PFT Edgebook - Trading Journal

AI-ready trading journal

Category: Finance
Primary Subcategory: Stock & Investment Analysis Tools

Integration details

Description

PFT EdgeBook connects your AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask things like "How did my breakout setups perform this month?", "Where am I losing the most?" or "Am I sticking to my own rules?" — and get answers based on your actual trades. Your assistant can read: - Trades — entries, exits, size, P&L, R-multiple, tags - Statistics — win rate, profit factor, average win/loss - Journal & notes — your daily reflections and voice notes - Playbook — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is limited to your own data, and account numbers are masked. Your data is stored in the EU. Requires an EdgeBook account (part of the PFT Terminal) with the AI add-on enabled.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Stock & Investment Analysis Tools
Secondary Subcategories: None listed
Brand: Pro Futures Trading
Access: Account required
First tracked: 2026-07-22
Tool count: 9
Geography: US

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Primary Subcategory

Competing in ChatGPT Stock & Investment Analysis Tools

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Listed in alphabetical order

Primary Subcategory

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Tools

9 tools agents can invoke

All trades carrying a given tag/setup name (any tag category) plus aggregate stats for that setup.
analyze_setup
The trader's per-day notes, merged by date: the free-form reflection PLUS the trade-tab day — pre-market plan, intraday journal and voice note. Everything the trader writes around a trading day. Optional ISO date range.
get_journal
The trader's trading accounts with balances: starting balance, realized P&L, current balance (= starting + realized), trade count, account number and broker.
get_accounts
List journal trades with optional filters (time range ISO, instrument root e.g. "MNQ", direction long/short). Newest first.
get_trades
Aggregate performance (win rate, net P&L, avg win/loss, profit factor, avg R) over an optional time range / instrument.
get_stats
The trader's own definitions: strategies, setups (with descriptions), trading rules and setup criteria. Use this to understand what the trader INTENDS, then compare against the actual trades (which reference these by name).
get_playbook
The trader's prop-firm challenge/funded accounts: firm, phase, starting balance, status, the rule set (drawdown/target/daily-loss/consistency from rule_json), the linked trading account, and all transactions (fees/payouts). Use to assess how the trader stands in their prop challenges and what they've invested/earned.
get_prop_accounts
Full-text search across trade notes and daily journal entries.
search_notes
Detail for one trade. Use `detail` to control the response size (default "summary" = core trade fields only, no bars/images). Ask for larger levels only when needed: "execution" adds fills, MFE/MAE and stop/target; "chart_data" adds OHLC bars; "screenshots" adds up to 4 chart images; "full" returns everything.
get_trade_detail

PFT Edgebook - Trading Journal FAQ

How do I improve a ChatGPT Plugin's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are PFT Edgebook - Trading Journal alternatives on ChatGPT?

As of 2026-09-28, PFT Edgebook - Trading Journal competes with 3K秘書晨報, AbS, AlphaStocks, Análise de FIIs, Boersi, BrinkerAdvisor Rates, Cars.co.za, DeckCraft Slides, Equity Release Calculator, Fahali, Finmagine, Fintables, Jawz, Kova, Longbridge, Modrek, Morningstar, Next Stock - Market Insights, OnePro AI, PortfolioFit, Presentations Craft, Quantified Investor, Rallies, StockLens, Stocktwits, Superfunds, Tally Markets, Testfolio, The Fly Market Intelligence, TipRanks, TradingCursor, TradingNX Risk Manager, Unusual Whales, 엔카 내차팔기 in ChatGPT Stock & Investment Analysis Tools, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.

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9 tools agents can invoke