Resources
Everything you need to set up Trade Optic, connect your trading account and begin understanding your performance.
Your progress
Open each guide and use Next to track your progress.
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Step 1
Set up your Trade Optic profile and personalise your experience.
Read guide →Step 2
Securely connect a supported broker to import your trading activity.
Read guide →Step 3
Automatically import your trading history or enter a trade manually.
Read guide →Step 4
Understand your key statistics, recent trades and performance overview.
Read guide →Step 5
Add notes, screenshots, emotions and reasoning to your trades.
Read guide →Step 6
Save your setups, entry requirements and trading rules in the Strategy Vault.
Read guide →Step 7
Identify recurring behaviours, strengths, weaknesses and trading patterns.
Read guide →Step 8
Create a measurable trading goal and monitor your progress.
Read guide →Step 9
Ask questions about your trading activity and receive personalised analysis.
Read guide →Step 10
Use Pattern Analysis, Mental Edge and Insights to understand your results.
Read guide →Step 11
Learn practical lessons to strengthen mindset, discipline and emotional control.
Read guide →Step 12
Stay ahead of high-impact releases and market-moving events.
Read guide →Step 13
Earn milestones as you journal, improve and stay consistent over time.
Read guide →Browse the Help Centre for troubleshooting, or connect a broker and start logging trades when you are ready.
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