Frequently Asked Questions
Get answers to common questions about DTJ Trading Journal
Getting Started
How do I create an account?
Click "Sign Up" on the homepage, enter your email and create a secure password. You'll get immediate access to your trading journal dashboard.
What's included in the free trial?
The free trial includes access to all features: unlimited trade imports, analytics, tax reports, AI insights, and live market data for 7 days.
How do I get started tracking my trades?
You can either import your trades via CSV from your broker or manually add trades using our AI-assisted trade entry form.
Import & Data Management
Which brokers are supported for CSV import?
We support most major brokers including TD Ameritrade, E*TRADE, Charles Schwab, Interactive Brokers, Robinhood, and more. Our AI parsing can adapt to most CSV formats.
What if my broker CSV format isn't recognized?
Our AI parsing system learns from new formats. If your CSV isn't recognized, contact support at DTJ.support@xartatech.com and we'll add support for your broker's format.
Can I manage multiple trading accounts?
Yes! You can create and manage multiple trading accounts, each with separate performance tracking and analytics.
Is my trading data secure?
Absolutely. All data is encrypted in transit and at rest. We never share your trading data with third parties, and you maintain full control over your information.
Analytics & Reporting
What analytics and KPIs are included?
We provide 20+ key metrics including win rate, profit factor, Sharpe ratio, maximum drawdown, average win/loss, monthly returns, and much more.
Can I generate tax reports?
Yes! We generate comprehensive tax reports with all realized gains/losses, organized by short-term and long-term capital gains for easy tax filing. The feature currently supports CRA-Canada and IRS-USA type formats.
How often is the data updated?
Analytics update in real-time as you add new trades. Live market data refreshes every few seconds during market hours.
AI Features
What AI features are available?
Our AI provides performance insights, risk analysis, smart trade recommendations, and assists with CSV parsing and trade entry.
How accurate are the AI insights?
Our AI analyzes your historical trading patterns and market conditions to provide data-driven insights. However, all trading decisions should be your own.
Billing & Subscription
How much does DTJ Trading Journal cost?
We offer a Pro plan at $24.50/year Only with all features included, for limited time only for Beta launch members. Start with a free 7-day trial to explore everything. All prices in USD.
Can I cancel my subscription?
Yes, you can cancel anytime from your account settings. You'll retain access until your current billing period ends.
Do you offer refunds?
We offer a 30-day money-back guarantee. If you're not satisfied, contact us at DTJ.support@xartatech.com for a full refund.
Technical Support
I'm having trouble logging in. What should I do?
Try resetting your password using the "Forgot Password" link. If that doesn't work, contact support at DTJ.support@xartatech.com.
My CSV import failed. How do I fix it?
Check that your CSV includes required columns (date, symbol, quantity, price). If you're still having issues, send us your CSV format and we'll help optimize it.
How do I get additional help?
Visit our Contact Support page, email DTJ.support@xartatech.com, or follow us on Twitter @DtjSupport for updates and tips.
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