Powerful Features for Serious Traders
Portfolio Aggregation
Connect your Interactive Brokers accounts, track cryptocurrency holdings, and add manual assets all in one unified view. SwingTracker automatically syncs positions, calculates real-time P&L, and provides a complete picture of your net worth across all asset classes.
- Direct IBKR TWS/Gateway connection
- Crypto wallet tracking (BTC, ETH, SOL, etc.)
- Manual asset entry for real estate, private equity
Capital Segmentation
Divide your portfolio into virtual segments without moving money between accounts. Create separate buckets for swing trades, long-term holds, dividend income, or experimental strategies. Track performance independently while maintaining a unified view of your total capital.
- Virtual capital allocation by strategy
- Independent P&L tracking per segment
- Risk exposure analysis by segment
Re-entry Tracking
Sold a position but want to track it for re-entry? SwingTracker keeps "ghost lots" of closed positions so you can monitor price action, set alerts, and know exactly where your original cost basis was. Never lose track of a stock you plan to buy back.
- Ghost lots preserve historical cost basis
- Price alerts for re-entry targets
- "Would have been" P&L visualization
And Much More
SwingTracker is packed with features designed for traders who take their craft seriously.
Performance Analytics
Track win rate, average gain/loss, holding periods, and more. Understand what's working and what isn't.
Smart Alerts
Price alerts, P&L thresholds, position size warnings, and custom notification rules.
Trade Calendar
Visualize your trading activity over time. See patterns, identify your best and worst days.
Customizable Dashboard
Arrange widgets, choose metrics, set up multiple layouts for different trading sessions.
Export & Reports
Generate tax reports, export trades to CSV, create performance summaries for any period.
Multi-Account Support
Connect multiple IBKR accounts, sub-accounts, or family accounts with consolidated views.
Ready to try SwingTracker?
Join the waitlist for early access. We're onboarding traders in small batches to ensure the best experience.