Help & Getting Started

Edgetweak accepts CSV trade exports from all major futures platforms. Select your platform, optionally choose your prop firm, and drag-and-drop your file.

Duplicate trades are detected automatically — re-uploading the same file won't create duplicates.

The Dashboard is your home base. At a glance you'll see:

• Key metrics — net P&L, win rate, profit factor, expectancy, max drawdown, and more.
• Equity curve — cumulative P&L over time with drawdown overlay.
• Breakdowns — performance by instrument, time of day, day of week, and session.
• Goal tracking — see progress towards profit targets for funded/eval accounts.

Use the date range picker and account/instrument filters at the top to focus on specific periods or strategies.

Create accounts by entering each account's details in the Add Accounts area. Click Add + to add multiple accounts at once, finally click Create Account(s) to create and save the accounts.

• Account — your account ID/name (for example LIVE-12345) used across imports and filters.
• Platform — default execution platform for that account (or No Platform).
• Prop Firm — default firm assignment for the account (optional).
• Starting Balance — baseline balance used for account-level balance/progress and rule calculations.
• Account Type — Live, Funded, or Eval.
• Copy Role — None, Leader, or Follower for copy-trading workflows.
• Exact Copy — only available when role is Follower; marks that follower account as eligible for exact-copy replication/deduping flows.
• Balance Adjustment (+/-) — remove monthly fees (for example +500 or -250) that updates Starting Balance when you click Apply. Then click Save Account to update.
• Profile Enabled — toggles whether that account profile is active for rules/evaluation workflows.
• Delete Account — choose Keep trades (archives/hides account) or Delete trades (permanent account + trade removal).

Use Advanced Rules on each account card for full rule configuration, and review archived IDs in the Archived Accounts section.

If you trade with a prop firm, enter your account on the Prop Firms page. This enables:

• Payout and transaction history tracking by date, account, and firm.
• Cashflow analysis across prop firms, including purchases vs payouts over time.
• Payout coverage stats to see which firms are covering costs and generating net returns.
• PDF export — in the All Transactions section, use Export PDF to download a transaction report. The export follows your current firm, transaction type, payment account, and date filters, making it useful for tax prep, payout reconciliation, or sharing a clean summary with your accountant (not for direct filing, subject to data entry by user).

Define your personal trading rules on the Rules page. Edgetweak evaluates your trades against these rules daily and shows you pass/fail results.

• Profile Enabled — turns rule checks on or off for the selected account.
• Daily Loss Limit — max realized loss allowed in a single session/day.
• Max Trailing Drawdown — rolling drawdown cap from your peak equity.
• Static Drawdown — max allowed drawdown measured from the starting balance that does not move.
• End-of-Day Drawdown — max allowed drawdown measured at end of session.
• Profit Target — profit objective for the account/rule profile.
• Minimum Trading Days — minimum number of trading days to pass eval or reach payout.
• Max Position Size — maximum contracts/shares allowed per position.
• Consistency % — caps how much of total profits can come from a single day.
• Max Trades — maximum number of trades allowed per session/day.
• Losing Trade Streak — maximum consecutive losing trades allowed.
• RTH Only — restricts trading to regular trading hours.
• RTH Start / RTH End — define the exact allowed intraday trading window.
• No Overnight — flags positions held past the session close.
• News Restriction Windows — add one or more Start/End/Label windows (for example CPI) to flag restricted news-time trades.

Rule compliance feeds into Edge Report — you'll see a compliance scorecard, top violations, and improvement suggestions.

The Journal helps you build a daily trading log tied to your actual trade data.

• Daily entries — record your mood, rating (1–10), notes, setup tags, and mistakes for each trading day.
• Notes tab — save longer-form trading ideas, playbooks, research, checklists, and review notes separate from a single trading day. Organize notes into folders, pin important ones, search by title/content/tag, filter by folder or color, and attach chart screenshots or reference images.
• Setup tags — create custom setup labels (e.g. "Breakout", "Mean Reversion") to track what works.
• Mistake tracking — log common mistakes to surface behavioral patterns.

Journal data powers the Journal Patterns and Mood → P&L analysis in Edge Report — the more you journal, the better the coaching.

The Trade Log gives you a full sortable and filterable history of every imported trade. Click any trade to see its detail view, including an intraday price chart with your entry and exit marked.

Filter by account, instrument, date range, or direction to drill into specific areas of your performance.

• Embedded chart — the trade detail view shows the selected trade's price action with entry and exit markers, stop loss and profit target lines when available, and MFE/MAE so you can review execution quality.
• Full chart access — use the expand button in the trade detail chart to open a full-screen chart. This view gives you more room for review while keeping trade details, fills, notes, and edit controls beside the chart.
• Chart tools — switch time frames, toggle VWAP/volume/EMAs, draw horizontal lines, trend lines, rectangles, and Fibonacci retracements, choose drawing colors, and download a chart screenshot for journaling or mentor review.
• Multi-day trades — if a trade spans more than one trading session, the chart requests the full entry-through-exit range. If historical candle data is not available, EdgeTweak falls back to a fills-only chart instead.

The Mentor page lets you share your data with mentors and review students who shared with you.

• My Mentors — add a mentor email to grant read-only access to your pages.
• My Students — if students shared with you, click View to enter mentor mode for that student.
• Mentor View Banner — a read-only banner appears at the top while viewing a student.
• Comments — mentors can leave comments on student journal days in the journal side panel.

Mentor mode is intentionally read-only for trade/account/rule data. Use Exit in the banner to return to your own account.

Share your daily trading results with a single click. On the Dashboard, use the share button on any trading day to generate a public snapshot link showing your P&L, equity curve, and top trades for that day — without exposing your account details.