SFIS — Secure Financial Intelligence System

Tom Naylor

Secure Financial Intelligence System

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Selected Accounts

Win Day Loss Day Breakeven

Progress Tracker

Account Health

Daily Net Cumulative P&L

Recent Trades

	Date	Open	Close	Firm / Broker	Acc No.	Account Size	Pair	Dir	Entry	Exit	SL	TP	Lots	Charges	Gross P&L	Net P&L	Account P&L	RR	Physiological State	Trade Reasoning

Selected Accounts

Net P&L—

Win Rate—

Profit Factor—

Total Trades—

Avg Win—

Avg Loss—

Expectancy—

Best Trade—

Worst Trade—

Max Consec. Wins—

Max Consec. Losses—

Avg Hold Time—

Monthly P&L

Outcome Distribution

Weekly P&L — Last 8 Weeks

Instrument Breakdown

P&L by Account Type

Cumulative P&L Curve

Period Breakdown

Period	Trades	Wins	Losses	BE	Win Rate	Profit Factor	Gross P&L	Charges	Net P&L

New Entry

No entries recorded

View:

Live Accounts

Firm / Broker	Account Name	Balance	Net P&L	Trades	Win Rate

Prop Firms

Firm	Account Name	Acc No.	Phase	Balance	Net P&L	Profit Target	Max DD	Daily DD	Trades

Investments

Broker / Platform	Account Name	Type	Deposited	Current Value	Gain/Loss	Holdings

All Tax Years

Prop Firms

Total Spent on Accounts

£0.00

Challenges + Fees

Total Payouts Received

£0.00

All confirmed payouts

Net Position

£0.00

Payouts − Expenses

ROI

0%

Return on investment

Live Accounts

Total Deposited

£0.00

All deposits

Total Withdrawn

£0.00

All withdrawals

Net Position

£0.00

Withdrawals − Deposits

ROI

0%

Return on investment

Investments

Total Deposited

£0.00

All deposits

Total Withdrawn

£0.00

All withdrawals

Net Position

£0.00

Withdrawals − Deposits

ROI

0%

Return on investment

Limited Company

Bank Cards & Accounts

Monthly Cash Flow

Cumulative Net Position

Direct Trading Expenses

Transaction Ledger

Date	Type	Description	Amount	Notes

Goals & Targets

🧠

Aetia

Institutional Trading Intelligence

build AETIA_2026_08_08_SRVTIMEOUT

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Add Account

Firm *

Account Name / Type

Balance

Currency

Log Trade

1. Account Type

2. Firm / Broker

3. Account

Instrument

Direction

Date

Live Trade — currently open, update when closed

Open Time

Close Time

Entry Price

Exit Price

Stop Loss

Take Profit

Lots / Units

Gross P&L ($)

Commission & Charges ($)

Net P&L (auto)

Strategy

Additional Confluences

Trade Reasoning

What Went Right

Physiological State

TradingView Screenshot (optional)

Notes

Add Audit Entry

Entry Type

Date

Firm / Description

Reference / Account

Amount

Currency

Attach to Card

Determines whether this counts toward your personal Income Tax or the company's Corporation Tax. Manage cards

Notes

Manage Entry Types

Add custom entry types for your audit ledger. Mark each as income or expense — this determines how totals are calculated.

Add New Type

Type Label

Category

🔒 Secure Payout

Gross Payout Amount (£/$)

Profit Split %

Your Take-Home

Requested Date

Payout Status

Notes

Admin Portal

Pulled directly from Supabase authentication. Click any row (or "View Data") to pull that user's account — still requires a reason and is fully audit-logged. "Access" shows their real current status (paid subscription, active free access, expired free access, or none). "Manage Access" grants or revokes free access on an EXISTING account, with an optional expiry date. To give someone free access who hasn't signed up yet, use Invite User instead — it's the only way anyone gets free access without paying.

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XP-based operator progression, independent across Prop, Live & Investments — everything here is live for every account the moment you save.

XP Actions

Every action listed here is something a trader can actually do that earns them points (or loses them, for a blown account). Give it a name, how many points it's worth, and what it's rewarding.

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What they do

Trigger

Points

What it rewards (optional)

Tier Ladder

Each row is one named rank a trader can reach. "Points needed" is the total points required to reach that rank — set that and the average points/day below, and it'll work out roughly how many days it takes to get there.

Average points earned per day (planning aid only, not saved)

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Level from

to

Tier name

Points needed

Colour

Badges

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Add Badge

Name *

Icon

Description *

Criteria *

Threshold

Active

⚠ EYES ONLY — LEVEL 5 CLEARANCE

TOTAL SYSTEM PURGE

OPERATION: GHOST PROTOCOL
CLASSIFICATION: SILENT BURN
SCOPE: ALL INTELLIGENCE ASSETS
─────────────────────────────
· Trade records & operational history
· All financial accounts & positions
· Psychological logs & field journals
· Audit trails & financial intelligence
· Objectives, targets & strategic assets
─────────────────────────────
THIS ACTION IS IRREVERSIBLE.

AUTHENTICATE TO EXECUTE

—

—

—

—

⚠ CLASSIFIED DATA PURGE

You are about to execute a full journal purge. This action will permanently erase all recorded entries from the intelligence system.

This includes all observations, psychological state logs, market analysis entries and tagged records. This cannot be undone.

CONFIRM YOUR INTENT TO PROCEED BY ENTERING THE AUTHORISATION CODE BELOW.

ENTER: PURGE

Playbooks & Strategies

Define your trading setups. Tag each trade to a strategy and Aetia will tell you which ones are working and which aren't.

ADD NEW STRATEGY

Strategy Name

Description (optional)

Data Backup & Restore

Your data lives in your browser. Export after every session so you never lose it.

Export

Download all accounts, trades, holdings as JSON.

Import

Restore from a previously exported file.

Archive Account

Account removed from active stats. All history preserved.

Outcome

Reason

Date

Notes

Advance to Next Phase

Old account archived. New account created for next phase.

New Phase

New Account Number

New Password

New Balance

New Profit Target %

New Max DD %

New Daily DD %

Funded Payout Rules

Min Trading Days

Consistency %

Payout Frequency

Profit Split %

Company / ETF Name

Ticker Symbol

Exchange Listed *

Price Currency *

These are independent — e.g. a NYSE-listed US stock bought through a GBP broker like Trading212 is Exchange: NASDAQ/NYSE, Currency: GBP. Exchange decides where the live price is looked up; Currency decides what your buy price is converted from.

Date Purchased

Number of Shares

Avg Buy Price (per share)

Total Amount Paid

Auto-Invest

Buys more of this holding automatically using the same nightly price already fetched for position updates — no separate price lookup.

Notes

Withdraw

Selling part of a holding calculates a realized gain or loss using its tracked average cost — this is what actually feeds Capital Gains Tax, unlike the unrealized figure shown elsewhere. Withdrawing free cash is not a taxable event on its own.

What are you withdrawing?

Amount to Withdraw

Date

Connect MT5

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A Trading212-style pie — each slice has a target allocation percentage. Slices can be an existing holding on this account, or a brand new ticker you haven't bought yet (it'll show as "not yet held" until you add it as a real holding). Target percentages must add up to 100%.

Pie Name

Slices

Log Position Update

Log at any time — daily, weekly, whenever. One price per stock, USD auto-converts to GBP.

Date

Operative Profile

Name

Vault PIN

Tax Country

Leaderboard Handle (optional)

Set this to appear on the public monthly leaderboard. Leave blank to stay off it completely — your email and real identity are never shown, only this handle.

Calling Cards (cosmetic — unlocked through activity)

Edit Position Snapshot

Date

Total Value (£)

Total Cost (£)

Gain/Loss calculates automatically from Value minus Cost.