Disclaimer

Fillbook is a trade-journaling and analytics tool. It is for educational and informational purposes only and is not investment advice.

Not a broker, adviser, or financial planner

Hogan Investment Group LLC (operator of Fillbook) is not a registered broker-dealer, investment adviser, or financial planner. Nothing in the Service is a recommendation, solicitation, or offer to buy, sell, or hold any security, option, or other financial instrument, nor an endorsement of any trading strategy. We do not provide personalized investment advice.

The AI Coach

The AI Coach is an automated tool that summarizes and comments on your own historical trades and behavior. It can be inaccurate or incomplete, does not predict markets, and does not tell you what to trade. Do not rely on it for trading decisions. It is not advice.

Trading involves risk

Trading and investing involve substantial risk of loss and are not suitable for everyone. Options trading carries additional risk. Past performance — including any figures shown in your journal or analytics — is not indicative of future results. You are solely responsible for your own trading decisions and outcomes.

Read-only access

Where you connect a brokerage account, Fillbook uses read-only access to import your trade history through SnapTrade, a licensed third-party aggregator. Fillbook does not place, modify, or cancel orders, never trades on your behalf, and never receives your brokerage password.

No brokerage affiliation

Fillbook is an independent product and is not affiliated with, endorsed by, or sponsored by Charles Schwab, Fidelity, Robinhood, SnapTrade, or any other brokerage or financial institution. Broker names and logos are the trademarks of their respective owners and are used only to identify supported integrations.

Market data

Any market data shown is provided by third parties for your personal, non-commercial use, may be delayed or inaccurate, and must not be redistributed. It is not a quotation or an offer to transact and should not be relied upon for trading.

Consult a professional

Before making any financial decision, consult a licensed financial adviser, broker, or tax professional who can consider your individual circumstances.