Getting Started
The fastest way to get useful value
A practical first-session checklist for new traders in TradeClub.
Start with one trading account, even if you plan to add more later. Go to Accounts, create or connect the account you want to review, then import recent trades. After trades appear, open the Dashboard and Calendar to confirm the dates, symbols, profit and loss, and account selection look correct.
Next, complete a Daily Journal entry for today or the last trading day. Add the plan, what actually happened, mistakes, and one forward focus. If your plan includes AI, ask Sentry to summarize the day, identify the biggest risk pattern, or help turn a repeated setup into a playbook rule.
If the Dashboard looks empty, the usual cause is no imported trades, the wrong account filter, a date range with no trades, or trades that are still open and therefore not counted by closed-trade metrics.
Can’t find what you need?
Search the Knowledge Base for an instant answer. Still stuck? Open a support ticket and our team will help — creating a ticket requires a TradeClub account.