TDLab Docs
How to use TDLab.
Practical, step-by-step guides for every part of the app — from importing your first trades to the discipline analytics, simulator and playbook.
Getting started
What TDLab is, the discipline loop, and your first session.
Accounts & data
Trading accounts, file import and broker sync (cTrader, MetaTrader).
Creating a trading account
Every trade lives on a trading account. Set the name, platform, timezone, base currency, starting balance and whether metrics include fees.
Importing trades from a file
Import your history from a CSV, Excel or HTML export. TDLab supports MT4/MT5, cTrader, Tradovate, NinjaTrader and custom CSV files.
Connecting cTrader for auto-sync
Authorize cTrader once via OAuth and pull in your closed trades with Sync now — no file exports needed.
Connecting MetaTrader for FTP auto-sync
Publish your MT4/MT5 statement over FTP and let TDLab import it automatically on a schedule, plus Sync now on demand.
Recording deposits and withdrawals (Cash Flows)
Log deposits, withdrawals, prop payouts and external fees so your effective balance stays accurate alongside trading P&L.
Journaling & review
Trade Journal, Daily Journal and Trade Review workflow.
Using the Trade Journal
The Trade Journal is your searchable table of every trade: filter, toggle columns, merge partial fills into one idea, and add trades manually.
Keeping a Daily Journal
Log one entry per day: market mood, energy and confidence, what went well and wrong, lessons and tomorrow's goal — with rich-text notes and images.
Reviewing your trades
Work through a review queue: tag setups and discipline mistakes, rate execution, log emotions and plan adherence, and mark each trade complete.
Analytics & discipline
Discipline Score, Analytics, Simulator, Playbook and Weekly Review.
Understanding your Discipline Score
A single 0–100 score built from review coverage, followed plan, execution quality, mistake control, journal consistency and — once you use the Playbook — rule adherence.
Reading your Analytics
Filter by account, date range and symbol, then explore KPIs and four analysis tabs: Time, Risk, Discipline and Symbol & Setup.
Testing rules in the Simulator
Replay your real history against 13 rule types, compare before/after metrics, stack multiple rules, and promote the winners to your Playbook.
Enforcing rules with the Playbook
Promote a winning rule to an active Playbook rule and TDLab scores every new trade against it — tracking adherence, violations and their impact.
The Weekly Review
An automatic Monday snapshot of your week: discipline score and change, performance breakdowns, pillars, top violations and drifting rules.
AI Analyst
Action Plans, insights and account-grounded chat.
Generating AI Action Plans
Generate an action plan for a date range and get prioritized, evidence-based insights plus the behavior signals detected in your trades.
The behavior signals TDLab detects
TDLab looks for eight recurring patterns in your trades — like post-loss overtrading or underperforming setups — and ranks the costliest ones.
Using the AI Analyst Chat
Ask questions about your trading in plain language. The chat runs verified queries over your real data instead of making up numbers.
Account & billing
Profile, 2FA, data export, plans and the partner program.
Profile and settings
Manage your plan, switch the interface language, opt into the weekly email digest and change your password from one place.
Setting up two-factor authentication
Add a second layer of security with an authenticator app, save your recovery codes, and sign in with a 6-digit code.
Exporting and deleting your data
Download a ZIP of your data any time, or request account deletion with a 30-day grace period you can cancel.
Plans and billing
Understand the Free trial, Pro and Analyst plans, what each unlocks, and how checkout and subscription management work.
The partner program
Share TDLab with your audience: get a discount code and referral link, and earn commission on referred first purchases.