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.
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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 14-day Essential 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.
The getting-started checklist
The five steps on your dashboard, what each one unlocks, and how to make the card go away.
Reporting a bug or suggesting a feature
How to tell us something is broken, and exactly what gets sent with your report.
Getting help: the assistant, and how to reach a person
How the support assistant works, what it can't do, and how to hand a conversation to a human.
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.
Importing a CSV file
Drop an export from a supported broker and preview before importing.
Timezones: what clock your trade times are on
Your journal keeps one Trade Timezone. A broker export stamped in a different one is converted before it is saved, and you can type a fill on any clock you like.
Importing from Tradovate and TopstepX
The two prop-platform exports — which report to pull, why Tradovate needs your commission rate first, and what happens to the timestamps.
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.
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.
Studio vs TradingView
When to use each chart mode on the chart page.
Drawing tools and saved drawings
Draw trendlines and shapes that persist per symbol.
Adding indicators
Add moving averages and studies that stay across sessions.
Showing two or four charts at once
Split the chart page into panes, which pane the Entry/SL/TP boxes belong to, and how many your plan includes.
Forex prices on charts, and a fix that may affect older trades
Currency pairs are drawn to five decimals now. Before 2026-09-05 they were drawn to two — which could also round a level you set by dragging.
What dates a trade's chart shows
Why a closed trade's chart ends at its exit — and what to do when a timeframe says No data.
Accounts & plans
Manage accounts, plans, and your trial.
Plans and what's included
Compare Free, Essential, and Pro and what each unlocks.
Inviting a trader: referral rewards
Share your link and earn AI actions that never expire.
Managing multiple accounts
Track separate trading accounts and switch between them.
Tracking a prop-firm account
Track an evaluation or funded account against its firm's profit target, daily loss limit and drawdown floor.
Prop-firm alerts, and what they can and cannot see
Three alerts on a prop account — the daily loss limit, the drawdown floor, and the moment a trailing floor locks — plus what the sweep measures them on.
Am I up across all my prop attempts?
The Prop page: every seat side by side, the evaluation → funded chain, and a hand-entered ledger of fees and payouts that answers whether the attempts have made you money.
Your free trial
What the 14-day trial includes, your one Pro unlock, and what happens when it ends.
Notifications & alerts
Your notification inbox, price alerts, and how you're notified.
Get alerted when a planned trade reaches its level
Arm a price alert from a planned trade, and open the position from the notification.
Your notification inbox
The bell, the /alerts inbox, notification categories, and the critical banner.
Choosing how you're notified
Pick in-app, toast, email or Discord per category, silence one specific alert, or switch to a single daily summary email.
Data & privacy
Export, delete, and secure your data.
Exporting your data
Download everything you've stored as a portable file.
Exporting your trades (and generating a report)
Export exactly what you're looking at — filters included — as JSON, CSV or Excel, and generate a report you can save as a PDF.
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.
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.