Features
Everything a trader needs, nothing you don’t
Katalyst packs professional-grade trade tracking, analytics, journaling, and community tools into one platform. Here’s what’s inside.
- Dashboards Customizable overview with key metrics
- Custom Tags Color-coded tags for trade categorization
- Pivot Grid Multi-dimensional data exploration
- Screenshots Attach chart screenshots to trades
Trade Tracking
Every detail, every trade.
Log trades across stocks, options, futures, and crypto with full execution details. Track entries, exits, P&L, commissions, notes, screenshots, and strategy tags.
- Multi-leg trade support with individual execution tracking
- Automatic P&L and duration calculation
- Star ratings and markdown notes per trade
- Screenshot attachments for chart markup
- Custom tags for strategy and setup categorization
- Support for stocks, options, futures, and crypto
Trading Groups
Review trades together, sharpen your edge.
Create private or public trading groups where serious traders review setups, share real P&L, run events, and hold each other accountable.
- Private and public groups with invite-by-email or shareable codes
- Shared trade feed with real P&L — full details, P&L only, or selective
- Group events and calendar for trade review sessions and market prep
- Guides and educational content shared within your trading group
- File sharing for playbooks, chart templates, and resources
- Sub-groups for focused topics like setups, risk management, or asset classes
- Offers and promotions for group owners to monetize mentorship
- Role-based access: Owner, Manager, Member with granular permissions
- Webhooks that post shared trades, events, and announcements to Slack and Discord
Advanced Analytics
See what the numbers say.
Go beyond basic P&L with cumulative charts, win rate analysis, Sharpe ratios, seasonality patterns, pivot grid analysis, and exit strategy evaluation.
- Cumulative P&L chart with customizable date ranges
- Win/loss ratio, average gain, average loss metrics
- Seasonality analysis across day-of-week and time-of-day
- Pivot grid for multi-dimensional data exploration
- Exit analysis to evaluate trade management decisions
- 70+ chart types on Pro, unlimited on Platinum
One-Click Import
Your broker, your data, your way.
Import trades from 11 brokerages via CSV upload with automatic format detection. Preview before committing and track your import history.
- Interactive Brokers, Tastytrade, ThinkOrSwim
- Schwab, Webull, Robinhood, TradingView
- Sierra Chart, Rithmic, AMP Futures, Optimus Futures
- Automatic broker format detection
- Import preview with validation before commit
- Deduplication to prevent double-counting
AI Insights
Your data, analyzed by AI.
Let AI surface patterns, strengths, and weaknesses in your trading that you might miss. Get actionable insights to refine your strategy.
- Pattern detection across your trade history
- Strength and weakness identification
- Strategy performance comparison
- Personalized improvement suggestions
- Available on Pro and Platinum plans
Trading Journal
Capture every market thought.
Write daily journal entries in markdown to record your analysis, emotional state, and lessons learned. Review your journal alongside your trade history.
- Rich markdown editor for detailed entries
- Date-based entries linked to your trading calendar
- Review past entries alongside trade performance
- Track your mindset and emotional patterns
Calendar View
Your trading at a glance.
See all your trades and journal entries on a visual calendar. Spot patterns in your trading frequency and identify your best and worst days.
- Visual daily P&L on the calendar
- Integrated journal entries per date
- Quick navigation to trade details
- Identify high-frequency and low-frequency periods
Simulators & Tools
Plan before you trade.
Use the 40-day compounding planner to model account growth, the trading plan workbook to define your rules, and position sizing tools to manage risk.
- 40-day compounding planner with contract sizing
- Trading plan workbook for philosophy and rules
- Position size calculator and risk/reward simulator
- Options analytics for options traders (Platinum)
Ready to level up your trading?
Every feature above is available right now. Start with the Free plan and unlock more as you grow.