Swingfolio

SwingFolio is the complete swing trading companion — a trade journal, portfolio tracker, and performance analytics platform built for serious
traders.

SMART TRADE CAPTURE
• Snap a screenshot of your trade confirmation and let AI extract the details automatically
• Or enter trades manually with full support for entries, partial exits, and position sizing
• Track long and short positions across multiple exchanges (ASX, NYSE, NASDAQ, LSE, Crypto)

MULTI-PORTFOLIO MANAGEMENT
• Manage multiple brokerage accounts in one place
• Track cash balances, deposits, withdrawals, and dividends
• Support for multiple currencies with automatic FX conversion

STRATEGY TRACKING
• Define your trading strategies with entry rules, exit rules, and risk parameters
• Score your strategy adherence on every trade
• See which strategies are actually making you money

PERFORMANCE ANALYTICS
• Equity curves, P&L charts, and win rate tracking
• R-multiple analysis to measure risk-adjusted returns
• Sector and exchange breakdowns
• Best/worst trade analysis

TRADE IDEAS & WATCHLIST
• Save and organize trade ideas with target entries and stops
• Track idea-to-trade conversion rates
• Never miss a setup again

TAX REPORTING
• Australian CGT calculations with 50% discount for holdings over 12 months
• P&L reports by financial year
• Transaction history for all cash flows

BUILT FOR SECURITY
• Biometric unlock (fingerprint and face recognition)
• Encrypted data storage
• Your data stays private — no third-party analytics

WORKS EVERYWHERE
• Full-featured web app at swingfolio.com
• Mobile app syncs seamlessly with your desktop
• Offline support — log trades even without internet

Whether you're tracking a few swing trades or managing a serious portfolio, SwingFolio gives you the tools to journal, analyze, and improve your
trading performance.