Knowledge Base

Getting Started Guide Create your account, verify your email, and learn the basics of navigating Tradavity. Interface Overview Learn how to navigate the Tradavity interface including the sidebar, top bar, and main areas. Settings Overview Quick reference for every settings section in Tradavity — what each one controls and where to find it. In-App Help Search (Ctrl+K) Search help documentation and get AI-powered answers without leaving the app using the Ctrl+K search bar. Tradavity AI Chat with AI about your trading data. Get personalized analysis, identify patterns, and improve your performance.

Creating Trading Accounts Learn how to create and manage trading accounts in Tradavity. Bulk Sync Import & Auto-Sync Import multiple trades at once from your broker using CSV Sync or Auto-Sync (automatic broker connection). Copy Trading Groups Group multiple trading accounts together to copy trades between them and view positions side by side. Balance Management Track account balances, set rules, and manage prop firm challenges. Adding Trades Manually Step-by-step guide to manually entering trades in Tradavity. Importing Trades via CSV (Add Trade) Import a single trade from your broker CSV file using the Add Trade flow. Custom Import Schemas Create custom CSV import schemas to import trades from any broker or platform. Auto-Calculation Settings Configure which trade metrics are automatically calculated during trade entry. Trade History & Filtering Browse, filter, and view your logged trades in the Trade History page. Editing Trades How to edit and update your existing trade entries. Trade Replay Review your past trades bar-by-bar on a live TradingView chart, annotate key moments, and save a post-trade reflection. Building Trading Strategies Learn how to create and organize trading strategies with the 3-tier system. Trading Protocols Guide Create and use trading checklists to maintain discipline. Creating Protocol Checklists How to build custom protocol checklists using the 3-step builder wizard. Tradavity Score Understand the Tradavity Score - a 0-100 composite rating of your trading performance based on 6 weighted categories. Trading Routines Complete daily and weekly trading routines to build consistency. Using Tags Organize and categorize your trades with custom tags. Goals & Milestones Set and track performance goals for your trading. Monitor P&L targets, win rate, streaks, and more across any period.

TopStepX Import Guide How to sync or import trades from TopStepX into Tradavity — via Auto-Sync (API) or CSV file. NinjaTrader Import Guide How to sync or import trades from NinjaTrader 8 into Tradavity. Real-time sync, auto-sync via OAuth, or CSV import. Tradovate Import Guide How to sync or import trades from Tradovate into Tradavity — via Auto-Sync (OAuth) or CSV file. TradingView Import Guide How to sync or import trades from TradingView into Tradavity — via Browser Extension or CSV file. Browser Extension How to install and use the Tradavity browser extension to sync trades from TradingView. MetaTrader 4 Import Guide How to export trades from MetaTrader 4 (MT4) and import them into Tradavity. MetaTrader 5 Import Guide How to export trades from MetaTrader 5 (MT5) and import them into Tradavity. TradeSea Import Guide How to export trades from TradeSea and import them into Tradavity via CSV.

FREE vs PRO Plans Compare features and limits between FREE and PRO subscription plans. Theme Customization Customize colors, theme mode, and P&L display colors. Timezone & Time Format Configure your timezone, time display preferences, and broker export timezones. Privacy Settings Control your profile visibility, cookies, data sharing, and data retention settings. Setting Up Two-Factor Authentication (2FA) Add an extra layer of security to your account with 2FA. Managing Active Sessions View and manage your active login sessions across devices. Account Deletion How to delete your account and what happens to your data.

Common Issues & Solutions Solutions to common problems and how to get help when you need it. CSV Import Troubleshooting Solutions for CSV import problems including format errors, wrong columns, and broker-specific issues.

Getting Started with Backtesting Learn the basics of setting up and using the backtesting platform. Sessions Guide Learn how to create, manage, and navigate backtesting sessions. Replay Mode Guide Learn how to use bar replay to simulate live trading on historical data. Trading Guide Complete guide to placing orders, managing positions, setting rules, and tracking performance during backtesting. Layout Editor Guide Learn how to customize trade entry fields with the layout editor. Goals Guide Learn how to set and track backtesting performance goals. Notes Guide Learn how to add and manage session notes in backtesting. Screenshots Guide Learn how to capture and manage chart screenshots in backtesting. Go To Guide Learn how to use Go To buttons to jump to specific chart times. Drawing Tools Guide Learn how to use automatic drawing tools for marking key times and price levels. Date Range Filter Guide Learn how to filter data by date range across all pages. Archive Guide Learn how to review and manage your trading history in the Archive. Archiving Guide Learn how to archive and restore profiles, layouts, and sessions to keep your workspace organized. Statistics Guide Complete guide to understanding your performance metrics and component-level analytics. Combined Analytics Guide Learn how to analyze performance patterns across multiple component combinations. Data Updates Information about automatic chart data updates and how to request new symbols.