Question 1

How do I import my trades?

Accepted Answer

Go to Journal and click the Import button. You can import trades from CSV files exported from most brokers.

Question 2

How do I add my first trade?

Accepted Answer

Press N (or Q) to quick-add a trade from anywhere, or go to Journal and use the trade entry form. Fill in the essentials — symbol, side, entry and exit price, quantity, and date.

Question 3

What is Quick Create?

Accepted Answer

Quick Create is a fast way to add entries without leaving your current page. Press N (or Q) for a trade, S for a setup, or J for a journal note — or use Ctrl/Cmd + . for a trade.

Question 4

How do I upgrade my subscription?

Accepted Answer

Go to Settings > Subscription and click Upgrade. You can choose between monthly and annual billing for Growth ($8/mo or $80/yr) or Pro ($25/mo or $250/yr) plans.

Question 5

Is there a free trial?

Accepted Answer

Yes — Growth includes a 14-day free trial. You won't be charged until it ends, and you can cancel anytime before then. The Starter plan is also free forever, with cloud backup included.

Question 6

How do I cancel my subscription?

Accepted Answer

Go to Settings > Subscription and click Manage. You can cancel anytime from the billing portal. Your data will be preserved, and you'll move to the Starter plan.

Question 7

Can I switch plans anytime?

Accepted Answer

Yes. Upgrades are prorated and take effect immediately; downgrades take effect at your next billing cycle. Your data is never affected.

Question 8

Do you offer refunds?

Accepted Answer

Growth starts with a 14-day free trial and you can cancel anytime without further charges, so you can try everything risk-free. We don't currently offer refunds on past payments — if something's wrong, reach out and we'll help.

Question 9

Can I use TradeRitual on multiple devices?

Accepted Answer

Yes. Your trades back up to the cloud and sync across your devices on every plan, including Starter. Growth and Pro add automatic broker sync on top.

Question 10

Is my data secure?

Accepted Answer

Yes, all data is encrypted and stored securely using industry-standard practices. We never share your trading data with third parties.

Question 11

Can I export my trade data?

Accepted Answer

Yes! Go to Reports section and export your trades as CSV (all plans) or PDF (Pro). You can download your data anytime.

Question 12

What happens to my data if I cancel?

Accepted Answer

Your data is always yours. If you cancel, you'll move to the Starter plan and keep all your trades. You can export your data anytime before or after cancellation.

Question 13

How is my data backed up?

Accepted Answer

Your data is automatically backed up to the cloud on every plan, including Starter. You can also export a full CSV or JSON backup anytime from Reports.

Question 14

How do I change my theme?

Accepted Answer

Navigate to Settings > Appearance and use the Theme Picker to choose from various color themes and light/dark modes.

Question 15

Can I track multiple trading accounts?

Accepted Answer

Yes! Starter supports 1 account. Growth supports 5 accounts. Pro supports unlimited accounts. Go to Settings > Accounts to add or switch accounts.

Question 16

What analytics are available?

Accepted Answer

All plans include a core set of analytics cards covering win rate, total P&L, and profit factor. Growth unlocks the full analytics suite plus daily broker sync. Pro adds advanced metrics, trade replay, and on-demand, multi-broker sync on top of that - 43 metric cards in total.

Question 17

My trades aren't syncing across devices

Accepted Answer

Cloud sync works on every plan. If a trade isn't showing on another device, check your connection, refresh, and make sure you're signed in with the same account. Automatic broker sync requires Growth or Pro.

Question 18

CSV import is failing

Accepted Answer

Import auto-detects most brokers. For other files, the import wizard lets you map your columns to Symbol, Entry/Exit price, Quantity and Date — the names don't have to match. Make sure those fields have values and dates are in a recognizable format (YYYY-MM-DD, MM/DD/YYYY, or DD/MM/YYYY).

Frequently asked questions

Getting Started

Account & Subscription

Data & Security

Features

Troubleshooting