Getting Started

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.

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.

1. Go to "Accounts" and click "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.

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.

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.

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.

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.

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.

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.

1. Scroll to the end columns in the Journal.
2. Click on one of the "+" buttons to add a tag.
3. Select one of your premade Tags.

You can modify existing tags, changing the name and colour by clicking on a tag in the column. This helps you stay organised and identify which mistakes you are making and which strategies are working.

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.

1. Click the filter icon on the Dashboard or Journal.
2. Deselect the filters you don't want or select the "Clear Filters" button.
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.

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.