Solo is not a money tracker — your broker already does that. Solo is a mirror.
Log each trade, then reckon with it. Over time, patterns that are hard to see in the moment become easier to see: the revenge trades after a loss, the weekday that keeps costing you, the size that creeps up after a red day.
THE LEDGER
Type a trade the way you'd say it — "3 SPY 600c at 1.20, sold 1.60" — and Solo fills in the entry for you to check. On devices with Apple Intelligence it's read by the on-device model; on others, a built-in parser reads common phrasings. Or use the form, with one-tap reuse of recent contracts. Import a Wealthsimple activities export (CSV) and the option trades in it are matched into round trips. Search your closed trades by any word in their name, playbook or journal, and see the sentence that matched.
THE RECKONING
Every trade gets two pages: the record (the figures from your fills) and the reckoning (your thesis, your plan, what actually happened, what you'll change). Grade the execution, not the outcome. Tag the emotion. Attach up to three chart screenshots from Photos to a trade, kept on your device with it. Your journal saves when you leave the page or the app, and if a save fails, Solo says so and keeps your writing.
THE PATTERNS
- The tiltmeter: your results in each emotional state you tag, compared with the rest of your trades, in dollars
- Day-of-week breakdown: P/L and win rate for each weekday
- The desk calendar: each session's net, in green and red
- An optional monthly goal: each month's net shown against it under the calendar
- Equity curve, win rate, profit factor, expectancy, drawdown, streaks
- An optional daily reminder, and a streak that counts the days you reflect — not the days you win
PRIVATE BY DESIGN
Your ledger lives on your device, and Solo never sends it anywhere. No account. No sign-up. No servers. No tracking. Trade parsing runs on-device. (Your device's own backups include the ledger, and an export goes wherever you choose to share it.)
Built for options day traders. Runs on iPhone and iPad; on iPad the journal opens as a two-page spread: the record on the left, your writing on the right.
The ledger is waiting. Write it down before it slips.
Solo is a personal record-keeping and reflection tool. It is not investment, financial, or tax advice, and its figures are not a substitute for your broker's statements or your tax documents. Wealthsimple is a trademark of its owner; Solo is not affiliated with or endorsed by Wealthsimple. Apple Intelligence requires a compatible device.
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