Ol'Betsy

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Morning Game Plan

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Pre-Market Checklist

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No checklist items yet — add some in Settings.

End of Day Reflection

Saved

New Trade Ticket

Description (direction, qty, price)

Setup

Thesis

Qualifications

Mindset

Target Price (optional — used to measure thesis accuracy)

Notes / Observations

Screenshot

Drag & drop, click to browse, or Ctrl+V

Trade Timer

00:00

Ready — hit Start when you enter

Saved

No tickets for this day. Click “+ New Ticket” to create one.

Checking sync status...

Drop your Sierra Chart .txt file here, or click to browse

Trades are saved to the database -- re-importing the same file is safe, duplicates are skipped

Import history ▶ Show

Click any trade to add notes, tags, and mindset

Date Time Symbol Side Qty Entry Exit Gross Fees Net / Notes

Timeframe:

→

P&L Calendar

Equity curve (net of fees)

Daily P&L (net of fees)

Thesis Accuracy

Outcome Tag Reference

✅ Target hit Runner reached the thesis target price. Thesis confirmed.

🏁 Planned TP Managed out at a planned level before thesis was tested. Excluded from accuracy.

⛔ Stopped out Original stop hit. The market invalidated the thesis — not a management decision.

✂️ Exited early You chose to exit — B/E runner stop, manual close, or early runner mgmt. Thesis not fully tested.

⚠️ Would stop first Post-hoc: if you had kept the original stop, price would have hit it before reaching target.

Quick rule: Ask "did the market end this trade, or did I?" — Market → Stopped out or Would stop first. You → Exited early.

Performance (net)

Fees & risk

Edge metrics

Streaks & tempo

Trade distribution

1R = stop loss value per symbol · MES: $17.50 (14 × $1.25) · MCL: $14.00 (14 × $1.00) · Buckets: 0.25R

Execution tag R-breakdown

Duration vs R-Multiple

Trades bucketed by hold time. Shows avg R achieved per duration bucket.

Time of Day P&L

Trades bucketed by exit time in 30-min intervals. Only buckets with 3+ trades shown.

Notes & tags summary

Monthly Reconciliation

Compare Ol' Betsy's recorded P&L against your AMP account balance to catch any drift.

Month

Year

Starting Balance ($)

AMP Closing Balance ($)

Deposits this month ($)

Withdrawals this month ($)

Discrepancy tolerance ($)

Invite new user

Username

Users

Risk management

Max loss per day ($)

Stop trading for the day if net loss hits this

Max trades per day

No new entries after this count is reached

Trading window

Window start

Window end

All times are in your local timezone — make sure Sierra Chart is set to match

Strategy notes & rules

Describe your setups, position sizing rules, mental game rules, or anything else that guides your trading. The AI coach will use this to flag deviations.

Saved

My account

Change email

Change password

AI coach setup

The AI coach requires an Anthropic API key. Stored only in your browser - never sent anywhere except directly to Anthropic.

Anthropic API key

Daily email summary

Sends a P&L recap with AI coaching insight to your inbox at 4:00 PM ET on trading days.

Your email address

Email password or app password

Send summary to (leave blank to send to yourself)

Account type

Enable automatic 4:00 PM ET emails

Sierra Chart auto-sync path

Edit start.bat and update the SC_WATCH_PATH variable to point to your Sierra Chart TradeActivityLogs folder.

Pre-Market Checklist

Build your own pre-market checklist. Each item can be a simple checkbox, a price/level field, or a short text note.

Label

Type

About

Versionv2 - Phase 2

DatabaseSQLite (local)

Supported instrumentsMES, ES, MNQ, NQ, CL, GC

Built byJake & Claude