Get started

This document will help you to get started with the TradeTracker app so you can start journaling your trades efficiently. We know that no one likes reading long documentation, so we will try to keep it as short as possible.

Getting started

Account creation

An account can be registered at beta.tradetracker.app/register in 10 seconds using only an e-mail address.

Once that is done, a e-mail will be send to your mailbox and you can login to your account.

Overview of the UI

This is what you see after log-in in to the app.

This screenshots below illustrate the different components.

• Portfolio switch,
• Calculator,
• New position,
• Account settings

The theme can be changed to darkmode, using the button in the vertical menu on the left.

Demonstration

On the first login, an portfolio with demo trades will get generated to give a feeling of the possibilities and features the app delivers.

Getting ready

However, you want to start with a new, fresh portfolio, a clean empty dashboard.

Once you're ready, here is how you set it up:

Create a portfolio

Go to the Portfolios page in the menu and create a new portfolio by clicking on the add button.

A new row appeared:

• Exchange: Select the Exchange Platform, the app recognises the price-tickers from the markets available to trade on that exchange. If your exchange is not listed, please contact us and we will add it as soon as possible.

• Fees: Check if the default fee setting correspond with the fee tier based on your trading volume (exchanges give often discounts on fees when having $100,000 + monthly volume).

• Target Risk: Fill in a target Risk%, so the position size calculator remembers how much risk you are willing to take.

After filling in the portfolio form, click on the save button on the right side.

Switch to the portfolio

Switch the portfolio from the demo portfolio to the new one. This is done using the portfolio selector, in the top-right corner of the app.

You're now inside the portfolio, by having selected it with the switch.

Create a new transaction

Every portfolio starts with a first transaction valued by the number of the capital that is sitting on your exchange and the amount you want to trade with. The purpose of doing this is because the value of your portfolio is used to calculate percentages and other values of the portfolio.

The process of creating a transaction is simple, just like creating a portfolio. Go to Transactions, and add a transaction type deposit and fill in the number.

That's it, the portfolio is ready to be used!