by hold time to understand whether trades are being exited too early or held too long.

• MAE and MFE Analysis — Study maximum adverse excursion and maximum favorable excursion for each trade to improve entries, exits, and stop placement.

• Exit Efficiency Reports — Measure actual profit captured compared with the maximum available profit during the trade.

• Commission and Fee Tracking — Track true net P&L after commissions, platform fees, and trading costs.

• Flexible Display Modes — View performance in dollars, percentages, R-multiples, ticks, or privacy mode.

Journaling and Daily Structure

• Daily Journal — Use structured templates and pre-built prompts to capture trade reasoning quickly and consistently.

• Premarket Prep — Build if/then scenario plans before the session so trading decisions are planned instead of reactive.

• Notebook — Organize weekly recaps, monthly reviews, trading plans, goals, watchlists, and long-form trading notes in one place.

• Missed Trade Tracking — Log valid setups that were seen but not taken, helping traders process missed opportunities without turning them into FOMO entries.

• Voice Notes — Attach audio recordings to trades for in-the-moment reflections and faster review.

• Attachments — Keep screenshots, videos, chart annotations, and trade context connected to each trade.

Pricing

• Essential Plan — RizeTrade starts at $24/month.

• Free Trial — New users can start with a 7-day free trial.

• Money-Back Guarantee — RizeTrade includes a 30-day money-back guarantee.

• Cancel Anytime — Users can cancel their subscription at any time.