Want TraderSync to calculate your P&L exactly the way your broker does? Everything you need lives in Settings: click the Settings gear at the bottom left of the side navigation, and the Settings sidebar shows four groups. Here is what each one is for, with a step-by-step guide for every setting.
Personal & Account
Everything about you: your profile and login, your billing and plan, and what you share publicly.
- How can I change my profile picture?
- How can I change the first name or last name?
- How can I change my email or username?
- How can I change my password?
- How can I change the theme?
- How can I purchase a plan?
- How can I view, upgrade or downgrade my subscription?
- How can I apply a coupon code?
- How can I add, change or remove my payment method?
- How can I download my invoice?
- How do I cancel my plan?
- How can I share a link of my stats and choose what it shows?
- How can I create a custom link so I can share specific trades with someone?
- How can I choose which trade data and columns I share publicly?
- How can I reset my account and start from scratch?
- How can I delete my account?
- How can I log out from my account?
Data & Trades
Where your numbers start matching your broker: currency, timezone and decimals, how executions become trades, how P&L and returns are calculated, and automatic commissions and fees.
- How can I change the base currency of my account?
- Can I change my timezone?
- How can I change the decimal presicion?
- How to Change The Way How Trades Are Grouped ?
- How to Change Reports by Open Date / Close Date / Transaction Date
- How can I determine win/loss of my trades?
- How can I change the partial return calculation between LIFO, FIFO or Weigted Average?
- How to Change Average Entry Price Calculation
- How to Change Short Trade Percentage Calculation
- How can I include cummulative return in my trades list?
- How can I set my custom breakeven rules based on the return of the trade?
- How do expired options trades get closed?
- How can I activate the auto-spread detection?
- How can I set automatic commissions or fees for my trades?
- Why do my fees from Propreports not match with the broker's?
Trading Tools & Strategies
The tools you review with: the setups, mistakes and custom tags you label trades with, automatic targets and stops, custom option spreads and your strategy checklists.
- How can I create, rename or delete a setup?
- How can I create, rename or delete a mistake?
- How can I create a new custom tag category and items?
- How can I set up automatic targets and stop losses?
- How can I create, rename or delete a custom spread?
- How can I create a strategy with a rules checklist?
Support & Community
Where you get help: invite a mentor who can view your account (without editing it), or reach the support team.
Tip: new to TraderSync? Start with Data & Trades, so your P&L lines up with your broker from day one.
