Chase Self-Directed Investing Trading Journal
Journal Chase Self-Directed Investing stocks, ETFs and options in VEXA. Connect with your Chase login through SnapTrade, read-only, and VEXA syncs your fills every day.
Connects with Your broker login via SnapTrade (read-only) and pulls on its own.
Your first 14 days are on us. Full Access, no card needed.How VEXA imports your Chase Self-Directed Investing trades
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Choose J.P. Morgan Self-Directed (Chase) in VEXA and select Connect with Chase. SnapTrade, VEXA's connection partner, opens chase.com's own sign-in page, so VEXA never sees your password.
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Sign in with your Chase login, complete any verification Chase asks for, approve the read-only connection and choose which accounts to link.
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Back in VEXA the accounts appear as connected and the first sync starts on its own, importing the stocks, ETFs and options history Chase makes available.
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VEXA then syncs every day. New trades appear the day after they settle, and Sync Now refreshes on demand. Automatic sync is a Pro feature.
Step by step, with screenshots: the Chase Self-Directed Investing setup guide in the VEXA help centre.
What VEXA does with your Chase Self-Directed Investing trades
Importing is the boring half. Once your fills are in, VEXA rebuilds each round trip, scores how you traded it, and keeps a record you can actually argue with.
The journal writes itself
Every fill becomes a trade with the entry, exit, size, fees and net result already filled in. Daily, weekly and monthly journals are built from that, so your review starts with reading rather than typing.
A CDI score, updated daily
VEXA grades Confidence, Discipline and Intuition from how you actually traded, not just what you made. It is a patent-pending framework (US App #64/030,397) and the score moves with your activity each day.
Your rules, graded every trading day
Set the limits you want to hold yourself to, like a daily loss cap or a maximum position size, and VEXA marks each day against them so a broken rule is a fact rather than a feeling.
Playbooks that show what works
Tag your setups and VEXA tracks each one across enough trades to say something meaningful about it, instead of leaving you to judge an edge from the last three results.
Patterns you would not catch by eye
VEXA reads your history for repeated behaviour: the hour you tend to give profit back, the size you jump to after a loss, the setup you keep taking when conditions do not suit it.
A coach you can talk to
Ask about a single trade, a bad week, or your last drawdown, by chat or out loud by voice. The answers come from your own imported trades rather than generic advice.
VEXA is an educational tool for reviewing your own trading. It does not provide financial advice, and it never places orders or moves money in your broker account.
Chase Self-Directed Investing questions, answered
The things people ask before connecting Chase Self-Directed Investing. If yours is not here, the help centre goes deeper, and you can always ask us directly.
Yes, for Pro accounts. VEXA connects to Chase through SnapTrade with your own Chase login, read-only, and syncs every day. There is no file import for Chase, so the connection is the route in.
No. The connection is read-only. VEXA cannot place, change or cancel orders, and it never sees your Chase password, because the sign-in happens with Chase inside SnapTrade's portal.
Stocks, ETFs and options fills, with the commissions and fees Chase reports. Each linked account becomes its own account in VEXA, and trades already in your journal are recognised rather than duplicated.
As far as Chase exposes through the connection. The first sync imports everything available, and the daily sync adds new trades the day after they settle.
Related brokers
Brokers close to Chase Self-Directed Investing by market and region. Each one keeps its own account in your journal.
Trade somewhere else too?
VEXA connects to every broker in the directory, and each one keeps its own account inside a single journal.
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Your first 14 days are on us. Full Access, no card needed.