First steps after signup
Create a trading account, log your first trade, view it on a chart.
You've redeemed your invite. Here's the shortest path from empty journal to charts on real trades.
1. Create a trading account
A "trading account" in Tradelyst represents one broker account — for example, one Apex eval, your personal Tradovate, or a funded prop firm account. Trades belong to an account, and accounts have a base balance. All amounts are in USD — futures P&L is settled in USD.
Open Settings → Trading accounts and click Add account. Pick a name you'll recognise (the share card anonymises it to the first 6 characters before posting anyway), enter the starting balance in USD, and you're done.
2. Log a trade
Hit the + New trade button (top-left, or press N anywhere in the app). The modal asks for the basics: symbol, side, entry and exit (price and time), plus stop and setup if you have them. Tradelyst journals complete trades, so log a trade once it's closed.
Save & new
Backfilling old trades? The modal's Save & new button keeps the symbol / account selection and clears the prices, so you can rip through a stack of trades in a minute or two.
3. Open the trade detail
Click any trade in /trades. You'll see the trade summary, an AI review panel (heuristic by default, LLM if your tier + budget allow), and a candlestick chart with the entry / stop / exit lines drawn at the right price levels.
4. Import the rest
Manual entry is good for the current trade. For history, head to /import and upload a Tradovate or TopstepX export, or a CSV in the generic Tradelyst format. The importer dedupes against existing trades, so re-uploading the same file is safe.
5. Pick a setup, define a rule
Open Playbook and create your first setup (e.g. "Sweep + displacement"). Tag your existing trades against it from the trades table. Once you have ≥5 trades per setup, the dashboard analytics start segmenting performance by setup, which is where the journal stops being a list and starts being a tool.