Harmonized Trades

Harmonized Software, LLC

Contains adsIn-app purchases

About this app

Harmonized Trades helps retail traders use the power of AI to understand their own trading. Import or sync your trades, then let the app surface patterns, performance insights, and areas to improve. New to markets? Enable Education mode for realistic, virtual trading to reinforce training—no real money required.

- AI analysis of your trades: Summaries, P/L trends, pattern detection, category/strategy tagging, and insight prompts to refine your edge.
- Bring your data: Link supported brokerages or import CSVs to analyze historical and ongoing trades in one place.
- Education mode (optional): Practice with a virtual balance, log simulated trades, and build habits before going live.
- Clean portfolio views: Open/Closed positions, grouping, sorting, and filters by account, ticker, category, source, or strategy.
- Account management: Create manual accounts, customize icons/colors, and keep real and virtual accounts separate.
- Privacy-first: Your data is used to power your analysis; you control what’s synced or imported.

How it works:
1) Link a brokerage or import a CSV of your trades.
2) Pick a date range and sync.
3) Review AI-driven insights and drill into positions by account, ticker, or strategy.
4) Switch to Education mode any time to practice with virtual trades.

Notes and disclosures:
- Not investment advice: Results are informational and educational only.
- Trading involves risk; you are responsible for your decisions.
- Education mode: Simulated results do not reflect actual market outcomes, liquidity, or slippage.
Requirements: Internet connection. Some features may require an account and a supported brokerage integration or CSV import.

What’s new

Version 2.0.4 adds:
* Auto-synchronization and import UI updates
* Home screen layout update
* Bug fixes and enhancements