Create a Trading Account

Set up a trading account to serve as the source for your trade data in TraderSign.

A trading account is required to import and organize your trade history. This serves as the connection point for automatic syncs, manual file uploads, or manual trade entry.

Step 1: Open the Accounts Page

Navigate to the Accounts tab in the sidebar and click New account.

Step 2: Name and Platform Selection

Enter your account nickname and select the platform provided by your broker. This ensures compatibility with the available sync options.

Step 3: Select Import Method

Choose how you want to bring your data into TraderSign:

• Auto Sync: Direct connection to your broker for automated updates.
• Upload Trades File: Import history using exported CSV or Excel statements.
• Add Manual Trade: Manually enter trades for tracking purposes.

Step 4: Complete Configuration

Follow the prompts based on your selected method:

• Auto Sync: Enter broker credentials (investor password recommended).
• File Upload: Select the correct timezone and upload your statement.
• Manual Trades: Begin entering trade details directly.

Next Steps

Once your account is configured, you can view your data in the Trade Logs and performance reports. For detailed connection guides, see:

• Connecting MetaTrader
• Connecting cTrader
• Uploading a Trades File

If you have any further questions or need assistance, please contact our support team.