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What is Tackle Trading Journals?

Keeping high-quality trading journals is essential for your growth and progress as a trader, as detailed documentation enables you to extract important lessons from both successful and unsuccessful trades. Regularly engaging with these journals allows for effective performance assessment, helping you maintain a clear focus on your goals for success. By diligently recording your income and expense trades, you can compute vital metrics such as profit/loss ratios and win/loss ratios, as well as identify optimal position sizes to optimize your strategy. Furthermore, these journals can automatically track your equity curve, providing a comprehensive overview of your trading evolution. Utilizing tools like the Tackle Trading Portfolio Journal can enhance your overall portfolio structure and management, leading to a more balanced directional bias—whether it’s bullish, bearish, or neutral—while improving the delta, theta, and beta weights of your investments. Ultimately, a well-organized and disciplined approach to trading journals not only enhances your performance metrics but also equips you with the skills to be a more strategic investor over time. By committing to this process, you pave the way for continuous learning and improvement in your trading endeavors.

What is Clozd?

Clozd specializes in providing exceptional consulting services centered on the analysis of wins and losses in business. We partner with clients to develop and execute customized win-loss programs designed to meet their unique needs. Our expert team, proficient in win-loss evaluation, can collaborate with you to establish your program, conduct in-depth interviews with customers, oversee surveys, analyze results, create detailed summary reports, facilitate system integrations, and more. In addition, Clozd features a groundbreaking tool called The Clozd Platform that supports ongoing win-loss assessments throughout your sales cycle. This platform integrates with your CRM to monitor closed transactions and simplifies the gathering of win-loss data from sales staff and customers using a combination of interviews and surveys. The information is then aggregated, revealing key insights about your triumphs and setbacks, which are shared with stakeholders across your organization to ensure unified understanding of the elements that impact sales performance. By leveraging our expertise and innovative platform, organizations can cultivate an environment dedicated to continuous improvement and informed strategic choices, ultimately driving better results in their sales endeavors. This commitment to enhancement not only empowers teams but also builds a foundation for long-term success.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$97 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tackle Trading

Date Founded

2010

Company Location

United States

Company Website

tackletrading.com/store/trading-journals/

Company Facts

Organization Name

Clozd

Date Founded

2017

Company Location

United States

Company Website

www.clozd.com

Categories and Features

Categories and Features

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