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Foliograph

Desktop journal for IBKR traders with TWS, Flex, and CSV imports; recognizes option strategies, rolls, and assignments, tracks portfolios, calculates performance metrics, and provides volatility, ETF, futures, macro, and commodity views locally.

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Cost / License

  • Subscription
  • Proprietary

Platforms

  • Windows
  • Linux
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Foliograph information

  • Developed by

    CH flagGerhard Stöckli

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription that costs $320 per year.

  • Alternatives

    34 alternatives listed

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  • Supported Languages

    • English
    • German

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What is Foliograph?

Foliograph is a desktop application for market analytics and trading journals, compatible with Interactive Brokers (IBKR) and brokers like CapTrader and LYNX. It automatically receives trades through the TWS API or the IBKR Flex Web Service, and includes a CSV import for older history. It categorizes executions into trades for different financial instruments, identifies option strategies, and manages corporate actions.

The portfolio feature consolidates open positions into a list, which can be grouped by various factors. It displays key figures and visualizes capital allocation. Foliograph measures margin per trade with TWS what-if requests, but does not place orders.

The analytics feature provides metrics and filters, charts for different aspects, and a volatility overview.

Foliograph stores all data on the user's local SQLite database, prioritizing user privacy. It includes daily automatic backups, and the optional AI trade review uses the user's API key. The application is available for macOS and Windows, in English and German, for $320/year, with a 30-day free trial without a credit card requirement.