How can I replace the demo data with my own trades?

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New account full of sample trades? One click clears them and takes you to add your real ones.

  1. When you first sign in, a red bar at the top says you are viewing demo data, and a message titled None of these numbers are yours explains that the trades are a preview.
  2. To look around first, click Explore first. The message closes and a note next to the top bar’s button says When you’re ready, add your trades here.
  3. When you are ready, click Add my trades, either in that message or in the top bar. The message says it Replaces the demo data.
  4. From the top bar, a Delete demo data first window asks you to confirm. Click Delete Demo Data, or Cancel to keep exploring. The intro message skips this window, because it is already the confirmation.
  5. While the demo trades are removed, the button shows Deleting… (or Removing demo data… in the intro message). Then the page reloads on Accounts, which shows See what your trades say about you and asks you to pick your broker.
  6. Search for your broker on that page and pick it, then connect it or import your file. Your own trades replace the demo ones in every report.

Tip: the demo trades are removed for good, so add your own before you need any report you saw in the preview.

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