// Getting Started

Up and running
in 10 minutes.

Import your first trades, explore your dashboard, and start journaling. No configuration required.

Create your account

Go to edgelogbook.app/register and enter your email and a password (minimum 8 characters). You must verify your email before your first login.

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The Free plan lets you import up to 100 trades per month and run 5 AI analyses per month. No credit card required. Upgrade at any time from the Settings page inside the app.

Import your first trades

Go to Import Trades in the sidebar. Drag your CSV onto the upload zone — Edgelogbook detects the format automatically. Most broker exports work without any manual column mapping.

What happens step by step

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Supported: .csv and .json files up to 50 MB. If your broker exports .xlsx, use Excel or Google Sheets to save as CSV first.

Tested platforms

PlatformWhere to exportNotes
TopstepX / ProjectXReports → Closed TradesSet date range to All
TradovateAccount → Reports → Trade HistoryCSV export
NinjaTraderAccount Performance → ExportExecutions report
Interactive BrokersReports → Flex Query → TradesSet date to All
Apex Trader FundingTradovate platform → ReportsSame as Tradovate
FTMOMetaTrader → Account HistoryExport as CSV

Broker not listed? Email hello@edgelogbook.app with a sample file and we'll add support.

The dashboard

After importing, the dashboard shows your recent activity. The default window is 30 days — use the period selector to change it. Key metrics:

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No data after importing? Check that your trades have valid entry and exit times. Edgelogbook imports closed trades only — open positions are ignored.

Journaling a trade

Click any trade in the Trades list to open the detail view. From here you can:

Journal entries save automatically. There is no submit button.

Setup tags

Setup tags are your own labels for trade patterns. Create them in Settings → Setup Tags. Give each tag a name, colour, and optional description.

Once created, tags appear as options in the trade journal. The Analytics → By Setup view then shows win rate, profit factor, and average P&L broken down per tag.

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Start with 3–5 tags for your main setups. Too many makes analytics harder to read. You can merge or rename tags later.

Analytics

The Analytics page has four views:

Use the account filter at the top to see one account's analytics, or leave it as "All accounts" for a combined view.

Multiple trading accounts

Edgelogbook supports multiple trading accounts under one login — useful if you have a funded account, a combine, and a sim account. Accounts are created automatically when your CSV contains an account name column, or you can create them manually in Settings → Trading Accounts.

Profile settings

Click your name at the bottom of the sidebar to open Profile. You can change your display name, update your password, view your current usage/limits, and delete your account.

Plans & billing

Go to Billing in the sidebar to see your current plan, this month's usage, and upgrade options. All payments are processed by Stripe. You can cancel at any time — access continues until the billing period ends.

Annual billing is available at 20% off. Paid plans include a 14-day free trial; your card is not charged until the trial ends.

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To cancel, go to Billing → Manage Billing → Cancel plan. You'll keep access until the end of your current period.