Skip to content
ResourcesGuideGetting Started
Chapter 13 min

Get up and running in 5 minutes

From account creation to your first logged trade — here's exactly what to do.

Step-by-step setup

1

Create your account

Go to the sign-up page and register with Google (one click) or with email + password. No credit card is required — the Starter plan is completely free, forever.

2

Your workspace is ready

When you log in for the first time, a default workspace is automatically created for you. A workspace is an isolated environment that contains all your trades, playbooks, chat sessions, alerts, and exchange connections.

3

Choose how to import trades

You have three options: (1) Manual entry — fill in the trade form. (2) CSV import — upload a file exported from your exchange. (3) Exchange sync — connect your API keys from Binance, Bybit, Coinbase, Kraken, or OKX.

4

Complete the onboarding checklist

The Overview dashboard shows a 4-step checklist: create a workspace, import your first trade, connect an exchange, and ask the AI for a trade review.

5

Explore the dashboard

The left sidebar gives you access to 7 views: Overview, Trades, Playbooks, Reports, AI, Tools, and Settings.

Start with manual trade entry to build the journaling habit. Even 2-3 trades per day with notes is enough. Once the habit sticks, connect your exchange for auto-sync.
The Overview dashboard also shows your daily P&L, win rate, total trades, recent trade list, active alerts count, and a top cryptos market cap ranking.
Next

Trading Journal