Set up your first journal and start tracking trades
Click the "Create New Journal" button in the Menu dropdown or on the dashboard. Give your journal a name, set your starting balance, and optionally configure it as a prop firm account with drawdown rules.
The Accounts dashboard (green theme) is for tracking your live trading with real money. The Backtesting dashboard (blue theme) is for paper trading and strategy testing. Both have identical features - they're just organized separately to keep your data clean.
Use the "Log Trade" sidebar on the left side of the dashboard, or click "Log Trade" from the Menu. Select your journal, enter the symbol, PnL, and any other details you want to track. You can also upload a chart screenshot.
Yes! Go to Settings and scroll to "Trade Input Fields". You can enable/disable fields, reorder them, and even create custom fields specific to your trading style.
Use the journal selector in the left sidebar of the account page. You can click any journal to switch to it. On the dashboard, click "Enter Journal" on any journal card to open it.
Import trades from CSV/Excel or export your data
Go to Menu → Import Journal. Upload your CSV/Excel file, then map your columns to TradeSave+ fields (Date, PnL are required; Symbol is recommended). The import wizard will guide you through the process.
We support CSV (.csv) and Excel (.xlsx, .xls) files. Make sure your file has headers in the first row describing each column.
Go to Menu → Export Trades. Select which journals to export and choose your preferred format (CSV or Excel). You can export all trades or use the select mode to export specific trades.
Yes, as long as you can export your data to CSV or Excel format. Just map the columns appropriately during import. Common fields like date, symbol, PnL, and direction will be auto-detected.
Edit, reorder, and configure your journals
On the dashboard, hover over a journal card in Grid view to see edit/delete buttons. In List view, use the three-dot menu on each journal row. You can rename journals, update starting balance, or delete them entirely.
Yes! Simply drag and drop journals in both Grid and List views to reorder them. Your custom order is saved automatically.
Deleting a journal permanently removes it and ALL associated trades. This action cannot be undone, so please be careful. We recommend exporting your trades first if you want to keep a backup.
When creating or editing a journal, enable "Prop Firm Account" and set your Daily Drawdown and Max Drawdown percentages. These are calculated based on your initial balance, and the app will track how close you are to breaching limits.
Yes. Click the edit button on a journal card and update the starting balance. Your equity curve and drawdown calculations will recalculate accordingly.
Understand your performance metrics and analytics
Win Rate = (Number of Wins) / (Number of Wins + Losses) × 100. Break-even trades are not counted in this calculation.
Profit Factor = Gross Profit / Gross Loss. A profit factor above 1.0 means you're profitable overall. Above 2.0 is considered excellent.
Expectancy is your average expected profit per trade. It's calculated as: (Win Rate × Average Win) - (Loss Rate × Average Loss). A positive expectancy means your strategy is profitable over time.
Yes! Use the journal selector to switch between "This Journal", "All Journals", or select specific journals. The stats will update to show combined data across your selection.
In the Trades tab, use the filter icon to filter by date range, symbol, outcome (Win/Loss/BE), direction (Long/Short), and more. You can also search for specific symbols using the search bar.
Equity curves, daily PnL, and trade analysis charts
The Equity Curve shows your account balance over time. Green/blue segments show gains, red/purple segments show losses. You can group by trade, day, week, or month, and toggle between line and area chart styles.
The Daily PnL chart displays your profit and loss for each trading day as vertical bars. Green/blue bars are profitable days, red/purple bars are losing days. Hover over any bar to see the exact PnL value.
The Pair Analysis ring chart breaks down your trading performance by symbol/pair. It shows which instruments you trade most frequently and their relative contribution to your overall results.
Trade Analysis provides detailed breakdowns including performance by day of week, time of day, and trade direction (long vs short). Use these insights to identify your strongest and weakest trading patterns.
Yes! Click on any chart to expand it full-screen with more detailed information. Hover over data points to see specific values.
Attach chart screenshots and browse trade images
When logging or editing a trade, click the image upload area or drag and drop your screenshot. Supported formats include PNG, JPG, and GIF. Maximum file size is 5MB.
Yes! Use the "Slideshow Trades" button at the top of the journal view to browse through all trades that have images attached. Use arrow keys or buttons to navigate.
Images are securely stored in cloud storage linked to your account. They're only accessible by you and won't be shared with anyone.
Chart replay, stepping through candles, and drawing tools
The backtest feature lets you replay historical candle data for any supported symbol. Use the arrow keys or playback controls to step forward one candle at a time, or hold the key to auto-step. You can change timeframes (M1, M5, M15, M30, H1, H4, D1) to view different perspectives.
Go to the Backtesting page, select a symbol, and choose your date range. Click "Create Session" to start. The system loads all historical data upfront so stepping is smooth with zero interruptions.
You can draw horizontal lines, trend lines, rectangles, and position tools (for visualizing entries, stop losses, and take profits). Select a tool from the drawing toolbar, click on the chart to place it, and drag to adjust. All drawings are saved with your session.
Yes! Drawings persist across timeframe changes. When you switch from M15 to H1 for example, your drawings will appear in the correct position on the new timeframe.
Use the position drawing tool to mark your entry and exit, then click "Log Trade" to record it in your backtesting journal. The trade details are pre-filled from your drawing.
Bias scores, currency strength, and macro indicators
The Fundamentals table shows macro-economic indicator scores for major currency pairs. Each indicator (GDP, CPI, NFP, etc.) is scored from -2 to +2, and the total score determines the overall bias (Bullish, Bearish, or Neutral) for each pair.
Scores are driven by live API data from official sources and update automatically as new releases land (e.g., NFP is monthly, GDP is quarterly).
Each score ranges from -2 (strongly bearish) to +2 (strongly bullish). A score of 0 is neutral. The 18 indicators cover areas like Trend, Seasonality, COT positioning, GDP, inflation (CPI/PPI/PCE), employment (NFP, Unemployment), and consumer data.
The bias provides a directional lean based on macro data. A "Bullish" bias with a high score suggests fundamental strength for that currency. Combine this with your technical analysis for higher-probability trade setups.
Manage your account, billing, and subscription
Go to Menu → Settings to access all account and app settings. You can customize trade fields, notification preferences, and more.
We offer two plans: Journal (trade journaling with all analytics features) and Journal + Fundamentals (everything in Journal plus the macro fundamentals table). Both plans include a free trial period.
Go to Settings and click "Manage Subscription" to access the billing portal. From there you can cancel, update payment methods, or view invoices. You'll retain access until the end of your current billing period.
Yes! All data is encrypted in transit and at rest. We use industry-standard security practices and your trading data is never shared with third parties.
TradeSave+ is fully responsive and works on mobile browsers. Simply visit the website on your phone or tablet. A dedicated mobile app may be available in the future.
Common issues and how to fix them
Check that your Date column was properly mapped and contains valid dates. Also ensure your file has data rows (not just headers). Try re-importing and double-check the column mapping step.
Stats are calculated from the PnL values you enter. Make sure winning trades have positive PnL and losing trades have negative PnL. Also check that the Outcome field (Win/Loss/BE) matches the PnL values.
Check that your image is under 5MB and is a supported format (PNG, JPG, GIF). If you're still having issues, try a different browser or clear your cache.
If you have many trades (500+), try filtering to a specific date range or journal. You can also try clearing your browser cache or using a different browser.
Make sure your trades have PnL values entered. The equity curve is built from cumulative PnL. If trades were imported without PnL data, the curve will appear flat. Edit trades to add the missing values.