First steps after signup
From your account to your first trades in the journal—a short path for new users.
Alex Bielow
Last Update hace un mes
This guide takes you from registration to your first trades in TradeTrack. Allow about 15–20 minutes if you already have terminal access or a history file.
Step 1. Sign up and sign in
Create your TradeTrack account. Verify email if prompted. Sign in to land on the Dashboard.
Step 2. Create a trading account
Open Trading accounts → Create trading account.
Choose account type: live (your own capital, real or demo broker) or prop (challenge or funded prop firm).
Fill in basics:
name (e.g. “FTMO S1” or “IC Markets Demo”);
for prop — prop firm, stage (Demo, Stage 1, Live, Funded, etc.);
nominal — capital size for profit % calculations;
optional — goal % and max drawdown %;
opened date and display currency.
Create the account. Then continue to add trades—do not skip if you want data in the journal right away.
Step 3. Pick your terminal
Select TradeLocker, MetaTrader 5, cTrader, or other terminal (manual trades only).
“Other terminal” means no integration or file import for that account—add trades manually on the Trades page.
Step 4. Add trades—pick one path
TradeLocker — choose integration, enter email, password, server, and Account ID from TradeLocker, connect. Check your trades list.
cTrader — integration: authorize via cTrader (OAuth), pick the cTrader account. Or import: export a report (CSV/HTML) and upload in TradeTrack.
MetaTrader 5 — best start today is file import: export from MT5 (e.g. Report → Open XML), upload XML, XLSX, CSV, or HTML, review the preview, confirm import. Repeat import after new sessions when you want updates.
No terminal yet — manual entry on Trades, or test trades to explore the UI only.
See the knowledge base Integrations section for TradeLocker, cTrader, and MT5 file import.
Step 5. Check the trades list
Open Trades. In the account selector, confirm the correct trading account. Spot-check symbol, time, and PnL against your terminal.
Step 6. Add context to one trade
Open any trade. Add a short note: setup, emotions, what worked. That is what turns a PnL list into a journal.
Step 7. Optional next steps
Discipline tracker — a few daily rules.
Demon tracker — log FOMO or revenge if it happened.
Statistics — once you have history, review overview and sessions.
Backtests — create a backtest separately from live trades.
Daily journal
If daily notes are available, open them from the discipline tracker (“Today’s notes”) or the journal area for a short day summary.
Common beginner mistakes
Created an account but never added trades—the list stays empty.
Wrong trading account in the trades filter—looks like missing data.
Tried file import for TradeLocker—use integration for TradeLocker instead.
Support
If import fails or connection errors persist, use Support feedback.
Step 1. Sign up and sign in
Create your TradeTrack account. Verify email if prompted. Sign in to land on the Dashboard.
Step 2. Create a trading account
Open Trading accounts → Create trading account.
Choose account type: live (your own capital, real or demo broker) or prop (challenge or funded prop firm).
Fill in basics:
name (e.g. “FTMO S1” or “IC Markets Demo”);
for prop — prop firm, stage (Demo, Stage 1, Live, Funded, etc.);
nominal — capital size for profit % calculations;
optional — goal % and max drawdown %;
opened date and display currency.
Create the account. Then continue to add trades—do not skip if you want data in the journal right away.
Step 3. Pick your terminal
Select TradeLocker, MetaTrader 5, cTrader, or other terminal (manual trades only).
“Other terminal” means no integration or file import for that account—add trades manually on the Trades page.
Step 4. Add trades—pick one path
TradeLocker — choose integration, enter email, password, server, and Account ID from TradeLocker, connect. Check your trades list.
cTrader — integration: authorize via cTrader (OAuth), pick the cTrader account. Or import: export a report (CSV/HTML) and upload in TradeTrack.
MetaTrader 5 — best start today is file import: export from MT5 (e.g. Report → Open XML), upload XML, XLSX, CSV, or HTML, review the preview, confirm import. Repeat import after new sessions when you want updates.
No terminal yet — manual entry on Trades, or test trades to explore the UI only.
See the knowledge base Integrations section for TradeLocker, cTrader, and MT5 file import.
Step 5. Check the trades list
Open Trades. In the account selector, confirm the correct trading account. Spot-check symbol, time, and PnL against your terminal.
Step 6. Add context to one trade
Open any trade. Add a short note: setup, emotions, what worked. That is what turns a PnL list into a journal.
Step 7. Optional next steps
Discipline tracker — a few daily rules.
Demon tracker — log FOMO or revenge if it happened.
Statistics — once you have history, review overview and sessions.
Backtests — create a backtest separately from live trades.
Daily journal
If daily notes are available, open them from the discipline tracker (“Today’s notes”) or the journal area for a short day summary.
Common beginner mistakes
Created an account but never added trades—the list stays empty.
Wrong trading account in the trades filter—looks like missing data.
Tried file import for TradeLocker—use integration for TradeLocker instead.
Support
If import fails or connection errors persist, use Support feedback.