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  1. Help
  2. Getting started

Getting started

Everything you need in your first hour — creating an account, understanding the trial, getting your existing trades in, and logging new ones as you take them.

  • 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

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

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