What are all the ways a trade can get into the app?
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.
In rough order of how much setup each needs.
By hand. The + Trade button in a day-group header on the Journal. Nothing to configure. See adding a trade by hand.
By voice. Dictate the trade instead of typing it. About ten seconds a trade, and it needs a key for transcription but nothing installed. See Voice.
By CSV import. The bulk route, and the only one that moves history. Settings → Import / Export.
From a connected broker. OAuth to Tradovate, Interactive Brokers, TradeStation or Schwab, or an API key for Alpaca and the crypto venues. Fills sync in on their own.
From a platform connector. An add-in running inside your charting platform on your own machine, posting each fill straight to your journal. ATAS is the one available today; NinjaTrader, Quantower, Sierra Chart, MotiveWave, Bookmap and MetaTrader are listed but not yet released. Pairing is a token you paste into the add-in — and it is shown once, because the server keeps only a hash of it. See the connector.
From a TradingView webhook. A token you paste into a Pine Script alert, so alerts log trades automatically.
They mix freely. Nothing stops you importing history by CSV, syncing a broker going forward, and typing in the one trade you took on your phone. The account filter, not the route, is what keeps things separate.
