New here? Start with this. The honest answer to "how do I set this up" is that about four things have to be configured and everything else can wait until you want it — so most of what follows is a short answer and a pointer to the guide that goes deep.
If you read only one thing here, read the minimum you need before your first session.
No questions on this page match that. Search all 15 areas
A ten-step setup runs, in a modal over the app. It asks about how you trade and seeds the parts of the app that depend on that — your schedule, your levels, your instruments, a starter playbook. You can skip any step, or all of them, and do it later.
Read the full guideTen steps: Style, Schedule, Levels, Assets, Playbook, Risk, AI, Capture, Theme, Connect. Each seeds a part of the app, and every one has its own guide in this help centre.
Read the full guideYes, entirely. Skip all — or Escape — closes it, and everything it would have asked is available in Settings. The app says as much when you skip.
Read the full guideYes. Settings → Profile → Onboarding shows whether you finished and when, with a Replay onboarding button beside it.
Four things: your timezone, an account, your trading schedule, and a way for trades to arrive. Everything else is improvement rather than setup.
You do not set it by hand — there is no field for it anywhere in the app. An account's balance is your realized P&L on it, unless a connected broker is reporting a real figure or the account was auto-detected from a prop firm, in which case the detected size is used as the base.
A CSV export from your platform, imported at Settings → Import / Export. It is the only route that moves months of history in one action.
No. Every number, chart, statistic and report is computed from your own trades without any model involved. A key adds interpretation on top — the Coach, chart reads, weekly reports, auto-tagging — and nothing else changes.
Three at a time. Settings → Devices lists them and shows the count as N of 3 active.
Press Deactivate on a device you no longer use. The slot frees immediately and the next sign-in takes it.
No. Nothing at all. Your trades, settings, goals and licence are on your account, not on the device — a device is only a permission to reach them.
Fourteen days. When it ends the app shows a gate instead of the journal, offering to upgrade, with a Have a code? link for anyone holding one. Your trade data is not touched.
Six. By hand, by voice, by CSV import, from a connected broker, from a platform connector running inside your charting software, or from a TradingView webhook.
