Step 3

Import or Log Your First Trade

Automatically import your trading history or enter a trade manually.

Not completed

Why your first trade matters

Your first trade gives Trade Optic something real to analyse. Once a trade is imported or logged, your dashboard, journal and insights can start building a picture of your performance.

Automatic import

  1. Connect a supported broker from Broker Connections.
  2. Wait for the first synchronisation to complete.
  3. Open your Journal to review imported trades.

Manual logging

  1. Open Journal and select Log Trade.
  2. Enter the market, direction, prices and result.
  3. Add notes, emotion and a screenshot if helpful.
  4. Save the trade to add it to your history.