禅ZenEdge Trader
No. 02Available

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.

What it looks like
  • The Log Trade tab, locked, with a padlock reading complete checklist to start trade logging
    The log stays shut until you have worked the checklist. Be truthful with it. Example account, numbers made up.
  • The dashboard fold showing the day, the goal bars and the quick tiles
    Where the day stands, and whether you are on pace for the month. Example account, numbers made up.
  • The Wall tab: glass candles over the title, a check in reminder, and a grid of chart cards with their results
    Every setup is its chart. Example account, numbers made up.
  • A trade page with the check in sheet open: trading to plan, breaking plan, or closed it
    At the time you picked, it asks how the trade is going. Example account, numbers made up.
  • A closed winner: glass candles rising over the result in R, with the target hit, feelings in and out, and rules kept
    Closing a winner, one tap from your trade log. A loss closes calm and plain. Example account, numbers made up.
  • The Log Trade tab with a closed setup carried in: the ticker, the side, the entry and the exit already filled in
    What the wall already knows is filled in, and the checklist asks only the rest. Example account, numbers made up.
  • What your record says: closed setups, wins, average R, what stands out, and a bar for each pattern with its won and lost counts
    Your own record, read back pattern by pattern. Example account, numbers made up.
  • The rule board: each rule with how often it was kept, and how trades went when it was kept and when it was broken
    Your rules, and what keeping them was worth. Example account, numbers made up.
  • A LEAP position card showing days left, the decay bar and what the stock has to do
    A long dated position, its clock, and exactly how far the stock still has to travel. Example account, numbers made up.
  • The hold time card comparing how long winners and losers are held
    How long you hold winners against losers. Most traders have this the wrong way round.
  • The card that appears after hitting the daily goal
    Hit the number you set before the day began and it tells you the rest is optional. Example account, numbers made up.
  • Savings goals with progress curves
    Mark a win and half of it goes straight into a goal. That is how these fill up. Example account, numbers made up.
  • The P&L calendar for a month, each day shaded green or red by its size, with the week totals down the side
    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.
  • The history tab listing logged trades
    Every trade you logged, opened up to show the plan you wrote before you took it. Example account, numbers made up.
  • The same dashboard in the cream theme
    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.

What you get
  • 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
  1. Step 1. Pick monthly or yearly and pay

    Stripe handles the payment.

    The buy box with Monthly at $20 and Yearly at $200, and the Buy button
    1aPick MONTHLY or YEARLY on this page. Press BUY.
    Stripe's checkout for the ZenEdge Trade Dashboard at $200.00 a year, with a box for an email
    1bStripe's checkout opens. Type the email you will sign in with. Pay by card, or another way Stripe lists.
  2. Step 2. It lands on your email

    Payment confirmed: the dashboard is on your account, attached to you@example.com, with a Sign in and open it button
    2aBack on this page, it shows the payment went through and the email it is on. Keep the address it gives you. Press SIGN IN AND OPEN IT.
  3. Step 3. Sign in with a code, no password

    The sign in screen with an email box and an Email me a code button
    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.
    The code screen: enter the code sent to you@example.com, then Sign in
    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.
  4. Step 4. Your first open

    Access granted, a box for your name or handle, and the two savings goals made for you
    4aType your name under YOUR NAME / HANDLE. Press CONTINUE. An Emergency Fund and a Tax Reserve are made for you.
    Welcome, Trader, with a Let's go button
    4bPress LET'S GO. Name spelled wrong? Press Fix it.
    One quick question: what do you currently struggle with, with boxes like Fear, FOMO and Overtrading
    4cTick what you struggle with. Press LET'S GET THE MONEY! It asks once, and checks back with you in 90 days.
  5. 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.

    Import from your broker: a newer file can come in any time, then First, download your file, with a list of brokers that each open their own steps
    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.
    The foot of the import box: Then bring it in, the Choose your files button, and how a trade is counted from each file
    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.
  6. Step 6. Before you trade, every day

    The dashboard's first screen: today at $0, the stat boxes, Before you begin, and Is your head right today
    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.
    The Pre Trade Checklist with all five lines ticked and the confirm button
    6bPlacing a trade today? Press YES, LET'S GO under the Pre Trade Checklist. Tick all five lines.
    The checklist confirmed, ready to trade
    6cPress I CONFIRM, I AM READY TO TRADE. Until you do, LOG TRADE stays locked and sends you back to the checklist.
  7. Step 7. Log the trade

    The trades and the chart from here on are an example, numbers made up.

    The trade form: Options, Equity, Futures, Forex and Crypto at the top, then a long call on SPY filled in, with the estimated P&L at plus $200
    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.
    The strategy checklist with all nine lines ticked, then Set part of this win aside ticked and the savings goal picked
    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.
  8. Step 8. Watch it add up

    The P&L calendar for November with the 3rd at $200, and the month's green days
    8aPress HISTORY. The P&L Calendar fills in day by day: the result, the trades closed, and a mark when money was set aside.
    The dashboard after the trade: today plus $200, rate 100%, one win, and the best day ever card
    8bPress DASHBOARD. It shows your day, your RATE, WINS and STREAK, and your best day.
    The savings goals: $100 in the Emergency Fund and $50 in the Tax Reserve
    8cWins you set aside fill your Savings Goals and your Tax Reserve, further down the same page.
  9. Step 9. Plan a setup on your Wall

    The empty Wall tab: your wall starts with one chart, and the three parts of a setup
    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.
    Step 1 of 5: the chart picture, the ticker SPY, the 5 minute timeframe, Option and Long
    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.
    Step 3 of 5, the Chartflection: why this setup, what tells me I'm right, what tells me I'm wrong, and if it just chops
    9cOn step 2, set your entry, stop and targets. On step 3, answer the four questions. It does not save with one left blank.
    Step 4 of 5, before you press buy: how you feel, your last three trades, and what is pulling you in
    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.
    Your rules on this one, brought over from the Rules tab, three of them ticked
    9eYour rules come over from the Rules tab. Tick each rule this setup keeps. Press NEXT: CHECK INS AND THE REST.
    Step 5 of 5: when it should check back in, live or paper, and tags
    9fPick when it should check back in. Pick Live or Paper. Press SAVE THIS SETUP.
    The saved setup: the chart, the levels drawn from target 2 down to the stop, and 2.1R reward to risk
    9gSaved: your chart, your levels drawn out, and your reward to risk.
  10. Step 10. Check in until it closes

    How is SPY going: trading to plan, breaking plan, or closed it
    10aWhen a check in is due, press CHECK IN NOW on the setup. Pick Trading to plan, Breaking plan or Closed it.
    Closed it: the exit price, the result of plus 2.1R, the outcome Won, what worked, and how you felt
    10bClosed it? Type the EXIT PRICE: the result in R works itself out. Pick THE OUTCOME. Write what worked. Pick how you felt getting out. Press SAVE THE CLOSE.
    Closed, won, plus 2.1R: target 1, calm going in and getting out, 3 of 10 rules kept
    10cThe close sums it up: where you got out, how you felt, and the rules you kept.
    Log it in your trades, and Mark it as logged for a trade already in the log
    10dPress LOG IT IN YOUR TRADES to carry it into your trade log. Logged it already? Press Mark it as logged, so it is not logged twice.
  11. 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.

    The Wall with the SPY setup marked won, plus 2.1R
    aYour Wall keeps every setup and how it ended.
    The Account card on the Rules tab: your name with a Change button, Sign out, and Subscription and billing with a Manage button
    bTo cancel, change your card or see receipts, press RULES in the menu at the bottom. Under Account, press Manage. Stripe's billing page opens.