Advisor Mobile vs Vaultlog Options Trade Journal

Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Compliance Officers. This software seamlessly integrates essential functionalities such as CRM, Portfolio Management System, Market Data, Investment Proposals, and Business Intelligence. Acting as a comprehensive Wealth Management tool, it meticulously monitors both hardware and software assets, aggregating vital inventory, financial, and contractual data. The application empowers asset managers with advanced portfolio planning capabilities, ensuring efficient synchronisation of holdings and instruments to meet organisational needs. With a cloud-based architecture, it guarantees a streamlined user experience, providing swift insights into asset usage across the network. The platform boasts a centralised asset database, complemented by world-class customer support and secure access to the asset management system, making Advisor Online a reliable and user-friendly solution for wealth management companies.

Vaultlog is an options trade journal built on one idea: you learn from a trade when you write it down yourself. Log each trade by hand: the strike, the size, the entry and exit, and a line on why you took it. That extra 20 seconds is when you actually think about the trade, instead of dumping a broker file you never open again. Then Vaultlog turns what you wrote into a P/L calendar, stats, and a record of the rules you keep (and the ones you break). PRICING • Free: log every trade, P/L calendar, goals and rules, CSV import, and App Lock. • Pro: $9.99, one-time in-app purchase. Unlocks the full stats dashboard, day and trade drill-down, weekly/monthly/yearly charts, multiple journals, deposit and withdrawal tracking, ticker search, and CSV export. • No subscription. No ads. Nothing to cancel. • Already own Pro? Tap Restore Purchase on the upgrade screen. LOG TRADES YOUR WAY • Shares, calls, puts, spreads, covered calls, and cash-secured puts • Bought or sold calls and puts, credit or debit spreads • Entry and exit prices, dates, size, planned risk, and notes • Open positions stay on your Today screen until you close them • Close part of a position and keep the rest open • Every trade card shows dollar and percent return • Tags for setups and mistakes, so you can filter for patterns later SEE YOUR MONTH • Calendar with every trading day colored by P/L • Your best day of the month is marked • Tap any day to see every trade you took (Pro) • Weekly, monthly, and yearly P/L charts (Pro) KNOW YOUR NUMBERS (PRO) • P/L for the day, week, month, year to date, and all time • Win rate, total trades, average win vs. average loss • Biggest winner and biggest loser • Current streak and best win streak • Average R-multiple • Equity curve that plots every trade, with no spreadsheet needed • Deposits and withdrawals tracked alongside your balance GOALS AND RULES • Set monthly P/L and win-rate targets and watch your progress • Write your own trading rules, like "No trades in the first 15 minutes," so they live somewhere you see every day • Set and edit each journal's starting balance • Keep separate journals for different accounts or strategies, like live vs. paper (Pro) IMPORT YOUR HISTORY • CSV import from Schwab/thinkorswim, Robinhood, and Webull • Handles short positions, assignments, and partial exits • Trades already in your journal are skipped, so re-importing is safe • Save your CSV layout so the next import is faster • Import to backfill; log by hand to build the habit PRIVATE BY DEFAULT • No broker login. Vaultlog never connects to your brokerage account • Cloud sync so your journal follows you across devices • Encrypted in transit and at rest • Optional App Lock with a PIN, Face ID, or Touch ID • Delete your account and data from Settings at any time • Your data is never sold, and there are no ads WHO IT'S FOR Options traders, especially newer ones, who want a simple journal that helps them find their system, not another auto-synced dashboard full of numbers they never review. If a spreadsheet journal lasted two weeks before you stopped filling it in, start here. Built by a solo developer who trades options. Feedback, bugs, and feature requests: r/VaultlogTradeJournal or team@vaultlog.site