Guide

One short article per screen and per source of trades. Every article says in its first line which plan it needs; the screenshots come from the demo, never from real data.

Getting started

• Your first ten minutes — the demo, signing up, where your trades come from, the screens.

Connections

• Rithmic: connect and sync — the login, the system, the synced accounts, what the sync reads.

Imports

• Any broker’s export: a statement mapped by AI — a CSV, XLSX, HTML or PDF of any platform, checked in a preview, remembered for the next file.
• NinjaTrader 8: import the executions
• Tradovate and NinjaTrader web: import the fills
• R|Trader Pro and Bookmap: import the orders
• Import and sync reports, reconciliation — what came in, what did not, and why.

Trades and the journal

• Master and followers: one trade on many accounts — one decision on many accounts as one trade, and the copy audit.
• The journal of a trade — rating, calm, the plan and R, strategy, tags by category, notes, screenshots.
• Trades by hand, fills, deleting — manual accounts, stocks and options, fixing an import.
• Calendar, day and week notes

Prop accounts

• Account settings and the distance to liquidation
• Firm rules — daily loss, consistency, payouts — prefilled for Apex, Topstep, MyFundedFutures, Bulenox and Take Profit Trader, with where each account stands.
• Fees, payouts and the lineage of an account

Analytics

• The dashboard and Statistics — by strategy, instrument, hour, weekday, tag; the cost of mistakes; R.
• Copy quality over time — each follower against its master: misses, late fills, latency, slippage, the spread.
• Charts, MFE and MAE — every trade on its broker’s own bars.
• Ask your journal (the AI chat) — questions about the app and about your own trades, answered with the figures and the trades behind them.

Account and data

• Your data: export, plans, deletion
• The words TakeJournal uses — master and follower, the manual account, the distance to liquidation, the account types, R, MFE and MAE.
• Questions and answers