Help Center
How can we help?
Search the guides below, or browse by category. Everything from your first trade to auto-syncing a broker and reading your analytics.
Getting started
Set up your account and find your way around.
What is Ledger of Alpha?
A quick overview of the trading journal and what it can do for you.
Creating your account
Sign up with email or Google and start your free trial.
Trying it out in guest mode
Explore the full app with demo data before you sign up.
A tour of your dashboard
Understand the widgets, time filters, and layout presets.
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.
Understanding the trade entry page
What every field on the order ticket, risk, and sizing cards means.
Scaling in and out (partial fills)
Record multiple entries and exits with average-cost P&L.
Journaling and reviewing trades
Add notes, ratings, mistakes, and lessons to build discipline.
Importing & brokers
Bring trades in from a CSV or auto-sync your broker.
Importing a CSV file
Drop an export from a supported broker and preview before importing.
Importing from any broker with column mapping
Map an unsupported broker's CSV columns to trade fields once.
The CSV import template
The recommended column format that imports cleanly — with a downloadable template.
Automatic broker sync
Connect your brokerage through SnapTrade and let trades flow in.
Connecting each broker for auto-sync
Step-by-step connection guides for IBKR, Robinhood, Webull, E*TRADE, Schwab, TradeStation, and Tastytrade.
Fixing a broker connection that stopped syncing
What to do when Sync now fails or your broker connection goes stale.
How duplicate detection works
Why you can safely re-import the same statement any time.
Supported brokers
Which brokers have native import and auto-sync today.
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.
Metrics glossary
Plain-English definitions of expectancy, R-multiple, and more.
The calendar and heatmap
Read daily P&L on the weekly strip and monthly heatmap.
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.
Exporting your data
Download everything you've stored as a portable file.
Deleting your account
Permanently erase your account and all associated data.
Security and two-factor authentication
Protect your account with a strong password and 2FA.
Privacy mode
Mask sensitive numbers when someone's looking over your shoulder.
32 articles across 8 categories.