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What is SetMetric?

SetMetric is an all-encompassing online trading journal and analytics tool designed for traders eager to analyze their trading history in a meaningful way. Users can either enter trades manually or bring in data from broker CSV files, allowing them to organize their activities through notes, tags, setups, and error labels. The platform includes a calendar and daily journal that link trades with the trader's reflections, while its dashboards and reports deliver a snapshot of crucial metrics, including net profit and loss, win rates, profit factors, expectancy, drawdown, and performance across various symbols, strategies, or time frames. Moreover, playbooks and goal tracking empower users to keep tabs on their personal rules and processes as they evolve over time. The free plan grants unlimited trade entries and CSV imports, fundamental metrics, and basic reporting capabilities, whereas the Premium version provides access to advanced analytics, an extensive metric library, extra playbooks and portfolios, detailed reports, image uploads, and the capability to utilize Metric AI. Notably, SetMetric is dedicated exclusively to the analysis of trades that users have entered or imported, steering clear of trade execution or brokerage account management, thus allowing traders to focus on enhancing their strategies without the burden of transaction oversight. This unique aspect of the platform equips traders with essential insights into their performance, enabling them to fine-tune their trading strategies effectively and make informed decisions moving forward.

What is PremiumGuardHQ?

PremiumGuardHQ is an innovative analytics platform designed specifically for self-directed options traders who implement the wheel strategy, viewing premiums as a legitimate source of income. It connects with brokers in a read-only capacity to aggregate your actual trading activities into detailed wheel cycles, which include cash-secured puts, assignments, covered calls, and their execution dates. This feature removes the necessity for manual tagging and simplifies the management of spreadsheets that often become unwieldy if neglected. The platform is compatible with brokers such as Schwab, Interactive Brokers, Robinhood, Fidelity, and tastytrade, and it also allows CSV imports from other trading platforms for added convenience. Once you set up your account, the platform showcases the remarkable metrics generated by your trading strategy. It computes the actual cost basis, taking into account your average cost minus all premiums earned, and it clearly distinguishes between premium income and equity profits to prevent any assignment from obscuring a loss in a given month. Furthermore, it provides valuable insights into the amount of income that can be withdrawn without reducing the core capital responsible for generating that income. In addition to this, any purchased calls and puts are included in the calculations and are assessed based on their current market values instead of relying on expiration estimates. Significantly, PremiumGuardHQ does not execute trades on your behalf, ensuring that you retain full autonomy over your trading strategies and decisions. Users can choose a free plan, while a Pro subscription is available for $49 per month or $470 per year, and new users are welcomed with a 14-day trial to explore all the platform's features in depth. This flexibility allows traders to assess whether the tool meets their individual trading needs before committing financially.

Media

No images available

Media

Integrations Supported

Integrations Supported

Charles Schwab
Fidelity
Interactive Brokers
Robinhood
tastytrade

API Availability

API Availability

Pricing Information

$9/month
Free plan ($0, no time limit) includes unlimited trade logging and CSV imports, 10 core metrics, one portfolio, one playbook, and one goal. Premium is $19.99/month or $179/year. A $9/month founding-member rate is advertised for the first 100 subscribers; no annual founding-member rate is stated.
Free Version

Pricing Information

$49/month
Pro is $49 a month or $470 a year. It adds live sync for Robinhood, Fidelity and tastytrade, unlimited closed cycle history, automated insights that flag open risk and strategy drift after every sync, advanced loss mitigation that links a rebuy into one recovery chain carrying the true breakeven, safe withdrawal recommendations, capital at risk by position, a stock scorecard ranking every symbol by realized results, and transfer reconciliation so deposits never get mistaken for profit. Everything in the free plan is included. New accounts get 14 days of full Pro access with no credit card.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

SetMetric

Date Founded

2026

Company Location

United States

Company Website

setmetric.app

Company Facts

Organization Name

PremiumGuardHQ

Date Founded

2026

Company Location

United States

Company Website

premiumguardhq.com

Categories and Features

Trading Journals

Not specified

Categories and Features

Trading

Not specified

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