- Service description
- Quick start
- Frequently asked questions
- Do I pay for one account or for the entire service?
- What if I have changed my broker or the stock exchange? How can I reflect this in the service?
- How can I get trial access to the service?
- Why can’t I upload a brokerage report?
- Dates of some trades/transactions in report are older than dates of trades that you already uploaded
- The results for the given account do not correspond with the reality
- The methods of entry/exit do not suit me (user columns)
- Entering initial positions
- Accounts – Accounts setup – Managing accounts
- What is an account?
- Accounts control panel
- Creating an account
- Editing the account
- Activating or extending the account
- Data representation settings – How to add/delete columns in the trade table – How to add user columns
- Setting the instrument label equivalents
- Populating the account with demo data
- Creating a link to your account view
- Trades: Managing trades
- What is a trade? Trade features
- Trade management panel
- Table of trades
- Trades editor
- Algorithms for extracting trades automatically
- Loading a brokerage report
- Bulk editing of trades
- Duplicating trades
- Combining trades
- Deleting trades
- Correcting the results of trades
- Adding a comment to a trade
- Adding screenshots to a trade
- Exporting trades in Excel format
- Backing up trades
- STATISTICS
- Terms of service
- Payment
What if I have changed my broker or the stock exchange? How can I reflect this in the service?
Click “Edit” on the control panel containing your accounts.
To change your stock exchange:
1) Press the button with the stock exchange name.
2) In the window that appears, select the new stock exchange and confirm the change. Attention! All trades will be deleted and the broker will be changed to “All-purpose”.
3) Change the broker after the website reloads.
To change the broker:
1) Select the broker from the drop-down list.
2) Click “Save”.
You can also check these reference sections: