Portfolios
- Main Portfolio$184,920.40
- Kids’ fund$12,406.00
- Community$18,440.00
Community is shared on a read-only link
Trading journal · Portfolio · Analytics
Your exchanges have the data. UnifyTrade gives you the picture.
Connect your accounts or import your history. UnifyTrade rebuilds your trades, portfolio, performance and psychology in one place.
Read-only access. UnifyTrade never places an order and never holds your funds.
Good morning, Alex
Here's how your trading is looking today.
Realised P&L
+$38,412.65
214 closed positions
Win rate
68.4%
closed positions only
Profit factor
1.82
gross profit ÷ gross loss
Max drawdown
−14.2%
peak to trough
Portfolio value
Equity curve across the selected period
$184,920.40
+$38,500.40 (+26.30%)
Sep 2025 – Sep 2026
Trading calendar
Profitable and losing days at a glance
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9
10
11
12
13
14
15
16
17
18
19
20
21
Profit
Loss
No trades
Psychology
- Holding losers−$1,832
- Revenge trading−$672
- Cutting winners−$372
46 tagged trades−$2,876
CampaignAccumulating
ETH long-term accumulation
ETH-USDT · 117 executions declared as one pool · 562 days
Invested$32,480.00
Average entry$2,418.92
Still held6.8400 ETH
Your dashboard, your layout.Add widgets, drag them where you want them, hide what you don't use.
How it works
Three steps, and the third one is just reading.
You give UnifyTrade a way to see what you already did. It rebuilds the positions from your own fills. Then there is nothing left to do but look.
1
Bring the history
A read-only API key, a public wallet address, or a file you exported yourself. Any one is enough, and you can mix them.
Read-only API key
Public wallet address
CSV or XLSX export
Re-importing the same file adds nothing.
2
It rebuilds the positions
Every fill is folded back into the position you actually held. Cost basis is a chronological weighted average; realised P&L is booked at each exit.
BUY 0.1464,210.00
BUY 0.2261,845.50
SELL 0.0970,120.00
BUY 0.1766,930.25
1 position · open0.44 BTC
3
Read what it says
The same history, answered six ways. Nothing here asks you to tag or re-enter anything first — the pages are already full.
Dashboard
Portfolio
Performance
Psychology
Journey
Market Context
Nothing in between asks for your exchange password, and nothing writes back to your account.
Integrations
Bring the accounts you already trade on.
Read-only API keys for exchanges and the brokers that offer them, public addresses for on-chain venues and wallets, and a CSV or XLSX import for everything else. Where an API only reaches back so far, UnifyTrade says so and asks for the export.
Security
The most it can ever do with your key is read it.
A key that can withdraw is refused when you add it, not warned about. What is stored is encrypted, and no route anywhere hands a secret back — not to you, and not to an administrator.
- No order is ever placedThere is no order path in the codebase
- No funds are ever movedNo transfer or withdrawal call exists
- No seed phrase is ever asked forThere is nowhere to put one
- No stored secret is ever returnedNot to you, not to an administrator
Trades
Every fill you made, as the positions you actually held.
Hundreds of executions become the positions you actually held — spot, futures long and short, and shares — with cost basis and realised P&L already computed, and a long accumulation gets its own shape instead of being forced into lots.
Positions, not a list of fills
Filter by market, exchange, strategy, category or status. Open, partially closed and closed positions are counted separately — a partial exit books its realised P&L but is not a win until the position closes.
All trades
Logical positions grouped from your imported executions
| Symbol | Exchange | Strategy | Category | Avg entry | Qty | P&L | P&L % | Status | Emotion |
|---|---|---|---|---|---|---|---|---|---|
| PLTRStock · Buy | Kraken | Swing | Uncategorised | $62.18 | 180.00 | +$3,140.60 | +28.1% | Closed | Patience |
| BTC-USDTFutures · Long | MEXC | Swing | Layer 1 | $61,240.18 | 0.4120 | +$4,182.40 | +16.6% | Closed | Discipline |
| ETH-USDTFutures · Short | Bybit | Day Trade | Layer 1 | $2,418.92 | 6.8400 | −$612.30 | −7.9% | Closed | FOMO |
| SOL-USDCSpot · Buy → Sell | Coinbase | Momentum | Layer 1 | $142.60 | 38.000 | +$1,204.80 | +22.1% | Partial | Confidence |
| ARB-USDTSpot · Buy | Binance | Accumulation | Layer 2 | $1.084 | 4,200.0 | — | — | Open | Not set |
| HYPE-USDCFutures · Long | Hyperliquid | Day Trade | DeFi | $28.14 | 160.00 | −$208.60 | −4.6% | Closed | Revenge |
Showing 1–6 of 1,158 · positions are grouped from executions, never typed in by hand.
Some positions aren't trades. They're campaigns.
Every journal makes you pick a lot-matching rule and live with it. But an accumulation built across 214 buys over two years was never a stack of lots to be matched one by one. You held it as one thing; it should be measured as one thing.
ASpecific trade
You know which lot that sell closed, so you say so. A new position can be a winner while older inventory is still held at a loss.
BAccumulation campaign
You declare a set of fills as one pool. That declaration is what makes a pooled average the right answer here rather than a fallback — so no lot mapping is needed at all.
Neither is a better engine. They are different statements about how a position was actually held — and the pooled accounting underneath never changes either way.
ETH long-term accumulation
ETH-USDT · Accumulation · from Mar 2, 2024 · 562 days
Total invested$32,480.00
Average entry$2,418.92
Realised so far+$6,204.18
Still held6.8400 ETH
Buys / exits96 / 21
Campaign total+$14,982.60
A campaign covering exactly one ownership cycle reproduces the main ledger to the cent. Nothing here changes your portfolio accounting.
Filters, campaigns, manual trades, CSV import and the exit-allocation ledger all live on one page in the product. The public page that explains them comes later.
Portfolio · Performance · Psychology
One trading history. Three ways to understand it.
What you hold, how you have actually done across years, and what your own behaviour has cost you. The same reconstructed history powers all three — which is why the figures agree.
What you hold, what it cost, and how it got here
One Main Portfolio holds the truth. Build as many custom portfolios on top of it as you like — allocations are exclusive, so a coin is never counted twice — and track the whole thing back as far as your history goes.
Main Portfolio
$184,920.40 +26.2% all time
18 assets · 4 accounts
Portfolio history
Valuation from your own recorded observations
1M6M1Y3YAll
Your portfolios
Allocations are exclusive — no double counting
Main Portfolio$184,920.40
Long-term hold$96,204.10
Community portfolio · Public$18,440.00
+ Create new portfolioManage portfolios
Total invested
$146,508.00
weighted-average cost
Unrealised P&L
+$38,412.40
+26.2%
Cash & stablecoins
$21,640.55
11.7% of portfolio
Tracked since
Mar 2021
from your imported history
Holdings
18 assets| Asset | Quantity | Avg cost | Value | Unrealised |
|---|---|---|---|---|
| BTCBitcoin | 0.8140 | $48,210 | $63,244.80 | +31.2% |
| ETHEthereum | 14.220 | $2,284 | $40,312.10 | +24.1% |
| SOLSolana | 148.60 | $118.40 | $22,930.44 | +30.4% |
| LINKChainlink | 742.00 | $21.80 | $14,988.40 | −7.3% |
Allocation
By assetBTC34.2%
ETH21.8%
SOL12.4%
LINK8.1%
Stablecoins11.7%
Others (14)11.8%
Custom portfolios, public sharing, manual holdings and per-asset history are all in the product today.
Where, when and how you actually make money
Years of closed positions, cut by strategy, asset and period. A strategy with a 72% win rate and a losing expectancy is the kind of thing you want to find early.
Cumulative realised P&L
Closed positions, all accounts · 2021 – 2026
2021 −$4,180
2022 −$9,240
2023 +$12,480
2024 +$16,920
2025 +$22,432
Which of your strategies actually works
| Strategy | Trades | Win rate | Profit factor | Expectancy | Net P&L |
|---|---|---|---|---|---|
| Swing | 96 | 71.9% | 2.14 | +$284.10 | +$27,273.60 |
| Accumulation | 42 | 83.3% | 3.02 | +$318.44 | +$13,374.48 |
| Momentum | 58 | 55.2% | 1.21 | +$41.60 | +$2,412.80 |
| Scalping | 18 | 72.2% | 0.78 | −$258.24 | −$4,648.23 |
Scalping wins seven trades in ten and still loses money — the losers are four times the size of the winners.
Top performing assets
Closed positions, net of fees
| Asset | Trades | Net P&L | Return |
|---|---|---|---|
| BTC | 34 | +$18,240.10 | +31.2% |
| ETH | 41 | +$12,404.88 | +24.1% |
| SOL | 28 | +$8,912.40 | +30.4% |
| LINK | 17 | −$1,842.60 | −7.3% |
Economic calendar
September 2026 · scheduled releases
| Time | Event | Impact | Previous | Forecast | Actual |
|---|---|---|---|---|---|
| Wed, Sep 2 | |||||
| 12:30 | Nonfarm PayrollsUS · USD | High | 142K | — | 151K |
| Fri, Sep 4 | |||||
| 12:30 | CPI (YoY)US · USD | High | 2.9% | — | 2.7% |
| Thu, Sep 10 | |||||
| 12:30 | PPI (MoM)US · USD | High | 0.2% | — | 0.4% |
| Your trading that day — 7 trades closed · +$580.14 · 5 wins, 2 losses | |||||
| Wed, Sep 16 | |||||
| 18:00 | FOMC Interest Rate DecisionUS · USD | High | 4.50% | — | 4.25% |
Context, not cause. UnifyTrade puts the release beside the day and leaves the conclusion to you. Forecast reads “—” because the connected provider publishes no consensus; nothing is filled in for it.
Strategies, assets, time analysis, trade duration, win/loss, drawdown, expectancy, benchmarks and the economic calendar are all tabs of the real Performance page.
What each state of mind costs you
Tag how you felt when you took the trade, and every score is counted over the trades you actually tagged — with the count shown. A discipline score built on nine reviews is not a discipline score, and UnifyTrade says so rather than printing a confident number.
Behaviour and results
118 of 214 closed trades carry an emotion tag
Performance by tag
Closed trades you tagged · 118 of 214
| Tag | Trades | Win rate | Avg P&L | Net P&L |
|---|---|---|---|---|
| Patience | 34 | 79.4% | +$412.80 | +$14,035.20 |
| Confidence | 28 | 75.0% | +$286.40 | +$8,019.20 |
| Discipline | 22 | 68.2% | +$204.10 | +$4,490.20 |
| FOMO | 31 | 38.7% | −$198.40 | −$6,150.40 |
| Revenge | 12 | 25.0% | −$486.10 | −$5,833.20 |
Discipline scores
Over 118 tagged closed trades
Plan followed is counted over the 96 trades where you answered the question — a different population, and labelled as one.
Tag trends, tag distribution, plan-followed analysis and the link back to the trades behind each figure are in the product today.
Portfolios and client access
Manage portfolios for yourself — or for your clients.
Keep your own trading apart from a long-term book, or run one isolated Portfolio per client. Each Portfolio owns its own exchanges, wallets and manual trades, so its holdings, cost basis, P&L and performance are its own.
- One isolated Portfolio per client — nothing is mixed into yours.
- Invite a client from Portfolio → Access. They sign in with their own UnifyTrade account.
- They see only that Portfolio, read-only and only what you allow — and you can end access at any time.
- MainYour own exchanges and walletsPersonal
- John DoeManaged for a clientManaged
- Jane DoeManaged for a clientManaged
John Doe Portfolio → Access
John DoeClient Viewer · Read only
Active
Example. UnifyTrade tracks portfolio data; it never holds funds or places orders.
Reserved for real testimonials
This is where social proof would sit. It is empty on purpose: there are no UnifyTrade users to quote yet, and a landing page is the worst possible place to invent one. Nothing goes here until someone real says something worth quoting.
Pricing
Free while we finish building.
There is no trial to start and no card to enter. Every feature below is on for every account.
Free Beta
Every feature is available to every account while UnifyTrade is in beta. There is nothing to buy and nothing to cancel — we will say so here before that changes.
Exchange connectionsUnlimited
Wallet connectionsUnlimited
Custom portfoliosUnlimited
Public portfolio pages
Advanced performance
Journey
CSV / history import
API sync
Psychology
Exports
Before you connect anything
The questions worth answering.
Can UnifyTrade touch my funds?
No. Where a venue reports what a key is allowed to do, a key that can withdraw is refused before it is stored, and UnifyTrade places no order whatever a key permits. Wallets are tracked by public address only — UnifyTrade never asks for a seed phrase or a private key.
My exchange isn't in the list. Can I still use it?
Yes. Any account can be built from a CSV or XLSX export, and re-importing the same file adds nothing. You can mix the two: sync what an API reaches, import the rest.
Where do the numbers come from?
Your own executions. Cost basis is a chronological weighted average, realised P&L is booked per exit, and the trade metrics count only fully-closed positions. None of it is configurable — an accounting rule you can adjust until the numbers look better is not one.
How far back does my history go?
As far as the exchange lets it — some APIs return everything, some only a rolling window. UnifyTrade shows which periods it has evidence for and asks for a CSV to fill the gaps, rather than treating a successful sync as a complete record.
Languages
It already reads in six languages, including right to left.
Not a translated menu over an English product: every page, every figure and every error message. Arabic is laid out right to left, and the numbers inside it still read left to right.
English
Deutsch
Français
Español
Italiano
العربيةRTL
See what your trading actually did.
Connect one read-only key and the history you already made is waiting on the other side.