# Trader Sum — Trade Journal & P&L Tracker

> Private trading journal for performance analysis and learning. (iPhone/iPad app by violeta gal.)

- Source: https://appshunter.io/ios/app/trader-sum/id6800187896 (this page in markdown: same URL + `.md`)
- Developer: [violeta gal](https://appshunter.io/developer/6800187898)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 3 MB
- Languages: American English
- Released: 2026-08-17
- Data updated: 2026-10-07
- Monetization: subscription
- User reviews in markdown: https://appshunter.io/ios/app/trader-sum/id6800187896/reviews.md

## What is Trader Sum?

Trader Sum is a private trading journal built for traders who want to actually learn from their trades — not just log them.

Track every trade with full context: instrument, result, P&L, and your own notes on why you took it. See your win rate, total P&L, and trade breakdown at a glance on your dashboard.

NEW: Voice dictation — tap the mic on any trade note and talk through what happened. Trader Sum transcribes it for you instantly, so your journal never falls behind your trading.

FEATURES
• Voice dictation for trade notes — journal by talking, not typing
• Live & Demo modes, each with its own trades, balance, and connected brokers
• Connect your broker (Tradovate, with more on the way) to sync fills automatically
• Unlimited trade & journal logging with notes on your setup and reasoning
• Advanced analytics — win rate, profit factor, expectancy, and equity curve
• Shareable trade recap cards to post your wins
• Attach a photo to any trade — snap a chart screenshot or pick one from your library
• Calendar view — see your P&L by day, week, and month at a glance
• Currency conversion calculator (rates refresh every 24 hours)
• Futures contract & position-size calculator
• US & Canada simplified tax estimates
• Import trades directly from your broker's CSV export
• Export your full trade history and tax summary to CSV
• All your data stays on your device — nothing is sent to a server

Whether you're day trading futures, swing trading stocks, or tracking any other instrument, Trader Sum gives you the structure to see what's actually working.

The Monthly plan includes a 7-day free trial. If not canceled at least 24 hours before the trial ends, it automatically converts to a paid subscription at the price shown at purchase. Manage or cancel anytime in Settings > Apple ID > Subscriptions.

Subscription required for full access. Terms of Use (EULA): https://spiffy-frangollo-898648.netlify.app/terms.html — Privacy Policy: https://spiffy-frangollo-898648.netlify.app/privacy.html

## Key features

- Unlimited trade logging with notes
- Attach photos to trades
- Calendar view for P&L tracking
- Win rate and P&L analytics
- Currency conversion calculator
- Futures contract calculator
- Simplified tax estimates
- Import/export trades via CSV

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/trader-sum/id6800187896/reviews.md

### 5/5 — Great app!

*2026-09-12*

This made me feel so much more organized and confident with my trades and really helped me out 10/10

### 5/5 — Download now

*2026-08-18*

Amazing app has helped me track all my trades. 100% recommend

## Frequently asked questions about Trader Sum

### What is Trader Sum?

Trader Sum is a private trading journal designed to help traders learn from their trades by logging them with detailed context, notes, and attached photos. It offers analytics on performance and tools for tax estimation.

### How does Trader Sum handle my data?

All of your trading data is stored locally on your device, ensuring your privacy as nothing is sent to a server. This means you have full control over your sensitive financial information.

### What kind of analytics does Trader Sum offer?

Trader Sum provides a dashboard with key performance indicators like win rate and total P&L. It also offers a calendar view to see your P&L by day, week, and month, giving you a clear breakdown of your trading success.

### Can I import trades into Trader Sum?

Yes, you can import trades directly from your broker's CSV export file. This feature makes it easy to get your existing trade history into the journal for analysis.

### Does Trader Sum have ads?

No, Trader Sum does not contain advertisements. The app is ad-free, allowing for an uninterrupted trading analysis experience.

### What devices is Trader Sum available on?

Trader Sum is available on iPhone, iPad, and iPod devices. It is designed for Apple's mobile ecosystem.

### How often is Trader Sum updated?

The latest version of Trader Sum is 1.2.1, released on August 27, 2026. The app was initially released on August 17, 2026, indicating recent development activity.

### What is the pricing for Trader Sum?

Trader Sum is free to download and use, but a subscription is required for full access to all features. Specific subscription tier details are available within the app.

## Version history (last 5 releases)

### 1.7.6 — 2026-10-02

• Journal entries now save reliably and are restored when you reopen the app.
• Photos are no longer limited in size — add as many as you like to a trade.
• The P&L Adjustment can now be entered in any currency, and the Settings total updates as you type.
• Fixed the equity curve so it matches your Current Balance when you use the P&L adjustment.
• Subscription prices and free-trial details now always match what the App Store shows for your region.
• Improved CSV import of dates in day/month format.

### 1.7.5 — 2026-10-01

Fixed a bug where an edited trade (especially one with a new photo) could appear saved but revert after restarting the app. A failed save is now shown clearly instead of happening silently.

### 1.7.4 — 2026-09-29

Fixed a bug where signing in or signing up could clear your saved Live or Demo journal entries. Your journals are now kept safe across logins.

### 1.7.3 — 2026-09-17

Fixed a bug where journal entry notes (typed or dictated) could fail to save when closing the note editor. Thanks for your patience while we tracked this down.

### 1.7.2 — 2026-09-17

Fixed an important bug where some accounts could get logged out and lose their saved data. Your journal and login are now protected against this — thanks for your patience while we tracked it down.

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*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 2026-10-07.*