📊 CycleFolio — currently supporting Webull and Robinhood brokerages (more coming soon)
Ditch lagging spreadsheets and monthly fees. CycleFolio is a self-hosted web app running entirely in your local browser. Drag-and-drop your broker order history CSV files to instantly generate a premium trading analytics engine.
🔒 100% Private & Secure
• LocalStorage Privacy: Data stays on your machine. No cloud databases. Secure dashboard with 4 digit pin.
• No API connection: Parses metrics strictly from uploaded CSV order history logs.
• Run Anywhere: No installation required. Simply download the html. file and open on Windows, Mac, or Linux, and even mobile Apple or Android devices.
⚡ Advanced FIFO Engine
• Tracks complex scale-ins/outs and short selling natively.
• Handles cost-basis adjustments for splits and mergers.
• Dedicated pipelines for Stocks, Options (100x multiplier), and Crypto.
• Net P&L, Win Rate, Profit Factor, and Annualized Return (XIRR).
• 1-Click AI Export for ChatGPT/Claude strategy coaching.