Tradesy helps manage your trading: watching stocks, tracking your portfolios, calculating capital gains, and more!

In lieu of fixed documentation this wiki serves as an evolving reference while Tradesy is in development. See also: current limitations & future plans, and background. The current build can be downloaded here.

Table of contents:

The document window

A Tradesy document contains a stock watchlist and any number of portfolios. The watchlist and portfolio list appear on the left side, and to the right are displayed the particulars of whichever stock or portfolio is selected.

Each of these things is discussed in the following sections. Click on the images for a larger view.


Search for a particular stock by entering a name or symbol in the “Search” text field. To add it to the watchlist, click “+”.

Securities in the watchlist are refreshed at a regular interval to maintain an up-to-date snapshot of performance in the current (or most recent) trading day.

To the right of the watchlist is the main detail view, which contains a few different tabs offering a variety of views and analyses for the selected stock.

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This shows a graph of performance during the current or most recent trading period, and other common intervals.


Detailed historical performance information, in graph and tabular form, over any arbitrary date range and quantized by a selectable interval.

Click in the graph or the table to highlight the corresponding entry in its counterpart.


Algorithmic regression analysis. Provide various parameters, and a date range over which to run the analysis, and a sequence of hypothetical trades will be performed.