
Planisware Enterprise
Architecting the Future of Global R&D and Strategic Portfolio Governance.

Master your trading performance with automated journaling and verified social insights.

Kinfo is a sophisticated trading journal and portfolio analytics platform designed for active traders who demand quantitative precision. By 2026, Kinfo has established itself as the gold standard for verified performance tracking, utilizing deep API integrations with major global brokerages to eliminate manual data entry errors. The technical architecture focuses on data-driven behavioral analysis, allowing users to visualize their equity curves, calculate complex risk-adjusted returns like the Sortino and Sharpe ratios, and identify psychological pitfalls through trade tagging. Its market position is unique as it bridges the gap between private performance auditing and social validation; the 'Verified Leaderboard' functionality allows traders to prove their profitability using cold, hard data directly from their brokerage accounts. For the professional trader, Kinfo serves as a diagnostic tool to refine strategies, while for the retail investor, it provides a transparent community to learn from top-performing, authenticated portfolios. The platform supports equities, options, and futures, providing a comprehensive view of a trader's financial ecosystem with high-speed processing and secure, encrypted data handling.
Kinfo is a sophisticated trading journal and portfolio analytics platform designed for active traders who demand quantitative precision.
Explore all tools that specialize in track portfolio performance. This domain focus ensures Kinfo delivers optimized results for this specific requirement.
Explore all tools that specialize in performance metric calculation. This domain focus ensures Kinfo delivers optimized results for this specific requirement.
Uses OAuth and Plaid integrations to pull read-only transaction data directly from clearing firms.
Assigns metadata to specific trade executions to track the efficacy of different setups.
A proprietary verification layer that ensures all performance data on the social feed is pulled from real money accounts.
Dynamic rendering of account balance over time, adjusted for deposits and withdrawals.
Real-time calculation of Max Drawdown, Sharpe Ratio, and Profit Factor.
Unified dashboard for Equities, Options, and Futures processing.
Algorithmic detection of identical or substantially identical securities trades within 30 days.
Create an account using an email or social login.
Navigate to the 'Brokers' tab to initiate a connection.
Select your primary brokerage (e.g., TD Ameritrade, Interactive Brokers) via the Plaid or direct API portal.
Authenticate with your broker credentials to grant read-only access to trade history.
Wait for the initial ingestion of historical trade data (can take 5-10 minutes depending on volume).
Review the automatically generated performance dashboard for initial insights.
Start tagging trades with strategies (e.g., 'Breakout', 'Mean Reversion') to enable behavioral filtering.
Set up daily or weekly automated email summaries of trading performance.
Opt-in to the public or private leaderboards if social benchmarking is desired.
Configure custom alerts for drawdown limits or profit target milestones.
All Set
Ready to go
Verified feedback from other users.
"Users praise Kinfo for its seamless automation and the transparency it brings to the trading community through verified stats."
Post questions, share tips, and help other users.

Architecting the Future of Global R&D and Strategic Portfolio Governance.

RENTech provides comprehensive real estate investment analysis and portfolio management solutions.

The AI-Powered Operating System for Capital Raising and Investor Relations.

Global technology-enabled liquidity provider specializing in AI-driven market making and ETPs.

Quantifying social sentiment to predict market movement and institutional alpha.

Master the markets through social learning and fantasy finance simulation.

AI-Powered Portfolio Optimization and Wealth Management Intelligence

Unified wealth management and institutional banking powered by the Erica AI conversational engine.