Public Trading Journal: Automatically Import and Analyze Your Multi-Asset Account

The Financial Tech Wiz Trading Journal connects directly to Public via SnapTrade, importing your stocks, ETFs, options, and crypto trades automatically. Public has built a multi-asset platform aimed at investors and active traders who want stocks, crypto, and alternative assets in one place. The journal adds the performance analytics layer that Public’s built-in tools do not provide: win rate, equity curve, AI insights, and trade-level breakdown across your full account history.

Key Takeaways

• Import your Public trades into the Financial Tech Wiz Trading Journal in minutes using SnapTrade
• Stocks, ETFs, options, and crypto trades all import with no manual data entry
• The journal applies win rate, equity curve, AI insights, and benchmark analysis to your full Public account history

How to Connect Public to the Financial Tech Wiz Trading Journal

If you use multiple accounts in the journal, set the account you want to import into as your default before starting. Accounts are managed from the top bar.

1. Log into journal.financialtechwiz.com
2. Go to the Trades tab and click Import from Broker
3. Select SnapTrade
4. Click “Connect Brokerage” to open the SnapTrade connection portal
5. Select Public from the broker list
6. Log in with your Public credentials securely through SnapTrade
7. Once connected, click “Sync Trades” to import your trade history
8. Select a date range if you want to limit the import to a specific period
9. Review the imported trades and edit individual entries if needed

The SnapTrade import pulls your full trade history in one batch. It is not an ongoing sync. For new trades going forward, log them manually in the journal, or return to the Trades tab and run a new SnapTrade import selecting a date range covering your recent activity. To do a clean full re-import, go to Settings, clear your trade data, and re-run the SnapTrade import.

What You Can Do With Your Public Data

Public’s platform gives you access to stocks, ETFs, options, crypto, and alternative assets in one account. The Financial Tech Wiz Trading Journal pulls all of that trade data in and gives you a structured view of how each asset class is performing.

For stock and ETF traders, the journal builds an equity curve from your complete Public trade history, calculates your win rate and profit factor, and benchmarks your active trading results against the S&P 500. If your active stock picks are underperforming a simple index approach after accounting for time and risk, the data shows it clearly.

For options traders, the journal tracks win rate and P&L across your options positions, breaking them down by asset and hold duration. You can see how your options activity is performing relative to your stock and crypto book, which symbols are driving your results, and where your exit timing is costing you the most.

For crypto traders, your Public crypto positions import alongside your stocks and options so your full multi-asset performance lives in one view. AI insights analyze your complete Public trade history and surface patterns in your execution: which assets and setups have the highest win rate, your best-performing time windows, and where your hold duration patterns diverge between your winners and losers.

For a comparison of trading journals that support multi-asset accounts, see the best trading journals guide. If you prefer to start with a free spreadsheet, the free trading journal template for Google Sheets is a good starting point.

Frequently Asked Questions

Is there a trading journal for Public?

Yes. The Financial Tech Wiz Trading Journal connects directly to Public via SnapTrade. Stocks, ETFs, options, and crypto trades all import into the journal’s analytics engine. The journal provides performance analytics that go well beyond Public’s built-in account reporting.

Does the Public trading journal support options and crypto?

Yes. Options and crypto positions import alongside your stock and ETF trades. The journal tracks each asset class separately and provides a combined performance view across your full Public account. You can see how your options and crypto activity compares to your stock performance in the same analytics view.

How does the SnapTrade import work for Public?

The SnapTrade import connects your Public account securely and pulls your full trade history in one batch. It is not an ongoing sync. Your credentials are handled by SnapTrade and never stored directly by the journal. For new trades going forward, log them manually in the journal or run a new SnapTrade import from the Trades tab with a date range covering your recent activity.

What analytics does the journal provide for Public traders?

The journal generates win rate, profit factor, average gain and loss, equity curve, drawdown analysis, and performance by symbol, time of day, asset type, and hold duration. AI insights surface patterns across your full Public trade history, and you can benchmark your active trading results against the S&P 500.

Can I track my Public account alongside other brokerage accounts in the journal?

Yes. You can connect multiple brokers through SnapTrade and view performance for each account independently or in a combined view inside the journal. This is useful if you are running a multi-broker setup with Public alongside other platforms.