On a phone the app runs at /m, with a bar of four tabs along the bottom. This is what each one does, where everything else lives, and the two gestures that are only on the phone.
The four tabs
- Dashboard — today's result, your equity curve, what you have open right now, and your recent trades.
- Trades — the whole book, filterable, with the swipe actions described below.
- Analytics — your reports and metrics.
- Tools — opens straight into the position sizer, pre-filled from your account (its balance, your usual risk as dollars, and what today has already cost against the account's daily limit). Type an entry and a stop, and Log at this size opens the quick-log sheet with the size, entry and stop already in it. Every other calculator is a row underneath.
Asking the AI a follow-up (phone only)
On a trade's page, the AI autopsy opens on the pattern it found, then the things to do next time, with the entry and exit read folded behind The full read. Under it, Ask a follow-up about this trade takes one question and answers it from the trade's own record and that read — nothing else. On Markets, Ask about the session… does the same over the session's figures and its narrative, and Read from under the narrative names exactly which inputs it was written from. Each question costs one AI action from your allowance (the meter is beside the button); an answer that does not come back is not charged, and answers are not saved — they live on the screen you asked from. The AI will say when the record does not answer your question rather than guess.
Read a chart (phone only)
Under the sizer, Read a chart takes a photo of your trading platform — or a screenshot from your library — and reads the symbol, side, entry, stop, target and size off it into a ticket. Each value carries one mark for how sure the read was — a tick for read clearly, an amber warning for check this, a red one for unsure, an equals sign for worked out — with the legend printed above the rows; a value it could not see says not found rather than guessing, and a value you type yourself carries no mark. The levels are checked against each other before you see them (how the levels are checked). The bar size is not asked for: the ticket opens on your default and you can change it there. Everything stays editable, and Open as a ticket hands the values to the trade form as a planned trade — nothing is saved until you save the form. One read costs one AI action from your allowance (shown in the header before you take the photo); a read that fails is not charged.Discard deletes the image.
Getting a good read
- A screenshot from the platform beats a photo of a screen — no glare, no moiré, sharp text.
- Show the levels as the platform draws them: the position or order line with its price, the stop line, the target line.
- Keep the symbol visible — it is usually in the chart's top-left corner.
- One chart per image. Crop away other panels, watchlists and the order book.
- If you photograph a monitor, fill the frame with the chart and hold the phone square to it.
- PNG, JPEG or WebP, up to 5 MB.
The bar used to have five slots, and the fourth one changed its label depending on your plan. It no longer does: everybody gets the same four tabs in the same four places, whatever they are paying. Pages that need a paid plan still say so when you open them.
Where everything else is: the menu
Tap the menu in the top bar for Markets (the day's market), Chart, Goals, Review, Alerts, Backtest, Brokers and Settings — plus Prop firm if you keep a prop account. Markets moved here when the bar went to four tabs; it already had a row in the menu, and on a phone it is now called Markets.
There is no separate Journal list on a phone: the Trades tab is the list, each row carries the first line of what you wrote about it, and tapping any trade opens its page. The old Journal address takes you to Trades.
The curve in the middle — logging a trade
The bar's top edge rises into a curve in the centre. Tap it — or drag up from it — and a Log a trade sheet comes up over whatever you were looking at. It asks for four things: direction, symbol, entry price and size. If we have a live price for that symbol, a Use live price button appears next to the entry field; if we don't, no button appears rather than one that does nothing.
The sheet saves the trade as an open position. Stop, target, notes and everything else live in the full form, which is one tap away: Add detail carries whatever you have already typed across instead of making you start again. See Adding a trade for the full set of fields.
The full form on a phone
Add detail (and editing any trade) opens the full form laid out for a thumb: side, then the asset class as a row of chips (pick it before the symbol — the symbol search only looks inside the chosen class), then symbol, size, entry, stop, target, exit and status, a Risk · rewardline that recomputes as you type ($100 risked · 1.0% of account · 3.4R planned), your setups as chips, and the note. If we have a live price for the symbol, a Use live price chip appears under the entry row; tap it to fill the entry. On a new trade, your saved templates sit in a Start from row at the very top. Everything else the desktop form has — account, fees, multiplier, scale in / out, tags, mistakes, rating, market context, emotions — is behind More fields, one tap down; the row says how many of them are set. Next to the note, Followed the plan / Broke the plan is the same answer the swipe-right mark records; tap the answer again to clear it. A Risk check card appears only when something needs attention — over your per-trade limit, no stop, or the day's loss limit near; a trade inside your limits gets no second card, because the risk line already says the number.
The chart is on the same curve the tab bar uses, at the bottom of the screen.Tap it or pull it up. The three boxes under the chart say which level the next tap on the chart sets — tap a box to choose, tap the chart to place it, and it moves on to the next empty one by itself. A placed line can be dragged, and the fields and the R figure follow as you drag. Done or a swipe down puts the form back. Sizer on the risk line opens the position-size calculator and hands its answer straight into Size.
A trade's page on a phone
Tap any trade and its page opens as a story: the number first — the P&L with the R multiple and the hold time beside it (no stop recorded means no R, never a made-up one) — then the chart with the entry, exit and stop written under it, then the facts as tiles, including MFE, how far the trade ran in your favour (it says measuring or not measured rather than printing a number it does not have). Under those sits your note in full-size type, with Followed the plan / Broke the plan on its header, and, when the setup has a checklist, a rules card that reads as a scorecard: All three rules kept, 2 of 3 rules kept. Tap Detail to tick or untick a rule from the page. Rating, emotions, stop and target and the plan & context group are below, and Save stays at the bottom of the screen. Previous / Next at the end walk the same order as the Trades tab, so an evening review is a rhythm rather than trips back to the list; an entry with unsaved edits asks first.
The Analytics tab on a phone
Three tabs instead of a scroll. Performance leads with the net P&L for the period, the win rate as a ring beside profit factor, expectancy and average win / loss, then a bar per setup so the losing one is obvious. Setups lists every setup and symbol with its count and win rate. Behaviour compares trades where you followed the plan with those where you broke it, totals what your tagged mistakes cost, and shows what re-entering soon after a loss averaged. Each section ends in one written finding drawn from the counts — Your Fade trades lose money — 1 of 6 won — and See trades opens the Trades tab with that setup applied. Findings stay quiet below five trades and never grade you. The period selector at the top is the same one Analytics uses on desktop. Under the number sits your equity curve for the period with its largest drawdown, and every desktop chart is a row under More on … at the end of its tab, each with a live figure; tap one and it opens on its own, with Previous / Next to step through the rest. Setups needs Essential and Behaviour needs Pro, as on desktop.
Markets on a phone
Markets in the menu opens the market's day, numbers first. Under the date and the session's tone: the four indices, all eleven sectors as a colour grid sorted from the biggest gain to the biggest loss, Fear & Greed and VIX, the 2-year and 10-year Treasury yields with the gap between them (10Y − 2Y, markedInverted when it is negative), the symbols you watch, and the headlines. Use the arrows beside the date to step between sessions; weekends are skipped.
Tap the ⓘ on Fear & Greed, VIX or 10Y − 2Y for a short explanation of the number. Fear & Greed and VIX are only published for the current session, so an earlier date says Not published for past dates rather than showing today's figure.
Your day appears at the top only on a date you closed a trade: your realized P&L, the number of trades and wins and losses, next to the S&P 500's move. On other days there is no card. Seeing the figures needs Pro.
AI read, top right, opens the written read of the session. Opening it costs nothing. Nothing is written until you press Write the read, which is the same metered request as on desktop, and a day you already wrote opens again for free. When you scroll, the header shrinks to one line and the button stays in reach.
Swiping a trade row
Rows in the dashboard's recent list, in its Holdings view (the open positions behind the open-risk row) and on the Trades tab slide sideways.
- Swipe left for Journal, and — on a position that is still open — Close.
- Swipe right to mark the trade as one where you followed your plan. Swipe again to clear the mark. It is not offered on a planned trade, because there is no execution yet to have followed or broken.
Tapping the row still opens its journal entry, as it always did — a swipe that reveals the actions never opens anything on its own.
The Trades tab
Trades are grouped by day, newest first, and each day's heading carries what that day made — realised money only, so a position that is still open sits under the day you opened it and adds nothing to the total. Switch between All, Open and Closed at the top; every filter you set from Filters (side, asset class, dates, wins or losses, and the deeper facets) appears as a chip you can tap to remove. The search icon reveals the symbol field, and a symbol you searched stays on as a chip when you hide it again.
Reading the last 14 days
The dashboard's Last 14 days strip draws one bar per day. Tap a bar — or slide a finger along the strip — and that day's trades are listed right under it, with the day's total. Sliding moves from day to day without opening anything, so you can read the whole fortnight in one pass. Tap a listed trade to open its journal entry, tap the selected bar again to put the list away, or tap Full day for the day's sheet, which also lists any economic events marked above the bar.
Closing a position from the list
Close opens a sheet asking for your exit price, with the date and time filled in for you (you can change them). As you type the exit, it shows the move on the position before commission, so you can see what you are about to record. Saving it closes the trade and works out the P&L the same way the full form does.
One exception: if the position was filled in parts, its exit is made of execution fills rather than a single price, so the sheet hands you to the full form — the only place that edits fills.
Switching accounts
The chip at the top left shows the active account and how many you have (“1/3”). Tap it for the account sheet, which lists each account's balance and what it has made or lost today. See Managing multiple accounts.
Phone or desktop — picked for you
There is no switch to flip. A phone always opens the phone layout and a computer or tablet the desktop one, from the moment you sign in. A link opened on the “wrong” device lands on the same page in the right layout: a trade link from a desktop opens that trade on your phone. The few pages with no phone screen yet (Blueprints, Admin) open as they are. The desktop dashboard is covered in A tour of your dashboard.