
WorkTree OS
Desktop trade-performance and risk review workspace
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841 AI reads in the last 30 days, ranked against every Fintech tool listed.About WorkTree OS
WorkTree OS — Your Trades. Your Data. Your Edge. WorkTree OS is a trading performance and analytics platform built to help traders understand exactly what is working, what is costing them money, and where their real edge comes from. Instead of simply recording wins and losses, WorkTree OS turns your trading history into actionable information. Track trades across multiple accounts, analyze performance by session and setup, monitor risk and consistency, review prop-firm requirements, and use Monte Carlo simulations to see how your strategy may perform across different sequences of wins and losses. The goal is simple: stop guessing about your trading and start making decisions from your own data. WorkTree OS brings your journal, analytics, risk management, and performance review into one system, including: - Detailed trade tracking and performance analytics - Multiple trading account management - Risk and drawdown monitoring - Session, setup, and strategy breakdowns - Calendar-based performance review - Prop-firm account tracking and simulations - Consistency analysis - Monte Carlo strategy testing - Trade importing and manual entry - AI-assisted trade review and coaching - Knowledge Center for building and documenting your trading process Whether you're trading a personal account, working through an evaluation, or managing multiple funded accounts, WorkTree OS is designed to answer the questions that matter: Where am I making money? Where am I losing it? Which setups actually work? Am I managing risk correctly? And am I following the process that gives me the best chance of staying consistent? WorkTree OS doesn't give you another strategy to follow. It helps you understand your own.
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Watch a video demo of WorkTree OS.
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Product Updates (1)
Major UI Overhaul
WorkTree-OS is getting a major visual overhaul. We’re rebuilding the interface with a cleaner, more professional desktop experience, improved navigation, better data visualization, and a stronger focus on making trading analytics easier to understand at a glance. The Dashboard is being redesigned first, followed by Trades, Risk, Calendar, Monte Carlo, Prop Simulator, Consistency Matrix, and the rest of the platform. This isn’t just a new coat of paint—the goal is to make WorkTree-OS faster to navigate, easier to read, and much more polished as we move toward beta. More previews coming soon.
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Great system!





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This looks incredibly comprehensive & capable! Far beyond my personal finance needs, but I'm rather impressed with the depth & detail I see from trying the interactive full screen demo! I'm excited to see what the UI refresh will bring.
@chris-coffin-design Thank you! I really appreciate you taking the time to dig into the demo. The UI refresh is a big step forward, and I’m excited to get it into people’s hands. Feedback like this means a lot while I’m building it.