Guides

Step-by-step walkthroughs for common tasks — importing broker data, creating backups, and configuring AI-powered features.

📄

CSV Import

Import trades from TopstepX, Tradovate, or any custom CSV file with header mapping.

Read More →

💾

Export & Backup

Export filtered trades to CSV and create full database ZIP backups for safekeeping.

Read More →

🎓

Mentor Setup

Configure your OpenAI API key and enable mentor mode to unlock AI coaching.

Read More →