Features at a glance

Trading journal, market data and analytics for IBKR traders - in one desktop app, with all data stored locally on your machine.

All screenshots are taken from the running app (demo data).

Trading journal for stocks, futures and options

Every trade lands in the journal automatically, via the TWS API or the Flex Web Service, no manual uploads. Stock, futures and option trades live in the same journal, with partial exits, remaining positions and fees. The option strategy is detected from the legs: iron condor, butterfly, covered call, spreads and more.

  • Automatic strategy detection incl. broken-wing and ratio variants
  • Splits, symbol renames and corporate actions are tracked
  • Configurable columns, cascading filters, tags, mistake and strategy assignment, comment trades and attach images
  • Open, partially closed and closed positions at a glance
  • Split and merge tools for clean trade histories
  • FX conversion for multi-currency accounts
Foliograph options journal with strategy column, DTE and P&L

Market overview

Volatility gauges, indices and the US yield curve with percentile context, plus the VIX futures curve with contango display and EMA21 counts across markets - daily and weekly.

  • Volatility for SPX, NQ and RUT, VVIX, SKEW, VIX/VIX3M ratio and put/call ratios with historical percentiles and as charts
  • Various interest rate metrics with historical percentiles and as charts
  • VIX term curve as a chart
  • EMA21 counts as a heat table across indices and futures
Foliograph market overview with volatility, indices and yield curve

Futures: CoT, term structure, IVR

For over 30 futures markets: CoT index from CFTC data, term structure with contango/backwardation display, open interest, IV rank and IV percentile - all in one table.

  • CoT index with hi/lo marking of extremes
  • Term structure miniatures per market
  • IVR and IVP from IBKR options data
Foliograph futures table with CoT index, term structure and IVR

ETF heatmap and screener

Around 250 US-listed ETFs in 17 categories as a sortable heatmap: returns from one day to three years, EMA21 streaks, distance to the 52-week high and a column group with options data from your Trader Workstation. Threshold filters and saved screens narrow the universe down.

  • Options columns: IV, IV rank, IV percentile, IV/HV, expected move, open interest, put/call ratio and days to ex-dividend
  • Tiles view by fund assets, compare mode and world map of country ETFs
  • Chart panel with expected-move cone, IV history and holdings per ETF
  • Category filter, symbol search and favorites
Foliograph ETF heatmap with return columns, EMA21 streaks and options data

Commodity fundamentals

Public fundamental data right in the app: EIA energy inventories, USDA crop conditions and stocks, WASDE supply and demand figures and FAS export sales - each with 5-year ranges.

  • Crude oil, gasoline, distillates and natural gas with seasonality
  • Corn, soybeans, wheat: condition, stocks and WASDE
  • Sources and timestamps right on each panel
Foliograph commodity fundamentals with EIA and USDA panels

Macro data (FRED)

Yield curve, inflation series, labour market and business cycle data from the Federal Reserve FRED database - as charts with history.

  • US yield curve over time
  • Consumer prices, core inflation and producer prices
Foliograph macro tab with FRED charts

Analytics and metrics

Win rate, profit factor, expectancy, Sharpe, Sortino, drawdown and capital flows - filtered by period, type, strategy or symbol. Rolled options are evaluated as connected trades.

  • Equity, drawdown and distribution charts
  • Performance by category and strategy
  • Roll detection with efficiency metrics
Foliograph analytics with metric panels

Dashboard with guided setup

The dashboard shows account value, daily change, sold option premium, global indices, top/flop ETFs and recent earnings. A checklist guides you through setup - from the Flex token to optional API keys.

  • Net liquidation value and P&L straight from your IBKR account
  • Global indices with YTD and 52-week ranges
  • Step-by-step setup, optional data sources clearly marked
Foliograph dashboard with setup checklist and market overview

AI trade review

Have individual trades reviewed by an AI model of your choice - OpenAI, Gemini or Anthropic, using your own API key. Data goes exclusively to the provider you pick.

Automation and backups

Sync every 10 minutes, market data refresh in the background, daily journal backups as ZIP with retention rules - all hands-off, visible in the jobs dashboard.

Local instead of cloud

All trades live in a SQLite database on your machine. No account upload, no tracking, offline license validation. Journal and analytics work without internet. Import, market data, the optional AI review and the update check need a connection.

German and English

The entire app is bilingual - switchable with one click, help pages included.

Try it yourself?

30 days free - no credit card, with your own IBKR data.