Join the Build
TradeShaper is in private beta. We’re onboarding a small founding group of options swing traders who know discipline is the path that turns good ideas into consistent P&L — and who want to help shape the journal as we ship it.
We chose CML’s Trade Machine as the first strategy source because it gives the beta a shared vocabulary — every encoded strategy maps cleanly to a TradeShape template. But TradeShaper isn’t CML-only: any user-supplied backtest, screener output, or personal system fits the same shape-and-journal loop. Systematic testers, options swing traders, and community-strategy followers all use the same flow.
What we’re looking for
- Active options swing traders running defined-risk strategies. Multi-day to multi-week structures — pre-earnings spreads, post-earnings IV plays, calendars, diagonals, butterflies, iron condors. TradeShaper is built around this hold-length. If you use CML’s Trade Machine for pre-trade research, the strategy library will look familiar; every encoded strategy maps to a SHAPE template so post-trade grading happens in the same vocabulary you used pre-trade.
- Comfortable with CSV import and screenshots — for now. TradeShaper currently imports trades from ThinkOrSwim via account trade history CSV, with on-demand chain and order-entry screenshots for pre-trade context. Automated TOS API sync is on the immediate roadmap — once that lands, the broker side becomes hands-off. Tastytrade, Schwab, and other brokers come after that. Today, a few ThinkOrSwim screenshots bring TradeShaper most of the inputs it needs.
- Where we stand in current dev. TradeShaper’s decision-grading panels — Hindsight for trades you took, Passed Hindsight for the ones you skipped — switch on at full launch, once the options data pipe is settled. During beta, both panels capture and store your setups and passes to your account. Everything you log during your window rolls forward into the panels the day they light up. Treat passes as invisible and there’s nothing for the panels to grade later — record them the same way you’d record a taken trade.
- Ready to give 5–10 minutes of feedback per week. A short Slack / email reply about what broke, what was confusing, what saved you a rebuild — we read every word. Beta seats are valuable; we’re trading them for honest signal, not just usage.
How long it lasts
Each beta seat runs for 30 days from the day you create your account. During that window you have full access to every feature — TradeShape pre-trade flow, Hindsight Verdict (at launch), Passed Hindsight (at launch), Strategy Match, the dashboard, the calendar, all of it. No usage caps.
- Day 25 — you get a heads-up email with five days remaining. We’ll share the “what happens next” options so nothing surprises you.
- Day 30+ — for active testers, the window stays open. We’d rather keep the conversation going with feedback-active seats than force a hard cliff. If a seat has gone quiet, we’ll email once to check in before making any changes.
After the 30 days
When your 30-day window is up, we’ll send a few options to your account email — typically:
- An extension if you’re using the journal actively and giving feedback.
- A founding-member tier if/when we launch paid plans, with locked-in pricing for early testers.
- A clean off-ramp with a data export of everything you logged, no questions asked.
The exact menu and prices aren’t finalized yet — we’ll have them ready before your window transitions. Whatever happens next, your TradeShape ideas, closed positions, hindsight verdicts, and passed-trade history follow you.
Sign-ups open shortly
We’re finalizing the last few pieces of the onboarding flow before opening sign-ups. Email Dave at dh@azuretradelab.com to be added to the first-batch list — we’ll ping you the moment a seat opens.
Signups closed — check back soon