A connected trading toolkit
Everything in the toolkit
A closer look at the tools for charting, reviewing and practising. Each one is recorded at work in the app on the demo account; open it for the detail and the plan that includes it.
01Chart
02Review
Also in the toolkit
The rest of the workspace.
Tools that live inside the ones above, and the free pages around them.
- Every planDaily review Click any day on the calendar: plan, trade notes, an after-session review and a Sage review, then the day is stamped reviewed.
- Every planReports Daily results, the cumulative P&L curve and descriptive statistics for any period, with breakdowns by day, weekday, hour, symbol, playbook or tag, and saved views.
- Every planDashboard builder Start from a saved view, drag and resize the tiles, and pick from 13 widgets. Up to 5 dashboards, saved to your account.
- Every planTrade Tree Every closed round trip as a leaf on one tree, branched by company, playbook, asset class, duration, P&L bracket or year, with notes and grading in place.
- Every planYear in Review Your trading year played back as a story from your own records, with a card to save and a switch to hide the amounts first.
- Pro and UltimateTrading puzzles A real US-equity moment from historical price data, a simulated position and one decision, scored against what printed next.
- Every planCoach Studio Choose Sage's avatar and coaching style: balanced, precise, explanatory, devil's advocate or Socratic. Style changes how Sage writes, never what it can see.
- 32 guidesImport guides Broker by broker: which file to export, where to find it and how to import it, with every import error code explained.
- No account neededFree calculators R-multiple, trading expectancy and breakeven win rate, each with its formula and a worked example.
Good to know
Questions, answered
The details behind the tools, your data and getting started.
Visit the help guideWhich markets and instruments does Leaf Edge support?
Stocks, ETFs, options and futures, plus crypto from the supported exchange exports. Multi-leg option trades keep their structure. Each trade keeps the currency it traded in, and your P&L is shown in the one currency you pick, converted at the European Central Bank's reference rate on the day each trade closed. Currency conversions themselves, such as the Forex rows in an IBKR statement, are not imported as trades.
How do my trades get into Leaf Edge?
Three ways. On any plan, import statement files from brokers and journals including IBKR, Schwab, Trading 212, Robinhood, TradingView, Tradervue and StonkJournal; the importer detects the format from the file and shows a preview before anything is saved. On Pro and Ultimate you can also sync Interactive Brokers with a Flex query you run, or connect a supported brokerage read-only through our partner SnapTrade, which updates once a day, a day behind.
What makes Leaf Charts different from a normal chart?
It's our own engine, and it draws your actual entries and exits onto the candles. Those charts render across trade detail and daily review, so you review every trade in the context it actually happened. The fullscreen Charts workspace is available in beta with delayed T+1 US-equity history, and ReLive replays finished sessions on the same data; Rapid Scan is coming soon.
What is Sage, and can I trust what it says?
Sage is an AI review coach that reads your journal and trade history. It scores your trade health, asks pointed questions, and uses your own entries as context rather than treating general market commentary as your record. It reads your saved insights and journal every session. AI can still be wrong, so verify important conclusions against your source records.
Do I need a paid plan to get value?
No. The free plan covers manual journaling, file import, the dashboard and Deep Analysis, with 1 message to Sage a day. Pro adds read-only broker sync (up to 5 accounts), ReLive on Pro and Ultimate, unlimited playbooks and 50 messages a day; Ultimate raises that to unlimited broker accounts, 200 messages a day and a larger daily AI budget. You can start free and upgrade when the workflow earns it.
Make it your workspace
Start with your own trades.
Import a statement. Open a trade. Bring the chart, your notes and your playbook into the same review.
Free plan · No card needed · CSV import on every plan