Based on 5 reviews
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Connecting my Schwab account took barely two minutes. Seeing two years of reconstructed trades appear instantly is genuinely impressive. The read-only access feels secure and the live P&L updates keep everything current without manual entry.
The basic sync works well. However, the jump to fifteen dollars monthly for live prices and replay features is significant. Readers should verify if the paid tier fits their budget before committing.
The instant reconstruction of historical data from Schwab is impressive. While the core metrics are clear, the premium features like live prices and unlimited history require an upgrade. It seems like a solid start for those wanting to automate their journaling process efficiently.
Fillbook does exactly what it promises regarding trade reconstruction. I appreciate the read-only SnapTrade connection for security. However, I wish the free tier included more than ninety days of history. The bar-by-bar replay is excellent for analysis, but the lack of detailed behavioral analytics in the starter plan limits its usefulness for deep performance review.
I never realized how much time I wasted on spreadsheets until I tried Fillbook. The auto-sync feature is incredibly fast, pulling fills directly from my broker without any hassle. The way it reconstructs round-trip trades, handling longs, shorts, and partials automatically, is mind-blowing. I can finally see my performance analytics broken down by underlying and day. The bar-by-bar replay feature lets me study exactly how setups unfolded. It feels like having a professional desk at home. The AI coach answers plain-language questions about my history, which is so helpful. I love the calendar view showing green and red days at a glance. It is truly a game-changer for anyone serious about tracking their edge. The private, read-only connection gives me peace of mind. I am excited to dive deeper into the behavioral insights to find leaks. This tool does everything I needed and more.
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Fillbook is a trading journal and analytics platform that syncs data from brokerage accounts to reconstruct trades and generate performance metrics. It connects to brokers such as Schwab, Fidelity, Robinhood, and Interactive Brokers through SnapTrade, as well as supporting CSV imports, using read-only access to pull in trade fills. The service processes raw fills into round-trip trades, tracks live prices on open positions, and produces analytics including equity curves, win rate, profit factor, drawdown, and behavioral and calendar insights. It also includes an AI coach feature and offers tiered pricing with a free option.