Getting Started

Datrade is a trading journal that enriches your trade history with real market data — indicators, volume, session context, fundamentals — and turns it into actionable analytics. Import your broker executions once; everything else builds on top of that data.

First steps

1. Import your trades. Go to Trades → Import and upload an export file from your broker. Processing takes a few minutes. All pages stay empty until at least one import is complete.

→ How to import trades

2. Configure basic settings. Set your base currency and timezone before reviewing any numbers — these affect how all values are displayed.

→ Basic Settings

Pages

Dashboard — a customizable widget grid. Add, remove, and reorder widgets to build the view that matters to you. Supports 16 small stat cards and 14 large chart widgets.

Trades — the full table of all your closed and open positions. Click any row to open trade detail with stats, charts, and executions. Supports bulk tagging, CSV export, and manual trade entry.

Reports — five analysis sub-pages: Overview (P&L curves, win rate, performance map), Detailed (full stats table + chart tabs by dimension), Compare (two data slices side by side), Tag Breakdown (per-tag equity curves and performance map), and Insights (Pivots and Scatter plots — Pro).

Journal — day-by-day log with stats, running P&L chart, and a note area per trading day. Switch between Days and Weeks view. Export any card as PNG or PDF.

Calendar — monthly heatmap of daily P&L. Click a day to see its trades. No separate configuration needed.

Settings

Reference

Using Filters — the filter bar appears on every data page. Covers date range, symbols, tags, accounts, side, P&L display mode, and the full advanced filter panel with all seven sections.

Metrics Glossary — definitions for every metric shown in Reports → Detailed, on the Trade Detail page, and on the Dashboard widgets.