Welcome

Tradeways Documentation

Tradeways is a trading journal for tracking trades, reviewing decisions, and improving over time.

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Getting Started

• Getting Started — Guided setup, the product tour, and your first trades.
• Navigation — Workspaces, pages, accounts, and recent records.
• Shared Components — Sidebar, account switcher, event bell, and P&L mode switcher.

Trading

• Dashboards — Select, create, configure, and recover dashboard layouts.
• All Accounts — Review eligible accounts together in one reporting currency.
• Trade Log — Find, compare, edit, move, review, and recover trades.
• Trade Detail — One trade with its calculations, chart, fills, adjustments, and levels.
• Review — Work through trades that still need a process review.
• Manual Trade Entry — Record one trade from its fills, risk levels, and review context.
• Daily View — One trading day with its trades, intraday timeline, and journal note.
• Weekly View — One week with a per-day breakdown, session timeline, and weekly journal.
• Month View — Monthly calendar of daily P&L.
• Yearly View — Year heatmap, month-by-month breakdown, and goal progress.
• Lifetime View — All-time P&L, equity curve, headline stats, and distributions.
• Event Notifications — Imports, uploads, and other account activity.

Process

• Strategies — Write strategies down, set rules, and check trades against them.
• Goals — Profit targets, loss caps, drawdown limits, and habit goals with live progress.
• Journal — Daily, weekly, session, trade, and notebook entries.
• Tradeways Score — A 0–100 index across Edge, Risk, Consistency, and Discipline.
• Oscar — Ask about Tradeways and the trading context in your current workspace.

Community

• Communities — Join trading communities and take part in their channels.
• Mentoring — Share selected trading information with a mentor, or review a student's.

Analysis

• Widgets — Widget catalog, the picker, and per-widget settings.
• Page Widgets — Compact widget areas above supported pages.
• Filter — Global filter and per-page local filters.

Manual Import

• Import Overview — Supported formats and the step-by-step import wizard.
• Interactive Brokers — Export and import trade confirmations.
• MetaTrader 5 — Export and import an HTML trade history report.
• NinjaTrader — Export and import executions from the Control Center.
• Rithmic R|Trader Pro — Export and import completed futures orders.
• Sierra Chart — Export and import trade activity.
• TradeTracer — Export and import trades.
• Tradezella — Export and import trades.

Automatic Import

• Integrations Overview — Live trade sync, TP/SL levels, and chart screenshots.
• MetaTrader — Connect MT4 or MT5 with read-only investor credentials.
• ATAS Indicator — Real-time sync from ATAS charts.

Settings

• Settings Overview — Every settings page, grouped as in the app.
• Profile — Handle, photo, display name, location, bio, and sign-in email.
• Notifications — Community notifications and marketing emails.
• Security — Password, two-factor authentication, passkeys, and sessions.
• Billing — Subscription plan, resource usage, and invoices.
• Refer a Friend — Referral link, joined friends, and discount.
• Localisation — Interface language.
• Oscar — Enable Oscar and manage the usage disclaimer.
• Privacy — Control whether other members see when you are online.
• Integrations — API keys and external tool connections.
• Data Export — Export trade history as CSV.
• Danger Zone — Sign out, reset trade data, or delete your account.
• Accounts — Create, select, configure, archive, and track trading accounts.
• Instruments — Instrument configuration, P&L settings, and commission rates.
• Timezone — System or custom IANA timezone for trade timestamps.
• P&L Display — Currency, ticks, or percentage, globally or per account.
• Breakeven Threshold — Band around zero P&L classified as breakeven.
• Tags — Colored labels for categorizing trades.
• Custom Fields — Your own per-trade checkboxes, text, and select fields.
• Appearance — Theme, visual presets, and Cockpit navigation.
• Trade Table — Column visibility, layout reset, font sizes, and cell alignment.
• Journal Settings — Default view, default entry type, and auto-apply templates.
• Support — Reach the team and grant temporary support access.
• Feedback — Send feedback directly to the Tradeways team.

Concepts

• P&L Display Modes — Currency, Ticks (1 Lot), Ticks (Sized), and Percentage.
• Trade Adjustments — Swaps, dividends, funding, borrow fees, and commissions.
• Account Transactions — Deposits, withdrawals, fees, and interest.
• Multi-Currency — Daily rate sync, manual overrides, and conversion.
• Instrument Configuration — Tick size, point value, lot size, and multiplier.
• Asset Classes — Stocks, futures, crypto, forex, and CFDs.
• Breakeven Threshold — How the breakeven band is defined.
• Chart Drawings — Drawing tools and how they persist on trade charts.
• Symbol Aliases — Mapping broker symbol names to canonical symbols.

Account

• Sign In — Sign in with email/password or a passkey.
• Create Account — Register a new Tradeways account.
• Password Reset — Reset your password via email.
• Two-Factor Authentication — Verify your identity with a second factor.
• Passkeys — Passwordless sign-in using biometrics or a security key.