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Quickstart Guide

Get from zero to AI-powered insights in under 10 minutes.

What You’ll Do​

Create account → Import trades → View dashboard → Journal a trade → Ask Elysia

Time: ~10 minutes
Difficulty: Beginner-friendly

1. Create Your Account (2 min)​

You’re in.

2. Import Your Trades (3–5 min)​

Choose one option:

  • Go to Accounts → Add Account
  • Select your broker and authorize access
  • Trades sync automatically in 1–2 minutes

CSV Upload​

  • Export trade history from your broker
  • Upload via Accounts → File Upload
  • Confirm mapping and import

Manual Entry​

  • Add trades directly from Trades → Add Trade

Your data is now live.

3. View Your Dashboard (1 min)​

Open Dashboard to see:

  • P&L, win rate, profit factor
  • Equity curve and trade distribution
  • Performance by date and account

This is your trading snapshot.

4. Journal Your First Trade (2 min)​

  • Open any trade
  • Add tags, rating (A+ to D), and notes
  • Save

You’ve captured context—not just numbers.

5. Ask Elysia AI (1 min)​

Open Elysia and ask:

  • “What’s my win rate this month?”
  • “Show my biggest losses.”
  • “Compare intraday vs swing trades.”

Instant, data-backed answers.

You’re Ready 🚀​

Daily (10–15 min)​

  • Review imported trades
  • Add notes and tags
  • Check dashboard

Weekly (30 min)​

  • Review strategy performance
  • Check discipline and drawdowns
  • Ask Elysia for insights

Document Version: 1.0
Last Updated: October 26, 2025