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MeyerTrustFinancial Group
Platform

Trade History
& Analytics

Every trade you've ever made, analyzed in depth. MeyerTrust's trade history module turns raw transaction data into actionable insights that make you a better investor.

Recent Trades — Sample

AssetTypeDateQtyEntryExitP&L%
AAPLBuyApr 15, 202410$172.40$189.30+$169.00+9.8%
BTCBuyMar 22, 20240.5$62,100$71,400+$4,650+15.0%
TSLABuyFeb 10, 20245$198.50$183.20-$76.50-7.7%
SPYBuyJan 8, 202420$468.00$492.00+$480.00+5.1%

Deep analytics, not just data

Understanding your past trades is the fastest way to improve your future ones.

📅

Monthly P&L Bar Chart

Visualize your profit and loss month by month. Instantly spot your best and worst trading months and identify seasonal patterns.

🎯

Win/Loss Ratio

A radial chart breaks down your winning vs. losing trades by asset class, helping you double down on what works.

📊

P&L by Asset Class

See exactly which asset classes — stocks, crypto, options, ETFs — are driving your returns and which are dragging performance.

🔍

Advanced Filters

Filter your trade history by date range, asset class, trade type, or outcome. Drill into any subset of your trading activity.

📤

Export & Reporting

Export your trade history as CSV or PDF for tax preparation, performance reviews, or sharing with your accountant.

⏱️

Execution Analytics

Analyze your average hold time, best entry times, and execution quality to sharpen your trading discipline.

Analyze every trade you've made

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Access Trade History