Your first week checklist
Use this checklist in your first few sessions. Each step builds the habit that makes TradeReview useful — not a tour of every screen.
1. Get your trades in
Section titled “1. Get your trades in”Pick one path and finish it:
- Connect a broker, or
- Upload a CSV, or
- Enter a few trades manually
Overview: How to add trades
If you use more than one brokerage, create separate trading accounts first: Managing trading accounts.
2. Confirm the dashboard looks right
Section titled “2. Confirm the dashboard looks right”Open Dashboard and check that P&L, trade count, and win rate match what you expect for your date range and account filters.
Guide: Understanding the dashboard
3. Open one trade and review it
Section titled “3. Open one trade and review it”From Trades or the dashboard table, open a single trade. Add a short note, assign a tag or strategy if you use them, and confirm executions look correct.
Guides:
4. Run one report
Section titled “4. Run one report”Open Reports → General (or Day & Time if you care about session timing). Apply the same date range you used on the dashboard and note one insight you can act on next week.
Guide: Reports overview
5. Optional: tag, note, or calendar
Section titled “5. Optional: tag, note, or calendar”When the basics feel solid:
- Tag setups or mistakes for later filtering — Tags and categories
- Journal in Notebook — Folders and notes
- Glance at the Calendar for daily P&L — Understanding the calendar