Tally helps you find what's working, fix what's not, and protect your edge — with all your trade data staying 100% on your machine. No cloud. No sharing. No exceptions.
One click to isolate Options, Stock, Futures, or Crypto across every analytics section — heatmap, toxic matrix, P&L, all of it. Then go deeper with DTE buckets: 0DTE, 1–7, 8–21, 22–45, 45+. Know exactly where your edge lives and where it doesn't.
DTE is automatically calculated from your expiry date on import. No manual entry required.
If you trade both options and futures in the same account, Tally isolates them automatically. Futures get their own P&L section with per-symbol breakdown, contract multipliers (ES $50/pt, NQ $20/pt, MES $5/pt), win rate, and avg P&L per contract — so your options stats aren't diluted.
Set a daily loss limit, max single-trade risk, position size ceiling (as % of account), and correlation warnings for when you're too concentrated in one direction or ticker. When a rule is breached, Tally flags it live on the dashboard — before it gets worse.
Your perception of your edge might be the opposite of reality. The Toxic Matrix isolates every ticker × direction combo and shows which are profitable and which are bleeding. If shorting SPY costs you $47/trade while buying QQQ dips earns $52 — you'll see it instantly.
Tag every trade with what went right and wrong — revenge trade, FOMO, followed plan, good sizing. Tally computes your Discipline Score and shows exactly how much each pattern costs you on average. The speedometer makes your habits impossible to ignore.
Your trade data is some of the most sensitive financial information you have — your positions, your P&L, your patterns, your edge. Tally stores everything locally on your computer. No server receives your data. No analytics platform sees your trades. No breach is possible because nothing leaves your machine.
Built by an options seller. Tested on real accounts. Every feature solves a real problem.
One click to isolate Options, Stock, Futures, or Crypto across every analytics section — heatmap, toxic matrix, P&L, all of it.
Auto-calculated DTE on import. Quick-select buckets (0DTE, 1–7, 8–21, 22–45, 45+) filter every section. P&L by DTE chart included.
Daily loss limit, max single-trade risk, position size %, and correlation warnings. Live dashboard alerts when rules are breached.
Futures isolated from options and stock automatically. Per-symbol breakdown with correct contract multipliers. No dilution.
Track CSPs, covered calls, and wheel cycles per underlying. Full cycle P&L including premium collected, cost basis, and unrealized stock gains.
Tag trades with mistakes and wins. See which patterns cost money and which make it. Discipline Score speedometer tracks progress.
Isolate every ticker × direction combo. See which are profitable and which are toxic. Stop lying to yourself about your edge.
Time-of-day × ticker. Discover your profitable windows and your danger zones. When your edge lives — and when it dies.
P&L by daily trade sequence. Auto-calculated from your history — know when to stop before the data tells you the hard way.
Tickets fired vs round-trip positions. When 15 executions produce $20, the math of overtrading becomes undeniable.
Ships with Pre-Market Plan, Post-Session Review & Weekly Recap templates built in. Your day's positions and realized P&L appear right inside each entry — review the actual trades while you write about them.
Ships with 7 ready-made strategy playbooks — Day Trade, Swing, ORB, PDH/L, S&R, Price Level, EMA. Tag trades to a playbook and the Strategy Comparison report ranks every strategy by win rate, profit factor and expectancy.
Options & stocks: IBKR, thinkorswim, Schwab, E*TRADE, Fidelity, Robinhood, Webull. Futures: Tradovate, NinjaTrader, TradeStation, Rithmic/Apex/Topstep. Crypto: Coinbase.
Drop your CSV. Tally auto-detects the format and deduplicates on re-import. No manual mapping required.
An honest comparison. They win on cloud sync — we win on everything that's yours.
| Tally | TradeZella | TraderSync | Tradervue | |
|---|---|---|---|---|
| Price per year | from $119 | from $288 | from ~$198 | from ~$360* |
| Where your trade data lives | Your machine | Their cloud | Their cloud | Their cloud |
| Broker passwords required | Never | For auto-sync | For auto-sync | For auto-sync |
| Broker auto-sync | CSV import (13 brokers) | 500+ brokers | 700+ brokers | 80+ brokers |
| Works fully offline | Yes | No | No | No |
| Your trade data if you leave | Already on your machine | In their cloud | In their cloud | In their cloud |
| Money-back guarantee | 14 days | No refunds | No refunds | Free tier |
Your data stays on your machine. No cloud dependency.
14-day money-back guarantee, no questions asked. Email info@tallytrading.com with your order number and you'll get a full refund. We'd rather you try Tally risk-free than hesitate.
Your license renews annually to keep the app and updates running. What never expires: your data. It lives on your machine, not our servers, and you can export your complete trade history anytime — so you're never locked in.
In a local file on your computer, managed by the app. It never touches our servers — we don't have servers that store trade data. We physically cannot see your trades, your P&L, or your account sizes. Back it up like any file: Time Machine, external drive, or your own cloud folder if you choose.
Yes — fully. A one-time internet connection activates your license; after that, everything works offline. Import, analytics, journal, all of it.
Auto-sync requires handing your broker credentials to a third party's cloud. That's the exact thing Tally exists to avoid. Exporting a CSV takes about 30 seconds, Tally auto-detects the format, and duplicates are prevented on re-import — so you can import the same file twice without double-counting.
Options & stocks: IBKR, thinkorswim, Charles Schwab, Fidelity, E*TRADE, Robinhood, Webull. Futures: Tradovate, NinjaTrader, TradeStation, Rithmic (Apex / Topstep). Crypto: Coinbase. More are added based on user requests — Elite users get priority on broker requests.
Tally launches on macOS first (signed and notarized), with Windows following shortly after. Join the waitlist below to be notified the moment your platform is ready.
Early access, launch discounts, and occasional trading journal tips. No spam. Unsubscribe anytime.