What should I configure in my first week?

3 MIN READACTUALIZAT · 5/23/2026
generalchecklistgetting-started

Spend your first week getting clean data in and learning to read it. Quality of input decides quality of every later insight.

Day 1 — Foundation

Finish onboarding (columns, markets, news)

Confirm your active markets match what you actually trade

Days 2-3 — Get data in

Import your first batch of trades from CSV/Excel, or add a few by hand

Fix any import validation errors before the final import

Group trades into at least one session

Days 4-5 — Learn to read it

Open the Dashboard and check sample size and date range first

Review win rate, average RR, and total RR

Build one Analytics breakdown grouped by Setup (a Strategy Breakdowns preset is the quickest start)

Days 6-7 — Make it a habit

Replay one trade to study the setup in context

Try one AI question about your own data, e.g. "Which setup is my best performer?"

Tip: don't chase perfect. A small, consistent journal beats a large, messy one.

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