ZenEdge Trade Dashboard
The gap between a trader with rules and a trader who follows them is usually about ninety seconds. This is what I built to fill it.

The log stays shut until you have worked the checklist. Be truthful with it. Example account, numbers made up. 
Where the day stands, and whether you are on pace for the month. Example account, numbers made up. 
Every setup is its chart. Example account, numbers made up. 
At the time you picked, it asks how the trade is going. Example account, numbers made up. 
Closing a winner, one tap from your trade log. A loss closes calm and plain. Example account, numbers made up. 
What the wall already knows is filled in, and the checklist asks only the rest. Example account, numbers made up. 
Your own record, read back pattern by pattern. Example account, numbers made up. 
Your rules, and what keeping them was worth. Example account, numbers made up. 
A long dated position, its clock, and exactly how far the stock still has to travel. Example account, numbers made up. 
How long you hold winners against losers. Most traders have this the wrong way round. 
Hit the number you set before the day began and it tells you the rest is optional. Example account, numbers made up. 
Mark a win and half of it goes straight into a goal. That is how these fill up. Example account, numbers made up. 
The month as it went, red days and all. Deeper is a bigger day, and every week is added up beside it. Example account, numbers made up. 
Every trade you logged, opened up to show the plan you wrote before you took it. Example account, numbers made up. 
Navy or cream, remembered on each device. Example account, numbers made up.
You open this before you open the charts
It is not somewhere you come back to at the end of the day. It is the first thing you open. You answer honestly whether your head is right, you work through the five item pre trade checklist, and only then do you pull up TradingView and go looking.
Until that checklist is done and confirmed, the Log Trade tab is locked and says so on the screen. It cannot stop you placing a trade at your broker and it is not pretending to. What it stops is you placing one without having sat down first.
Then every entry carries a nine item Strategy Checklist. The top down review, whether volume and the moving averages agree across timeframes, the trend lines, and a stop set before you enter. Log one that does not pass all nine and it stops to ask whether you are sure, then keeps the score with the trade.
That friction is the entire point of the thing. The steps sit on a screen that will not let you skip one on a fast morning, which is when steps get skipped.
The wall: every setup is its chart
Most journals are a spreadsheet with a picture field bolted on. The Wall tab turns that around. Every setup you take is its chart, on a wall of them, and everything else hangs off it: the pattern, the levels, the reason, how you felt, how it ended. On a computer it runs the full width of your screen, because that is what a wide screen is for.
Drop in a screenshot, take a photo of your screen, or paste a TradingView link. Pick the pattern, type your entry, stop and targets, and the reward to risk works itself out.
The Chartflection, before you press buy
A setup will not save until four questions have answers. Why this setup. What tells you you're right. What tells you you're wrong. What you do if it just chops. Short is fine. Blank is not.
Then four taps: how you feel right now, how your last three trades went, whether the setup or wanting to be in is what's pulling you, and which of your own rules this one keeps. If your trade log already knows how the last three went, that one is filled in for you.
It checks back in, then it carries into the log
You choose when: four hours, a day, a week, whatever fits the trade. When the time comes it asks how it's going. Trading to plan, breaking plan, or closed. Closing it works out the result in R from your exit, and every check in stays in that trade's story.
Then one tap carries it into your trade log, past the lock, with the ticker, the side, the dates and your plan already filled in. For a stock, a futures contract, a currency pair or a coin, your planned entry and your exit come too, and you confirm the entry or change it to your real fill before it saves. An option's strikes and fills are yours to add, because chart levels are not option prices. The Strategy Checklist ticks what the wall already answered, the pattern and the stop, and asks you the rest. Nothing is asked twice for one trade.
What your record says
Once 25 setups have closed, the wall reads them back to you: which patterns won and which lost, calm against FOMO, timeframe by timeframe, how sure you were against how it went, long against short. Each one is a single bar with the counts printed on it. It only shows what your own record holds. It never tells you what to trade.
Write your rules in your own words, or bring over the ones on your Rules tab in one tap. Every setup is marked against them, and the rule board shows how often you keep each one, and how the trades went when you did and when you didn't.
What lives inside it
A trade log for options, stocks, futures, forex and crypto, each counted in its own terms: a futures contract by what one point of it is worth, with NQ, ES and 29 more already known, a currency pair by its lots, a coin by whatever fraction you held, with your fees taken off. History shows a futures trade in points and a currency trade in pips.
A goals board. The ninety day psychology loop, which asks the same handful of questions on a cycle so you can watch your own answers drift.
A P&L calendar. Every day you traded is shaded green or red, deeper the bigger the day, with each week added up beside it and the days the market was closed marked. Tap a day and it opens your morning check in, how your trades scored on the Strategy Checklist, your tilt when you took them, what you set aside, and a journal note for that day that saves as you type. Under the month it sets your routine against your days: what the days you checked in ready added up to, next to the days you did not.
It turns the month or the year into a picture to share, with the dollar amounts on or off, and downloads every day as a spreadsheet.
You do not have to start from an empty calendar. Download your history from Schwab, which includes thinkorswim, or from Robinhood, and the dashboard reads the file on your device, pairs every buy with its sale, takes the broker's fees off, and shows you what it found before anything is added. Bring in a newer file whenever you like: a trade already in your history is never added twice.
Futures traders can bring in Tradovate's Performance report, which NinjaTrader on the web writes too, NinjaTrader 8's Trades grid, or TopstepX's Trades export: one finished trade a row, with its contract, its point value and its times. Tradovate's file leaves fees out, so those trades come in before fees, and you can add them to any trade with Correct.
And a Tilt Detector, which tells you when you are in the state where traders give money back, before you take the next trade.
A LEAP book for the long dated positions that do not belong in a day trade log. Each one shows the days left, the decay zone it is heading into, what the stock still has to do to reach your strike and your break even, what you stand to lose, and the next catalyst. The sixty five day mark is a checkpoint you write, not a reminder you swipe away. It turns amber when it is due, red when it is late, and it will not close without a note.
The Intel tab reads your own history back to you. Your best and worst days, your best and worst time of day, how long you hold winners against losers, and whether following your checklist actually pays. It will not call something your best day off three trades. It waits until the sample means something, and says so when it does not.
It also shows which companies you trade report earnings in the next 45 days, soonest first: the day and time, the move the options are pricing in, the EPS and sales estimates, how many of its last four reports beat the EPS estimate, and how far it moved after its last eight. If you trade one of the ten payout names on the Dividend Dashboard, its newest payout shows there too, read from the company's own SEC filing.
Your history, your setups and your charts save to your account every time you change something, so a new phone or a cleared browser does not lose them, and they open on any device you sign in on. Export a backup file any time you want a copy of your own, and import it back.
How you open it
It lives on a private page at dashboard.zenedgetrader.com. Sign in with the email you bought with and enter the code we send you.
It needs a connection to sign in. If you lose signal partway through, it keeps saving on your device and catches up with your account the moment you reconnect.
- 01Private dashboard page, opens on phone, tablet, or computer
- 02A wall of every setup you take, each one its own chart
- 03The Chartflection: four answers written before a setup saves
- 04Check ins on every open trade, at the times you choose, and the result in R from your exit
- 05One tap from a closed setup into your trade log, with what it knows filled in
- 06Nine item Strategy Checklist gating every log entry
- 07Tilt Detector that tells you when to step away
- 08Intel on your best days, best times, and hold times
- 09Your record read back pattern by pattern, feeling by feeling
- 10A rule board, with how keeping each rule has paid
- 11Trade log with cost basis and outcome
- 12P&L calendar with week totals and your routine beside the money
- 13Import your trade history from Schwab, thinkorswim included, or Robinhood
- 14Goals board, daily journal, ninety day psychology loop
- 15LEAP book with decay zones and a sixty five day checkpoint you have to write
- 16History, setups and charts saved to your account, so a new phone does not lose them
- 17Improvements delivered to the same page at no extra cost, with nothing to reinstall
See every step, from paying to your first trade
Step 1. Pick monthly or yearly and pay
Stripe handles the payment.
Step 2. It lands on your email
Step 3. Sign in with a code, no password

3aType the email you paid with. Press EMAIL ME A CODE. With any other email, you land on NOT ON THIS ACCOUNT. Press USE A DIFFERENT EMAIL. 
3bOpen the email with your code. Not in your inbox? Look in spam. Type the code. Press SIGN IN. It may offer to skip the code next time: press TURN ON FACE ID, or NOT NOW. Step 4. Your first open
Step 5. Bring in the trades you already made
Press HISTORY in the menu at the bottom. On the P&L Calendar, press the arrow pointing down into a tray, at the top right. Before your first trade, IMPORT FROM YOUR BROKER under the calendar opens the same box.

5aPress your broker's name to open its steps. Follow them in order. Pick the day of your first trade as the start date: trades before it are left out. 
5bPress CHOOSE YOUR FILES. Pick every file you downloaded for one account. It shows how many trades it found and their dates. Check them. Press ADD and the number of trades. A file it cannot read is refused, and the box says which download to make instead. Step 6. Before you trade, every day

6aYour day opens here. Read BEFORE YOU BEGIN. Press I UNDERSTAND, CONTINUE. Then answer the question under it: press YES, I AM READY or NOT MY BEST DAY. 
6bPlacing a trade today? Press YES, LET'S GO under the Pre Trade Checklist. Tick all five lines. 
6cPress I CONFIRM, I AM READY TO TRADE. Until you do, LOG TRADE stays locked and sends you back to the checklist. Step 7. Log the trade
The trades and the chart from here on are an example, numbers made up.

7aPress LOG TRADE in the menu at the bottom. Pick what you traded at the top: OPTIONS, EQUITY, FUTURES, FOREX or CRYPTO. Fill in the trade. The P&L works itself out as you type. 
7bTick the strategy lines the trade kept. On a win, tick Set part of this win aside, and pick the goal under APPLY 50% TRANSFER TO GOAL. Scroll down. Press the LOG TRADE button under the form. With a line left unticked, it asks if you are sure first. Step 8. Watch it add up

8aPress HISTORY. The P&L Calendar fills in day by day: the result, the trades closed, and a mark when money was set aside. 
8bPress DASHBOARD. It shows your day, your RATE, WINS and STREAK, and your best day. 
8cWins you set aside fill your Savings Goals and your Tax Reserve, further down the same page. Step 9. Plan a setup on your Wall

9aThe Wall is where a trade starts before you take it. Press WALL in the menu at the bottom. Scroll down. Press ADD YOUR FIRST SETUP. 
9bAdd your chart: a screenshot, or a TradingView link. Type the TICKER. Pick the TIMEFRAME, the ASSET CLASS and the DIRECTION. Press NEXT: THE PATTERN AND THE LEVELS. 
9cOn step 2, set your entry, stop and targets. On step 3, answer the four questions. It does not save with one left blank. 
9dPick how you feel right now, and what is pulling you in. YOUR LAST THREE TRADES fills in from your log. Change it if it is off. 
9eYour rules come over from the Rules tab. Tick each rule this setup keeps. Press NEXT: CHECK INS AND THE REST. 
9fPick when it should check back in. Pick Live or Paper. Press SAVE THIS SETUP. Step 10. Check in until it closes
It stays on your account
Everything is saved to your account, not to one device. Sign in on a new phone or computer and your trades, goals and Wall are there.












