Quick Start Guide

This guide will have you logging trades and viewing analytics in just a few minutes.

Step 1: Create Your Account

1. Go to tradelogist.com/register
2. Enter your email and create a password
3. Verify your email address (check spam if needed)
4. You're in!

Step 2: Complete Your Profile

After signing up, take a moment to set your preferences:

1. Click your avatar → Settings
2. Set your display name
3. Choose your time zone (important for accurate timestamps)
4. Select your preferred currency

Step 3: Add Your First Trade

Let's log a trade to see how it works:

1. Click New Trade button (or press N)

2. Fill in the basics:

   • Symbol: The ticker (e.g., AAPL, SPY)
   • Direction: Long or Short
   • Entry Date/Time: When you entered
   • Entry Price: Your entry price
   • Quantity: Number of shares/contracts

3. If the trade is closed, add exit details:

   • Exit Date/Time
   • Exit Price

4. Add optional details:

   • Strategy: Which strategy did you use?
   • Notes: Your thoughts, reasoning, lessons

5. Click Save Trade

Step 4: Explore the Dashboard

Now visit your dashboard to see your first data:

Performance Cards

At the top, you'll see summary metrics:

• Total P/L
• Win Rate
• Number of Trades
• Profit Factor

Recent Trades

Your trade list shows all logged trades with key details at a glance.

Calendar View

The calendar shows your daily P/L with color-coded results.

Step 5: Import Historical Trades (Optional)

Have trades in another system? Import them:

1. Go to Trades → Import
2. Select your broker or choose Generic CSV
3. Upload your file
4. Map columns if needed
5. Review and import

What's Next?

Now that you're set up, explore these features:

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

Tips for Success

1. Log trades immediately — Don't wait until end of day
2. Be honest — Accurate data leads to accurate insights
3. Tag consistently — Use the same strategy names each time
4. Review weekly — Spend 15 minutes analyzing your week
5. Act on insights — Data is only useful if you use it

Getting Help

• Search: Press Cmd+K to search documentation
• Support: Contact us for help
• FAQ: Common questions answered

Ready to dive deeper? Continue to Creating Your Account for detailed signup instructions.