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 startedLogging tradesImporting & brokersAnalytics & reportsChartingAccounts & plansNotifications & alertsData & privacy

Getting started

Set up your account and find your way around.

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What is Ledger of Alpha?Creating your accountTrying it out in guest modeA tour of your dashboardGetting around on your phoneThe getting-started checklistReporting a bug or suggesting a featureGetting help: the assistant, and how to reach a person

Logging trades

Record, journal, and review every trade.

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Adding your first tradeThe calculators, without leaving the pageSharing a trade with a read-only linkUnderstanding the trade entry pageThe risk check on the entry formScaling in and out (partial fills)Logging options tradesCharts on an options tradeMulti-leg option structuresOptions terms glossaryJournaling and reviewing tradesFiltering your tradesMoving your stop into profit (break-even or trailing stop)How commissions and fees workRead a chart: how the levels are checked

Importing & brokers

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

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Importing a CSV fileImporting from Interactive Brokers (Flex Query)Timezones: what clock your trade times are onImporting from Tradovate and TopstepXImporting from any broker with column mappingThe CSV import templateAutomatic broker syncConnecting each broker for auto-syncFixing a broker connection that stopped syncingA synced trade showed up twice, or at the wrong timeReview synced trades before they're addedHow duplicate detection worksImports fixed in October 2026: what to re-importSupported brokers

Analytics & reports

Read your dashboard, reports, and metrics.

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Customizing your dashboardThe Reports pageMFE / MAE — how far a trade ran before you closed itTrading goals — targets on your own numbersThe weekly review — a guided pass over a periodDraft a review with AI — what it can and cannot sayTrading sessions — and why they need an entry timeTrade sequence & emotional stateMetrics glossaryThe Monte Carlo risk simulatorThe calendar and heatmapEconomic event markers on your calendarNews on MarketsThe AI features and your monthly allowanceTracking your own symbols on MarketsConverting a time between market timezonesCoach: an AI read of your trading

Charting

Draw, annotate, and save chart analysis.

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Studio vs TradingViewDrawing tools and saved drawingsAdding indicatorsUS bonds and Treasury yieldsShowing several charts at onceAdding symbols to the chart page's watchlistEarnings dates on the chartPre-market and after-hours candles on the chartYour buys and sells on the chartThe chart's price scale and the A (auto-fit) buttonForex prices on charts, and a fix that may affect older tradesWhat dates a trade's chart showsBlueprints: your checklists and backtest conditionsBacktesting on a past chartRunning a Blueprint on past bars, its analytics, and sharing itPre-market and after-hours pricesLive prices and the D (delayed) badge

Accounts & plans

Manage accounts, plans, and your trial.

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Plans and what's includedCancelling your subscriptionInviting a trader: referral rewardsManaging multiple accountsTracking a prop-firm accountProp-firm alerts, and what they can and cannot seeProp presets re-checked against the firms (12 Oct 2026)Prop firm fixes (October 2026)Apex: where the trailing floor stops (fixed 30 Sep 2026)Am I up across all my prop attempts?Your free trialFigures in dollars, percent or RDeposits and withdrawals

Notifications & alerts

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

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Get alerted when a planned trade reaches its levelYour notification inboxChoosing how you're notified

Data & privacy

Export, delete, and secure your data.

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Exporting your dataExporting your trades (and generating a report)Deleting your accountSecurity and two-factor authenticationPrivacy mode

92 articles across 8 categories.

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Help Center — Ledger of Alpha