No account. No subscription to a platform that owns your history. Your data stays in your browser.
No account. No subscription to a platform that owns your history. Your data stays in your browser.
CycleFolio turns your broker’s order export into real round-trip P&L, risk metrics, a visual calendar and a full log of every closed trade.
First-in, first-out matching handles scale-ins, scale-outs, shorts and partial exits, so every closed trade is one clean result.
Options are read automatically from their contracts, expired-worthless trades are recorded, and crypto never skews your stock stats.
Colour-code your strategies, filter by one or several at once, and see which setups actually pay.
Webull: Account → History → filter by Filled Time → Export.
Robinhood: Menu → Reports and Statements → Account Activity Reports → Generate.
Open the file in your browser and drop your CSV on it. Overlapping files are de-duplicated automatically.
Dashboard, calendar, ticker P&L, daily and monthly summaries, open positions and annualized return.
Pick the file that matches your broker. Get the free Lite edition now, or get the Full version with no limits.
| Feature | Lite | Full |
|---|---|---|
| Dashboard, calendar, summaries, systems, options | ✓ | ✓ |
| Closed trades analysed | 50 | Unlimited |
| AI Trading Advisor export | — | ✓ |
| Time limit | Until 2026-12-31 | None |
| Backup and restore | ✓ | ✓ |
| Price | Free | See store |
CycleFolio is a single file that runs entirely in your browser. There is no account, no server and no upload. Your journal is stored on your own device, and you can export a full backup any time.
No. Get the file from the store, open it in your browser and import your CSV.
In your own browser’s storage on your computer. Nothing is sent anywhere. Because of that, export a backup regularly, and use the same browser each time.
Webull and Robinhood today, each with its own edition.
Lite analyses up to 50 closed round-trip trades, locks the AI Advisor, and is available until the end of 2026. Nothing is deleted if you go over the limit.
No. CycleFolio is a record-keeping and analysis tool. Verify important figures against your broker’s statements.