Everything you need to operate with clarity.

OANDA

1. Export your account history from OANDA as CSV.
2. Open /import and upload the file.
3. Map instrument, open time, close time, side, size, entry, exit, fees, and realized P&L.
4. Save the broker template if the mapping is correct.
5. Review imported trades in Trades and add setup and psychology tags.

Binance and crypto exchanges

1. Open Account Settings or Integrations and choose Crypto Exchanges.
2. Create a read-only exchange API key. Do not enable withdrawal permissions.
3. Enter the exchange, key, secret, and optional label such as "Binance Main".
4. Run sync and confirm fills appear as trades.
5. Use account filters to separate crypto from futures, forex, or prop accounts.

MetaTrader 4 and MetaTrader 5

1. Open Account Settings and download the MT4 or MT5 Expert Advisor.
2. In MetaTrader, open the Data Folder and place the file in the correct Experts folder.
3. Restart MetaTrader and drag the EA onto a chart.
4. Allow WebRequest for your VantageGrid URL.
5. Paste your VantageGrid platform API key and confirm that trades arrive.

TradingView webhooks

1. Open Account Settings and copy the TradingView webhook endpoint.
2. Create a TradingView alert. TradingView webhooks require a paid TradingView plan.
3. Paste the JSON alert message from VantageGrid.
4. Send a small test alert and confirm it appears in the journal.

CSV first

Best for historical accuracy. Upload a closed-trade export, map columns carefully, then compare trade count and P&L against your broker statement.

Broker portal

Best for supported equity/options brokers where read-only history sync is available. Use it when you want less manual file handling.

Platform bridge

Best for NinjaTrader, MetaTrader, TradingView alerts, DXtrade and custom webhook workflows. Keep the API key in the platform only.

Exchange API

Best for crypto exchanges. Create read-only keys only; withdrawal, trading and transfer permissions should stay disabled.

cTrader

1. Open Account → Integrations and choose cTrader.
2. You are redirected to Spotware/cTrader to log in and approve access. VantageGrid never sees your cTrader password.
3. You land back on VantageGrid with the connection stored; live or demo environment is fixed by VantageGrid's server configuration, not a per-user toggle.
4. Disconnect any time from the same card; this deletes the stored credential.

If a sync ever looks stuck, the Connect page offers a self-service resync for your own cTrader connection so you do not need to contact support for a routine reset.

SnapTrade (20+ brokers)

1. Open Account → Integrations and choose your brokerage from the SnapTrade broker grid (Interactive Brokers, Charles Schwab, Robinhood, Webull, E*TRADE, eToro and others, cached and refreshed periodically).
2. An in-app connection window opens for that broker's own secure login.
3. Approve access, then return to VantageGrid and confirm the account appears under Connections.
4. Disconnect from Integrations; if it was your last SnapTrade-linked broker, VantageGrid also fully deregisters the underlying SnapTrade user so the recurring connection is not kept alive for no reason.

TradeLocker

1. Open Account → Integrations and choose TradeLocker.
2. Enter your TradeLocker email, password, server name and environment (demo or live) exactly as shown in your TradeLocker app.
3. Save; VantageGrid syncs closed trades on a schedule after that.

TradeLocker can also be fed through the webhook adapter below if you prefer a push-based bridge instead of stored login credentials.

Tradovate

1. Open Account → Integrations and choose Tradovate Cloud Sync.
2. Enter your Tradovate username and password (Tradovate does not use a separate API key for this).
3. VantageGrid keeps a persistent connection open per credential so fills arrive close to real time rather than on a slow poll.
4. Check connection status or disconnect from the same Integrations card at any time.

Quick chips and filters

The chips above the list split trades into All, Wins, Losses, Mistakes and Missed. The Filter button opens the full filter modal: date range, account, instrument, setup, side, and a minimum/maximum P&L range. An active filter shows a badge count so you never silently review a subset by accident.

The trade modal

Click a trade to open its full record: narrative notes, three tag groups (Psychological Mistakes, Technical Confluence, SMC/ICT model tags), setup, sentiment, execution emotion, plan compliance (the field Discipline Cost reads), stop-loss/take-profit, and account name. Save writes everything at once.

Screenshots

Attach chart screenshots (PNG, JPEG or WebP) to any trade from the same modal. Thumbnails show in a strip; click one for a full-screen lightbox. A counter on the button shows how many are attached.

Sharing from the modal

The Share button in the trade modal creates the public read-only link described under Trade sharing.

Daily Journal, Mood and Notes Search

Basic notes and journal search are available on Free so every trader can find earlier context. Pro adds deeper behaviour patterns, full performance ranges and the Discipline Leak Report. The Daily Journal panel gives every trading day its own free-writing space with autosave and one-tap mood chips (Focused, Calm, Confident, Anxious, Frustrated, Tired).

Missed Trades

Log a setup you saw but did not take via the Missed chip: instrument, setup, and a short note on what stopped you. Missed trades are tracked separately — they never touch your P&L, but they feed the Missed Profit widget so hesitation becomes measurable.

Pivot Grid view

Next to the Trade List sits the Pivot Grid: an aggregate table that groups all your trades by Strategy Context, Asset, Day, Side or Quality, with win rate, average win/loss, net P&L and a Kelly % per group. Click any column header to sort. It is the fastest answer to "which bucket is actually carrying my results?".

Core fields

Instrument, buy/sell, entry price, exit price, quantity, commission and account name. Add setup, technical confluence, SMC/ICT tags, sentiment and execution emotion in the same form so the trade lands fully tagged instead of needing a second pass later.

Wellness context

Optional sleep, hydration and focus self-ratings are stored with the trade and feed the Trade Permission readiness score — the same three fields external bots can pass through the Pro API.

Position size calculator

Enter account size, entry, stop and risk percentage and the built-in calculator returns the dollar risk and the position size that matches it — before you commit the numbers to the journal.

Permission Gate chip

The form shows your live Trade Permission verdict (go / conditional / reduce, with score and suggested size multiplier) while you fill it in. It needs closed trade history first; a brand-new account sees "SETUP NEEDED" until trades exist.

Email verification

1. Register with an address you control.
2. Open the confirmation email and click the verification link within 48 hours.
3. If the email is missing, sign in and use the resend confirmation link in the banner.
4. Verified email is required before starting the free Pro trial.

Two-factor authentication

1. Open Account Settings, then Security.
2. Start 2FA setup and scan the QR code with an authenticator app.
3. Enter the current authenticator code to enable 2FA.
4. Store recovery codes in a password manager, not in screenshots or trade notes.

Backup codes

Backup codes are single-use recovery codes for losing access to your authenticator. VantageGrid stores them encrypted at rest and only shows them after password confirmation.

Password hygiene

Use a unique password, avoid shared team logins, and rotate the password immediately if you suspect browser, email or machine compromise.

Desktop browser

Always on. Your browser will ask for permission the first time; allow it if you want in-browser alerts while VantageGrid is open in a tab.

Telegram

Message @userinfobot on Telegram to get your numeric chat ID, then paste that ID into Notifications. VantageGrid cannot look this ID up for you; it only works once you have it from Telegram itself.

System Alerts & Emergency Interventions

Always on and cannot be disabled. These cover Guardian breach warnings and account-security notices, so they are treated as safety-critical rather than optional.

Optional toggles

Weekly AI Recap, Product Updates, Performance Milestones (email), Trade Execution Alerts, Review Reminders, Sound Notifications (a ping on new trade events), and Streak Milestones can each be switched on or off independently.

Privacy Mode

The "Blur all financial data" toggle in Account → Privacy Mode is saved in your browser only, not on the server. It is meant for screen-sharing or filming over your shoulder in public. Because it is per-browser, turning it on at home will not carry over to your phone or a different browser — toggle it separately wherever you need it.

Journal Tags

Account → Journal Tags lets you edit five tag sets: Playbooks/Strategy Context, Psychological Mistakes, Technical Confluence, Strategy Model Tags (SMC/ICT-style), and Sentiments/Emotions. "Reset Defaults" restores VantageGrid's original list for any set you have changed.

Exports (Pro/Desk)

Account → Exports offers CSV, Excel (.xlsx) and JSON exports of your journal. The Tax PDF export lives on the Tax Reserve page, not in this tab.

Canceling vs. deleting

Canceling your subscription (Billing → Cancel) only stops future charges and drops you back to the Free plan. It does not delete anything — your trades, tags, notes and screenshots stay exactly as they were.

Deleting your account

In the Android app, open Account → Delete account and data, confirm the store-billing notice, and enter your password. If you cannot access the app, use the public deletion request page. Deleting VantageGrid does not cancel a Google Play subscription; cancel that separately in Google Play first. Minimal legal, billing, security, suppression, or audit records may be retained as described in the Privacy Policy.

Timezone and currency

Your timezone is set automatically once, during onboarding, and is not yet user-editable from Account Settings. A display-currency setting is also not available today. If either is wrong for your account, contact support — it is a quick manual correction on our side.

Free trial

First-time eligible subscribers receive a 14-day Pro trial. The trial requires verified email and is not reusable after a prior subscription status exists.

Cancellation

Cancel web purchases from Billing and Android purchases from Google Play subscriptions. During a trial, cancellation prevents renewal while access may continue until the trial end.

Refund guarantee

The first paid subscription has a voluntary 14-day money-back guarantee. Contact support from the account email with the Stripe receipt or Google Play order number; store purchases may also use Google Play's refund process.

Wrong status

If payment succeeded but Pro is missing, restore purchases in the app and sign out/in. If it still looks wrong, include account email, approximate payment time, provider and subscription status.

Daily operating state

Use the top status area for market session, sync state, trade count, Guardian status, and account context. It is designed for fast scanning before and during a trading session.

Performance engine

Win rate, profit factor, expectancy, P&L, drawdown, and quality score show whether the edge is healthy. Use them together, not in isolation.

Discipline loop

Review mistake costs, live session coach, circuit breaker, mission plan, and trade permission before taking new risk.

Workflow shortcuts

Use Dashboard for monitoring, Trades for trade-level review, Analytics for deeper analysis, Playbooks for rules, and AI Coach for synthesis.

Clean P&L

Trades that followed plan/compliance rules. This is your cleaner baseline and the part of performance most worth scaling.

Rule-break P&L

Trades marked with failed plan compliance or high-cost mistake tags. A profitable rule-break still counts as dangerous because it reinforces bad behavior.

Skip-adjusted P&L

A what-if view that removes rule-breaking trades. Use it to decide whether reducing trade frequency would improve results.

Review mistakes

Open the journal and inspect the trades behind the widget. Fix tags if they are wrong; write a rule if they are right.

Sortino Ratio

Sortino is a risk-adjusted return metric that focuses on downside volatility instead of all volatility. A strategy with choppy upside and controlled downside can look better on Sortino than on Sharpe.

Sortino = excess return / downside deviation

Kelly Criterion

Kelly estimates the theoretical growth-optimal fraction of capital to risk when win probability and payoff ratio are known. In practice, traders usually use fractional Kelly because full Kelly can produce severe drawdowns.

Kelly = W - ((1 - W) / R)

Risk-of-Ruin

Risk-of-ruin estimates the chance that normal variance pushes the account past a failure threshold. In VantageGrid this can be modeled through Monte Carlo paths and Guardian drawdown limits.

Practical interpretation

If P&L is positive but Sortino is poor, Kelly is extreme, or risk-of-ruin is high, the strategy may be profitable but fragile. Reduce size, tighten rules, or collect more data before scaling.

What it simulates

The engine samples from your historical closed-trade returns with replacement, then generates many possible future trade sequences. It asks: if your edge behaves like the past, what account paths are plausible?

Risk of ruin

This is the percentage of paths where drawdown breaches the configured danger threshold. If it is above your tolerance, reduce risk per trade or tighten stop conditions.

Median expected profit

The 50th percentile outcome. It is more useful than the average when extreme outliers distort the mean.

Best and worst case

Best case and worst case use percentile bands. Treat the 5th percentile as a serious planning scenario, not an impossible disaster.

Healthy curve

Higher highs, controlled drawdowns, stable trade frequency, and recoveries that do not require oversized wins.

Decay warning

Flat or falling curve while trade count rises, larger losses after winning streaks, or profit concentrated in only one day or one setup.

Behavioral warning

Equity drops that coincide with tags like FOMO, revenge, no plan, or oversized risk usually point to process failure, not market randomness.

Action

Reduce size, pause weak setups, review Replay, write a Daily Journal debrief, and require Playbook compliance before returning to normal risk.

Positive exposure

You are net long that asset across open positions.

Negative exposure

You are net short that asset across open positions.

Guardian warning

If exposure exceeds a threshold, the Guardian warns that one news event could hit several trades at once.

Heatmap

The correlation matrix highlights instruments that often move together or hedge each other.

The grid

Each cell is one trading day, colored on a seven-step red-to-green scale by that day's net P&L. Hover any day for its exact dollar result, trade count, and best setup.

Stat tiles

Best Day, Worst Day, Green Days (as a fraction of trading days) and Day Win Rate summarize the grid without you needing to scan every cell.

Recent Trade Days

A list of your last 10 traded days with date, trade count, best setup, and signed P&L — a fast way to jump back into a specific day's detail.

Filters

The account switcher and analysis-range control at the top of the page apply to Calendar too, so a multi-account trader can isolate one account's heatmap at a time.

Controls

Next Bar, Auto-play, Show All and Zoom to Trade let you move through 1m/5m/15m/1h candles at your own pace. Entry, exit, stop-loss and take-profit markers reveal as the replay reaches them.

Analysis card

After the trade plays out, a summary shows Result, Maximum Favorable Excursion (MFE), Maximum Adverse Excursion (MAE), and Capture % — how much of the available move you actually captured.

Review Queue

A sidebar recommends specific past trades worth re-studying, so Replay is not only for trades you already flagged yourself.

Monthly windows

Free has none; Pro includes 50 replay windows a month; Desk includes 150.

Leaderboard opt-in

Account → Social & Gamification → "Opt-in to Global Leaderboards" plus a public pseudonym. Ranking is year-to-date, on closed, non-demo trades, sorted by streak and win rate. Only percentages and rates are shown — raw dollar P&L never appears on the leaderboard. Without opting in, you are listed as a "Ghost."

Public profile toggle

Account → Profile → "Enable public profile" is what makes your vantagegrid.pro/u/<username> page resolve at all. It shows Total Trades, Win Rate, Profit Factor, Current Streak, your top setup by win rate, and a 30-day equity curve in percentage terms — again, never raw dollars.

Create a link

From any trade, choose Share to generate a public, read-only link. Calling Share again on the same trade reuses that link rather than creating a duplicate.

What it shows

Instrument, long/short, net P&L, R-multiple, entry/exit, size, quality grade, whether the plan was followed, setup/sentiment/execution tags, and your notes.

What it never shows

Account name, broker identity, and fee breakdown are deliberately left out of the shared page, by design, regardless of what is visible to you privately.

Revoking

Revoke a link any time from the same trade. A revoked or unknown link shows the same generic "no longer available" message either way, so a dead link cannot be used to confirm whether a trade ever existed.

Set your rate first

Go to Account → Financials and enter your Expected Tax Rate (%). Until you do, this page shows a red "Reserve Rate Not Configured" banner and defaults to 0%.

What you'll see

An Estimated Net Performance %, an Estimated Tax Reserve, Net Take-Home YTD, and Gross YTD, plus a Quarterly Fiscal Summary table.

Why the numbers don't "add up"

Each quarter row is calculated standalone, with no loss carried over from another quarter. The year-to-date total, by contrast, nets losing quarters against winning ones before applying your rate. Both are correct — they are simply answering different questions.

Export

A Tax PDF export is available directly from this page for the selected year.

Your link

Open Affiliate/Partner Program to get an auto-generated referral link in the form vantagegrid.pro/?ref=YOURCODE.

Vanity link

Claim a custom slug (lowercase letters, numbers and hyphens, 3-50 characters) for a cleaner link such as vantagegrid.pro/join/yourslug.

What you earn

Each Pro signup through your link earns you 30 free days of Pro access, credited automatically as Credit Days — not a cash payout.

What you can track

Your Partner Program page shows Referrals (signups via your link), Conversions (referrals who became active or trialing Pro/Desk), and your running Credit Days balance.

Rule fields

• Account name and starting balance
• Daily loss limit
• Maximum trailing drawdown
• Profit target
• Consistency rule percentage
• Timezone and reset timing

Setup steps

1. Open Account Settings and choose Prop Firm Guardian.
2. Select a preset for FTMO, Topstep or Apex, or enter custom values.
3. Bind the rules to the exact account name used by imported trades.
4. Save, then reload Dashboard and confirm the Guardian widget uses that account.

Firm examples

FTMO rules often focus on daily loss, maximum loss, and profit target. Topstep and MyFundedFutures-style accounts often require careful trailing drawdown handling. Always enter the exact rules from your current account contract.

Multiple accounts

Create separate Prop Firm accounts for each challenge or funded account. Do not combine personal and prop data if the rules are different.

Review cadence

Check Guardian status before the session, after each large trade, and near the daily loss threshold. If a rule changes, update the account before the next trade.

Local install

1. Open chrome://extensions or edge://extensions.
2. Enable Developer Mode.
3. Choose Load unpacked and select the local extension folder.
4. Pin VantageGrid Sync so the popup is easy to open.

Popup setup

1. Create an API key in Account → AI API.
2. Paste the key into the extension popup.
3. Select Production or Test environment deliberately.
4. Open TradingView, then run the scan from the popup or overlay.

What the trace proves

Check environment, API user ID, account, sync batch ID, imported trade IDs and duplicate IDs before assuming a dashboard filter problem.

Privacy rule

Blueprint learning should send structure, not identity. Account numbers, names and emails must be stripped before crowdsourced structure samples are contributed.

Correct endpoint

The AddOn posts trades to /webhook/log_trade and live levels to /webhook/update_live_levels.

Short trades

NinjaTrader reports shorts as SellShort and BuyToCover. VantageGrid normalizes those to sell/buy so short entries and covers can open and close correctly.

Queue behavior

Network errors, 429 and 5xx responses can retry. Permanent 4xx responses should not poison an infinite queue; fix the API key, quota or payload instead.

Verification

After a small test execution, check Journal for the trade, Account → Connect for the bridge status, and server logs only if both are missing.