Your guide to getting started with ease.
Getting Started
Everything you need to set up your account, customize your dashboard, and start trading efficiently.
Prefer a comprehensive overview? Check out our Full Set-Up Guide for step-by-step instructions.
Prefer a comprehensive overview? Check out our Full Set-Up Guide for step-by-step instructions.
Table of Contents
Account Setup
How do I log in?
1. Visit the Login Page.
2. Enter your email and password.
3. Click the "Log In" button.
If you encounter issues, reset your password via the "Forgot Password" link.
2. Enter your email and password.
3. Click the "Log In" button.
If you encounter issues, reset your password via the "Forgot Password" link.
How do I add my first trading account?
1. Go to the Dashboard and click "Add Account" in the center.
2. Select your broker, add your account ID and password.
3. Click "Confirm" to save the account.
2. Select your broker, add your account ID and password.
3. Click "Confirm" to save the account.
How do I create a portfolio?
1. Go to "Accounts" and click "Porfolio" .
2. Select the "Create Portfolio" button.
3. Name the portfolio and add the accounts you want to view.
4. Click "Create" to save the Portfolio.
2. Select the "Create Portfolio" button.
3. Name the portfolio and add the accounts you want to view.
4. Click "Create" to save the Portfolio.
How do I view the data of a different account or portfolio?
1. Click on the current Account or Portfolio name in either the Dashboard or Journal.
2. Select the Account or Portfolio you want to view from the dropdown.
3. The selected data will update accordingly.
2. Select the Account or Portfolio you want to view from the dropdown.
3. The selected data will update accordingly.
Dashboard Setup
How do I create a Dashboard template?
1. Select the "Templates" dropdown in the Dashboard.
2. Choose "New Template" to create a custom layout.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your template
2. Choose "New Template" to create a custom layout.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your template
How do I add a Widget to the Dashboard?
1. Click the pencil icon to enter edit mode.
2. Select the "Add" button or Widget sidebar to browse widgets.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your edits or cancel to undo changes
2. Select the "Add" button or Widget sidebar to browse widgets.
3. Drag and drop widgets onto the dashboard.
4. Click "Done" to save your edits or cancel to undo changes
How do I switch to a different Dashboard template?
1. Click the gear icon next to the template name.
2. Choose a template from the dropdown list.
3. The new template will be applied automatically.
2. Choose a template from the dropdown list.
3. The new template will be applied automatically.
Journal Setup
What is the difference between the Daily Journal and Trade Journal?
The Daily Journal provides a snapshot of your trading performance for a single day, showing key statistics and trade history. It helps you track strategies, profits, and mistakes as they happen.
The Trade Journal is for long-term tracking, allowing you to filter trades, analyze performance over weeks or months, and spot broader trends. It helps you fine-tune your trading decisions.
The Trade Journal is for long-term tracking, allowing you to filter trades, analyze performance over weeks or months, and spot broader trends. It helps you fine-tune your trading decisions.
How do I create custom tags?
1.Scroll to the end columns in the Journal.
2. Click on one of the "+ " buttons to add a tag.
3. Click on "Create Tag".
4. Add the name of your tag then press "Enter " on your keyboard
2. Click on one of the "+ " buttons to add a tag.
3. Click on "Create Tag".
4. Add the name of your tag then press "Enter " on your keyboard
How do I add custom tags?
1.Scroll to the end columns in the Journal.
2. Click on one of the "+ " buttons to add a tag.
3. Select on of your premade Tags.
2. Click on one of the "+ " buttons to add a tag.
3. Select on of your premade Tags.
How do I customise journal tags?
You can modify exsting tags, changing the name and colour by clicking on a tag in the column. This way you can stay organised and identify which mistakes you are making and which strategies are working.
Filtering
How do I apply Trade or Journal filters?
1. Click the filter icon on the Dashboard or Journal.
2. Select the filters you want.
3. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Dashboard and Journal.
2. Select the filters you want.
3. Click "Apply" to confirm filters.
Note: All filters added will apply to both the Dashboard and Journal.
How do I remove Trade or Journal filters?
1. Click the filter icon on the Dashboard or Journal.
2. Deselect the filters you don't want or select the "Clear Filters" buttton.
3. Alternatively, press the "X" next to the trade filter to remove it.
Note: When filters are removed, the changes apply to both the Dashboard and Journal
2. Deselect the filters you don't want or select the "Clear Filters" buttton.
3. Alternatively, press the "X" next to the trade filter to remove it.
Note: When filters are removed, the changes apply to both the Dashboard and Journal
How can I filter data by specific time ranges?
1. Click the calendar icon in either the Dashboard or Journal to apply filters to that page.
2. Select a preset date range or choose a custom range using the calendar(s).
3. Click 'Apply' to update the stats or 'Cancel' to exit without saving changes. .
Note: Calendar filters in the Dashboard and Journal work independently of each other
2. Select a preset date range or choose a custom range using the calendar(s).
3. Click 'Apply' to update the stats or 'Cancel' to exit without saving changes. .
Note: Calendar filters in the Dashboard and Journal work independently of each other
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