How-To
Adding Trades
- Can I sync my trading account instead of importing or adding trades manually?
- Can I add trades manually for options?
- How can I add an execution?
- How can I download my previously uploaded files?
- How can I undo my last imported trades?
- How can I sync my trades?
- How can I add a broker as a favorite?
- How can I import a file with trades?
- How does TraderSync automatically create an expiration order and assigns it to a trade?
- How to import trades from a broker?
- How to delete a trade?
- How to add a new trade manually?
- How can I link my MetaTrader Account?
- How can I link my Alpaca Account?
- How can I link my Charles Schwab / TDA Account?
- How can I link my Tradier Brokerage Account?
- How can I link my Interactive Brokers Account?
- Can I add multiple trading accounts?
- Do you have Level II and Time & Sales?
- How many trades can I import?
- How often can I import my trades?
Assets
- Can I add trades manually for options?
- How can I assign custom options spread to a trade?
- How can I create a custom options spread?
- How can I rename a custom options spread?
- How can I change the spread of one or multiple trades at once?
- How does TraderSync automatically create an expiration order and assigns it to a trade?
- How to Disable Automatic Option Expiration Orders
- What stats are available?
- What markets are supported for automatic charting?
- Which brokers / exchanges / trading applications do you support.
- Can I add multiple trading accounts?
- What reports are available?
- Do you plot executions on charts?
- Do you support other currencies?
- Can I change my timezone?
- Can I customize the dashboard?
- Do you have Level II and Time & Sales?
- What assets are supported?
- What asset classes are supported?
Assistant
Avg Return
- Avg $ Position MAE (Average Maximum Adverse Excursion in Dollars)
- Avg $ Position MFE (Average Maximum Favorable Excursion in Dollars)
- Avg $ on Losers (Average Loss on Losing Trades)
- Avg $ on Winners (Average Profit on Winning Trades)
- Return / Size (Average Return per Unit)
- Avg Return $
Avg Return %
- Avg % on Shorts (Average Percentage Return on Short Trades)
- Avg % on long (Average Percentage Return on Long Trades)
- Avg % on losers (Average Percentage Loss on Losing Trades)
- Avg % on Winners (Average Percentage Return on Winning Trades)
- Avg % Return (Average Percentage Return)
Brokers
Calendar
Charts
- How do I view all trades from the selected symbol in one chart?
- How do I take a screenshot of a chart?
- How do I attach an image to a trade?
- How to change the settings of a chart?
- How can I change the shape of the chart?
- How do I remove a chart?
- How can I pre-configure more than one chart on the trade detail page?
- What markets are supported for automatic charting?
- Do you plot executions on charts?
- Can I change my timezone?
- Which assets are supported for automatic charting?
- How can I pre-configure more than one chart on the trade detail page?
- How can I hide the buy and sell flags from the charts?
- How can I deactivate pre and post-market data from the charts?
- What markets are supported for automatic charting?
- Do you plot executions on charts?
- Can I change my timezone?
- Which assets are supported for automatic charting?
- Where can I see the charts?
Commissions
- Total Commissions/ Fees / Swap Open
- Total Commissions/ Fees / Swap Long
- Total Commissions/ Fees / Swap Short
- Total Commissions/ Fees / Swap Breakeven
- Total Commissions/ Fees / Swap Loss
- Total Commissions/ Fees / Swap Win
- Avg Fees
- Avg Commissions / Fees / Swap
- Total Swap
- Total Fees
- Total Commissions / Fees / Swap
Commissions & Fees
Crypto
Currency
Custom Filters
- How can I exclude trades with certain criteria from my stats?
- Which sections are not affected by the filters?
- How can I exclude trades with certain criteria from my stats?
Custom Tags
- How do I remove a setup/mistake/custom tag from a trade?
- How do I assign a setup/mistake/custom tag to a trade?
- How can I assign a custom tag to a trade?
- How can I assign one or multiple setups/mistakes/custom tags to more than one trade at once?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
- How can I create a new custom tag category and items?
Dashboard
- Why Your Cumulative Return Doesn’t Match the Trades Section: Understanding the Differences
- How can I make the snapshop page my dashboard?
- How can I change the layout of the dashboard between classic and snapshot?
- How can I merge trades?
- How can I export trades?
- How can I export executions?
- How can I delete one or multiple trades at once?
- Can I customize the dashboard?
- What assets are supported?
- What is the difference between Trades section and the Dashboard section?
- How do I export trades/executions?
- How many widgets are allowed on the top dashboard?
- Can I see unrealized PnL?
- Where do I see the A.I. insights?
Equity Options
- Can I add trades manually for options?
- How can I assign custom options spread to a trade?
- How can I create a custom options spread?
- How can I rename a custom options spread?
- How can I change the spread of one or multiple trades at once?
- How does TraderSync automatically create an expiration order and assigns it to a trade?
- How to Disable Automatic Option Expiration Orders
- Do you have Level II and Time & Sales?
- What assets are supported?
File
- Can I sync my trading account instead of importing or adding trades manually?
- How can I import a file with trades?
- How does TraderSync automatically create an expiration order and assigns it to a trade?
- Can I add multiple trading accounts?
- Do you have Level II and Time & Sales?
- How often can I import my trades?
Filters
- How can I exclude trades with certain criteria from my stats?
- How can I remove all filters?
- Which sections are not affected by the filters?
- How can I exclude trades with certain criteria from my stats?
- How can I apply a filter?
- How can I delete a filter?
- How can I delete all applied filters?
Forex
Futures
Futures Options
- How can I change the spread of one or multiple trades at once?
- Do you have Level II and Time & Sales?
- What assets are supported?
General
- How can I remove all filters?
- How can I swap the widgets under the snapshot?
- How can I make the snapshop page my dashboard?
- How can I change the layout of the dashboard between classic and snapshot?
- How can I disable tooltips across the application?
- How can I disable the assistant icon across the application?
- How can I download my previously uploaded files?
- How can I delete my account?
- How can I export trades?
- How can I export executions?
- How can I delete one or multiple trades at once?
- How can I reach support?
- How can I change the theme?
- What are the different types of reports available?
- Do you have a mobile app?
- How do I export trades/executions?
- Do you report wash sales?
- Do you have tutorials?
- Which plan is the trial equivalent to?
- Do you offer a free trial?
- What is Tradersync?
Glossary
- How do I assign a setup/mistake/custom tag to a trade?
- Partial Return Net
- Partial Return %
- Contract Size (Forex)
- R/R (Risk Reward Ratio)
- Contract Size (Futures)
- Contract Size (Options)
- Example
- Margin
- Cost
- Best Exit & Best Exit %
- Expectancy
- Return %
- System Quality Number (SQN)
- PnL Standard Deviation on Lossers
- PnL Standard Deviation on Winners
- PnL Standard Deviation (Profit and Loss Standard Deviation)
- Total Commissions/ Fees / Swap Open
- Total Commissions/ Fees / Swap Long
- Total Commissions/ Fees / Swap Short
- Total Commissions/ Fees / Swap Breakeven
- Total Commissions/ Fees / Swap Loss
- Total Commissions/ Fees / Swap Win
- Avg Fees
- Avg Commissions / Fees / Swap
- Total Swap
- Total Fees
- Total Commissions / Fees / Swap
- Avg Breakeven Hold Time (Average Breakeven Trade Hold Time)
- Avg Losers Hold Time (Average Losing Trade Hold Time)
- Avg Winning Hold Time (Average Winning Trade Hold Time)
- Max Consec. Loss (Maximum Consecutive Losses)
- Max Consec. Win (Maximum Consecutive Wins)
- Total BE (Total Breakeven Trades)
- Total Losers
- Total Winners (Total Winning Trades)
- Total Open Trades
- Total Trades
- Total Closed Trades
- Avg % on Shorts (Average Percentage Return on Short Trades)
- Avg % on long (Average Percentage Return on Long Trades)
- Avg % on losers (Average Percentage Loss on Losing Trades)
- Avg % on Winners (Average Percentage Return on Winning Trades)
- Avg % Return (Average Percentage Return)
- Avg $ Position MAE (Average Maximum Adverse Excursion in Dollars)
- Avg $ Position MFE (Average Maximum Favorable Excursion in Dollars)
- Avg $ on Losers (Average Loss on Losing Trades)
- Avg $ on Winners (Average Profit on Winning Trades)
- Return / Size (Average Return per Unit)
- Avg Return $
- Biggest % Loser
- Biggest % Profit
- Accumulative Return %
- Open % (Open Trade Percentage)
- BE % (Breakeven Percentage)
- Loss % (Loss Percentage)
- Win % (Win Percentage)
- Profit Factor
- Profit/Loss Ratio
- Biggest Loss $
- Biggest Profit $
- Return $ on Short
- Return $ on Long
- Return on Losers
- Return on Winners
- Account Balance
- Accumulative Return Gross $
- Accumulative Return Net $
- Accumulative Return $ (PnL)
- How can I pre-configure more than one chart on the trade detail page?
- How can I assign a custom tag to a trade?
- Can I rearrange the screenshots I uploaded?
- How can I export the executions from a trade details page?
- How can I delete an execution from a trade?
- How can I activate/deactivate the list of trades inside the Trades detail page?
- How can I assign a mistake to a trade?
- How can I assign a setup to a trade?
- How can I change the spread of a trade?
- How can I hide blocks of content on the trade detail page?
- How can I add an execution?
- How can I share a trade?
- How can I assign a strategy to a trade?
- How can I add a target/stop loss to a trade?
- How can I delete a target/stop loss from a trade?
- How can I update the target/stop loss of a trade?
- How can I hide the buy and sell flags from the charts?
- How can I deactivate pre and post-market data from the charts?
- How can I hide the targets and stops from the chart?
- How can I merge trades?
- How can I hide the screenshot section on the journal section?
- How can I create a new setup?
- How can I change the partial return calculation between LIFO, FIFO or Weigted Average?
- What the strategy checker?
- What stats are available?
- What markets are supported for automatic charting?
- Can I add multiple trading accounts?
- What reports are available?
- Do you plot executions on charts?
- Can I change my timezone?
- How many trades can I import?
- What is the difference between Trades section and the Dashboard section?
- Which assets are supported for automatic charting?
- Where can I see the charts?
Hold Time
- Avg Breakeven Hold Time (Average Breakeven Trade Hold Time)
- Avg Losers Hold Time (Average Losing Trade Hold Time)
- Avg Winning Hold Time (Average Winning Trade Hold Time)
Import Trades
- How can I download my previously uploaded files?
- How can I undo my last imported trades?
- How can I add a broker as a favorite?
- How can I import a file with trades?
- How to import trades from a broker?
- How to delete a trade?
- Which brokers / exchanges / trading applications do you support.
- Can I add multiple trading accounts?
- What assets are supported?
- How many trades can I import?
- How often can I import my trades?
Inisights
Insights
Integrations
- How can I link my MetaTrader Account?
- How can I link my Alpaca Account?
- How can I link my Charles Schwab / TDA Account?
- How can I link my Tradier Brokerage Account?
- How can I link my Interactive Brokers Account?
Journal
- How can I hide the trades section under the journal?
- How can I add a note for a date on which I had no trades?
- How can I hide the running PnL section from the journal?
- How can I hide certain statistics from the journal?
- How can I configure the layout of the journal?
- How can I hide the screenshot section on the journal section?
Managing
Manual
- Can I add trades manually for options?
- How can I add an execution?
- How to add a new trade manually?
- Can I add multiple trading accounts?
- Do you have Level II and Time & Sales?
Market Replay
- How can I create a playlist in the market replay for the trades of a given setup?
- When is the current trading day replayable?
- What are the playlists?
- Do my trades transfer to Analytics?
- Do you have Level II and Time & Sales?
- What assets are supported?
- What’s the difference between the backtester and the market replay?
Mistakes
- How to change the spelling of a setup/mistake?
- How can I assign a mistake to a trade?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
- How can I delete all my mistakes at once?
- How can I delete a mistake?
- How can I create a new mistake?
- How do I remove a setup/mistake/custom tag from a trade?
- How do I assign a setup/mistake/custom tag to a trade?
- How can I assign a mistake to a trade?
- How can I assign one or multiple setups/mistakes/custom tags to more than one trade at once?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
- How can I delete all my mistakes at once?
- How can I delete a mistake?
- How can I rename a mistake?
- How can I create a new mistake?
Other Stats
- Partial Return Net
- Partial Return %
- Contract Size (Forex)
- R/R (Risk Reward Ratio)
- Contract Size (Futures)
- Contract Size (Options)
- Example
- Margin
- Cost
- Best Exit & Best Exit %
- Expectancy
- Return %
- What stats are available?
Overview
- Why does the return on the table not match the Accumulated Return $ on the top widgets when filtering by a specific date?
- How can I view stats for a specific account?
- How can I benchmark my stats against the market?
- What reports are available?
- Can I track my account balance?
Performance
- System Quality Number (SQN)
- PnL Standard Deviation on Lossers
- PnL Standard Deviation on Winners
- PnL Standard Deviation (Profit and Loss Standard Deviation)
Playlist
- How can I create a playlist in the market replay for the trades of a given setup?
- When is the current trading day replayable?
Portfolio
- How can I view stats for a certain portfolio?
- How can I delete the trades of one particular portfolio?
- How can I delete a portfolio?
- How can I add portfolio adjustment to a portfolio?
- How can I rename a portfolio?
- How can I create a new portfolio?
- How can I determine what portfolio to share on my primary shared profile link?
- How can I view stats for a specific account?
- How can I view stats for a certain portfolio?
- How can I delete the trades of one particular portfolio?
- How can I delete a portfolio?
- How can I add portfolio adjustment to a portfolio?
- How can I rename a portfolio?
- How can I create a new portfolio?
- How can I reassign one or multiple trades to a different portfolio?
- How can I determine what portfolio to share on my primary shared profile link?
Privacy
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- On my primary shared profile link how can I choose which stats to display?
- On my primary shared profile link how can I choose which columns to share in the trades table?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
- How can I share a link of my stats with someone?
- How to Share Historical Performance
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- On my primary shared profile link how can I choose which stats to display?
- On my primary shared profile link how can I choose which columns to share in the trades table?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
- How can I share a link of my stats with someone?
- How can I select what I share of a particular trade?
- How to Share Historical Performance
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- On my primary shared profile link how can I choose which stats to display?
- On my primary shared profile link how can I choose which columns to share in the trades table?
- How can I determine what portfolio to share on my primary shared profile link?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
- How can I share a link of my stats with someone?
Profile
Reports
- How do I assign a setup/mistake/custom tag to a trade?
- Why Your Cumulative Return Doesn’t Match the Trades Section: Understanding the Differences
- How to Share Historical Performance
- Partial Return Net
- Partial Return %
- Contract Size (Forex)
- R/R (Risk Reward Ratio)
- Contract Size (Futures)
- Contract Size (Options)
- Example
- Margin
- Cost
- Best Exit & Best Exit %
- Expectancy
- Return %
- System Quality Number (SQN)
- PnL Standard Deviation on Lossers
- PnL Standard Deviation on Winners
- PnL Standard Deviation (Profit and Loss Standard Deviation)
- Total Commissions/ Fees / Swap Open
- Total Commissions/ Fees / Swap Long
- Total Commissions/ Fees / Swap Short
- Total Commissions/ Fees / Swap Breakeven
- Total Commissions/ Fees / Swap Loss
- Total Commissions/ Fees / Swap Win
- Avg Fees
- Avg Commissions / Fees / Swap
- Total Swap
- Total Fees
- Total Commissions / Fees / Swap
- Avg Breakeven Hold Time (Average Breakeven Trade Hold Time)
- Avg Losers Hold Time (Average Losing Trade Hold Time)
- Avg Winning Hold Time (Average Winning Trade Hold Time)
- Max Consec. Loss (Maximum Consecutive Losses)
- Max Consec. Win (Maximum Consecutive Wins)
- Total BE (Total Breakeven Trades)
- Total Losers
- Total Winners (Total Winning Trades)
- Total Open Trades
- Total Trades
- Total Closed Trades
- Avg % on Shorts (Average Percentage Return on Short Trades)
- Avg % on long (Average Percentage Return on Long Trades)
- If I edit my trade, would the rolling exit get recalculated?
- How would the calculations differ if I exit gradually over time?
- Avg % on losers (Average Percentage Loss on Losing Trades)
- Avg % on Winners (Average Percentage Return on Winning Trades)
- Avg % Return (Average Percentage Return)
- Avg $ Position MAE (Average Maximum Adverse Excursion in Dollars)
- Avg $ Position MFE (Average Maximum Favorable Excursion in Dollars)
- Avg $ on Losers (Average Loss on Losing Trades)
- Avg $ on Winners (Average Profit on Winning Trades)
- Return / Size (Average Return per Unit)
- Avg Return $
- Biggest % Loser
- Biggest % Profit
- Accumulative Return %
- Open % (Open Trade Percentage)
- BE % (Breakeven Percentage)
- Loss % (Loss Percentage)
- Win % (Win Percentage)
- Profit Factor
- Profit/Loss Ratio
- Biggest Loss $
- Biggest Profit $
- Why does the return on the table not match the Accumulated Return $ on the top widgets when filtering by a specific date?
- How can I view stats for a specific account?
- Return $ on Short
- Return $ on Long
- Return on Losers
- Return on Winners
- Account Balance
- Accumulative Return Gross $
- Accumulative Return Net $
- Accumulative Return $ (PnL)
- What is the difference between Best Exit and Rolling Exit?
- How can I view stats for a certain portfolio?
- How can I pre-configure more than one chart on the trade detail page?
- How can I assign a custom tag to a trade?
- How can I benchmark my stats against the market?
- Can I rearrange the screenshots I uploaded?
- How can I add a report as a favorite for quick access?
- How can I export the executions from a trade details page?
- How can I delete an execution from a trade?
- How can I activate/deactivate the list of trades inside the Trades detail page?
- How can I remove a report from the favorite list?
- How can I assign a mistake to a trade?
- How can I pin a report?
- How can I assign a setup to a trade?
- How can I change the spread of a trade?
- How can I hide blocks of content on the trade detail page?
- How I can print a report?
- How can I add an execution?
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- How can I change the calendar layout?
- How can I assign a strategy to a trade?
- How can I add a target/stop loss to a trade?
- How can I delete a target/stop loss from a trade?
- How can I update the target/stop loss of a trade?
- How can I hide the buy and sell flags from the charts?
- How can I access my insights?
- How are the insights generated?
- How can I deactivate pre and post-market data from the charts?
- How can I hide the targets and stops from the chart?
- How can I merge trades?
- How can I hide the screenshot section on the journal section?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- How can I create a new custom tag category and items?
- How can I create a new mistake?
- How can I delete all my setups at once?
- How can I delete a setup?
- How can I rename a setup?
- How can I create a new setup?
- On my primary shared profile link how can I choose which stats to display?
- On my primary shared profile link how can I choose which columns to share in the trades table?
- How can I determine what portfolio to share on my primary shared profile link?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
- How can I share a link of my stats with someone?
- How can I change the partial return calculation between LIFO, FIFO or Weigted Average?
- What are the different types of reports available?
- How do I access my reports?
- How do I access my stats?
- What the strategy checker?
- What stats are available?
- What markets are supported for automatic charting?
- Can I add multiple trading accounts?
- What reports are available?
- Do you plot executions on charts?
- Can I change my timezone?
- How many trades can I import?
- What is the difference between Trades section and the Dashboard section?
- Can I track my account balance?
- Where do I see the A.I. insights?
- Which assets are supported for automatic charting?
- Where can I see the charts?
Return %
- Biggest % Loser
- Biggest % Profit
- Accumulative Return %
- Open % (Open Trade Percentage)
- BE % (Breakeven Percentage)
- Loss % (Loss Percentage)
- Win % (Win Percentage)
Return $
- Profit Factor
- Profit/Loss Ratio
- Biggest Loss $
- Biggest Profit $
- Return $ on Short
- Return $ on Long
- Return on Losers
- Return on Winners
- Account Balance
- Accumulative Return Gross $
- Accumulative Return Net $
- Accumulative Return $ (PnL)
Rolling Exit
- If I edit my trade, would the rolling exit get recalculated?
- How would the calculations differ if I exit gradually over time?
- What is the difference between Best Exit and Rolling Exit?
Settings
- How do I enable/disable sections in the Trade Detail?
- How can I add r multiple to my trades?
- How do I change the layout of the trade detail?
- How do I move to the next/previous trade?
- How do I view all trades from the selected symbol in one chart?
- How to print a trade?
- How can I select what I share of a particular trade?
- How do I replay an existing trade?
- How do I add a note to a trade?
- How do I delete an attached image from a trade?
- How do I take a screenshot of a chart?
- How do I attach an image to a trade?
- How to change the settings of a chart?
- How can I change the shape of the chart?
- How do I remove a chart?
- How do I remove a setup/mistake/custom tag from a trade?
- How do I assign a setup/mistake/custom tag to a trade?
- How do I manually close a trade?
- How do I edit an existing order?
- How do I add a new order to a trade?
- How do I edit targets and stop losses?
- How do I remove targets and stop losses?
- How do I manually add targets and stop losses to my trades?
- How do I manually edit the contract size of a trade?
- How do I manually change the side of an option?
- How Does TraderSync Group Trades?
- How to Share Historical Performance
- How to change the spelling of a setup/mistake?
- How can I view stats for a certain portfolio?
- How can I set up automatic targets and stop losses?
- How can I pre-configure more than one chart on the trade detail page?
- How can I set automatic commissions or fees for my trades?
- How can I separate executions from a trade?
- How can I assign a custom tag to a trade?
- How can I delete the trades of one particular portfolio?
- How can I delete a portfolio?
- How can I add portfolio adjustment to a portfolio?
- How can I rename a portfolio?
- How can I create a new portfolio?
- How can I delete an execution from a trade?
- How can I assign a mistake to a trade?
- How can I assign a setup to a trade?
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- How can I assign a strategy to a trade?
- How can I add a target/stop loss to a trade?
- How can I delete a target/stop loss from a trade?
- How can I update the target/stop loss of a trade?
- How can I deactivate pre and post-market data from the charts?
- How can I change my profile picture?
- How can I assign one or multiple setups/mistakes/custom tags to more than one trade at once?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
- How can I merge trades?
- How can I hide the screenshot section on the journal section?
- How can I export trades?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- How can I create a new custom tag category and items?
- How can I delete all my mistakes at once?
- How can I delete a mistake?
- How can I rename a mistake?
- How can I create a new mistake?
- How can I change the theme?
- How can I delete all my setups at once?
- How can I delete a setup?
- How can I rename a setup?
- How can I create a new setup?
- On my primary shared profile link how can I choose which stats to display?
- On my primary shared profile link how can I choose which columns to share in the trades table?
- How can I determine what portfolio to share on my primary shared profile link?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
- How can I share a link of my stats with someone?
- How can I change the partial return calculation between LIFO, FIFO or Weigted Average?
- How does TraderSync automatically create an expiration order and assigns it to a trade?
- How to export trades?
- How to delete a trade?
- How to edit a trade?
- How can I change the base currency of my account?
- How can I set my custom breakeven rules based on the return of the trade?
- How can I activate the auto-spread detection?
- How to Disable Automatic Option Expiration Orders
- How to Change Average Entry Price Calculation
- How to Change Short Trade Percentage Calculation
- How to Switch Between Gross or Net Stats
- How to Include Market Replay Trades on Overall Stats
- How to Change Reports by Open Date / Close Date / Transaction Date
- How to Change The Way How Trades Are Grouped ?
- What the strategy checker?
- What markets are supported for automatic charting?
- Can I add multiple trading accounts?
- Do you plot executions on charts?
- Do you support other currencies?
- Can I change my timezone?
- Do you have Level II and Time & Sales?
- How do I export trades/executions?
- Which assets are supported for automatic charting?
Setups
- How to change the spelling of a setup/mistake?
- How can I assign a setup to a trade?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
- How can I delete all my setups at once?
- How can I delete a setup?
- How can I rename a setup?
- How can I create a new setup?
- How do I assign a setup/mistake/custom tag to a trade?
- How can I assign a setup to a trade?
- How can I delete all my setups at once?
- How can I delete a setup?
- How can I rename a setup?
- How can I create a new setup?
- How do I remove a setup/mistake/custom tag from a trade?
- How do I assign a setup/mistake/custom tag to a trade?
- How can I assign a setup to a trade?
- How can I assign one or multiple setups/mistakes/custom tags to more than one trade at once?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
- How can I delete all my setups at once?
- How can I delete a setup?
- How can I rename a setup?
- How can I create a new setup?
Sharing
- How to Share Historical Performance
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- On my primary shared profile link how can I choose which stats to display?
- On my primary shared profile link how can I choose which columns to share in the trades table?
- How can I determine what portfolio to share on my primary shared profile link?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
- How can I select what I share of a particular trade?
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- On my primary shared profile link how can I choose which stats to display?
- How can I determine what portfolio to share on my primary shared profile link?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
- How to Share Historical Performance
- How can I make a trade private?
- How can I make a trade public?
- How can I share a trade?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- On my primary shared profile link how can I choose which stats to display?
- On my primary shared profile link how can I choose which columns to share in the trades table?
- How can I determine what portfolio to share on my primary shared profile link?
- How can I determine which metrics to share for the trades details page?
- How can I create a custom link so I can share specific trades with someone?
Stocks
Strategy Checker
Support
Synchronization
- How can I sync my trades?
- How can I link my MetaTrader Account?
- How can I link my Alpaca Account?
- How can I link my Charles Schwab / TDA Account?
- How can I link my Tradier Brokerage Account?
- How can I link my Interactive Brokers Account?
- Which brokers / exchanges / trading applications do you support.
- Can I add multiple trading accounts?
- What assets are supported?
- Can I sync my trading account instead of importing or adding trades manually?
- How can I sync my trades?
- How does TraderSync automatically create an expiration order and assigns it to a trade?
- How can I link my MetaTrader Account?
- How can I link my Alpaca Account?
- How can I link my Charles Schwab / TDA Account?
- How can I link my Tradier Brokerage Account?
- How can I link my Interactive Brokers Account?
- Can I add multiple trading accounts?
- Do you have Level II and Time & Sales?
Tags
- How can I assign a custom tag to a trade?
- How can I assign one or multiple setups/mistakes/custom tags to more than one trade at once?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
Target & Stop loss
- How can I add r multiple to my trades?
- How do I remove targets and stop losses?
- How do I manually add targets and stop losses to my trades?
- How can I set up automatic targets and stop losses?
- How can I add a target/stop loss to a trade?
- How can I delete a target/stop loss from a trade?
- How can I update the target/stop loss of a trade?
Trade detail
- How do I enable/disable sections in the Trade Detail?
- How can I add r multiple to my trades?
- How do I change the layout of the trade detail?
- How do I move to the next/previous trade?
- How do I view all trades from the selected symbol in one chart?
- How to print a trade?
- How can I select what I share of a particular trade?
- How do I replay an existing trade?
- How do I add a note to a trade?
- How do I delete an attached image from a trade?
- How do I take a screenshot of a chart?
- How do I attach an image to a trade?
- How to change the settings of a chart?
- How can I change the shape of the chart?
- How do I remove a chart?
- How do I remove a setup/mistake/custom tag from a trade?
- How do I assign a setup/mistake/custom tag to a trade?
- How do I manually close a trade?
- How do I edit an existing order?
- How do I add a new order to a trade?
- How do I edit targets and stop losses?
- How do I remove targets and stop losses?
- How do I manually add targets and stop losses to my trades?
- How do I manually edit the contract size of a trade?
- How do I manually change the side of an option?
- How can I pre-configure more than one chart on the trade detail page?
- How can I share a trade?
- How can I assign a strategy to a trade?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
Trades
- How do I assign a setup/mistake/custom tag to a trade?
- Max Consec. Loss (Maximum Consecutive Losses)
- Max Consec. Win (Maximum Consecutive Wins)
- Total BE (Total Breakeven Trades)
- Total Losers
- Total Winners (Total Winning Trades)
- Total Open Trades
- Total Trades
- Total Closed Trades
- How can I pre-configure more than one chart on the trade detail page?
- How can I assign a custom tag to a trade?
- Can I rearrange the screenshots I uploaded?
- How can I export the executions from a trade details page?
- How can I delete an execution from a trade?
- How can I activate/deactivate the list of trades inside the Trades detail page?
- How can I assign a mistake to a trade?
- How can I assign a setup to a trade?
- How can I change the spread of a trade?
- How can I hide blocks of content on the trade detail page?
- How can I add an execution?
- How can I share a trade?
- How can I assign a strategy to a trade?
- How can I add a target/stop loss to a trade?
- How can I delete a target/stop loss from a trade?
- How can I update the target/stop loss of a trade?
- How can I hide the buy and sell flags from the charts?
- How can I deactivate pre and post-market data from the charts?
- How can I hide the targets and stops from the chart?
- How can I merge trades?
- How can I hide the screenshot section on the journal section?
- How can I create a new setup?
- How can I change the partial return calculation between LIFO, FIFO or Weigted Average?
- What the strategy checker?
- What markets are supported for automatic charting?
- Can I add multiple trading accounts?
- Do you plot executions on charts?
- Can I change my timezone?
- How many trades can I import?
- What is the difference between Trades section and the Dashboard section?
- Which assets are supported for automatic charting?
- Where can I see the charts?
- How do I assign a setup/mistake/custom tag to a trade?
- How can I assign a custom tag to a trade?
- How can I delete an execution from a trade?
- How can I delete a target/stop loss from a trade?
- How can I update the target/stop loss of a trade?
- How can I merge trades?
- How can I create a new mistake?
- How can I rename a setup?
- How can I create a new setup?
- How can I change the partial return calculation between LIFO, FIFO or Weigted Average?
- How to edit a trade?
- Can I add multiple trading accounts?
- How do I enable/disable sections in the Trade Detail?
- How can I add r multiple to my trades?
- How do I change the layout of the trade detail?
- How do I move to the next/previous trade?
- How do I view all trades from the selected symbol in one chart?
- How to print a trade?
- How can I select what I share of a particular trade?
- How do I replay an existing trade?
- How do I add a note to a trade?
- How do I delete an attached image from a trade?
- How do I take a screenshot of a chart?
- How do I attach an image to a trade?
- How to change the settings of a chart?
- How can I change the shape of the chart?
- How do I remove a chart?
- How do I remove a setup/mistake/custom tag from a trade?
- How do I assign a setup/mistake/custom tag to a trade?
- How do I manually close a trade?
- How do I edit an existing order?
- How do I add a new order to a trade?
- How do I edit targets and stop losses?
- How do I remove targets and stop losses?
- How do I manually add targets and stop losses to my trades?
- How do I manually edit the contract size of a trade?
- How do I manually change the side of an option?
- How can I set up automatic targets and stop losses?
- How can I pre-configure more than one chart on the trade detail page?
- How can I separate executions from a trade?
- How can I assign a custom tag to a trade?
- How can I delete an execution from a trade?
- How can I assign a mistake to a trade?
- How can I assign a setup to a trade?
- How can I share a trade?
- How can I assign a strategy to a trade?
- How can I add a target/stop loss to a trade?
- How can I delete a target/stop loss from a trade?
- How can I update the target/stop loss of a trade?
- How can I deactivate pre and post-market data from the charts?
- How can I assign one or multiple setups/mistakes/custom tags to more than one trade at once?
- How can I remove one or multiple setups/mistakes/custom tags from more than one trade at once?
- How can I merge trades?
- How can I hide the screenshot section on the journal section?
- How can I export trades?
- How can I change the privacy from public to private or vice versa for one or multiple trades at once?
- How can I create a new custom tag category and items?
- How can I delete all my mistakes at once?
- How can I delete a mistake?
- How can I rename a mistake?
- How can I create a new mistake?
- How can I delete all my setups at once?
- How can I delete a setup?
- How can I rename a setup?
- How can I create a new setup?
- How can I change the partial return calculation between LIFO, FIFO or Weigted Average?
- How does TraderSync automatically create an expiration order and assigns it to a trade?
- How to export trades?
- How to delete a trade?
- How to edit a trade?
- How can I set my custom breakeven rules based on the return of the trade?
- How to Switch Between Gross or Net Stats
- What the strategy checker?
- Can I add multiple trading accounts?
- Do you have Level II and Time & Sales?
- How do I export trades/executions?