Understand the interface and tours

The web app uses a sidebar for the main workspace and a top bar for global actions. On narrower screens, some sidebar entries move under More.

Find a workspace area

• Overview shows the dashboard.
• Journal opens day-based notes and review.
• Trades opens the trade ledger.
• Reports contains performance analysis and shared reports.
• Accounts manages live and prop-firm accounts.
• Playbook, Backtesting, Goals, and Assistant are separate tools.
• Data contains import and data-management actions; Settings contains account and app preferences.

Select an item to open it. If an item is not visible on mobile, open More in the app navigation.

Restart a tour

1. Open Settings.
2. Select Help.
3. Select Start beside the section you want to revisit.

Tours explain the actual page controls. They do not change your trade data or account settings.