Features
Everything a trader needs, nothing you don’t
Katalyst packs professional-grade trade tracking, analytics, journaling, and community tools into one platform. Here’s what’s inside.
- Dashboards Customizable overview with key metrics
- Custom Tags Color-coded tags for trade categorization
- Pivot Grid Multi-dimensional data exploration
- Screenshots Attach chart screenshots to trades
Trade Tracking
Every detail, every trade.
Log every trade with full execution details. Track entries, exits, P&L, commissions, notes, screenshots, and strategy tags.
- Multi-leg trade support with individual execution tracking
- Automatic P&L and duration calculation
- Star ratings and markdown notes per trade
- Screenshot attachments for chart markup
- Custom tags for strategy and setup categorization
- Futures-first via Rithmic, with more brokers on the way
Trading Groups
Review trades together, sharpen your edge.
Create private or public trading groups where serious traders review setups, share real P&L, run events, and hold each other accountable.
- Private and public groups with invite-by-email or shareable codes
- Shared trade feed with real P&L — full details, P&L only, or selective
- Group events and calendar for trade review sessions and market prep
- Guides and educational content shared within your trading group
- File sharing for playbooks, chart templates, and resources
- Sub-groups for focused topics like setups, risk management, or asset classes
- Offers and promotions for group owners to monetize mentorship
- Role-based access: Owner, Manager, Member with granular permissions
- Webhooks that post shared trades, events, and announcements to Slack and Discord
Advanced Analytics
See what the numbers say.
Go beyond basic P&L with cumulative charts, win rate analysis, Sharpe ratios, seasonality patterns, pivot grid analysis, and exit strategy evaluation.
- Cumulative P&L chart with customizable date ranges
- Win/loss ratio, average gain, average loss metrics
- Seasonality analysis across day-of-week and time-of-day
- Pivot grid for multi-dimensional data exploration
- Exit analysis to evaluate trade management decisions
- More charts and metrics on Pro, unlimited on Platinum
Automatic Broker Sync
Connect once. Trades sync themselves.
Connect your Rithmic account and Katalyst syncs your trades automatically — no manual exports. More broker connections are on the way.
- Direct Rithmic connection with automatic sync
- Scheduled syncs keep your history up to date
- More broker connections coming soon
- Automatic account and instrument detection
- Deduplication to prevent double-counting
AI Insights
Your data, analyzed by AI.
Let AI surface patterns, strengths, and weaknesses in your trading that you might miss. Or bring your own AI: connect Katalyst to Claude, ChatGPT, or Cursor through our MCP server and analyze your trades with the assistant you already use.
- Pattern detection across your trade history
- Strength and weakness identification
- Strategy performance comparison
- Personalized improvement suggestions
- Bring your own AI via our MCP server — read-only, runs on your own AI subscription
- Available on Pro and Platinum plans
Trading Journal
Capture every market thought.
Write daily journal entries in markdown to record your analysis, emotional state, and lessons learned. Review your journal alongside your trade history.
- Rich markdown editor for detailed entries
- Date-based entries linked to your trading calendar
- Review past entries alongside trade performance
- Track your mindset and emotional patterns
Calendar View
Your trading at a glance.
See all your trades and journal entries on a visual calendar. Spot patterns in your trading frequency and identify your best and worst days.
- Visual daily P&L on the calendar
- Integrated journal entries per date
- Quick navigation to trade details
- Identify high-frequency and low-frequency periods
Simulators & Tools
Plan before you trade.
Use the 40-day compounding planner to model account growth, the trading plan workbook to define your rules, and position sizing tools to manage risk.
- 40-day compounding planner with contract sizing
- Trading plan workbook for philosophy and rules
- Position size calculator and risk/reward simulator
Ready to level up your trading?
Every feature above is available right now. Start with the Free plan and unlock more as you grow.