Create the trading account
Choose personal, demo, challenge, or funded. Set currency, starting balance, daily loss, max drawdown, and target rules.
JournalFlow onboarding
Get from blank workspace to useful review in five minutes.
Launch users need a simple first run: create the account, choose the import route, log one complete trade, then let Coach turn the evidence into the next action.
No trading permission requiredCSV File Upload availableCoach included on every plan
Pick the import route
Use CSV File Upload now, connect supported exchange APIs on Pro, or activate MT4/MT5 hosted sync after the final provider key is live.
Log one complete trade
Add setup, session, risk, RR, result, mistake, lesson, and a chart screenshot so the journal has evidence to review.
Ask Coach for the next action
Coach should turn the first review into one rule, one setup focus, and one risk guardrail before the next session.
Account rules first
Funded-account and personal-account traders should set risk limits before importing history, not after a red day.
CSV fallback is always useful
If the broker or prop firm is not direct-sync ready, file upload keeps launch users moving without waiting for another connector.
Read-only sync only
Auto-sync should use investor passwords or read-only API keys. JournalFlow does not need trading or withdrawal permissions.
Coach needs evidence
The best answers come after the user adds complete trades, screenshots, mistake tags, and account rules.
Import templates
Give users a clean first upload.
Download one starter file, replace the sample rows, then upload it inside the workspace. RR is included because most serious traders review trades in R.
First-session success check
A user should know exactly what to do next.
The first review does not need hundreds of trades. It needs one clean record, one screenshot, one mistake tag, one risk rule, and a clear import path.
- One account created with the correct base currency
- At least one trade logged or imported
- RR, setup, session, mistake, and screenshot evidence attached
- Coach asked for a first review or next-session plan
- Import route understood: CSV now, supported auto-sync on Pro, roadmap where direct API access is not ready
Need a broker route?
Search supported platforms, file-upload templates, and direct-sync roadmap targets.
Check integrationsWant to see the review flow?
Open the demo workspace and inspect dashboard, Coach, replay, reports, and journal.
Open demoUnsure about access?
Read the security page before adding broker data, screenshots, or payment details.
Read security notesReady to choose a plan?
Essential starts the review habit. Pro unlocks supported auto-sync and premium workflows.
Compare plansStart clean
The first trade in the journal should already be review-ready.
Set the account, import or log the trade, attach evidence, ask Coach, and make the next session smaller and clearer.