About Us

I built PNL Playbook to treat trading like a business.

Prop trading changed the way I had to think about performance. It was no longer enough to know whether a trade worked. I needed to know whether the rules, fees, payouts, tools, and habits around the trade were helping or quietly costing me money.

The origin

It started with spreadsheets I did not want to keep rebuilding.

When I started prop trading, I struggled with the shift from longer-term swing ideas, equities, and options into much shorter day-trading windows. Some prop firms fit me better than others. I made a lot of money with some, not so much with others. I have taken payouts from more than 10 firms, been banned from firms, lost money, and wasted time on others. Some exposed habits and rule conflicts I did not see clearly until after the fact.

The current portfolio tracking tools did not fit prop trading. I was tracking eval costs, account fees, payouts, tools, blown accounts, and net results across different providers in spreadsheets. Then came pivot tables, tax-time cleanup, and the same question over and over: am I actually making money here, and which parts of the process are helping?

I shared those spreadsheets with a few friends, and the shape of PNL Playbook became obvious. Prop traders do not always stay with one firm, and the real business picture lives across accounts, rules, payouts, expenses, and behavior. I wanted one place to see that clearly.

The mission

Small leaks can become real money.

Find the cash leakage

Eval churn, overlapping tools, preventable blown accounts, and unclear net results can quietly drain a trading business. PNL Playbook is meant to make those patterns visible.

Match rules to the trader

Different prop firms reward different behavior. The goal is to see which rules fit the way you actually trade, not just which firm looks best on paper.

Keep improving the baseline

What you track is what you can improve. A few five-percent improvements in process, cost, discipline, and firm selection can change the bottom line.

My background

I come at trading like a systems problem, with a long memory for market cycles.

My professional background is in IT. I like building systems, repeatable workflows, and ways to turn messy inputs into something useful. I have always been an analytical numbers person, from baseball stats to expense tracking to trading data.

Since 2000
I first started trading during the original dot-com era, including the FOMO, the wins I did not fully understand, and the losses I understood even less.
2008 crisis
The mortgage crash shaped me both as an investor and on the employment side. It taught me how quickly assumptions can break.
Recent years
Over the last six to seven years, I have spent more time in day trading, futures, and options, especially around market windows that fit my schedule.
COVID market
COVID was another reminder that markets can change fast, but behavior, cycles, and crowd reactions still leave patterns behind.
History may not repeat exactly, but it rhymes. Trading is pattern work, and market history is one of the biggest pattern libraries we have.
What I am building toward

A practical tool first, with room for a stronger trading community.

PNL Playbook is a tool I use every day. I journal, document what I am doing, review my behavior, and keep refactoring the workflow as I learn. The behavioral side of trading is still a journey for me too, and I want the product to reflect that honestly.

Long term, I want to keep adding better functionality: more live broker connections, flow information, shared checklists, playbooks, and small-group features where traders can compare process without losing their own independence.

I wish something like this had existed when I was starting out. It would have saved me time, money, and a lot of trial and error. I also built it with the hope that it can make documentation and money management easier for my family and friends as they get deeper into finance.

Ready to make the business side visible? Start journaling, or send a note if you want to talk through the fit first.
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