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Help Center

Guides for setting up your journal, importing your history, and getting the most out of your reviews.

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Getting started

Set up your account, log your first trade, and import your broker history.

5 articles

Features

How the journal, diary, strategies, metrics, and risk guardrails work.

6 articles

Account & billing

Plans and limits, upgrading, invoices, and managing your account data.

5 articles

Start here

  • What a trading journal is actually for

    Why recording your reasoning and your discipline matters more than recording your P&L.

    2 min read

  • Your first week: setup and the trial

    What the onboarding wizard sets up, what to do on day one, and what changes when the trial ends.

    2 min read

  • Logging your first trade

    How to record a trade by hand, what each field means, and which ones you can safely leave alone.

    2 min read

  • Importing your broker CSV

    Bring your existing trade history in from any of 10 supported broker export formats.

    2 min read

  • Trading accounts and starting capital

    Set your account size correctly, record deposits and withdrawals, and understand which metrics depend on them.

    2 min read

Still stuck?

Email us at [email protected] and tell us what you were trying to do. If you are signed in, you can also report a bug from the account menu — that automatically includes the page you were on.

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Review the film — a clean, intentional trading journal for stock and crypto traders.

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