Your trading record, organized through conversation.

Coach

The Coach is the conversational center of ChartSquire. It helps you articulate what you intended to do and reflect on what actually happened, without turning that reflection into a trading signal.

• Talk through preparation, focus, and post-session reflection
• Ask questions about recorded evidence and prior reviews
• Keep the conversation tied to your own account and session context

Calendar & journal

The Calendar is a view of your journal, not a manual data-entry burden. ChartSquire keeps the history readable as your conversations and imports accumulate.

• One durable record for each trading day
• Notes, voice, chart snapshots, trades, and session events
• Select a day and review the evidence in context

Progress & analytics

Progress helps you see recurring behavior over time. It is designed for accountability and learning, not for predicting the market or recommending a position.

• Realized P&L and execution summaries from your data
• Rules, consistency, drawdown, and process patterns
• Separate objective results from your own review and lessons

Accounts & data boundary

Your account and execution history supplies context for journaling and analytics. User-authorized journal and conversation writes remain part of the product; “read-only” describes trading-platform access.

• CSV import is available for supported performance exports
• Planned connections are read-only and pending approval/access
• ChartSquire does not place, modify, cancel, or copy trades

The workflow

Prepare in conversation, stay accountable during the session, review closed trades afterward, and carry the useful lesson forward.