Your setup-by-setup guides. Each playbook covers one specific trade setup with entry criteria, confirmation signals, targets, and stops. Tag your trades to a playbook to track which setups are actually performing.
Trading Plan
Your overall trading strategy and goals. Think of this as your trading constitution — define your markets, risk parameters, and philosophy here. Your rules and playbooks flow from this document. The AI Coach reads this to flag deviations between your plan and your actual trading.
then click Generate Report.
Connect your Tradovate account once and trades sync automatically. No CSV needed. Vote below to help us prioritize this feature.
You'll be notified when auto-sync launches.
Select the asset class so trades are categorised correctly after import.
Which account did these trades come from?
Load realistic sample trades across GC, SI, CL, ES, NQ.
Download all trades as CSV backup.
Exports all your personal data in JSON format including trades, accounts, settings, playbooks, trading rules, daily report cards, and pre-market briefings. Required for GDPR Art. 20 data portability rights.
Permanently clear all trades from your journal.
Customize your trading environment. Set up the instruments, strategies, and sessions you trade so they appear as options throughout your journal. You can add or remove items at any time.
Add each account with its starting balance. The dashboard tracks balance, growth, and drawdown per account.
These symbols appear in the instrument selector when logging a trade.
These tickers appear in the instrument selector when Stocks is selected in trade entry.
These pairs appear in the instrument selector when Crypto is selected in trade entry.
These pairs appear in the instrument selector when Forex is selected in trade entry.
These symbols appear in the instrument selector when Options is selected in trade entry.
Your personal trading setups — appear in the Setup dropdown when reviewing trades.
Session labels used to categorize trades by time of day.
Only used when P&L has to be computed from entry/exit price — Tradovate's Orders-format CSV, live Tradovate sync, manually entered trades with a price (not a P&L amount), and as a fallback when an import's own P&L column is empty. If your CSV already includes P&L (TopstepX, NinjaTrader Performance, Tradovate's Performance/Positions report), that value is used as-is and these settings don't affect it.