What is a Book and how is it different from an Account?
An Account is where the money is. A Book is how you choose to divide your trade record. Every trade sits in exactly one Book.
Accounts
The record-keeping layer: which pot a trade belongs to, what the firm lets you risk, which levels you trade off, what a tick is worth, and when your sessions run. Most of it is set once and then forgotten, which is exactly why it is worth setting correctly.
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Books — how your trades are partitioned
Which Book do new trades go into?
The active Book. One Book is active at a time, and every new trade — typed in by hand or logged automatically by a connector — lands there.
How do I view two Books together without merging them?
Put both In view. The trade views read a set of Books, so several can be read at once and taken out again with nothing moved and nothing rewritten.
How do I archive a Book?
From the Book row's overflow menu. Archived Books are tucked behind a disclosure rather than deleted, and their trades stay where they are.
Accounts
What are the five account types?
Live, Funded, Evaluation, Demo and Backtest. The last two are practice and are kept out of your live headline statistics.
How do I archive or restore an account?
Archive from the account's row in Settings → Accounts; archived accounts move to their own list below, with a restore control. Accounts themselves come from a connected broker — you do not type one in here.
What is "hide copy-trade duplicates"?
A toggle, on by default, that stops a mirrored trade appearing twice in your trade tables. It changes what you see, never what is counted.
Prop firm rules
What are prop firm rules and what does rule guard do?
The limits you must not breach, and a live check that warns you as you approach one rather than after you have broken it.
What is the difference between a firm-imposed rule and a personal preference?
Firm rules come from the account automatically. Personal preferences are yours and apply to every account. When the two disagree, the guard uses whichever is stricter.
Key levels
What are key levels used for?
They are your named price references — previous-day high, overnight low, VWAP — and they are what lets the app tell you which levels you actually trade well.
Are key levels logged automatically?
No. Your key levels are always yours — seeded from the groups you pick during setup, then managed by hand. Nothing pushes levels in from a platform or a broker.
How do I add key levels manually?
Type the name into the box on Settings → Key levels and press + Add level. It appears in every level dropdown in the app straight away.
What key level templates come built in?
Twelve groups, each expanding to its constituent levels in one click. Picking Previous day gives you nine levels at once.
What happens when I remove a key level my trades already use?
It is archived, not deleted. Every trade that carries the level keeps it; the level just stops appearing in the pickers so you cannot tag new trades with it. A level nothing uses is deleted outright.
Read the full guideHow do I attach key levels to a trade in the journal?
From the trade's own detail panel, where the level fields read from this master list.
The asset registry
What is the asset registry?
Your instrument list. Each row holds tick size, tick value, an optional commission and the exchange. The first two drive P&L, R:R and position calculations.
Does the asset registry fill itself in when I connect a platform or broker?
Partly, and the part it leaves out is the important one. A new instrument is added automatically the first time a trade carrying that symbol arrives — but only its name and asset class. You set the tick size and tick value yourself.
How do I add a contract manually?
+ Add instrument on Settings → Asset registry, then fill in the symbol, name, tick size and tick value — and press Save changes.
What contract templates are available for quick adding?
Bundles of common instruments, added in one click from Add by bundle. The futures bundles arrive complete — the right tick size and the right tick value. Stocks, forex and crypto arrive with a tick size but no tick value, because what one tick is worth depends on a contract size the app cannot know, and you fill that in yourself.
Your trading schedule
How do I set my trading schedule and session segments?
Settings → Trading schedule. Turn on the sessions you trade; each arrives with default segments you can rename, retime, reorder or add to.
What are the five reminder types and when do they fire?
Pre-market prep, Physical readiness, AM mental check, PM mental check, and End of day. Each fires once a day in your profile's timezone.
