TDLab Docs
How to use TDLab.
Practical, step-by-step guides for every part of the platform — from importing evidence to behavior diagnosis, historical market context, simulation and rule adherence.
Getting started
What TDLab is, the performance 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
Choose the exact export required for MT4, MT5, cTrader, Tradovate, NinjaTrader, TradingView or Custom CSV, then verify its timezone before import.
Import an MT4 Account History report
Use Account History → Save as Report in English, then verify the broker server time before importing the HTML file.
Import an MT5 History report
Export the Positions history through Report → HTML or Open XML, then verify the report clock before importing.
Import a cTrader Statement CSV
Open History, export Statement as CSV and select the exact UTC offset shown in the report headers.
Import TradingView Order History
Use the broker panel download arrow, select Order history and verify the CSV timezone against a known execution.
Import Tradovate Web Orders
Use Reports → Orders, filter one account and choose a range that starts and ends with no open position.
Import Tradovate Desktop Orders
Open account reports, select Orders and export one account over a range that starts and ends flat.
Import NinjaTrader Web Orders
Open Reports, set Report Type to Orders and export one account over a range that begins and ends flat.
Import NinjaTrader Desktop Trades
Use Trade Performance → Trades in Currency, preserve the complete grid and export it as CSV.
Import a Custom CSV
Prepare one complete closed trade per row with Symbol, Side, CloseTime and either NetPnL or GrossPnL.
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.
Strategies
Operating models, versions, trade assignment, adherence and monitors with a frozen baseline.
Analytics & discipline
Behavior and Process scores, Discipline OS, Rule Simulator, Account Rules and Weekly Review.
How Discipline OS prioritizes a correction
Discipline OS measures recurrence, confidence, robust recovery, overlap and intervention breadth to choose one correction—not a list of generic insights.
Understanding Behavior Score and Process Score
Behavior measures whether you trade according to prior commitments. Process measures whether you keep the review method alive. TDLab does not merge them.
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 Rule Simulator
Replay your real history against 18 rule types, compare before/after metrics, stack multiple rules, and save the winners to your Account Rules.
Following your rules with Account Rules
Save a winning rule as an active Account 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.
Market Lab
COT, seasonality, policy rates and your performance in historical context.
Market Lab overview
Market Lab is historical context for your own performance—not a signal dashboard. Learn what each tab answers and how the layers connect.
Reading Commercial positioning with COT
Read Commercial positioning as historical context: 80–100 bullish, 20–80 neutral and 0–20 bearish—not as an entry signal.
Reading seasonal curves
A seasonal curve starts at 100 so you can compare the historical path through the year. It describes tendencies, not future prices.
Comparing policy-rate context
Read relative monetary-policy context for currencies and descriptive FED regimes for US indices without treating rates as a price forecast.
Understanding Your performance in this context
Analyze every canonical market separately, compare Long and Short context groups with their own baseline and open the exact trades behind every result.
AI Chat
Account-grounded follow-up questions over your trading data.
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 TDLab trial, limited Free access and paid subscription, plus checkout and account management.
The partner program
Share TDLab with your audience: offer 20% off in year one and earn 30% commission on eligible first-year payments.