Getting Started

Step-by-step guide to create your account and start using TradeVision.

Getting Started

Welcome to TradeVision! This guide will walk you through creating your account and making your first trade entry.

Step 1: Create Your Account

  1. Navigate to the TradeVision signup page
  2. Enter your email address and create a secure password
  3. Verify your email address through the confirmation link
  4. Complete your profile setup

Step 2: Set Up Your First Account

After logging in, you'll need to create a trading account:

  1. Go to Settings → Accounts
  2. Click "Add New Account"
  3. Enter your account details:
    • Account name
    • Starting balance
    • Currency
    • Account type
  4. Save your account

Step 3: Log Your First Trade

Now you're ready to log your first trade:

  1. Navigate to TradingAdd Trade
  2. Fill in the trade details:
    • Symbol/Instrument
    • Entry and exit prices
    • Position size
    • Entry and exit times
    • P&L
  3. Add any additional context:
    • Setup type
    • Tags
    • Notes
    • Screenshots
  4. Save your trade

Step 4: Explore Your Dashboard

Once you've logged a few trades, explore your dashboard to see:

  • Daily P&L overview
  • Recent trades
  • Performance metrics
  • Trading calendar

Next Steps

  • Learn about Journaling to maximize your trade tracking
  • Explore the Analytics section to dive deeper into your performance
  • Set up Playbooks to systematize your trading approach