Tally helps you find what's working, fix what's not, and protect your edge — with all your trade data staying 100% on your machine. No cloud. No sharing. No exceptions.
One click to isolate Options, Stock, Futures, or Crypto across every analytics section — heatmap, toxic matrix, P&L, all of it. Then go deeper with DTE buckets: 0DTE, 1–7, 8–21, 22–45, 45+. Know exactly where your edge lives and where it doesn't.
DTE is automatically calculated from your expiry date on import. No manual entry required.
If you trade both options and futures in the same account, Tally isolates them automatically. Futures get their own P&L section with per-symbol breakdown, contract multipliers (ES $50/pt, NQ $20/pt, MES $5/pt), win rate, and avg P&L per contract — so your options stats aren't diluted.
Set a daily loss limit, max single-trade risk, position size ceiling (as % of account), and correlation warnings for when you're too concentrated in one direction or ticker. When a rule is breached, Tally flags it live on the dashboard — before it gets worse.
Your perception of your edge might be the opposite of reality. The Toxic Matrix isolates every ticker × direction combo and shows which are profitable and which are bleeding. If shorting SPY costs you $47/trade while buying QQQ dips earns $52 — you'll see it instantly.
Tag every trade with what went right and wrong — revenge trade, FOMO, followed plan, good sizing. Tally computes your Discipline Score and shows exactly how much each pattern costs you on average. The speedometer makes your habits impossible to ignore.
Your trade data is some of the most sensitive financial information you have — your positions, your P&L, your patterns, your edge. Tally stores everything locally on your computer. No server receives your data. No analytics platform sees your trades. No breach is possible because nothing leaves your machine.
Built by an options seller. Every feature solves a real problem.
One click to isolate Options, Stock, Futures, or Crypto across every analytics section — heatmap, toxic matrix, P&L, all of it.
Auto-calculated DTE on import. Quick-select buckets (0DTE, 1–7, 8–21, 22–45, 45+) filter every section. P&L by DTE chart included.
Daily loss limit, max single-trade risk, position size %, and correlation warnings. Live dashboard alerts when rules are breached.
Futures isolated from options and stock automatically. Per-symbol breakdown with correct contract multipliers. No dilution.
Track CSPs, covered calls, and wheel cycles per underlying. See total premium collected, cost basis, and net P&L across the full cycle.
Tag trades with mistakes and wins. See which patterns cost money and which make it. Discipline Score speedometer tracks progress.
Isolate every ticker × direction combo. See which are profitable and which are toxic. Stop lying to yourself about your edge.
Time-of-day × ticker. Discover your profitable windows and your danger zones. When your edge lives — and when it dies.
P&L by daily trade sequence. Auto-calculated from your history — know when to stop before the data tells you the hard way.
Tickets fired vs round-trip positions. When 15 executions produce $20, the math of overtrading becomes undeniable.
WYSIWYG editor with folders, templates, and weekly view. Folder entries aren't date-locked — perfect for quarterly goals and strategy notes.
IBKR, TOS, Schwab, E*TRADE, Fidelity, Robinhood, Tastytrade, Webull, Tradovate, NinjaTrader, TradeStation, Rithmic, Coinbase, Kraken.
Drop your CSV. Tally auto-detects the format and deduplicates on re-import.
Your data stays on your machine. No cloud dependency. Cancel anytime.