Frequently asked
questions.

Closing Bell is a trading journal and analytics platform. You import your trades from any broker, journal your decisions, and get monthly Edge Reports that show you where your edge is — and where you're giving it back.

Yes. The Basic plan is free forever with no credit card required. It includes 1 trading account, CSV imports for all brokers, a dashboard, equity curve, trade journaling, tags, and screenshots. You upgrade to Pro when you want Edge Reports, advanced analytics, unlimited accounts, or broker auto-sync.

Go to Imports in the left sidebar, choose your broker, and upload your CSV export. Most brokers let you export trade history from their website or desktop app. Check the Import Guide for step-by-step instructions for each broker.

Yes. The dashboard, analytics, and Edge Reports all work entirely from your imported trade data. Journaling — adding notes, emotion tags, setup tags, screenshots — is optional but improves what your Edge Reports can surface.

All major brokers are supported, including Schwab (thinkorswim and web), Interactive Brokers, Tastytrade, Tradovate, Robinhood, TD Ameritrade, TradeStation, NinjaTrader, and more. If your broker isn't listed, use the Universal CSV import — it detects your column format automatically.

Broker Sync (automatic trade pulling without a CSV export) is currently supported for Schwab and Interactive Brokers (IBKR). It's a Pro feature. More brokers are on the roadmap.

Yes. Closing Bell supports stocks, options (including multi-leg strategies like verticals, strangles, straddles, and iron condors), and futures. Multi-leg option strategies are automatically grouped into a single trade group.

Duplicate detection runs automatically. Each execution is fingerprinted before it's saved, so importing the same file twice will skip rows that already exist rather than creating duplicates. You'll see a summary of new rows vs. skipped rows in the import preview.

An Edge Report is a monthly coaching report that analyzes your actual trade data. It compares this month to last month, factors in market conditions (SPY, QQQ, VIX), identifies your behavioral patterns, tracks whether you followed last month's recommendation, and gives you one specific, actionable thing to focus on next month.

Pro subscribers get 5 Edge Reports per month. Each report costs one credit. You can generate multiple reports for different time periods or after adding new trades.

No. Edge Reports work entirely from your trade data — P&L, hold times, symbols, win rate, time of day, and more. If you do use journal tags (emotion, setup, conviction), the report incorporates those patterns too.

Very specific. Instead of generic advice like "cut your losses shorter", an Edge Report might say: "Your FOMO-tagged trades had a 22% win rate vs 71% when you tagged Calm. 8 of your 11 losses this month were tagged FOMO or Rushed. Sitting out for 10 minutes when you feel rushed would have avoided $3,240 in losses." The specificity depends on your data volume and journaling habits.

The analytics dashboard breaks down performance across 10+ dimensions: symbol, strategy type, setup tag, day of week, time of day, hold time, R-multiple, conviction level, emotion tag, and more. You can also see a monthly P&L calendar and strategy drift analysis that shows how your trading style is shifting over time.

Strategy drift tracks changes in your trading behavior month-over-month — things like average hold time increasing, position size creeping up, or win rate on a specific setup declining. It flags meaningful shifts so you can catch behavioral changes before they become costly habits.

Yes. You can attach chart screenshots directly to any trade in the journal. They're stored with the trade and visible in the trade detail view whenever you review that entry.

Basic is free and covers importing, journaling, and a dashboard. Pro adds Edge Reports, the full analytics dashboard, unlimited accounts, broker auto-sync (Schwab and IBKR), monthly P&L calendar, strategy drift analysis, and priority support. See the pricing page for the full feature list.

Yes. Cancel from your account settings at any time. You keep Pro access until the end of your current billing period — no mid-period cutoffs.

Yes. Your trade data is private to your account and is never sold or shared with third parties. It is used to generate your Edge Reports, which are processed by an AI model, but your data is not used to train models.

Pro includes a 30-day free trial. You won't be charged until the trial ends. Cancel before it ends and you'll never be billed.