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FAQ

Frequently Asked Questions

Showing 10 questions

How do I get started with TradeReport?

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Getting started is easy! Sign up for a free account, connect your trading platform or manually import your trades, and start analyzing your performance with our intuitive dashboard.

Getting Started

Which trading platforms can I connect?

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We support major brokers including TD Ameritrade, E*TRADE, Interactive Brokers, Robinhood, and many others. You can also manually import trades via CSV files.

Platform Integration

How does the AI analysis work?

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Our AI analyzes your trading patterns, identifies strengths and weaknesses, suggests improvements, and provides personalized insights based on your trading history and market conditions.

AI Features

Is my trading data secure?

Absolutely. We use bank-level encryption, secure data centers, and never share your information with third parties. Your trading data is completely private and protected.

Security

Can I export my data?

Yes! You can export your trading data, reports, and analytics in various formats including CSV, PDF, and Excel. This ensures you always have access to your information.

Data Export

What is the difference between plan tiers?

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Our plans differ in trade limits, AI features, data retention, and support levels. Preview is free with basic features, while paid plans offer advanced analytics and unlimited access.

Billing

How do I cancel my subscription?

You can cancel anytime from your account settings. Your data will be retained according to your plan's retention policy, and you can export it before canceling.

Billing

Can I get help setting up my account?

Of course! We offer onboarding assistance, video tutorials, and our support team is available to help you get the most out of TradeReport.

Account Setup

What types of analytics do you provide?

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We provide comprehensive analytics including win rate, profit/loss, risk metrics, drawdown analysis, performance trends, and AI-powered pattern recognition.

Analytics

How often is my data updated?

Data is updated in real-time for connected accounts. Manual imports are processed immediately, and analytics are refreshed automatically as new data is added.

Data Sync
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Community Forum

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Resources

Learning Resources

Explore our comprehensive guides, tutorials, and documentation.

Video Tutorials

Step-by-step guides to get you started

25+ videos

User Guide

Comprehensive documentation

50+ articles

API Documentation

For developers and advanced users

Full reference

Templates & Tools

Downloadable resources

10+ downloads

Still need help?

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Average response time: 2 hours • Available 24/7