Plan decisions. Journal trades. Understand the whole portfolio.
Your trades, holdings, rules, goals, and decisions should tell one story. VN Trading connects the journal to the portfolio so you can see what happened, understand why, test what comes next, and review whether your process held up.
Command Center
$318,420
+$1,482 today · +0.47%
Portfolio goal
91%
What changed?
Trading P&L
+$842
Portfolio P&L
+$640
Income
$124
Cash
6.2%
What should I review?
What needs attention?
Policy · High
NVDA exceeds your position limit
8.6% current · 8.0% maximum
Trade Review
2 trades need notes
Goal
Annual income slightly behind plan
6
cohesive workspaces
6
asset classes in one portfolio
1
decision history from plan to review
Why VN Trading
Most journals stop when the trade closes.
A trade can be profitable while creating too much concentration. A long-term holding can look healthy while the original thesis is stale. A good setup can still violate your risk rule. VN Trading keeps the decision, execution, portfolio impact, and later review connected.
One event. One connected record.
You planned it
Strategy · thesis · target · risk
You executed it
Trade · transaction · cash impact
The account changed
Position · allocation · income · tax lots
You reviewed it
Notes · AI · policy adherence · outcome
The VN Trading feedback loop
Improve the process, not just the P&L.
The product is organized around the full decision cycle—before, during, and after the trade or portfolio action.
Define
Strategies, policy, goals, and review standards.
Record
Trades and portfolio activity feed one accounting history.
Understand
See the edge, portfolio impact, and what needs attention.
Simulate
Stress the portfolio and model the next move without touching the ledger.
Decide
Preview an action against your own rules before committing it.
Review
Compare outcomes, process quality, and policy overrides over time.
Trading journal, connected
See the setup, execution, mistake, and outcome—not just the final number.
Review entries and exits on the chart, strategy context, notes, grades, risk, calendar history, and trading intelligence. Then connect the trade to what it did to your cash and portfolio exposure.
Trading · Journal
AMD · Block Support
P&L
+$510
Return
+3.8%
Setup grade
A-
Risk
0.8%
See your edge
Turn your journal into evidence you can actually act on.
Filter by strategy, ticker, time, notes, review status, or saved view. Compare the decisions that followed your process with the ones that overrode it.
Strategy expectancy
+$184
Breakout setups lead recent expectancy
Journal completion
84%
Two closed trades still need notes
Policy adherence
77%
23 compliant decisions · 7 overrides
Best review window
10–11am
Strongest recent execution quality
Asset Intelligence
Every ticker gets one complete decision record.
Position, chart, trades, portfolio activity, thesis, target, invalidation level, income, policy context, and AI review live together. Stop reconstructing the story from multiple pages.
Asset Intelligence
NVDA
NVIDIA$178.42
+$3,842 unrealized · +20.8%
Market value
$27,382
Portfolio weight
8.6%
Your max: 8.0%
Avg cost
$147.68
Lifetime trades
14
Realized P&L
+$2,481
Win rate
64%
Investment thesis
AI infrastructure spending remains strong and the position continues to meet the original quality criteria.
Target
$210
Risk
$148
Conviction
High
Review
Sep 15
Contextual review
The thesis remains intact, but position size now exceeds your own guardrail.
Portfolio planning
Stress the account before you touch it.
Combine contributions, share changes, asset-class shocks, interest-rate shocks, and target rebalancing. Scenario Lab evaluates the hypothetical account against the same guardrails you use for real decisions.
Portfolio · Scenario Lab
Ask “what if?” before changing the account.
Contribution
+$10,000
Equities shock
-15%
Rate shock
-100 bps
Scenario vs your guardrails
✓ Cash remains inside your configured range.
⚠ NVDA remains above your 8% position maximum.
Hypothetical only · no real transaction is created.
Decision Guardrails
Turn your rules into measurable behavior.
Set your own position limits, cash range, equity cap, risk per trade, open-position limit, preferred strategies, and goals. VN Trading warns, explains, and records context—it never takes the decision away from you.
Decision Preview
Buy 25 NVDA @ $178.42
Estimated cost
$4,460
Cash after
$17,383
Position weight
8.6%
Equity allocation
73.8%
1 policy exception
NVDA would be 8.6% of the portfolio. Your maximum single-position policy is 8.0%.
Trader + investor
A journal for the trade. An accounting system for everything around it.
VN Trading is designed for people who actively review trades but still need a serious long-term portfolio record.
For the trader
For the investor
AI reviews the evidence already inside your workspace.
No generic AI page pretending to know your process. Asset Review sees the ticker and thesis. Decision Review sees your policy adherence and overrides. Weekly and portfolio reviews use your recorded VN Trading history.
Asset Review
Position · thesis · trades · portfolio context
Decision Review
Policy · overrides · reasons · matched outcomes
Weekly Review
Trading process · account changes · missing evidence
Portfolio Coach
Allocation · income · risk · lifecycle context
Multi-asset depth
One account without pretending every asset works the same way.
The same workspace can follow an equity trade, a bond coupon and maturity, a cash contribution, a crypto holding, and a private-asset valuation while preserving asset-specific accounting.
Equities
Stocks, ETFs, REITs, preferreds, and funds
Fixed Income
Treasuries, corporate and municipal bonds, CDs, and bond funds
Commodities
Gold, silver, energy, and commodity funds
Crypto
Bitcoin, Ethereum, stablecoins, altcoins, and crypto funds
Cash
Savings, brokerage cash, money markets, and checking
Alternatives
Real estate, private equity, private credit, and other assets
Fixed income
YTM · duration · DV01
Coupons, maturities, credit exposure, rate shocks
Performance
TWR · XIRR
Contribution, benchmark, realized/unrealized P&L
Tax
Tax lots
Lot-aware realized gains and accountant export
Protection
Encrypted backups
Account export, restore, and lifecycle controls
Try the whole decision loop
Don’t read another feature list. Use the sample workspace.
Open NVDA Asset Intelligence, review a trade, change a Scenario Lab shock, inspect your sample policy, and preview a decision. No sign-in required.
Explore the demoOpen NVDA
See position, thesis, policy, and AI context.
Stress the portfolio
Change an equity shock without changing the ledger.
Preview a decision
See how a proposed trade interacts with your own rules.
Review your edge
Explore trading analytics, calendar, and Decision Review.
Built for speed
A deep product should not feel slow to navigate.
Six primary workspaces keep the shell calm. Ctrl+K, Saved Views, pins, Attention, contextual drawers, and one global Add action get you to the detail without rebuilding the sidebar.
Ctrl+K
Search workspaces, tickers, actions, and Saved Views.
Attention Inbox
One place for policy, thesis, journal, data, and goal follow-up.
Saved Views + pins
Keep frequent filters and assets one command away.
Contextual depth
Advanced features appear as tabs and drawers only when relevant.
Web app
Open it in the browser. Install it when you are ready.
Install VN Trading
Add the dashboard to your phone or desktop for a standalone app-like experience.
Chrome / Edge / Android
Use the browser install button if available, or open the browser menu and choose “Install app” / “Add to Home screen.”
iPhone / iPad
In Safari, tap Share, then tap “Add to Home Screen.”
Fast daily access
Return after market close or an account event, record activity, clear Attention, inspect a ticker, model a scenario, and run the next review.
Open VN TradingFAQ
How the current product works.
Is VN Trading a trading journal or a portfolio tracker?
Both, by design. Active trade review and long-term multi-asset accounting share the same decision history so you can connect execution, cash, holdings, allocation, income, and portfolio risk instead of reviewing them in separate tools.
Does VN Trading place trades or connect directly to my broker?
No. VN Trading is a journaling, accounting, planning, and review workspace. It does not place trades. Activity is entered or imported into the journal and portfolio ledger.
What are Decision Guardrails?
You define your own limits—such as maximum position weight, cash range, equity exposure, risk per trade, open-position count, and preferred strategies. VN Trading can preview a proposed action against those rules and record an optional override reason without blocking you.
Does Scenario Lab change my real portfolio?
No. Scenario Lab is hypothetical. It can model contributions, withdrawals, share changes, market shocks, rate shocks, and target rebalancing without inserting transactions into the real ledger.
What does contextual AI use?
AI reviews use VN Trading evidence such as trade history, portfolio context, theses, policy, and decision records. They are designed for review and process feedback, not autonomous buy/sell recommendations.
Which asset classes can I track?
Equities, fixed income, commodities, crypto, cash, and alternatives. Each class has its own fields, transaction lifecycle, accounting behavior, and analytics while still rolling into one portfolio.
Can I try it without an account?
Yes. The standalone demo mirrors the current six-workspace architecture and uses built-in sample data. Demo actions are local to the page and are not saved.
Can I use VN Trading on mobile?
Yes. VN Trading is responsive in supported desktop and mobile browsers and can be installed as a web app for focused daily access.
Stop reviewing trades and investments in isolation.
Build one record of what you planned, what you did, what changed, and what you learned.