Getting Started
Quick start guide for your first time using TradeBook
Logging Trades
How to log trades professionally and efficiently
Performance Analysis
How to understand reports and analytics
Trading Strategies
Managing strategies and tracking their performance
Importing Trades
Auto and manual trade import from exchanges
Checklist & Daily Journal
Using tools for successful trading habits
Quick Guide: Getting Started
- Create an account - Register with a username, email and password. You'll be automatically redirected to the app.
- Set up your trading account - Go to Settings → Account Settings. Enter your account name, starting balance, and currency.
- Log your first trade - Click "New Trade", fill in the details and save. The trade will appear immediately on the dashboard.
- Analyze performance - Go to the Analytics page to see detailed statistics about your performance.
- Daily journal - Document your feelings and insights from each trading day in the daily journal.
Guide: Logging a Trade
Every trade you log should include:
- Symbol/Pair - e.g. BTC/USDT
- Direction - Long or Short
- Entry & Exit Prices - The exact prices
- P&L - Profit or loss in dollars
- Strategy - Which strategy you used
- Screenshot - Paste a chart image (Ctrl+V)
- Notes - What you thought, why you entered, what you learned
💡 Tip: The more details you log, the more accurate the analysis will be and the easier it will be to identify patterns.