No setup wizards. No data-provider keys to find. Just upload your broker CSV and ThetaQuill does the rest.
Username + password. No credit card. No email verification needed for the free tier. You're in the app in under 30 seconds.
Add each brokerage account you trade — taxable, Roth, traditional IRA, 401(k). Name them however you want. Set a starting balance for each.
Export your trade history from Schwab, Fidelity, IBKR, Webull, or E*TRADE. Drag the file into ThetaQuill. We auto-detect the broker, pair multi-leg fills, and flag duplicates.
Within seconds you'll see your win rate, profit factor, drawdown, strategy breakdown, and which days of the week actually make you money.
The real value isn't the first import — it's the weekly review that compounds your edge.
Trade your normal week. Add notes to each setup — what you saw, why you took it. Two seconds per trade.
Friday afternoon: open Insights. Which strategy made money? Which one bled? Look at the worst 5 trades — what's the pattern?
Cut the strategies that aren't working. Double down on the ones that are. Your journal becomes your edge.
Every Friday. Forever. This is what separates traders who blow up from traders who compound.
Every trade you log is encrypted before it hits the database. A stolen DB dump is unreadable without the server key.
Re-import the same CSV next week? ThetaQuill recognizes every existing trade by content hash, only adds the new ones.
Pro-rated fees, fractional-share precision, multi-lot FIFO matching. Your balance matches your broker's penny for penny.
Trades in Roth/IRA accounts are excluded from capital-gains calculations automatically. Capital losses cap at $3k with carryover.
