Help Center

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Search the guides below, or browse by category. Everything from your first trade to auto-syncing a broker and reading your analytics.

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Getting started

Set up your account and find your way around.

Logging trades

Record, journal, and review every trade.

Adding your first trade

Log a trade manually from the entry page in a couple of minutes.

The calculators, without leaving the page

Open any of the 21 calculators over whatever you are doing, detach the panel and drag it out of the way, and hand the result to the trade form.

Sharing a trade with a read-only link

Send one closed trade to a coach or a trading group — choose what the link shows, how long it lasts, and revoke it any time.

Understanding the trade entry page

What every field on the order ticket, risk, and sizing cards means.

The risk check on the entry form

What the Risk check panel measures, why some lines are amber, and why it never blocks a save.

Scaling in and out (partial fills)

Record multiple entries and exits with average-cost P&L.

Logging options trades

Record calls and puts — strike, expiration, premium, and expire-worthless.

Charts on an options trade

Why the candles are the underlying, what the strike and break-even lines are, and why the stop is typed as a premium.

Multi-leg option structures

Record a spread, condor, straddle or calendar as one trade — net debit/credit, combined break-evens and payoff.

Options terms glossary

Plain-language definitions of DTE, BTO/STO, strike, premium, ITM/OTM, IV, the Greeks, and more.

Journaling and reviewing trades

Edit an entry in place — notes, ratings, mistakes and lessons — and save when you mean to.

Filtering your trades

The filter bar, the More filters panel, and saving a filter as a view — on the trades table, the journal, and your phone.

How commissions and fees work

Where the fee comes from on every trade, and why the unit is per side on stocks but per contract on futures and options.

Importing & brokers

Bring trades in from a CSV or auto-sync your broker.

Analytics & reports

Read your dashboard, reports, and metrics.

Customizing your dashboard layout

Switch presets, build custom layouts, and rearrange widgets.

The Reports page

In-depth behavioral analytics across time, symbol, and setup.

MFE / MAE — how far a trade ran before you closed it

Read the Excursion card, exit efficiency and adverse excursion — and why some trades show no figure.

Trading goals — targets on your own numbers

Set a target per period, read progress, pace and streaks, and understand a loss or drawdown cap.

The weekly review — a guided pass over a period

Work through a week or a month: what still needs rating, the trades worth a second look, three questions, and one thing to do differently.

Draft a review with AI — what it can and cannot say

Draft your period review, or one trade's note, from your own record. Both are drafts you edit — and a drafted note stays labelled until you make it your own.

Trading sessions — and why they need an entry time

How Asia/London/New York sessions are worked out, and why some trades are left out of the chart.

Trade sequence & emotional state

What the Sequence card measures — trades taken after a loss, inside a losing streak, or past your daily loss limit — and how emotions are grouped.

Metrics glossary

Plain-English definitions of expectancy, R-multiple, and more.

The Monte Carlo risk simulator

What reshuffling your own trades tells you about drawdown and ruin — and what it can't.

The calendar and heatmap

Read daily P&L on the weekly strip and monthly heatmap.

Economic event markers on your calendar

See CPI, jobs, FOMC and earnings dates alongside your daily P&L.

News on the market recap

Where the headlines come from, how fresh they are, and what the age label means.

The AI features and your monthly allowance

What each AI feature does, how many AI actions your plan includes, and when the allowance resets.

Tracking your own symbols on the recap

Add a few stocks or ETFs to the daily recap so they sit beside the indices every morning.

Converting a time between market timezones

The Session Clock reads one instant on every market clock — and tells you whether the day rolled, which is what decides the trading day a fill belongs to.

Charting

Draw, annotate, and save chart analysis.

Accounts & plans

Manage accounts, plans, and your trial.

Notifications & alerts

Your notification inbox, price alerts, and how you're notified.

Data & privacy

Export, delete, and secure your data.

67 articles across 8 categories.

Nothing here matched? Tell us what you were trying to do — bug reports and suggestions both go straight to the people who build this.

Help Center — Ledger of Alpha