FEATURES

Every part of your trading, in one place.

SetMetric connects your trades, journal, metrics, analytics, playbooks, and reviews into one workflow, so you're not piecing your process together across five different tools.
Calendar
Expectancy
EXPECTANCY
+0.34R
Trade Detail
NVDA
Long · Stock · Opening Range Breakout
WIN
+$412.00
ENTRY
$118.40
EXIT
$121.20
SIZE
150
Breakout
Followed plan
2 screenshots
TRADES & JOURNALING

More than a row in a spreadsheet.

Every trade you log keeps its entries and exits, notes, tags, setups, and mistakes, plus screenshots when you want them. Come back to it weeks later and the context is still there.
Trade Detail
NVDA
Long · Stock · Opened 9:41 AM · Closed 10:14 AM
WIN
NET P&L
+$412.00
ENTRY
$118.40
EXIT
$121.20
SIZE
150 sh
GROSS P&L
+$420.00
FEES
-$8.00
NET ROI
+2.36%
PROCESS & REVIEW
Setups
Opening Range Breakout
Tags
Earnings week
A-setup
Mistakes
None logged
Rules followed
NOTES
Waited for confirmation on the breakout instead of chasing the first candle. Sized down slightly going into earnings week — process held up, exit matched the plan.
2 screenshots
CALENDAR & DAILY JOURNAL

See a day, not just a number.

Open any day and see the trades that happened, what you wrote about it, and how it fit your plan. The calendar is the map. The daily journal is where the thinking happens.
Calendar
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Thursday, Day 6
NET P&L
+$765
WIN RATE
75%
TRADES
4
SETUPS TRADED
Opening Range Breakout
+$610
Trend Pullback
+$240
FOMO Entry
-$85
DAILY JOURNAL
Complete
Stayed patient through the morning chop and only took setups on the watchlist. Best session this week for actually waiting for confirmation.
CUSTOM METRICS & DASHBOARD

Not every trader measures the same way.

Build a dashboard around the numbers you actually use — expectancy, profit factor, average winner and loser, or anything else in the library. Free includes 10 core metrics you can customize. Premium unlocks the complete library.
Metric Library
Net P&L
+$4,120
vs +$3,210 last mo.
Win Rate
58%
24W · 17L
Profit Factor
1.8
target ≥ 1.5
Expectancy
+0.3R
per trade
Avg Winner
+$186
142 winners
Avg Loser
-$104
58 losers
Trading Days
42
this quarter
Total Trades
118
avg 2.8/day
Customize your dashboard
Max Drawdown
Avg R:R
Best Setup
DEEP ANALYTICS

What you can't see from P&L alone.

Break results down by setup, symbol, time of day, and mistake. See how closely you followed your playbooks, and whether your process is actually improving, not just your P&L this month.
Analytics
Overview
Playbooks
Setups
Time
Process
EXPECTANCY
+0.31R
PROFIT FACTOR
1.7
WIN RATE
56%
BEST SESSION
9:30–10:30
Opening Range Breakout
+$2,140
34 trades · 64% win rate · 82% adherence
Trend Pullback
+$1,480
28 trades · 61% win rate · 76% adherence
Range Reversal
+$310
19 trades · 47% win rate · 58% adherence
FOMO Entry
-$540
11 trades · 27% win rate · 31% adherence
Opening Range Breakout is your highest-adherence setup and your best performer this period — Range Reversal and FOMO Entry are where discipline slips.
PLAYBOOKS & PROCESS

Plan the trade. Then check the trade.

Define your setups and rules as a Playbook, then measure how often you actually followed them and how that playbook performs. SetMetric won't tell you what to trade — it shows you whether your plan is working.
Playbooks
MY PLAYBOOK
Opening Range Breakout
ACTIVE
Wait for the opening range
Confirm breakout direction
Respect max risk per trade
Enter only with confirmation
Trades
34
Win Rate
64%
Adherence
82%
Goal — Follow entry checklist
76 of 100 trades this quarter
Process discipline
8.4/10
Rules followed, not just results
REPORTS & REVIEWS

Turn a pile of trades into a real review.

Generate a weekly, monthly, or quarterly report and see net P&L, win rate, and profit factor next to what worked, what hurt, and the patterns behind both. It's built to be read, not just logged.
Premium adds custom date ranges and deeper breakdowns by setup, symbol, and mistake.
Weekly Review
Net P&L
+$1,840
vs +$1,120 last week
Win Rate
61%
Profit Factor
2.1
Trades
23
Cumulative R this week
17 trades · 5 sessions
What worked
Waited for confirmation on breakout setups — adherence was up 12% this week.
What hurt
Two FOMO entries outside the playbook accounted for most of the drawdown.
Process notes
Risk sizing stayed within plan on 21 of 23 trades this week.
SUPPORTING FEATURES

Everything around your trading stays connected.

Goals, imports, portfolios, sharing, and backups aren't afterthoughts — they're built into the same workflow as everything above.
Goals
PROCESS GOAL
Maintain 90% rules followed
88 of 100 target · this month
PERFORMANCE GOAL
Reach +10R this quarter
+6.3R of +10R · Q2
Free includes 1 active Goal. Premium includes unlimited active Goals.
CSV Imports
Unlimited on every plan, from 129+ broker export formats.
Import History
Every import logged, so you can see exactly what came in and when.
Portfolios & Accounts
1 current portfolio on Free, unlimited on Premium.
Share Snapshots
Share a trade, day, or report as an image, on your terms.
Data Export & Backup
Export your full trade history any time, on every plan.
FREE VS PREMIUM

Start free. Go deeper when you need it.

Trades, calendar, daily journal, and core reports are free, forever. Premium adds deeper analysis, full customization, and removes the resource limits.
FREE
$0 forever
· Unlimited manual trade logging & CSV imports
· Calendar, Daily Journal & Core Reports
· 10 core customizable metrics
SETMETRIC PREMIUM
$12.99/month
or $99/year
· Full Deep Analytics & the complete Metric Library
· Unlimited Playbooks, Goals & portfolios
· Advanced Reports & image attachments

Bring your own trades. See what they say.