How to Start with TraderInsight.pro

Welcome to TraderInsight.pro: Your Next-Gen Trading Journal

Hey, welcome to TraderInsight.pro - the trading journal designed by traders who outgrew spreadsheets and needed something that actually empowers real analysis. We're talking seamless imports, deep insights, and journaling that turns random trades into a repeatable edge. If you're new, let's get you up to speed fast. And if you have ideas or feedback, hit us up - we're highly reactive and love building what traders actually need (team@traderinsight.pro or via our feedback form).

What is a Trading Journal and Why Use One?

A trading journal is more than a log - it's your personal database of every decision, outcome, and lesson. Think of it as the difference between gambling and building a business: without one, you repeat mistakes, miss patterns, and leave money on the table. With one, you spot what works (e.g. "my breakouts crush Mondays"), kill what doesn't (e.g. "revenge trades cost 3x my average loss"), and track progress over time.

Studies show journaled traders outperform non-journaled ones by up to 20% in win rate and risk management - because data beats gut feel every time. TraderInsight.pro makes it effortless: import anything, analyze everything, journal everywhere. Your odds of success? They skyrocket when you treat trading like a skill, not a hunch.

How to Get Started

1. Import Your Trades - The Foundation Start here to see the power unfold. Head to the Imports page and drag/drop your broker or platform exports (CSV, Excel, etc.). We support stocks, forex, crypto, options, futures, dividends, cash transactions - and if your broker isn't listed, request it (we add most within 24-48 hours and notify you). For details, check our Import Guide. Once imported, your data populates everything - trades list, reports, calendar - ready for analysis.
2. Tag Your Trades - Unlock Organization & Insights Tags are your secret weapon for categorizing trades. Create custom tag groups (buckets like "Strategies", "Mistakes", "Setups", "Emotional State", "Market Feeling") and add tags inside (e.g. "Breakout" or "Confident"). Apply tags to trades in seconds - one trade can have multiple. This sets up killer analysis: filter by tags, get dedicated reports, or compare "Breakout" vs "Reversal". Dive deeper in our Tags Guide.
3. Build Filters & Reports - Turn Data Into Decisions Reports are built on filters - create a filter, save it, and it becomes a Performance Report with charts, KPIs, and stats. Use any trade property (profit range, duration, tags, dates) - dates are gold for comparisons like "this month vs last". Customize reports: toggle KPIs, rearrange, change charts, add tabs. For side-by-side views, use Compare on two filters (e.g. strategies or emotions). See the full power in our Filters Guide, Performance Reports Guide, and Comparison Reports Guide.

Explore More Features

• Notes: Capture thoughts with Notion-level formatting (Markdown, rich text, images, tables) - global or linked to trades. Check the Notes Guide.
• Calendar: Visual profitability overview - drill into days/months. Details in the Calendar Guide.
• Sharing: Public links for social media, private invites for mentors, or full journal access (read-only). See Trade Sharing and Journal Sharing.
• AI Chat: Ask your journal anything - "Best strategy last month?" - instant answers. Learn more in the AI Guide.
• Mobile App: Journal on the go. Mobile App Guide.

We're all about making TraderInsight.pro work for you - your feedback shapes it. Drop us a line at team@traderinsight.pro or use the in-app feedback tool. We'll respond fast and build what matters.

Thanks for choosing TraderInsight.pro. Import your first trades, tag a few, build a report - you'll see the edge build in real time. Let's make this your best trading year yet. 🚀