stocks and options · trading journal

Gecko for Citi Personal Wealth Management

Connect your Citi Personal Wealth Management brokerage account read-only. Gecko names, in dollars, the behavioral patterns costing you money on your self-directed stock and options trades — then coaches you through them every day.

  • Read-only OAuth via SnapTrade — your Citi credentials never cross Gecko.
  • Self-directed brokerage trades read alongside your other broker connections in one dashboard.
  • Real-time push alerts when a losing trade opens the tilt window.
  • Free tier reads your last 100 trades with every feature unlocked.

Citi Personal Wealth Management name and marks belong to their respective owners. Gecko is independent and not endorsed by, sponsored by, or affiliated with Citi Personal Wealth Management.

Self-directed brokerage activity only

Auto-sync reads your Citi Personal Wealth Management self-directed brokerage trades. Advisor-managed portfolios and pure banking activity aren't part of the read-only surface. Upload a statement if you want advisor-managed trades in your diagnosis too. Upload futures statement →

What Gecko does with your Citi Personal Wealth Management trades

The output is a behavioral diagnosis — the patterns costing you money, named in dollars, across twelve axes. Then a daily coaching loop that keeps the diagnosis in front of you so the leaks close over weeks, not disappear from memory over days.

Read-only auto-sync

Connect once via SnapTrade. New Citi Personal Wealth Management trades flow into Gecko automatically on Pro and Unlimited. Statement upload stays available on every plan as the always-works fallback.

Twelve behavioral axes

After-loss tilt, revenge re-entry, overtrading, hold-time discipline, size discipline, and more — each measured against your own baseline, each named in dollars.

Real-time push alerts

The moment a losing Citi Personal Wealth Management trade closes, Gecko detects the tilt window opening and pushes an alert to your phone — before the revenge trade, not after.

Daily Coach loop

Pre-market briefing keyed off your data, end-of-day check-in with mood + rule + journal, plan-adherence score, mood × performance correlation, AI-written Monday recap email.

Related reading

See what your Citi Personal Wealth Management trades are actually telling you

Upload a statement or connect read-only. The first 100 trades are analyzed free with every feature unlocked. No credit card required.