Did you follow your plan? We check.
Trading is hard. Discipline is harder. We review your past journals to verify if you followed your own written rules. No advice. No signals. Just accountability.
Who is this for?
We serve process-driven individuals seeking administrative oversight.
Perfect For You If...
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You have a written, defined trading plan.
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You want an unbiased "referee" to grade your discipline.
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You understand we review the past, not predict the future.
Not For You If...
- You are looking for stock tips, signals, or alerts.
- You want someone to teach you "how to trade."
- You don't have any written rules yet.
Why not just review it yourself?
Self-review is clouded by bias. External audit is black and white.
Self-Review
Subjective & Emotional
Margin Notes
Objective & Sterile
Process & Expectations
Clear steps. No surprises. Here is how we work.
Sign Up
Select the Calibration plan to begin the audit process.
Submit Data
Upload your order history (CSV) or grant access to TradeVue/TradeZella.
Analysis
Allow up to 5 business days for us to verify data integrity and generate reports.
Review
Receive your detailed retrospective report via email.
Why upgrade to Weekly?
A one-time check is information. A weekly check is a habit.
1. Calibration ($25)
We map your rules and check your last week's trades.
2. Weekly Routine (Optional)
Weekly audits to catch rule-breaking early. Prevents bad habits from returning.
Simple Pricing
Start with Calibration. Upgrade if you find value.
Calibration Check
We configure your file and do a single audit of your last week's trades (up to 5 days).
- Setup & Rule Mapping
- One-Time Audit Report
Weekly Accountability (Optional)
Weekly audits to keep you on track. Prevents slipping back into old habits.
- Ongoing Weekly Checks
- Consistency Scoring
Common Questions
Is this financial advice? +
No. This is behavioral analysis, not financial or strategy advice. We do not tell you what to buy or sell. We point out when you deviated from your own defined rules.
What platforms do you support? +
We strictly support TradeVue and TradeZella for direct integration. Alternatively, you can securely upload your raw order history (broker CSV). We require verified data sources.
What is your Refund Policy? +
- Requests valid between 14-31 days from start date.
- Requires at least one service review delivered.