Getting Started

Trading Vault is a powerful tool for tracking and analyzing your trades. It offers a range of features to help you stay organized, track your performance, and make informed decisions.

Demo data

Your journal is initially populated with demo trades so you can explore everything Trading Vault has to offer. To learn more about demo data Click here

Setup

Personalizing your journal can help you get the most out of Trading Vault, and setting up the following key components is a great place to start:

Accounts: In Trading Vault, you can create and manage multiple trading accounts, each with its own trades and performance metrics. Set up your accounts to reflect your real-life trading setup, or use them to experiment with different portfolio scenarios.

Strategies: Trading Vault allows you to categorize your trades by strategy, making it easy to track the performance of different strategies over time. Set up strategies that make sense for your personal trading approach, and use them to analyze your results.

Snapshot Slots: Snapshot slots are a unique feature of Trading Vault that allow you to save images of your trades so you can look back at the charts exactly as they were when entering or exiting your positions.

Tags: Trading Vault's tagging system makes it easy to categorize your trades and analyze your results by tag. Use tags to categorize your trades such as confluence factors, news, emotions or any other criteria that is important to you.

By setting up these key components, you'll be able to get a more complete picture of your trading performance and take your analysis to the next level.

Editing and saving

Trading Vault is designed to be intuitive and user-friendly, so you can make changes to your journal quickly and easily. Simply click on a field to type directly into it, and your changes will be saved automatically as you go. No need to worry about losing any important information or having to hit a "save" button. Everything is stored in real-time so you always have the latest information at your fingertips.