Trader DNA

A Trading Journal SaaS With Member and Admin Platforms

A full custom SaaS product for a trading business: a member web app where traders log and review their trades and get AI analysis of their patterns and performance, a marketing site to bring them in, and an admin platform to run the business behind it, built and live in a matter of weeks.

Full SaaS, user + adminMember app, admin CRM and site, one build
AI trade analysis built inPatterns, win-rate and risk, per trader
Live in weeks, not monthsProduct to market on the AI-native approach

See the real product

The live platform, shown with demo data

Shared with permission from the Trader DNA team.

Trader DNA member dashboard: P&L, win-rate, profit factor, an AI TraderDNA performance score and a monthly results calendar
Member web appEach trader's dashboard: P&L, win-rate, profit factor and their AI TraderDNA score, with a month-by-month view of results.
Admin operations dashboard: MRR, annual run rate, net profit, active users, churn and a revenue-versus-costs trend chart
Admin platformThe business behind the product: revenue, run rate, churn, retention and live operations in one view.
01

Project overview

One product, three surfaces, all custom

A trading business needed a real software product, not a spreadsheet workaround: somewhere their traders could log every trade, review their history, and actually understand how they were performing over time. Off-the-shelf journals were generic, hard to brand, and gave members no real insight beyond a running tally.

We designed and built the full product end to end. A marketing site to convert visitors into members, a member-facing web app where traders log and review trades and receive AI-powered analysis of their patterns and performance, and an admin platform that doubles as a CRM so the team can manage users, content and the business behind the scenes. All of it delivered fast on our AI-native approach.

02

Challenges to resolve

What a real trading journal has to solve

01

Traders logging into a black box

Members could record trades but got almost nothing back. Without analysis of their own patterns and results, the journal was just data entry, and engagement dropped as fast as it started.

02

No structured view of performance

Win-rate, risk exposure and recurring mistakes were buried in raw entries. Traders had no clear read on what was actually working and what was quietly costing them.

03

Nowhere to run the business from

The team had no single place to manage members, publish content or see what was happening across the platform. Admin work lived in scattered tools and manual checks.

04

A generic product that could not scale

A templated journal could not carry the brand, the member experience or the AI features the business wanted, and left no room to grow the product over time.

03

Tech stack used

A full product stack, purpose-built

Four connected surfaces, designed and built to work as one product.

1

Marketing site

The front door that converts visitors into members and brings traders into the product.

2

Member web app

Where traders log each trade and review their full history in one organised place instead of a spreadsheet.

3

AI analysis engine

Reads each trader's logged history to surface recurring patterns, win-rate trends and risk signals as plain feedback.

4

Admin platform / CRM

The single place the team manages users, controls content and runs the business behind the product.

04

The solution

Traders get insight; the team gets a platform to run it all

Trade journal & logging

A clean member web app where traders log each trade with the details that matter, entries, exits, size, outcome and notes, then review their full history in one organised place instead of a spreadsheet.

AI trade analysis

The engine reads a trader's logged history and surfaces the things they cannot see on their own: recurring patterns, win-rate trends, risk and exposure signals and where results are being won or lost, turned into plain, useful feedback.

Member dashboard

Every trader gets a personal dashboard that pulls their performance and AI insights into one view, so logging a trade actually earns them something back and keeps them coming back to the platform.

Admin platform to run the business

A dedicated admin platform and CRM lets the team manage users, control content and oversee the business behind the product from a single place, with the member app, site and analysis all feeding into it.

Marketing site, member app, AI engine and admin CRM were built as one connected product, so a visitor can become a member, log trades, get analysis and be managed by the team without anything falling between separate tools.

05

Why it matters

A journal that gives something back

Insight, not just data entry

Traders get AI analysis of their own patterns, win-rate and risk, so logging a trade turns into feedback they can act on rather than a number in a table.

A product the business owns

Custom-built and on-brand across every surface, the platform can grow with the business instead of being capped by a templated tool.

One place to run everything

The admin platform and CRM give the team a single view of members, content and the business, replacing scattered tools and manual tracking.

To market in weeks

The AI-native approach took the full SaaS, user and admin, from concept to a live product in a matter of weeks rather than the many months a build like this usually takes.

06
"We wanted a real product, not another spreadsheet, and we got the whole thing: the member app, the AI analysis and the admin platform to run it all. What surprised us most was how fast it went from an idea to something our traders were actually using, and they have now logged over 1 million trades on it."
FounderTrader DNA
At a glance
Full SaaS, user + adminMember app, admin CRM and site, one build
AI trade analysis built inPatterns, win-rate and risk, per trader
Live in weeks, not monthsProduct to market on the AI-native approach

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