Frequently Asked Questions

When you first open the app, you'll see a registration/login screen:

1. Click on "Create Account" or "Sign Up"
2. Enter your email address and choose a password
3. Agree to the terms and conditions
4. Click "Create Account"

💡 Your data is stored locally in your browser - no server required!

After logging in, follow these steps:

1. Click the "New Account" button in the top right
2. Select your PropFirm from the dropdown (e.g., Apex Trader Funding, TopStep, etc.)
3. Choose your account type: Evaluation or Funded
4. Enter your account size (e.g., $25,000, $50,000)
5. Optionally add a nickname to identify the account
6. Click "Create Account"

The app supports importing CSV files from both NinjaTrader and Tradovate:

The app will automatically detect whether the file is from NinjaTrader or Tradovate and parse it accordingly.

After selecting the file:

1. The app will automatically detect accounts in the CSV
2. Review the detected accounts and select which ones to import
3. Choose whether to import to an existing account or create a new one
4. Select the PropFirm for each account
5. Click "Import Selected"

⚠️ Make sure your CSV file follows the standard export format from your platform

Yes! You can add trading records manually:

1. Select the account you want to add records to
2. Scroll down to the "Trading Records" section
3. Click "Add Record"
4. Enter the date, P&L amount, number of trades, and optional notes
5. Click "Add" to save

The app will automatically calculate cumulative P&L and update all statistics.

1. Select the account you want to edit
2. Click the ⚙️ (gear) icon on the account card
3. Modify any fields you want to change (nickname, account size, rules, etc.)
4. Click "Save Changes"

The Consistency Rule ensures that your largest single-day profit doesn't exceed a certain percentage of your total profit. For example:

• If your total profit is $1,000 and consistency rule is 30%
• Your largest single day cannot exceed $300
• This helps ensure consistent trading performance

💡 Some prop firms (like Apex) don't require consistency for evaluation accounts

1. Select the account you want to delete
2. Click the ⚙️ (gear) icon
3. Scroll down and click "Delete Account"
4. Confirm the deletion

⚠️ Warning: This will permanently delete all trading records and payout history for this account!

The dashboard shows:

• Current Balance - Starting balance + total P&L
• Total P&L - Sum of all trading records
• Trading Days - Number of days with trading activity
• Win Rate - Percentage of profitable days
• Consistency Status - Whether you meet consistency requirements
• Drawdown Status - Current drawdown vs. allowed limit

The app automatically tracks your drawdown:

• Drawdown is calculated from your highest balance point
• If your balance drops below the allowed drawdown limit, the account is marked as failed
• The app shows a red border on failed accounts
• You can see how much margin you have before hitting the limit

⚠️ Always monitor your drawdown to avoid account violations!

To record a payout:

1. Select your funded account
2. Scroll to the "Payout Status" section
3. Click "Record Payout"
4. Enter the payout amount
5. The app will automatically update your balance and payout count

The app tracks payout history and shows eligibility for future payouts based on your prop firm's rules.

The app includes built-in rules for popular prop firms:

• Apex Trader Funding
• TopStep
• FTMO
• E8 Markets
• And many more...

You can also create custom accounts with your own rules if your prop firm isn't listed.

Yes! When creating a new account:

1. Select "Custom" from the PropFirm dropdown
2. Click "⚙️ Custom Rules"
3. Set your own drawdown limit, profit target, consistency rule, etc.
4. Create the account with your custom settings

All data is stored locally in your browser. If your data disappeared, it could be because:

• You cleared your browser's local storage
• You're using a different browser or device
• You're in incognito/private browsing mode

⚠️ To prevent data loss, avoid clearing browser data and use the same browser/device.

If CSV import fails, check:

• Make sure the CSV file is exported from NinjaTrader in the standard format
• Check that the file contains account information and trade data
• Try importing smaller files or one account at a time
• If it still doesn't work, you can manually add records instead

If statistics look wrong:

• Check that all trading records are entered correctly
• Verify the account starting balance is correct
• Make sure dates are in the correct format
• Review your records and delete/update any incorrect entries

The app calculates everything automatically based on your records, so fixing the data will fix the stats.

• Update daily: Add your trading records at the end of each trading day
• Use notes: Add notes to records to track what worked or didn't work
• Monitor drawdown: Keep an eye on your drawdown status to avoid violations
• Track consistency: Ensure you're meeting consistency requirements
• Use nicknames: Give accounts descriptive nicknames to easily identify them
• Record payouts: Always record payouts to keep accurate balance tracking