TradeReview Help Center

Advice and answers from the TradeReview Team.

Browse by topic

Getting Started Welcome path, first-week checklist, and how to add trades.

Import trades Manual entry, CSV upload, and broker-specific import guides.

Broker sync Connect a broker for automatic trade sync.

Dashboard Performance snapshot, charts, and recent trades.

Trades Trade list, filters, trade detail, and closing trades.

Calendar Daily P&L, trade counts, and day notes on a month grid.

Reports General, day & time, price, tags, options, and symbols reports.

Strategies Create setups and track strategy performance.

Notebook Folders, notes, and reusable note templates.

Resources Economic calendar and market context inside the app.

Account Profile, trading accounts, cash transactions, tags, and membership.

FAQs Supported trading assets.