First Launch

When you open Forgalis TradingJournal for the first time, the application creates a fresh database and drops you into the Dashboard view. A setup checklist on the Dashboard guides you through the essential configuration steps.

Creating Your First Database

FTJ automatically creates a default database file, the current database path is always visible in the Settings view.

Understanding the Sidebar

The left sidebar is your primary navigation. Currently available pages are:

Home

Home

KPIs, recent trades, quick actions, and charts.

Trades

Trades

View, create, and edit individual trades with full journaling.

Account

Account

Manage trading accounts and cash flows.

Strategy

Strategy

Define strategies, confluences, and exit reasons.

Rates

Rates

Manage exchange rates and lot sizes.

Settings

Settings

Database management, time format, image constraints, and debug logging.

Brokers

Brokers

Connect to cTrader for automated trade imports.

Top Bar Controls

The top bar of the Dashboard provides the following controls:

Note

These controls only affect the Dashboard view. They do not change the information or selections shown in other views such as Trades, Account, or Analytics.

Top bar controls

  • Toggle Guide - Toggle the dropdown workflow guide.

  • New Trade - Opens a New Trade in the trades view.

  • Refresh - Reloads all data and recalculates analytics.

  • Account Filter dropdown - Filter the dashboard by “Live Only”, “Demo Only”, or “All”.

  • Account Selector dropdown - Choose a specific account or “All Accounts”.

  • Reporting Currency dropdown - Select the currency in which all P&L values are displayed (e.g. USD, EUR, NOK).

  • Database path - A quick reference showing the current .db file path.

Next Steps

Now that you know your way around, head to Your First Trade to log your first trade.