The CoTrader FAQ
Questions, answered properly
Everything traders ask us, in plain English.
Can't find yours? Email thinker@philoinvestor.com.
Pricing and trial
How much does CoTrader cost?+
$30/month for Solo, after a 7-day free trial. Mentorship is a separate add-on on top of Solo, at $500 or $1,000/month depending on cadence.
Is there a free trial?+
Yes: 7 days free on Solo. Your card isn't charged until the trial ends.
Can I cancel anytime?+
Yes, cancel anytime from your billing portal. Canceling stops future charges, but we don't offer refunds for the current billing period.
Getting started
Do I need Interactive Brokers?+
Yes. Right now CoTrader only supports Interactive Brokers (IBKR). Other brokers aren't supported yet.
How long does setup take?+
A few minutes. You create a Flex Query in IBKR and paste two values into CoTrader, then your fills sync automatically from then on. Full walkthrough: Connecting Interactive Brokers to CoTrader.
Is my trading data safe?+
CoTrader can't execute trades on your behalf. It only reads your account activity through IBKR. It can never place, modify, or cancel an order.
The product
What exactly does CoTrader track?+
Your trades sync automatically from IBKR: entries, exits, size, timing. Plan trades when you want to, journal your reasoning, and review your week.
What are Callouts?+
Twelve deterministic rules that scan your trade history for real patterns: a standout symbol, a weak day of the week, revenge trading, and more. They only fire when your own data shows something real, not generic advice. More in What are Callouts?
Does it work on mobile?+
Yes. CoTrader is a responsive web app, so it works in your mobile browser. There's no separate native app right now.
How do I get my chart screenshots onto my trades?+
Drop them on the dashboard, the whole session at once. Each file needs the ticker in its name, like MSTR.png, and you pick which day the charts are from (it defaults to today). That's the whole rule. CoTrader matches on ticker plus day, so it's only ever choosing between the few symbols you traded that session. It won't overwrite: one screenshot per trade, and if two trades share a symbol that day it stops and asks which one.
What if I save my charts before my trades have synced?+
They wait, they're not rejected. A file that doesn't match a trade yet is held, and CoTrader attaches it automatically after your next sync. Drop your charts at 11pm and they'll be on the right trades in the morning.
Does CoTrader read the chart image, or the timestamp on it?+
Neither. It only reads the ticker in the filename. It doesn't look at the picture, and it doesn't try to pull dates off your files, because chart tools stamp the moment you export, not the day you traded. Ticker plus the day you choose is all it uses.
Mentorship
What's the difference between Solo and Mentorship?+
Solo ($30/month) is the core app: plan, sync, journal, review. Mentorship ($500 or $1,000/month) is 1:1 coaching layered on top of Solo, not a replacement for it. See what actually happens in a session.
If I cancel Mentorship, do I lose Solo too?+
No. They're separate subscriptions. Canceling Mentorship only cancels Mentorship. Your Solo access keeps running.
Is mentorship investment advice?+
No. Mentorship is educational: coaching on process, discipline, and risk management. It's not investment advice.
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