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 currency and a base balance.
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), set the currency, 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 / stop / exit, setup. Everything past the entry price is optional — you can save an open trade and fill in the exit later.
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 broker export — Tradovate CSV, NinjaTrader, or a generic OHLC + fills spreadsheet. 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.