Trader Setups Beta

For active options traders willing to upload CSV history, test analytics, and provide feedback.

Help build the options-first trading journal serious traders need.

Join the Trader Setups beta, import your trades, test Pro analytics, and help shape dashboards, options insights, and review workflows before public launch.

Join the Beta Explore Pro Features

Free Pro during beta for approved testers 90 days free Pro after beta 50% first year, then 25% lifetime discount

Upload CSV trade history to become eligible for team-reviewed beta approval. Terms apply to approved beta testers.

Portfolio intelligence Illustrative sample data

Live review

Sample metrics shown for product illustration only. No customer, broker, account, or private trade data is displayed.

Equity Curve

Net P/L+$8,420

Win Rate62%

Expectancy+$118/trade

Profit Factor1.84

Best SetupPut Credit Spread

Max Drawdown-6.2%

Options Greeks Snapshot

Avg Entry Delta0.32
Best DTE Range35-45
IV Rank Sweet Spot40-70

Behavioral Alert Weakness: Late-day overtrading

Loss rate increases after three same-day entries. Review sizing and entry timing.

Import trades in minutes Bring CSV activity into a clean review workflow.

Analyze options context Review Greeks, DTE, IV, strategy, and execution patterns.

Spot behavioral leaks Surface timing, sizing, overtrading, and setup drift.

Built for serious review Designed for traders who need more than spreadsheets.

Beta program

Free Pro access for approved beta testers who help shape the product.

Beta access is open while Trader Setups is in active beta. Create a free account first, upload CSV trade history, and become eligible for team-reviewed beta approval.

Beta Applicant

Create a free account and upload CSV trade history so the team can understand your workflow and review eligibility.

Start with Free

Founding Beta Tester

Approved beta testers receive Pro access during beta after CSV upload and team review.

Free Pro during beta

Founding Member

After beta, approved testers receive 90 days of free Pro, 50% off their first annual Pro year, then 25% off future annual renewals while the account remains active.

Terms apply

How beta works

Bring your trade history. Test the dashboards. Tell us what matters.

Create account

Join as a Beta Applicant through a free Trader Setups account.

No credit card for Free

Upload CSV history

Import CSV trade history to become eligible for team-reviewed beta approval.

CSV history required

Team review

The team may reach out with questions before granting Founding Beta Tester access.

Respond to admin questions

Submit feedback

Test dashboards, submit bugs, provide workflow feedback, and help prioritize what comes next.

Use the support page

Join the Beta Submit Beta Feedback

The review gap

Most traders track trades. Few understand them.

Spreadsheets show outcomes, not causes.

P/L alone does not explain timing, sizing, strategy quality, or the decision path behind a trade.

Generic journals miss options-specific context.

DTE, IV, Greeks, spreads, contracts, and exposure shape outcomes. They need to be part of the review.

Behavioral mistakes stay hidden.

Overtrading, setup drift, oversized risk, and poor timing become visible when patterns are measured.

Platform

Everything you need to review, refine, and repeat your best trades.

Trade Journal

Log, import, tag, and review every trade with clean context.

Options Intelligence

Break down performance by Greeks, DTE, IV environment, spreads, contracts, and strategy.

Behavioral Analytics

Identify revenge trading, oversized risk, overtrading, poor timing, and setup drift.

AI Trade Review

Generate plain-English summaries of what worked, what failed, and what to review next.

Summaries analyze your journal data and are not trade recommendations.

Strategy Analytics

See which setups, symbols, timeframes, and market conditions actually produce results.

Dashboard Reporting

Track equity curve, drawdown, expectancy, win rate, profit factor, and risk metrics in one place.

How it works

From trade capture to execution feedback in one review loop.

Import

Upload CSV activity and organize trades into a clean journal.

CSV ready in minutes

Analyze

Break down P/L by setup, DTE, IV, Greeks, and strategy type.

Put Credit Spread +18%

Find leaks

Surface behavioral drift, oversized risk, timing issues, and weak setups.

Late-day overtrading

Improve execution

Turn review notes into tighter rules, cleaner sizing, and better repeatability.

Next review checklist

Options-first analytics

Built for traders who need more than P/L.

Options traders need context that generic journals often miss: Greeks, DTE, IV, contract structure, strategy type, and exposure. This platform is designed to connect those variables to your actual outcomes.

Example review questions

Which DTE bands and IV rank ranges fit your setups?
How did entry delta and spread type affect outcomes?
Where did assignment risk or concentrated exposure show up?
How did roll or adjustment tags perform when captured?

Join Beta to Test Analytics

Historical Greeks Reconstruction

Review options trades with entry delta, theta exposure, and Greek context that mattered at entry and exit.

DTE & Expiration Analysis

Compare 0-7, 8-21, 22-45, and 45+ DTE windows against win rate, expectancy, and drawdown.

Strategy-Level Performance

Compare spread type, symbol, setup, IV rank band, and adjustment tags without flattening everything into generic P/L.

Risk & Exposure Review

Spot concentration, assignment notes, contract exposure, and risk stacking before they disappear into account-level totals.

Beta access

Start free. Earn beta Pro access through CSV history and feedback.

Normal Pro pricing remains available for context, but the beta path is built around approved testers who import trades and help improve the product.

Beta Applicant

Free first step

Create a free account, upload CSV trade history, and become eligible for team-reviewed beta approval.

Free account
CSV trade history upload
Basic journal access
Eligibility for team review
Feedback and bug-report path
No credit card for Free

Beta offer

Founding Beta Tester

Free Pro

During active beta for approved testers

Team review required after CSV upload

90 days free Pro after beta ends

Approved beta testers receive Pro analytics during beta, then founding member pricing after beta for accounts that remain active.

Free Pro during beta 90 days post-beta Pro 50% off first annual year 25% off future annual renewals

Advanced dashboards
Options analytics
Historical Greeks reconstruction
Strategy performance breakdowns
Behavioral analytics
AI trade reviews
Calendar heatmaps
Advanced filters and tags
Exportable reports
Expected feedback and admin follow-up

Terms apply to approved beta testers.

Normal Pro context After beta incentives, annual Pro is currently $290/year ($24.17/mo, billed annually), or $29 monthly. Built to support disciplined review cycles. It does not guarantee trading results.

Join the Beta Ask a Beta Question

Start with Free No credit card is required to create a Free account.

CSV history required Upload CSV trade history to become eligible for beta approval.

Team review Qualified testers receive Pro access after CSV upload and team review.

Feedback expected Beta testers import trades, test dashboards, submit bugs, and respond to admin questions.

Not financial advice Trader Setups helps you analyze your own journal data. It does not place trades or give trade signals.

Why switch

Designed to replace spreadsheets and outgrow basic journals.

Comparison of spreadsheets, basic journals, and Trader Setups capabilities
Capability	Spreadsheets	Basic Journals	Trader Setups
Manual trade logging	Yes	Yes	Yes
CSV import	Manual cleanup	Often limited	Built in
Advanced analytics	Custom formulas	Partial	Included
Options-specific insights	Hard to maintain	Limited	Designed for it
Historical Greeks	No	Rare	Pro
Behavioral pattern detection	Manual review	Partial	Included
AI trade review	No	Rare	Pro
Annual value pricing	Tool sprawl	Varies	$290/year

Trust

Built for private review, not trade calls.

Trader Setups is designed around your own journal data, imported activity, and review workflow.

Private journal data Your trade notes, broker imports, account details, and review history stay out of public marketing surfaces.

Analytics-first review The product focuses on measuring setups, risk, behavior, and execution quality from your own records.

CSV import workflow Start with CSV imports and manual cleanup tools instead of forcing a broker connection claim.

No trade signals Use the app to review your process. It does not generate buy, sell, or hold instructions.

Not financial advice Trader Setups is for educational and analytics purposes only. It does not place trades or guarantee outcomes.

Use cases

Built for traders who review seriously.

The options seller tracking DTE and IV performance

Discover which expiration windows, IV ranges, and structures fit the strategy.

The day trader identifying overtrading patterns

See when trade frequency, time of day, or rule drift starts hurting execution quality.

The swing trader reviewing setup consistency

Compare setups, symbols, and holding periods to understand what deserves repetition.

Your trade history can help shape Trader Setups.

Create a free account, upload CSV trade history, test the analytics, and help us build the review workflow serious traders actually need.

Join the Beta Submit Beta Feedback

Free account first CSV upload for eligibility Team-reviewed beta approval Founding discounts for approved testers

Approved beta testers receive free Pro during beta, 90 days of free Pro after beta, 50% off their first annual Pro year, then 25% off future annual renewals while the account remains active. Terms apply.

FAQ

Straight answers before you start.

Who should join the beta?

Active traders who can upload CSV trade history, test dashboard analytics, submit bugs, provide feedback, and respond to admin questions when the team needs more context.

Do beta applicants get instant Pro access?

No. Qualified beta testers receive Pro access during beta after CSV upload and team review.

What do approved beta testers get?

Approved beta testers receive free Pro during beta, 90 days of free Pro after beta ends, 50% off their first annual Pro year, then 25% off future annual renewals while the account remains active. Terms apply.

Is beta access limited?

No. Beta access is open while Trader Setups is in active beta. The more serious testers who import trades and provide feedback, the better.

Can I import my trades?

Yes. CSV import is supported, and CSV trade history is required to become eligible for beta approval.

How do I send beta feedback?

Use the Trader Setups support page to submit bugs, dashboard feedback, import issues, product questions, and feature requests.

Does this app give financial advice?

No. It helps users review and analyze their own trading data. It does not place trades or provide financial advice.