Help Center
Find answers to common questions about Trading Journal.
Product questions
Trading Journal supports automatic imports from 20+ brokers. Navigate to Settings > Broker Connections, select your broker, and follow the authentication steps. Once connected, your trades will sync automatically. You can also manually import trades via CSV by going to Trades > Import.
Both plans include every feature: unlimited trade entries, analytics, strategy comparison, journal notes, chart screenshots and CSV export. The difference is storage for your images and data: Starter ($10/month) has 1 GB and Pro ($30/month) has 10 GB. You can upgrade or downgrade at any time.
Yes. You can export all your trading data at any time. Go to Settings > Data Export and choose your preferred format (CSV, JSON, or PDF). Your export will include all trades, journal entries, and performance metrics. This feature is available on all plans.
Click on any trade in your trade log to open the detail view. You'll see a 'Journal Notes' section where you can add detailed notes about your strategy, emotions, market conditions, and lessons learned. You can also attach screenshots and tag your entries for easy filtering.
Trading Journal provides comprehensive analytics including win rate, profit factor, average win/loss, risk-reward ratios, drawdown analysis, and performance by time of day, day of week, and strategy. Pro users get additional metrics like expectancy, Sharpe ratio, and custom performance reports.
Absolutely. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use industry-standard security practices and never share your data with third parties. You can enable two-factor authentication in your account settings for additional security.
Yes. Trading Journal is fully responsive and works on all devices. While we don't have native mobile apps yet, our web application is optimized for mobile browsers and provides a seamless experience on phones and tablets.
You can delete your account at any time by going to Settings > Account > Delete Account. Before deleting, we recommend exporting your data. Account deletion is permanent and cannot be undone. All your data will be removed within 90 days.
Billing questions
We accept all major credit cards (Visa, Mastercard, American Express, Discover) and debit cards. All payments are processed securely through our payment provider. We do not store your card information on our servers.
Yes. You can switch between monthly and annual billing at any time from your account settings. When switching to annual, you'll receive a prorated credit for your remaining monthly subscription. Annual plans save you 50% compared to monthly billing.
We offer a 30-day money-back guarantee for new subscribers. If you're not satisfied within the first 30 days, contact us for a full refund. After 30 days, subscriptions are non-refundable, but you can cancel at any time to prevent future charges. See our full Refund Policy for details.
You can cancel your subscription anytime from Settings > Billing > Cancel Subscription. Your access will continue until the end of your current billing period. No refunds are issued for partial months, but you'll retain full access until your subscription expires.
Yes, subscriptions automatically renew at the end of each billing period (monthly or annually). You'll receive an email reminder 7 days before renewal. You can cancel anytime before the renewal date to avoid being charged.
Yes. You can upgrade from Starter to Pro or downgrade from Pro to Starter at any time. When upgrading, you'll be charged a prorated amount for the remainder of your billing period. When downgrading, the change takes effect at the end of your current billing period.
Yes. Paying yearly saves 50% compared to monthly billing, and it's our standing price, not a limited time sale. Starter is $60/year ($5/month) instead of $10/month, and Pro is $180/year ($15/month) instead of $30/month.
If a payment fails, we'll automatically retry it over the next few days. You'll receive email notifications about the failed payment. If the payment continues to fail, your account will be downgraded to read-only access until payment is successful. Update your payment method in Settings > Billing.
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