📚
Documentation
Complete guide to using TraDiary for professional trading analytics
Quick Navigation
🚀 Getting Started
1. Create Your First Account
- • Navigate to the Accounts page using the navigation bar
- • Click "Create Account" and fill in your trading account details
- • Choose your account type (Live, Demo, Prop Firm, etc.)
- • Set your initial balance and trading goals
2. Record Your First P&L Entry
- • Go to the Calendar view
- • Click on today's date or use the "+" button
- • Enter your daily profit/loss amount
- • Add optional notes about your trading session
3. Explore Your Dashboard
- • Visit the Dashboard to see your performance metrics
- • Switch between Essential and Advanced view modes
- • Use the period selector to analyze different timeframes
- • Explore the advanced dashboard (Dashboard V2) for detailed analytics
💡 Pro Tip
Start with Essential View to focus on core metrics, then switch to Advanced View as you become more comfortable with the platform.
⚡ Features Overview
📊 Performance Tracking
- • Daily P&L recording with calendar visualization
- • Real-time performance metrics and statistics
- • Advanced analytics including Sharpe ratio, drawdown analysis
- • Winning patterns analysis and streak tracking
- • Day-of-week and monthly performance breakdowns
🏦 Multi-Account Management
- • Support for multiple trading accounts
- • Different account types (Live, Demo, Prop Firm)
- • Account-specific goals and risk parameters
- • Consolidated performance overview
- • Account reset functionality for challenges
💰 Investment Tracking
- • Track deposits and withdrawals
- • Calculate net deposits and true performance
- • Investment history and analysis
- • Return percentage calculations
- • Balance adjustments and corrections
📈 Advanced Analytics
- • Risk metrics (VaR, volatility, recovery factor)
- • Consistency scoring and trend analysis
- • Calendar heatmaps for pattern recognition
- • Drawdown analysis and recovery tracking
- • Performance comparison across timeframes
💾 Storage Options
🖥️ Local Storage (IndexedDB)
✅ Advantages
- • Complete privacy - data never leaves your device
- • Fast performance and offline access
- • No internet connection required
- • Zero server dependencies
⚠️ Considerations
- • Data is tied to your specific browser
- • No automatic backup or sync
- • Limited to this device only
- • Browser data clearing removes all data
☁️ Cloud Storage (API)
✅ Advantages
- • Access from any device with your token
- • Automatic backup and synchronization
- • Data persistence across browsers
- • Professional data management
⚠️ Requirements
- • Requires internet connection
- • Need to configure access token
- • Dependent on server availability
- • Slightly slower than local storage
🔄 Migration Between Storage Options
You can easily switch between storage options and migrate your data:
- • Go to Settings → Storage Provider
- • Choose your preferred storage option
- • Use "Switch + Migrate" to move your data
- • Data integrity is maintained during migration
- • You can backup data between providers anytime
📊 Trading Metrics Explained
Core Performance Metrics
Total P&L
Sum of all realized gains and lossesWin Rate
Percentage of profitable trading daysMax Drawdown
Largest loss from peak to troughProfit Factor
Ratio of gross profits to gross lossesAdvanced Risk Metrics
Sharpe Ratio
Risk-adjusted return measurementCalmar Ratio
Annual return divided by max drawdownValue at Risk
Expected loss on worst 5% of daysRecovery Factor
Total profit to maximum drawdown ratio📖 Interpretation Guidelines
Good Performance: Win rate > 60%, Sharpe ratio > 1, Max drawdown < 10%
Excellent Performance: Win rate > 70%, Sharpe ratio > 2, Max drawdown < 5%
🔧 Troubleshooting
Common Issues
📱 Data Not Syncing Between Devices
If you're using local storage, data is device-specific. To sync across devices:
- • Switch to Cloud Storage in Settings
- • Configure the same access token on all devices
- • Use the migration tools to backup your local data to cloud
⚠️ Cloud Storage Access Token Issues
If cloud storage isn't working:
- • Verify your access token in Settings → Storage Provider
- • Generate a new token if needed
- • Check your internet connection
- • Try switching back to local storage temporarily
💾 Lost Data After Browser Update
Browser updates can sometimes clear local storage:
- • Check browser settings for data retention policies
- • Enable persistent storage in browser settings
- • Consider switching to cloud storage for better reliability
- • Regular data exports as backup
Performance Optimization
- • Use local storage for fastest performance
- • Limit cloud storage API calls by batching operations
- • Clear browser cache if experiencing slow loading
- • Use Essential View mode for faster rendering with large datasets
💬 Need More Help?
Can't find what you're looking for? We're here to help!