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Click + New Trade in the top right to log a trade manually.

Required: Date, Instrument, Direction (Long/Short), Entry Price, Exit Price, Quantity, P&L

Optional: Setup, Session, Notes, Screenshots (drag and drop chart images), Tags

Asset class tabs at the top switch between Futures, Stocks, Crypto, Forex, and Options — each has relevant fields for that asset type.

Use the filter bar at the top to filter by:

• Asset class
• Result (Win / Loss / Breakeven)
• Direction (Long / Short)
• Instrument
• Setup
• Date range

Use the account selector (top of page) to filter by trading account. Use the period buttons (30d / 60d / 90d / All) to filter by time period.

Click any trade row to open the full detail view showing all trade information, attached screenshots, notes, and any rule violations flagged against your trading rules.

• Performance — overall P&L, win rate, profit factor, expectancy, max drawdown, best/worst trade, and equity curve chart
• By Instrument — P&L breakdown per instrument with bar chart, trade count, win rate, and average P&L
• By Session — performance by market session (Pre-Market, Open, Mid-Day, Power Hour, Close)
• By Setup — performance broken down by your trade setup tags
• Day of Week — which days are most/least profitable
• Risk — risk/reward analysis, average winner vs average loser, largest win/loss

Use the Account dropdown (top right of Reports) to filter analytics to a specific account or view all accounts combined.

The AI Coach analyzes your actual trade history and gives personalized coaching feedback — not generic trading tips. It looks at your patterns, your best and worst sessions, your rule compliance, and your behavioral tendencies to give you actionable insights.

This is fundamentally different from per-trade AI annotation. Our AI reads your entire history and coaches you as a trader.

1. Go to AI Coach in the sidebar
2. Select an Account (or All Accounts)
3. Select a Time Period (Today, This Week, This Month, etc.)
4. Select a Focus Area:
   • Full Review — comprehensive analysis of your entire trading performance
   • Pattern Analysis — identifies your recurring patterns, both good and bad
   • Best Times to Trade — finds your most and least profitable sessions and times
   • Top Mistakes — focuses on what's costing you money
   • Improvement Plan — gives you a specific action plan for next week
5. Click Generate Report

Free/Trial users: 3 AI reports total
Pro users: Unlimited reports

Tips for better reports:

• Use "This Week" or "This Month" for faster generation
• "All Time" reports may time out on long trade histories — use shorter periods if this happens
• The more trades you have logged, the more accurate and specific the coaching will be
• Tag your trades with setups to get setup-specific analysis

Every day you trade, the app automatically calculates a grade (A+ through F) for that day based on your win rate, P&L, rule compliance, and trading behavior.

Click any day on the calendar to see your report card with an AI coaching summary. Grades are cached so they load instantly on revisit.

The Pre-Market Briefing generates a personalized morning report before you trade. It combines current market conditions with your personal trade history to give you a game plan specific to you — not generic market noise.

Every briefing includes market sentiment, key levels for your instruments, economic events, your best setups for today's day of the week, personal risk warnings based on your history, and a concrete action plan.

1. Go to Pre-Market in the sidebar
2. Add your instruments to the watchlist — type any symbol (ES, NQ, CL, AAPL, BTC, etc.) and click + Add
3. Select your asset class: Futures, Stocks, or Crypto
4. Click Generate Morning Briefing
5. The briefing streams in within a few seconds

• Market Sentiment — bullish, bearish, or neutral bias with specific reasoning for your instruments
• Key Levels to Watch — support and resistance levels per instrument with entry trigger ideas
• Economic Events — high-impact events today that could move your instruments, with times and expected impact
• Your Best Setups — based on your last 30 days of trade history, what has actually worked for you on this specific day of the week
• Risk Warnings — personal danger zones based on your patterns (e.g. if you lose money on Monday mornings, the AI warns you)
• Today's Game Plan — 5-7 specific actionable bullet points built from everything above

Click Save Briefing after generating to save it to your history. Past briefings appear below the generator, organized by date. Click any date to expand and review it.

Use Regenerate to run a fresh briefing at any time — useful if market conditions change before the open.

Free/Trial users: Limited briefings included in trial
Pro users: Unlimited briefings

If the briefing times out, try reducing the number of instruments on your watchlist or click Try Again.

1. Go to Customize → click Edit on your account
2. Scroll to Prop Firm Eval Rules section
3. Use a Quick Preset or fill in manually:
   • Profit Target ($)
   • Max Daily Loss ($)
   • Max Total Drawdown ($)
   • Min Trading Days
   • Max Trading Days (the 30-day clock)
   • Consistency Rule (% — for PA accounts)
   • Eval Start Date
4. Save the account

The tracker appears on your Dashboard under the balance card when eval rules are configured.

• Green progress bars = on track
• Amber progress bars = approaching limit (>70%)
• Red progress bars = limit exceeded or violated

Apex completely overhauled their rules in March 2026. Key changes:

• Zero minimum trading days — you can pass in one session
• No consistency rule during evaluation (only applies on PA accounts for payouts)
• EOD accounts have a Daily Loss Limit; Intraday accounts do not
• 30 calendar day limit to hit profit target
• 50% consistency rule applies on PA accounts when requesting payouts

Use the Apex $50K EOD, Apex $50K Intraday, Apex $100K EOD, Apex $100K Intraday, Apex $50K PA, or Apex $100K PA presets for accurate rule tracking.

Define your own personal trading rules and the app automatically checks every trade against them. Any trade that breaks a rule gets flagged with a warning in the journal.

1. Go to Rules in the sidebar
2. Click + Add Rule
3. Select a Rule Type:
   • Time of Day — no trades before/after a time, or only between two times
   • Trades Per Day — maximum trades per day
   • Loss Limits — stop after X losses, max daily loss, max loss per trade
   • Position Size — max/min contracts
   • Trading Session — only/never trade a specific session
   • Instrument — only/never trade a specific instrument
   • Consecutive Losses — stop after X losses in a row
   • Daily Profit Target — stop after hitting your daily goal
4. Or use Quick Templates: No pre-market trading, Max 5 trades per day, Stop after 3 losses, Stop after 2 consecutive losses, Max $500 daily loss, Power Hour only, No Open session

Your overall compliance score (0–100%) appears on the Dashboard and in the Rules section. It shows what percentage of your trades followed all your rules. Each rule shows how many trades violated it so you can identify which rules you break most.

Click the toggle next to any rule to enable/disable it without deleting it. Useful for testing different rule sets.

Go to Account → Profile tab to update your display name. Email cannot be changed — contact support if needed.

To change your password:

1. Go to Account → Profile tab
2. Enter your new password (minimum 8 characters)
3. Confirm the new password
4. Click Update Password

Alternatively, use Forgot Password? on the login screen to receive a reset email.

Go to Account → Subscription tab to:

• View your current plan and status
• See what features are included
• Upgrade to Pro if on free/trial plan
• Open the Billing Portal to manage payment methods and view invoices

1. Go to Account → Subscription tab
2. Click Cancel Subscription
3. Read the confirmation (your access continues until end of billing period)
4. Click Continue to Cancel
5. You'll be taken to the Stripe billing portal to complete cancellation

Go to Account → Preferences tab to toggle your Weekly Email Summary on/off and manage product update emails.

We accept all major credit and debit cards via Stripe. Your payment information is never stored on our servers — it's handled securely by Stripe.

Save $78/year by paying annually ($390/year vs $468/year on monthly). That's 2 months free. Switch between monthly and annual in the upgrade modal or billing portal.

We offer a 7-day free trial so you can try everything before paying. We don't offer refunds after payment, but you can cancel anytime and keep access until the end of your billing period.

Correct — sign up with just your email and password for full 7-day access to every feature including unlimited AI coaching reports.

Your data is never deleted. If you cancel, your account switches to read-only mode after your billing period ends. You can resubscribe anytime to restore full access.

If you can export it as a CSV, yes. Use our column mapper to match your CSV columns to our fields. Most users have their full history imported within 15 minutes of signing up.

This can happen if you import overlapping date ranges. Our deduplication uses unique fill IDs for Tradovate/Apex exports to prevent this. If you already have duplicates, go to Customize → Clear Trades for that account and reimport.

Try selecting a shorter time period like "This Week" or "Today" instead of "All Time" or "This Month". Shorter periods process faster and are less likely to time out.

The tracker checks your imported trades against the rules you configured for that account. If your daily loss or max drawdown limit is exceeded on any day, the tracker flags it as a violation. Make sure your trades are imported and assigned to the correct account.

Yes — the app is fully mobile responsive. Open mytradersedge.com/app in your mobile browser. For the best experience on iPhone, tap the Share button → "Add to Home Screen" to use it like a native app.

EOD (End of Day) accounts update your trailing drawdown once daily at market close and have a Daily Loss Limit. Intraday accounts trail your drawdown in real time (including unrealized gains) and have no separate Daily Loss Limit. Choose based on your trading style.

Sharing accounts is not supported and violates most prop firm terms of service. Each person should create their own account.

On the login screen, click Forgot Password? and enter your email. You'll receive a reset link within a few minutes. Check your spam folder if you don't see it.