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. The current build can be downloaded here. (The upload date of this build is shown on the Tradesy home page.)

On this page:

See also: Features, limitations, and future plans, as well as background.

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.

Notion equity overview 20230802.png

Notion equity history 20230802.png

Notion equity strategy 20230802.png

Notion equity batch 20230802.png

The tab bar in the adjacent main view offers a variety of views and analyses for the selected stock, each of which is discussed next.


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

A history of stock splits and dividends, if applicable, is shown below.


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.

See the price adjustment settings for control over how the values are interpreted.