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GUARDIAN COOLING ENFORCER LOCKED

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Equity —

DD —

DL —

DD Limit —

Check —

LOCKED

Max Drawdown 0%

Daily Loss 0%

HWM —

Equity —

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Propr and Ferm

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Propr

Journal + Guardian

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Ferm

Journal sync

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Equity Curve

Trade Duration

Win avg hold

Loss avg hold

Win / Loss

PnL per Setup

Monthly PnL Heatmap

Avg PnL per Session

Last 5 trades

History

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Date	Pair	Dir	Entry	Exit	RR	PnL	Result	Session	Setup	Condition	Mental	Confirmation	SS	Ann
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Risk calculator

Kelly Criterion

From history, or enter manually

Win Rate (%)

Avg Win ($)

Avg Loss ($)

Capital ($)

Full Kelly f*—

Half Kelly (recommended)—

Quarter Kelly (conservative)—

Expectancy per trade—

Profit Factor—

DD Recovery Table

DD	Gain needed	~Trades	Status
5%	5.3%	6	OK
10%	11.1%	12	Manageable
20%	25.0%	28	Caution
30%	42.9%	48	Danger
50%	100%	112	Critical

The deeper the DD, the more exponential the required gain. Capital protection = priority #1.

Risk of Ruin Simulator

Win Rate (%)

R:R Ratio

Risk per Trade (%)

Ruin Threshold (%)

Edge per Trade—

Risk of Ruin—

Max Consec. Loss Safe—

Expected Profit (100T)—

Scaling Guide

Capital ($)

Conservative (%)

Normal (%)

Level	Risk%	$ per Trade	Notes

Conservative 0.25-0.5% · Normal 1% · Max 2% — never exceed this.

Breakeven Calculator

Minimum win rate to break even.

Total Trades

Actual Win Rate (%)

RR Ratio

Fee (%)

Risk per Trade (%)

Capital ($)

Breakeven Win Rate (tanpa fee)—

Breakeven Win Rate (with fees)—

Actual vs Breakeven Win Rate—

Estimated Wins—

Estimated Losses—

Total Fee—

Gross PnL—

Net PnL (after fees)—

Expectancy per Trade—

Breakeven WR vs RR Table

Minimum win rate needed for each RR combination (excluding fees).

RR Ratio	BE Win Rate	Profit Factor	Status

Day plan

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Pre-Market Habits

0/6

Progress0%

This week's streak

Session notes

Gate check — OK to trade?

Setup that matches bias and is in today's plan?

Analytics

Psychology

Today's condition

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Last 7 days

Daily review

Did today's trades follow the plan?

Recent reviews

Periodic review

This week's review

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Performance

Best setup this week

Worst setup / to avoid

Most productive session

Psychology & discipline

How many rule violations this week?

Dominant psychological state this week

Discipline score this week (1-10)

7

Analysis & Lessons

What went well this week

What needs improvement

1 main lesson to carry into next week

Next Week's Target

Next week's PnL target ($)

Max trades per day next week

Main focus for next week

This Month's Review

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Monthly Performance

Strongest strategy / edge this month

Biggest loss pattern this month

Was last month's target achieved?

Mindset & Growth

Biggest change in trading mindset this month

Score this month (1-10) — overall

7

In-Depth Review

3 things that went well this month

3 things to improve next month

Commitment for next month (1 sentence)

Next Month's Target

Target PnL ($)

Target Win Rate (%)

1 thing I will NOT do next month

Review history

0 reviews

Annotate Trade

Trades

0 trades

Connect an API key to load trades.

Settings

Need help?

Your API key stays in this browser. It is sent to FolioIO's cloud monitor only while Guardian or the daily loss lock is on, and removed when you turn them off or disconnect.

Account

Session

Sign in to sync your journal across devices.

Profile

Your username appears in the sidebar.

Backup data

Export or restore trades, config, psychology, playbook, reviews, and cloud account credentials as JSON.

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Credentials

Connect an API key

Choose a provider, then paste your key. It stays in this browser only.

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Propr Connection

api.propr.xyz/v1

Not connected

API Key — pk_live_ from Propr Developer

Your Propr API key stays in this browser. It is sent to FolioIO's cloud monitor only while Guardian or the daily loss lock is on — stored encrypted and removed when you turn them off or disconnect.

Account ID — auto-detected if empty

Account Label — e.g. Eval 50K

Get API key

Ferm Connection

api.tryferm.com/v1/agent

Not connected

Scoped Agent key from Ferm → Profile → API keys. Journal needs account:read. Manual orders and Guardian auto-close need order:write. Stays in this browser only.

API Key — frm_agent_ from Ferm

Account ID — auto-detected if empty

Get API key

Ferm Setup Guide

Mint a key, grant an account, connect

1

Create an Agent API key on Ferm

Open Ferm → Profile → API keys and mint an Agent key. It starts with frm_agent_. Enable account:read for journal sync. Add order:write for manual orders and Guardian auto-close. ferm.trade/agents

2

Grant an evaluation or funded account

In Ferm → API keys, grant this key access to the account you want to journal. Connect will fail if the key has no granted account.

3

Paste key → Connect

Paste the key into Ferm Connection above, then Connect & Sync. The key stays in this browser only — FolioIO never sends it to our database. Equity, drawdown floors, and closed trades then appear on Dashboard and History.

Multi-Account

0 accounts saved

No accounts yet. Connect your first account above.

Click an account to switch. Propr and Ferm accounts are stored separately. Each account's trades stay in their own journal.

Setup Guide

Connection guide & CORS troubleshooting

1

Create API Key on Propr

Open Propr → Settings → Developer and generate an API key. The key starts with pk_live_. Enable permission Read + Write — Write is required so Guardian can auto-close positions.

2

Paste Key → Connect

Key is stored in this browser only. It is sent to your Cloudflare Worker only if you enable Guardian 24/7 sync — never to third-party proxies. Get your key at Propr Developer settings (pk_live_).

3

Data comes in automatically

Propr trade history, positions, and balance sync on your schedule. New trades appear on Dashboard and History.

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Cloud monitor

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Each rule can be turned on independently. Guardian and the daily loss lock also run on the cloud monitor (Propr only) while the browser is closed; your API key is sent to FolioIO's server only while one of them is on.

Rules

Guardian

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OFF

Status

INACTIVE

Turn on Guardian to start monitoring

Cooling

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Unrealized P&L

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—% of capital

Drawdown limit

Close all positions when daily loss exceeds this % of capital, then enter cooling.

DD threshold 0.5%

Cooling period 20 min

Trigger at loss

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Locked until

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Positions

0

Max position size

Part of Guardian: close any position above the notional limit. No cooling period.

OFF

Notional limit (USD)

Largest now

—

Positions above $500 will be closed immediately

Guardian log Clear

—No events yet. Turn on Guardian to start monitoring.

Pause after stop loss

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OFF

After a closed losing trade, new orders are blocked for the pause duration. Open positions are not touched.

Pause duration 15 min

Status

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Trade again at

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SL today

0

Daily loss lock

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OFF

Status

INACTIVE

Turn on to stop trading for the day at your $ loss limit

UNLOCKS IN

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DAILY LOSS

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limit: —

Once realized loss for the day reaches this amount, all new orders are blocked until 00:00 UTC. Set it below the prop firm's daily limit so it triggers before a breach — e.g. firm limit $150 → set $120.

Max daily loss (USD)

Your limit

—

Unlocks at

00:00 UTC

Triggered

0

Daily loss lock log Clear

—Daily loss lock is off.

Pre-order check-in

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ON

A one-tap mood check before each order, using today's Psychology chip and remaining daily $ room. Revenge or FOMO blocks the order; tired, anxious or overconfident halves the size. Shadow book on Analytics shows what the rule would have changed.

Today

ISSUED

Issued — full day-plan size

Settings save automatically.

Cloud monitor

Propr account · runs while the browser is closed —

Equity

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DD%

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Status

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Daily loss

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Max size

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Server events

—No server events yet.

Editors

Customize the checklists, habits, and strategy playbooks used across the journal.

Confirmation Tags

Confirmation types (TPO, Delta, Footprint, …) are chosen per trade in the Annotate form.

Language

Notifications

Bell panel: daily loss warnings and lock events only.