# Harmonized: Trading Journal — Trading Diary, Notes, Tracker > Trading Diary, Notes, Tracker (iPhone/iPad app by Harmonized Software.) - Source: https://appshunter.io/ios/app/harmonized-trading-journal/id6749589563 (this page in markdown: same URL + `.md`) - Developer: [Harmonized Software](https://appshunter.io/developer/1831315661) - Category: Finance, Business - Price: Free with in-app purchases - Age rating: 12+ - Requires: iOS 15.1 · 29 MB - Languages: American English - Released: 2025-11-13 - Data updated: 2026-09-28 - User reviews in markdown: https://appshunter.io/ios/app/harmonized-trading-journal/id6749589563/reviews.md ## What is Harmonized? A trading journal that lives on your phone. Free, with no ads. Most trading journals want you at a desk after the close. This one is in your hand at the moment you place the trade — which is the only reason anyone keeps journaling past week three. Link your Schwab account and pull your trades in with one tap. Import a CSV from your broker, or add a trade by hand in about ten seconds. Prices update every 15 seconds while the market is open. DAILY JOURNAL - Rate each day on how you traded, not how much you made - A plan before the open, quick notes during the day, a review after the close - Tag days like "followed plan" or "FOMO" - Every day you wrote about in one searchable Notes list - Ask AI chat what you wrote on your red days, and get your own words back next to that day's P&L WHAT YOU GET - Performance summaries, P/L trends, win rates, and pattern detection across your trades - Ask questions about your history in plain English — "how do my Monday trades compare?" - Patterns and observations from your own data. Never signals, never picks, never advice - Tags, notes, categories and strategies on any trade - Group and filter by account, ticker, category or strategy REPORTS - Period P&L by day, week, month, or year - Win Rate & Expectancy, including scratches - Holding Period — results by how long you hold - Service Cost & ROI — is each advisory earning its keep? - P&L Calendar — a heatmap of every winning and losing day GETTING YOUR TRADES IN - Schwab: link once, then pull your trades in by date range. More brokerages in progress - Fidelity: import your export file (Fidelity offers no sync API to anyone) EDUCATION MODE - Practice with a virtual balance on live market data, at zero risk - An education AI that explains terms and concepts — not trades - A separate practice journal, to build the habit before real money - Virtual and live accounts stay completely separate Simulated results do not reflect real market conditions, liquidity, or slippage. PRIVACY No ads. Your trade data powers your own analysis and nothing else. AI features are optional. On the free plan, nothing touches your brokerage unless you ask it to. Auto Sync is off until you turn it on, and you can turn it off — or revoke our access at Schwab — any time. Your Schwab connection is stored encrypted, and we never see or store your Schwab password. WHO IT'S FOR Options traders whose multi-leg positions other journals don't record properly. Day and swing traders who keep making the same mistake and can't name it. PLANS Free — Link Schwab and pull your trades in whenever you want. 6 months of history, including Reports. 1 account, 15 AI questions a day. No ads, no trial clock. Basic, $4.99/month — Auto Sync checks Schwab once a day, after the close. Your full trade history. The web app on your computer: bulk-classify trades in one pass, full trade tables, full-size charts, CSV import and export. Up to 5 accounts, 50 AI questions a day. Pro, $11.99/month — Auto Sync checks Schwab all through the trading day. Everything in Basic, plus OpenAI's GPT-4o mini reading your journal, with exact P&L math underneath. Up to 20 accounts, 200 AI questions a day. Subscriptions automatically renew unless auto-renew is turned off at least 24 hours before the end of the current period. Your Apple ID account will be charged for renewal within 24 hours prior to the end of the current period. You can manage your subscription and turn off auto-renewal in your Apple ID account settings after purchase. Terms of Use: https://www.harmonizedtrades.com/terms.html Privacy Policy: https://www.harmonizedtrades.com/privacy.html Harmonized Trades is a trade-journaling and analytics tool. It does not provide investment advice, recommendations, or signals. All analysis is informational and educational only. Trading involves substantial risk and you are responsible for your own decisions. Requires an internet connection; some features require a supported brokerage account. ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Pro Plan - Monthly | $11.99 | per month | | Basic Plan - Monthly | $4.99 | per month | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Remove Ads - Lifetime | $9.99 | one-time | ## Version history (last 5 releases) ### 2.2.0 — 2026-09-26 New: a daily journal, built in. Rate how you traded — not how much you made — and jot quick notes as the day happens, right from Home. Every day you write about is in the new Notes list, so any day is two taps away. Then ask AI chat about it: "What did I write on my red days?" You get your own words back, next to that day's P&L. The numbers are calculated, never guessed. Also: fixes and refinements throughout. ### 2.1.1 — 2026-09-24 Fixes and refinements throughout. Recently added: Auto Sync for Schwab. Turn it on and Harmonized Trades checks Schwab for you — once a day after the close on Basic, all through the trading day on Pro. New fills show up in your journal without you tapping Sync. Off until you turn it on. Manual Sync stays on every plan, including free. Schwab asks you to re-authorize every 7 days — we'll remind you before it lapses. ### 2.1.0 — 2026-09-23 Auto Sync for Schwab. Turn it on and Harmonized Trades checks Schwab for you — once a day after the close on Basic, all through the trading day on Pro. New fills show up in your journal without you tapping Sync. Off until you turn it on. Manual Sync stays on every plan, including free. Schwab asks you to re-authorize every 7 days — we'll remind you before it lapses. Plus fixes and refinements throughout. ### 2.0.19 — 2026-09-13 Ask about your own trades and get real numbers back. Questions about your data — your sector mix, your win rate by setup, how long you actually hold (Basic & Pro) — now come back as a full table or chart instead of a summary paragraph. Plus fixes and refinements throughout. ### 2.0.17 — 2026-09-09 Reports are on every plan, including free — period P&L, win rate and expectancy, holding period, service cost and ROI, and a P&L calendar. Tap any total to see the trades behind it. Affiliate links have been removed from the app. A paid plan also opens the Harmonized Trades web app on your computer. ## Apps similar to Harmonized | App | Rating | Price | Category | | --- | --- | --- | --- | | [BTC Frame](https://appshunter.io/ios/app/btc-frame/id6755484876) | 5.0 (2) | Free | Finance | | [Piedmont Federal Bank](https://appshunter.io/ios/app/piedmont-federal-bank/id1175194156) | 4.6 (183) | Free | Finance | | [Stargazer Wallet](https://appshunter.io/ios/app/stargazer-wallet/id1612326452) | 4.5 (151) | Free | Finance | | [Truv](https://appshunter.io/ios/app/truv/id6450372775) | 3.9 (9) | Free | Finance | | [EquityZen](https://appshunter.io/ios/app/equityzen/id1472464984) | 4.0 (84) | Free | Finance | | [Fundify: Startup Investing](https://appshunter.io/ios/app/fundify-startup-investing/id6461775617) | 4.1 (45) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-28.*