Set up your workspace

Start with an account and trade history. The dashboard’s totals are based on records in your workspace and any active filters.

First setup

1. Open Accounts from the sidebar and create a live account for the source and currency you want to track.
2. Add history using Data or the import action, or enter a trade in Trades. Review the parsed rows before saving an import.
3. Set your timezone and display preferences in Settings → Preferences so dates group as expected.
4. Return to Overview and select the account and date range you want to review.

Use the built-in tour

Open Settings → Help and select Start on a walkthrough. Tours cover the overview, accounts and import, trades, journal, reports, Playbook, Backtesting Beta, goals, Assistant, data, and settings. You can restart a tour; completed steps remain completed when you resume.

Next

Read the interface guide, then follow the quick start.