Help & Support

How do I get started with TradeBeat?

Where is my data stored?

How do I log out?

How do I log a trade manually?

How is P&L calculated?

What is an R-multiple?

How do I edit or delete a trade?

How do I filter trades?

Which brokers are supported for CSV import?

How do I import trades from my broker?

My broker is not listed — what do I do?

Will importing duplicates create duplicate trades?

Which account do imported trades go to?

What are the required CSV columns for a manual import?

How do I add an account?

What happens to trades if I delete an account?

How do I see the performance of a specific account?

What does the Scanner do?

How do voice alerts work?

How do I look up a specific stock in the Scanner?

What analytics does the Insights page show?

What is Expectancy?

How do I create a notebook entry?

Can I attach a trade to a notebook entry?

How do I track performance per strategy?

What is included in the Free plan?

What does Pro unlock?

How do I upgrade to Pro?

How do I export my trade data?