Back

User Guide

Getting Started

Dashboard

Dashboard

Your command center shows balance, win rate, equity curve, daily P&L, and a calendar of every trading day. Use the month selector to view any period. Switch accounts with the account chips at the top.

Accounts

Click Accounts in the dashboard header to add trading accounts. Set a starting balance and monthly goal. Each account tracks its own trades, balance, and withdrawals separately. Mark one as default for new trades.

Logging a Trade

Click Log Trade in the dashboard. Enter symbol, direction, entry/exit prices, position size, stop loss, take profit, and P&L. Add a chart screenshot, your emotional state, and notes. Trades are tagged to the selected account.

P&L Calendar

The dashboard calendar color-codes each day green (profit) or red (loss). Click any day to see that day's trades. Withdrawals appear as gold 💰 badges on the equity curve.

Journal

The Trade Journal page lists all your trades with filters by account, category, status, and search. Click any trade to edit or view details. Import trades via CSV or MT4 webhook.

Analytics

Analytics breaks down your performance by win rate, profit factor, average win/loss, P&L by day of week, session, and strategy. Use it to identify where you make and lose money.