For the trader refining an edge
Find out which setups, sessions and decisions deserve a closer look. Compare what you planned with what you actually logged.
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DemoSOLUTIONS
DemoFind the insight your trading day needs.
Use EdgeAligned to examine decisions, build a routine and keep track of your accounts.
For a calmer daily routine
A short check-in, a clear calendar and day reviews help you reflect without turning your journal into extra work.
For decisions across accounts
Keep trades and risk limits per account visible, and review your results across the accounts you use.
IN PRACTICE
How it fits into your own routine.
Examples of recording, reviewing and choosing what to work on.
Turn a result into a concrete process rule
You take the same setup in London and New York. One trade works out; the other does not. You want to review whether you followed your plan and what differed in the context.
Journal and analytics: Trader and Pro · Setup checks: Trader and Pro · general process checks and personal weekly focus: ProHow to use it
- Record setup, session, risk and result. Add emotion, discipline and an optional screenshot.
- Use filters and analytics to review similar trades. Assess execution alongside the outcome.
- With Pro, choose one process rule as your weekly focus, such as waiting for confirmation in your entry zone. Your process checks track how often you follow it.
What you gainA losing trade can still be well executed. Your journal helps you choose a rule to practise and then track your execution.
Make sleep and focus part of your trading day
You slept poorly and had a busy morning. Before your session, you want to check in with yourself. Later, you want to review how you traded that day.
Available with Trader and ProHow to use it
- Complete your daily check-in: sleep, focus and whether you checked the economic calendar.
- After your trades, record execution and emotions. Note what stood out in your day review; you can also record a day without trading.
- Open the day from the calendar to review your check-in, trades and reflection together. Use that context to prepare more deliberately for your next session.
What you gainYou preserve the circumstances behind your trades, so you do not have to reconstruct how the day felt when you review it later.
Keep a funded and an evaluation account in view
You trade a funded account while working on an evaluation. Each has its own limits. You want to see your combined results while keeping track of each account separately.
Available with Trader and ProHow to use it
- Add your accounts and record their limits and your personal stop rules.
- Assign each trade to the correct account. Review a TopstepX CSV in the import preview before adding it to your chosen account.
- Switch between one account, funded accounts, evaluations or all accounts. Use the risk dashboard and reports to review the accounts that matter to you.
What you gainYou can see both the overall picture and individual accounts. Limits and progress stay linked to the account you trade.
Discuss your execution with your coach
You want your coach to see more than a profit or loss figure while keeping personal day reflections private.
Share with Trader and Pro · free coach accessHow to use it
- Open Sidebar → Coach workspace → My coaching → My coaches and select the accounts to share.
- Choose separately whether to share screenshots and trade-review text. Your coach accepts with their own login.
- Request a review of a trade or trading day. Read feedback in Conversations and agree on a shared weekly focus for the trader to reflect on.
What you gainYou control access. Your coach cannot edit your journal, but can provide feedback and reply; check-ins and emotion notes stay private. Personal day reviews require a separate sharing choice, off by default.