Find quick answers about journaling, analytics, Premium, billing, and your data.
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Getting Started
Trades & Journaling
Analytics & Premium
Billing
Data & Account
SetMetric is a trading journal and analytics app. You log your trades, review your history, and see the patterns behind your results. SetMetric never places trades or manages your account.
Yes. Free is $0 forever, with unlimited trade logging, unlimited CSV imports, your calendar and daily journal, 10 core metrics, and basic Analytics. Premium is available if you want deeper analysis and higher resource limits.
Any trader who wants to understand their own trading history, not just their P&L — reviewing setups, mistakes, and process over time rather than one number at the end of the month.
No. You can log trades manually or import them from a CSV file. Automatic broker connections are not currently available.
Yes. Import your existing trade history from a CSV file, or add trades manually — both are unlimited on every plan, including Free.
Log trades manually one at a time, or import many at once from a CSV file — broker exports work directly, and it's unlimited on every plan, including Free. Your full Import History stays available so you can see what was imported and when.
Entries and exits, notes, tags, the setup it belongs to, and any mistakes you want to flag. Premium adds image attachments for trades and journal entries.
A Playbook defines a specific setup's rules. SetMetric then tracks how closely your trades actually followed it and how that Playbook performs over time. Free includes 1 current Playbook; Premium is unlimited.
Yes. The Calendar and Daily Journal let you review a whole trading day — the trades that happened and what you wrote about it — separate from any single trade's own notes.
An Overview of your performance and 10 core metrics you can build a dashboard around, like net P&L, win rate, and profit factor — enough to track the basics.
Deep Analytics adds breakdowns beyond the Free Overview — by Playbook, setup, symbol, time of day, mistakes, and more. It's a Premium feature.
A library of trading metrics you can add to your dashboard. Free includes 10 core metrics; Premium unlocks the complete library.
Yes. Premium includes access to all current and future Premium features, for as long as you're subscribed.
$12.99/month, or $99/year — about $8.25/month, roughly 36% less than paying monthly.
Yes — Monthly and Annual are the same Premium plan, just different billing schedules you choose at checkout. Billing is managed from Manage Billing in Settings.
Yes, anytime, from Manage Billing in Settings. Cancellation takes effect at the end of your current paid billing period — Premium remains available until then, and afterward your account moves to the Free plan. Nothing is deleted.
Yes. Data export and backup are available on every plan — we never lock you out of your own trading data.
Nothing is deleted. Your trades and journal stay exactly as they are. Free's limits apply going forward — for example, if you had more than one Playbook, Goal, or portfolio, one stays active and the rest are preserved and become available again once you upgrade.
Image attachments are a Premium feature, with 50 MB of storage per account. Free doesn't include new image uploads, but any images you already added — including from when you were on Premium — stay fully viewable. There's no video upload on any plan.
Yes. Your trades and journal entries are private to your account.
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SetMetric
Turn your trading history into measurable feedback.