Help center

Getting started

Video tutorials, answers to common questions, and a direct line to support.

Tutorials

Watch & learn

5:12

Getting started in 5 minutes

Set up your first account and log a trade

7:48

Importing a broker statement

PDF & Excel import, column mapping

9:21

Reading your metrics

ROI, win rate, drawdown explained

6:03

Writing a useful thesis

What to capture before you enter

8:35

The post-mortem habit

Grading trades to find your leaks

4:56

Reconciling with Fidelity

Keep your journal in sync

FAQ

Common questions

How does the 7-day free trial work?

You get full access to everything in your chosen plan for 7 days. We don't charge your card until the trial ends, and you can cancel anytime before then to pay nothing.

Which brokers can I import from?

Any broker that exports a PDF or Excel statement. The importer detects transactions, maps columns, and flags duplicates before anything is added to your journal.

What's the difference between Basic and Pro?

Basic includes the complete journaling and analytics product. Pro adds the recorded lesson library and weekly in-person trading sessions.

Is my data private?

Your trades are yours. We never sell data, and you can export your full journal at any time.

Can I switch plans later?

Yes — upgrade or downgrade anytime. Changes prorate against your current billing period.

Email me directly

Something not covered above? Send a message — I reply to every email.