Built for execution review — no signals, no advice
Turn trades into repeatable performance.
portik is a portfolio + trade journal SaaS for active traders who want clarity: track executions, capture context, and measure what works with clean, server‑side analytics.
Free until January 2027
Server-side analytics
No client-side P&L math
Import options
CSV + broker sync (read-only)
Designed for speed
Fast review, clean UI
Trade capture that doesn’t fight you
Add trades in seconds, edit mistakes, filter by symbol/side/date, and import in bulk.
- Trade CRUD + editing
- CSV import with duplicate detection
- Broker sync (read-only)
A journal that connects context to execution
Keep strategy/emotion/notes tied to the trade so review is always grounded in why you took it.
- Edit/delete entries
- Filter by strategy/emotion/symbol
- Trade-linked entry display
Performance insights you can act on
Understand outcomes across time, strategies, and symbols—without turning the product into “signals.”
- Daily & weekly realized P&L
- Equity curve + streaks
- Breakdowns by symbol/strategy/emotion
Unrealized P&L: transparent mark logic
No market-data guesses. Default marks use last trade price; optionally provide your own marks for accuracy.
- Mark-to-last trade (default)
- Optional mark overrides via API
- No market predictions
How it works
01
Import or add trades
Bring in executions via CSV or broker sync. Edit anything.
02
Journal the context
Tag strategy/emotion and write notes while it’s fresh.
03
Review the outcomes
Track realized/unrealized P&L and performance breakdowns.
No advice, no signals
We don’t predict markets. This is performance analytics and journaling.
Secure by design
JWT auth. Broker tokens can be stored encrypted at rest (when enabled).
Built to extend
Modular FastAPI backend and clean UI. Postgres and more brokers can be added later.