The Financial Tech Wiz Trading Journal supports two methods for importing Interactive Brokers trades: a direct API connection using IBKR’s Flex Web Service, and a CSV upload via a Flex Query export. Both require creating a Flex Query in your IBKR account. Choose the method that fits your workflow. Key Takeaways Recommended Tool Financial Tech…
If you trade through Robinhood, you can pull your full trade history into the Financial Tech Wiz Trading Journal in a few minutes. Robinhood lets you export a CSV of your activity directly from their website, and the journal accepts it with a straightforward upload. Here is exactly how to do both. Key Takeaways Recommended…
If you trade through Charles Schwab, you can pull your full trade history into the Financial Tech Wiz Trading Journal in a few minutes. Schwab lets you export a CSV of your transaction history directly from their website, and the journal accepts it with a straightforward upload. Here is exactly how to do both. Key…
The Financial Tech Wiz Trading Journal is built for traders who want clarity, structure, and accountability in their trading process. Whether you are actively day trading, swing trading, or managing longer-term positions, properly tracking trades and portfolio performance is essential for improving consistency over time. This guide walks through exactly how to use the Financial…
Consistently logging your trades is one of the most important habits for improving as a trader. Without accurate trade data, it is almost impossible to know what strategies are actually working, where mistakes are happening, or how your performance is changing over time. The Financial Tech Wiz (FTW) Trading Journal App is designed to make…
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