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Getting Started

  • First Launch
    • Creating Your First Database
    • Understanding the Sidebar
    • Top Bar Controls
    • Next Steps
  • Your First Trade
    • Step 0 - Prerequisites
    • Step 1 - Create a New Trade
    • Step 2 - Entry Details
    • Step 3 - Exit & P/L
    • Step 4 - Strategy & Confluences
    • Step 5 - Reflect & Save
      • Images
      • Journal Notes
      • Self-Reflection
      • Saving the Trade
    • Executions (Advanced)
    • What’s Next?

Features

  • Dashboard
    • KPI Cards
    • Next Steps Guide
    • Recent Trades
    • Win Rate by Day
    • Cumulative P&L
    • Dashboard Filters
  • Trades
    • Trade List
      • Sorting
      • Searching
      • New Trade
      • Filtering
    • Trade Lifecycle
    • Trade Detail Cards
      • Strategy & Confluences Card
      • Entry Card
      • Exit Card
      • Executions Card
        • Lock / Unlock
      • Images Card
      • Journal Notes Card
      • Self-Reflection Card
    • Navigation
  • Accounts
    • Creating an Account
    • Editing an Account
    • Deleting an Account
    • Cash Flows
    • Multiple Accounts
  • Strategies, Confluences & Exit Reasons
    • Tab Navigation
    • Strategies
      • Pre-Seeded Strategies
      • Creating a Strategy
      • Deleting a Strategy
      • Importing & Exporting
    • Confluences
      • Managing Confluences
      • Strategy-Confluence Relationships
    • Exit Reasons
      • Managing Exit Reasons
  • Exchange Rates
    • When You Need Exchange Rates
    • Managing Rates Manually
    • Fetching Rates Automatically
    • Filters
    • Validation
  • Importing Data
    • Supported Formats
    • Importing from cTrader (XLSX)
    • Importing Custom CSV / XLSX
      • Direction Mapping
    • Import Results
    • Account Assignment
    • Tips for Clean Imports
  • Broker Integration (cTrader)
    • Overview
    • Step 1 - Select Provider
    • Step 2 - Connect to cTrader
    • Step 3 - Link Accounts
    • Step 4 - Fetch & Import
    • Troubleshooting
  • Settings
    • Database
      • Backup Settings
    • Time Format
    • Advanced
    • Images
      • Image Constraints
      • JPEG Preferences
    • Lot Sizes
    • License
    • Legal

Reference

  • Glossary
  • Keyboard Shortcuts
    • Navigation
    • Charts
  • Frequently Asked Questions
    • General
    • Trades & Data
    • Analytics
    • Broker Integration
    • Troubleshooting
    • Community & Support
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