User Guide & Tutorials
Step-by-step instructions to master your DTJ Trading Journal
🎥 Video Tutorial: DTJ in Action
Watch a complete walkthrough of DTJ Trading Journal features
In this tutorial you'll learn:
- • How to set up your DTJ account and dashboard
- • Importing trades from your broker
- • Understanding your analytics and performance metrics
- • Using AI-powered insights for better trading decisions
Quick Navigation
Getting Started
1 Create Your Account
- • Click "Sign Up" on the homepage
- • Enter your email address and create a secure password
- • Click "Create Account" to get instant access
- • You'll be automatically logged in to your dashboard
2 Explore Your Dashboard
- • Overview: See your key performance metrics at a glance
- • Recent Trades: View your latest trading activity
- • Account Health: Monitor your portfolio performance
- • Live Market Data: Stay updated with real-time stock prices
3 Set Up Your First Trading Account
- • Go to "Account Management" in the navigation
- • Click "Add New Account"
- • Enter your broker name and account details
- • Set your starting balance (for tracking purposes)
Importing Trades from Your Broker
1 Download Your Broker CSV
Popular Broker Instructions:
- • TD Ameritrade: Account → History & Statements → Transactions → Download CSV
- • E*TRADE: Accounts → Complete View → Download Transactions
- • Charles Schwab: Positions → Export → Choose Date Range
- • Interactive Brokers: Reports → Activity Statements → Custom CSV
- • Robinhood: Account → Statements → Export History
2 Upload to DTJ Trading Journal
- • Go to "Import Trades" in your dashboard
- • Click "Choose File" and select your broker CSV
- • Select or create the target account
- • Click "Analyze CSV" - our AI will parse your data
- • Review the detected trades and click "Import Trades"
3 Manual Trade Entry (Alternative)
- • Click "Add Trade" button on your dashboard
- • Enter trade details: Symbol, Date, Type (Buy/Sell)
- • Add Quantity, Entry Price, Exit Price (if closed)
- • Include any commissions or fees
- • Click "Save Trade" to add to your journal
Understanding Your Analytics
Key Performance Indicators
Win Rate: Percentage of profitable trades
Profit Factor: Total profits ÷ Total losses
Average Win/Loss: Average profit vs loss per trade
Max Drawdown: Largest peak-to-trough decline
Sharpe Ratio: Risk-adjusted return measure
Charts & Visualizations
Equity Curve: Your account balance over time
Monthly Returns: Performance by month/year
Win/Loss Distribution: Trade outcome patterns
Profit Factor Trends: Monthly risk/reward ratios
Pro Tip: Using Analytics
Focus on trends over individual metrics. A declining win rate with increasing profit factor might indicate you're letting winners run and cutting losses short - a good strategy!
Leveraging AI Features
AI Performance Insights
- • Get personalized analysis of your trading patterns
- • Identify your most and least profitable strategies
- • Discover optimal position sizes based on your history
- • Find the best times of day/week for your trading style
AI Risk Analysis
- • Monitor your portfolio concentration and diversification
- • Get alerts when position sizes exceed risk limits
- • Analyze correlation between your positions
- • Receive recommendations for risk management
Smart Trade Recommendations
- • Get suggestions based on your successful trade patterns
- • Receive alerts for similar setups to your best trades
- • Learn from AI analysis of market conditions
- Note: All recommendations are educational - make your own trading decisions
Advanced Features
Tax Reporting
Generate comprehensive tax reports with realized gains/losses, separated by short-term and long-term capital gains.
Multi-Account Management
Track multiple brokerage accounts separately while viewing combined performance metrics.
Live Market Data
Stay informed with real-time stock prices, market movers, and economic calendar events.
API Access
Integrate DTJ with your existing tools using our RESTful API for automated data sync.
Tips & Best Practices
- • Import Regularly: Update your trades weekly for accurate tracking
- • Review Analytics Monthly: Look for patterns in your performance
- • Use Tags: Categorize trades by strategy or setup type
- • Set Goals: Use target metrics to measure improvement
- • Check Risk Metrics: Monitor drawdown and position sizing
- • Learn from AI: Review AI insights for improvement areas
- • Export Data: Keep backup exports of your trading data
- • Join Community: Follow @DtjSupport for tips and updates
Need More Help?
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