Help center

Guides to data imports, privacy, analysis, and backups.

• How to keep a trading journal

  Set up an account, import a broker statement, and start reviewing trades.

• Import broker statements and check duplicates

  Map broker statement fields, review duplicate detection, and verify imported trades.

• Review stock trades and analyze P&L

  Compare trade plans and executions, then analyze performance by strategy and date.

• Back up and restore trading records

  Keep accounts, trading journals, strategies, plans, and settings in local backups.

• Local storage and privacy

  Learn what stays on your device and why the app connects online.