Daily check-in
Record sleep and focus, and confirm whether you checked the economic calendar. Review your preparation alongside your trades later.
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DemoFEATURES
DemoSee your trades more clearly.
From logging to reviewing, every part helps put your decisions in context.
01 / TRADER & PRO
Start your session with intention
Record how you feel before your first trade. That context stays with the day.
Calendar and day review
Open a day from the calendar to see trades and reflections together. One day review covers all your accounts. You can also record a day when you deliberately choose not to trade.
02 / TRADER & PRO
Record the whole trade
Keep the numbers, execution and your own assessment together. Enter trades manually or start with your TopstepX export.
Trade details and screenshots
Record account, market, direction, setup, session, result and planned risk. Add grade, plan followed, emotion, discipline, notes and screenshots to review your execution.
TopstepX CSV import with a preview
Review trades before adding them. Choose an account, time zone, separate executions or grouped positions, and gross or net P/L. Fees and commissions are handled, and previously imported executions are recognised.
Assess after importing
Imported trades remain marked as unassessed. Complete the required setup, session, grade, plan followed, emotion and discipline. Your assessment supplies the context the CSV does not contain.
Playbooks and setup checks
Describe multiple strategies with their context, entry conditions and exit rules. Choose up to four setup checks per Playbook and assess them when logging. Available in Trader and Pro; results appear under Analytics → Set-ups.
03 / TRADER & PRO
Explore patterns and make your review concrete
Move from one trade to an overview of your execution across a chosen period.
Clear dashboard cards
View the calendar, Emotions, Trades by session and equity curve in separate cards. The charts follow your account selection. Session distribution is available in Trader and Pro and shows where you log trades.
Filters and analytics
Add custom tags and filter trades by tags, period, market, setup, plan followed or outcome. Analytics covers results by session and setup, process, mindset and accounts.
Time, costs and expectancy
Explore entry times, trade duration and recorded costs. Use logged R results to examine expectancy and scenarios. Scenarios illustrate possible outcomes; they do not predict your results.
Weekly and monthly reports
Bring results, risk, execution and daily reflections together by account. Use the print view to save your report as a PDF.
04 / TRADER & PRO
Track multiple accounts and their risk
Keep your trading records for funded, evaluation and personal accounts.
Individual and combined views
Assign trades to their account and switch between one account, account groups or all accounts. Review results while keeping your accounts distinct.
Equity and personal stop rules
Track starting capital plus logged net results in the equity curve. Set when to stop for each account: after a number of wins or when a winning trade makes the day positive. Your loss-trade limit still applies. A BE threshold keeps small results out of the win and loss counts for your stop rules.
Limits, drawdown and stop rules
Record account limits and personal daily rules. The risk dashboard uses your logged trades and account settings. EdgeAligned does not place orders or lock your broker account.
05 / TRADER & PRO
Review your trades with your coach
Share selected accounts from Trader or Pro. Your coach uses a separate login and does not need a paid journal subscription.
You choose what to share
Your coach sees trades, results, sessions, risk and recorded assessments. Screenshots and Trade review / lesson text require separate sharing choices. Emotions, emotion notes, check-ins and payment details stay private. Personal day reviews require a separate sharing choice, disabled by default.
Insight by account and period
Filter shared accounts, follow their equity curves and review process-check and daily-rule adherence. Open trade details for times, prices and costs, and enlarge shared screenshots. Missing data stays identifiable.
Read-only journal, with access under your control
Your coach accepts your invitation and cannot edit your journal. New trades on shared accounts also become visible. Revoke access whenever you choose. To change the account selection, revoke first and invite again.
Conversations on trades and trading days
Your coach adds feedback; you can reply, including later. Open the related trade directly from the conversation. The dashboard notice takes you straight to unread conversations. New messages are identifiable and you can edit or delete your own messages.
Focused review requests
Request feedback on a trade or trading day. Your question and status remain visible; opening the review automatically starts it for the coach, who completes it with feedback. Day and trade feedback stay clearly distinguished.
Follow one shared weekly focus
Your coach records a weekly agreement for each shared account; you can add a reflection. Reviews, conversations and shared weekly focus are available with Trader and Pro. Your personal Pro weekly focus is separate.
EDGEALIGNED PRO
From reviewing to focused practice.
Pro includes everything in Trader and connects your trading plan with assessments, personal focus and process insights.
From process analysis to personal focus
Explore your execution and insights in Process analysis. Choose as focus opens a draft in My focus: choose your start date, action and one, two or four weeks. Follow your check assessments on the dashboard with a separate duration bar, save your reflection and find previous agreements in History. Self-assessment does not prove profit or independently completed exercises. Optionally combine one general and one technical focus, with separate actions, durations and reflections. One focus is enough.
Explore your journal with the AI assistant
Ask about your journal, follow up and review the evidence. Compare markets, sessions, hourly windows, weekdays and dates using calculated figures per account. App help and calculated comparisons use no AI attempt. Free-form journal questions use AI; you choose whether to share notes. Screenshots are not analysed.
Trading plan
Record general preparation, reasons not to trade and your session goal. Manage technical setup conditions in Playbooks. View both together when logging, without entering them twice.
General process checks
Add up to four general process checks alongside up to four setup checks from your selected Playbook. Assess whether you followed the rules on each trade. This is separate from profit or loss and from the general “plan followed” choice.
Deeper process analysis
View plan adherence and assessment coverage separately, with compact active checks and a weekly trend. Return to the relevant days and choose a rule to work on.
Personal focus
Practise one general rule and optionally one technical playbook check. Choose an action, start date and one, two or four weeks for each focus. View your own assessments, remaining time and reflection separately.
Monthly AI review
With Pro, choose AI Reviews → Monthly review. Choose this month for a provisional snapshot through today in Europe/Amsterdam, or one of 12 completed months for a final review. Each month has three provisional and three separate final attempts, including refreshes and failed AI attempts. Reviews cover all your own accounts and up to 200 trades; larger or incomplete selections are rejected. Notes and trading plan with saved personal focus are optional. The review shows account results and reflects on execution and weeks within the month. Partial weeks are not equivalent to complete weeks. Reviews are saved, not automatically sent, and excluded from the JSON journal backup.
Weekly AI review
Reflect during the week with This week · provisional review, or create the final weekly review after it ends. The provisional snapshot uses data through today; three provisional and three separate final attempts are available. Choose whether to share notes and trading-plan text. Screenshots are not sent. Review the insights yourself.
EdgeAligned Score
Track execution over the last 28 days through process rules, discipline, day reviews and recorded risk. A preliminary score appears after five process assessments and 70% coverage among trades with process checks. The score assesses your process, not your profitability.
Explore the features in action.
Explore the journal with fictional example data. The pricing page shows which features each plan includes.