Question 1

How do I create an account?

Accepted Answer

Click 'Start Free Trial' on the home page, enter your email and a password, then verify your email. You'll be taken straight to your dashboard with a 7-day free trial that includes full access to every feature.

Question 2

How do I connect my first brokerage?

Accepted Answer

Go to Settings > Brokerages and click 'Connect Broker'. Choose your brokerage from the list, authorize read-only access via SnapTrade, and your trades will start syncing automatically. The initial sync typically takes just a few minutes.

Question 3

Can I import trades from a CSV file?

Accepted Answer

Yes. Go to the Trade Log page and click 'Import CSV'. TradeOlogy supports 30+ broker CSV formats with auto-detection - select your broker, upload your file, and the columns are mapped automatically. You can also manually map columns if your format isn't recognized.

Question 4

How do I add a trade manually?

Accepted Answer

In the Trade Log, click '+ Add Trade'. Enter the symbol, side (long/short), entry and exit prices, quantity, date, and any fees. The trade will appear in your journal and analytics immediately.

Question 5

What does the 7-day free trial include?

Accepted Answer

Everything. The free trial gives you full access to all features including brokerage auto-sync, 40+ analytics, the trading notebook, strategies, calendar, and reports. A credit card is required to start your trial. After 7 days, choose a Pro plan to continue or cancel anytime.

Question 6

What brokerages does TradeOlogy support?

Accepted Answer

TradeOlogy supports 25+ major brokerages worldwide including Interactive Brokers, Robinhood, Webull, Charles Schwab, Fidelity, E*TRADE, TradeStation, Tastytrade, Alpaca, Binance, Coinbase, Kraken, Questrade, Wealthsimple, and many more. Visit our Brokerages page for the full list.

Question 7

How does automatic trade sync work?

Accepted Answer

Once you connect your brokerage account, TradeOlogy automatically imports your complete trade history and continues syncing new trades. Every buy, sell, dividend, and transaction is captured without any manual entry. You can also trigger a manual sync anytime from Settings > Brokerages.

Question 8

My trades aren't syncing - what should I do?

Accepted Answer

First, check Settings > Brokerages to make sure the connection shows as 'Connected'. If it shows 'Disconnected', click Reconnect to re-authorize. You can also try a manual sync by clicking the Sync button. If the issue persists, try removing and re-adding the connection.

Question 9

Can I connect multiple brokerage accounts?

Accepted Answer

Yes. Pro Starter supports up to 2 brokerage accounts, and Pro Advanced supports up to 5. You can view combined analytics across all accounts or filter by individual account to analyze specific strategies.

Question 10

How do I disconnect or remove a brokerage?

Accepted Answer

Go to Settings > Brokerages and find the account you want to manage. Click the three-dot menu to Disconnect (stops syncing but keeps your data) or Delete (permanently removes the account and all its trade data). If multiple accounts share the same broker connection, you'll be asked whether to delete just that account or all accounts from that broker.

Question 11

What metrics are available?

Accepted Answer

TradeOlogy provides 50+ metrics including win rate, profit factor, expectancy, max drawdown, average win/loss, risk-reward ratio, trade streaks, equity curves, symbol performance breakdown, and time-of-day analysis. All metrics update in real time as you sync new trades.

Question 12

What reports does TradeOlogy offer?

Accepted Answer

The Reports page has 6 tabs: Overview (key stats, P&L by day/month, symbol performance), Cashflow (deposits and withdrawals), Dividends (dividend income tracking), Tags (performance by trade tags), Risk Management (drawdown, risk per trade), and Time Analysis (performance by hour, day of week, and trade duration).

Question 13

How does the trading calendar work?

Accepted Answer

The Calendar shows your trading activity as a P&L heatmap. Switch between Monthly view (day-by-day), Weekly view, Year heatmap (full year at a glance), and Quarter heatmap. Click any day to drill down into the trades you took. Green days are profitable, red days are losses.

Question 14

Can I filter analytics by account or asset class?

Accepted Answer

Yes. Every analytics page supports filtering by brokerage account, date range, and asset class (stocks, options, futures, crypto). You can also use advanced filters to narrow by specific symbols, trade side (long/short), outcome (win/loss), P&L range, and duration.

Question 15

Can I export my trading data?

Accepted Answer

Yes. You can export your complete trading history and analytics reports from Settings > Data Management. Your data always belongs to you.

Question 16

How do I write a trade note?

Accepted Answer

Open any trade from the Trade Log or Calendar, and you'll see a Notes section on the trade detail page. Write what you were thinking during the trade, what went right or wrong, and any lessons learned. Notes are saved automatically.

Question 17

What is the Notebook?

Accepted Answer

The Notebook is your private trading journal. You can write daily recaps, pin quick reminders to the sticky board, and organize entries into folders. It's separate from individual trade notes - use it for broader reflections, weekly reviews, or strategy planning.

Question 18

What is the Daily Session view?

Accepted Answer

Daily Session groups your trades by trading day and shows session-level P&L, trade count, and performance. It's designed for active day traders who want to review each session as a unit rather than individual trades.

Question 19

How do tags work?

Accepted Answer

Go to Settings > Tags to create tag categories (e.g. 'Setup Type', 'Market Condition', 'Emotion') and add tags within each category with custom colors (e.g. 'Breakout', 'FOMC Day', 'Revenge Trade'). Apply tags to any trade from the trade detail page or in bulk from the Trade Log. Then use the Tags report to see which tags correlate with your best and worst performance.

Question 20

How much does TradeOlogy cost?

Accepted Answer

TradeOlogy offers a 7-day free trial with full access to all features. After the trial, Pro Starter is $15/month (or $144/year) and Pro Advanced is $25/month (or $240/year). No annual lock-in required - you can pay monthly and cancel anytime.

Question 21

What's the difference between Pro Starter and Pro Advanced?

Accepted Answer

Pro Starter supports 2 brokerage accounts with full analytics, journal, strategies, and reports. Pro Advanced supports 5 brokerage accounts - ideal for anyone managing multiple brokerage accounts. Both plans include unlimited trades, all analytics features, and Replay Mode; the Trade Simulator (replay & trade) is part of Pro Advanced.

Question 22

How do I cancel my subscription?

Accepted Answer

Go to Settings > Subscription and click 'Manage Subscription'. You can cancel anytime. Your subscription will remain active until the end of your current billing period, and your data stays accessible.

Question 23

Can I switch between monthly and yearly billing?

Accepted Answer

Yes. You can switch between monthly and yearly billing at any time from Settings > Subscription. When you switch, Stripe automatically prorates the difference so you only pay for what you haven't used. Yearly plans save you 20% compared to paying monthly.

Question 24

Do I lose my data if I cancel?

Accepted Answer

No. Your trade data, notes, and journal entries remain in your account. If you resubscribe later, everything will be right where you left it.

Question 25

Is it safe to connect my broker to TradeOlogy?

Accepted Answer

Absolutely. TradeOlogy uses read-only API connections through SnapTrade, a bank-level secure aggregation service. We can never execute trades, withdraw funds, or access your login credentials. Your brokerage data is encrypted in transit and at rest using AES-256 encryption.

Question 26

Does TradeOlogy store my brokerage credentials?

Accepted Answer

No. Authentication is handled entirely by SnapTrade. TradeOlogy never sees, stores, or transmits your brokerage login details. We only receive your trade data through a secure, read-only connection.

Question 27

Can TradeOlogy execute trades on my account?

Accepted Answer

No. All brokerage connections are strictly read-only. TradeOlogy can only view your trade history and holdings. We cannot place orders, modify positions, or move funds in any way.

Question 28

Where is my data stored?

Accepted Answer

Your data is stored securely on Supabase infrastructure with AES-256 encryption at rest and TLS encryption in transit. All payment processing is handled by Stripe - we never store your credit card details.

How can we help?

Getting Started

Brokerage Sync

Analytics & Reports

Journals & Notes

Billing & Subscription

Security & Privacy

Still need help?