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Built on broker truth
Every execution retains its original evidence and provenance. Ambiguities are surfaced for review instead of silently guessed at, and corrections remain append-only beside the source record.
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In development
Broker-truth trading journal
Intralio.ai
Intralio is the broker-truth trading journal for stock and options wheel traders. Your trades, as your broker recorded them. Your wheel, cycle by cycle.
Build reality
This is not a finished commercial product.
The page records the intended direction, not a promise of availability, features, release timing, or outcome. Direct Logic is testing the problem and the product shape.
Problem direction
What the build is exploring
Every trade you import becomes an immutable canonical event with full provenance: original timestamps preserved in both exchange time and UTC, fees included, and source file retained. Intralio never silently drops, edits, or reinterprets a row from your broker. Anything ambiguous goes to a review queue where you decide, and your decisions are kept as an append-only correction history beside the original evidence.
Planned product shape
02
Stocks and options journal
CSV import from Webull, Interactive Brokers, Charles Schwab, Fidelity, Robinhood, tastytrade, thinkorswim, and moomoo. FIFO-matched round trips, settled-cash P&L, execution-derived positions, and space for your own notes and decisions.
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Purpose-built for the wheel
Cash-secured puts, assignment, covered calls, and call-aways are tracked as cycles per ticker, with wheel-stage state, an expiration calendar, campaign alerts, and a weekly digest.
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Cost basis without invention
Adjusted cost basis from confirmed covered-call premium is kept separate from raw lot basis, so the record shows exactly which number is which and how it was derived.
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Your rules, enforced honestly
Version your personal entry gates, exit discipline, and position-size limits. Intralio classifies realized history against the rules in force at execution time and records violations permanently; it never tells you what to do next.
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No advice, by design
No signals, screeners, open-position commentary, or suggested trades. Intralio exists to give you a record you can trust and discipline data for reviewing your own trading. The judgment stays yours.
Who the concept is for
Self-directed stock and options traders
Traders using options wheel strategies
People who need records to match broker evidence exactly
Important limits
Closed trades, open positions, wheel cycles, and adjusted cost basis derived from one canonical source of truth.
Every derived figure labelled with how it was computed and every anomaly surfaced for user review.
Analytics calculated from verified, realized history only—not estimates.
Questions
Plain answers about the build.
Is Intralio.ai commercially available?
Intralio.ai remains in development. This page describes functionality that is actually built, but it does not announce commercial availability or a release date.
Which brokers can I import from?
The universal path is CSV import for Webull, Interactive Brokers, Charles Schwab, Fidelity, Robinhood, tastytrade, thinkorswim, and moomoo.
Does Intralio automatically sync every broker?
No. Read-only broker connections exist only where supported, and coverage is limited. CSV import is the universal path. Intralio never has trading access to your account.
What happens when broker evidence is ambiguous?
The event is surfaced for your review rather than silently guessed at. Confirmed broker events establish event truth; uncertain wheel-episode attribution remains explicit until supported by evidence or your recorded decision.
Does it provide signals or financial advice?
No. Intralio contains no signals, screeners, open-position commentary, or trade suggestions. It classifies verified history and records your own rules; the judgment stays yours.
Does the site claim an AI briefing feature?
No. An AI or briefing layer is roadmap, not a current feature, and is deliberately excluded from this product description.