Instructions — Almanac

Quick start

From zero to your first logged trade in three steps.

Create your account. Sign up, start your 7-day free trial, and you're in.
Create and name your strategy. It starts as a clean slate you build around how you trade — add your own entry types, confluences and tickers as you go. This becomes your first journal.
Log your first trade. In Trades, hit + Add Trade and fill in the basics — ticker, direction, P&L — then save. Your dashboard and stats start filling in right away.

Or let the app walk you: new accounts get a Get set up checklist right on the dashboard — including a Preview with sample data button that shows the whole app fully alive before you've logged anything.

How it's organized

Everything lives in the left sidebar, with your active strategy shown under the logo up top. Here's the map:

Dashboard — your at-a-glance overview: key stats, equity curve and a P&L calendar.
Trades — log new trades and browse your trade history.
Accounts — your eval and funded prop accounts.
Payouts & Expenses — record withdrawals (the firm's cut applied automatically) and log business costs for tax time.
Stats — the deep analysis: setups, confluences, behavior.
Routine & Habits — your habits and how they correlate with results.
Settings — themes, tax setup, goals, and import/export.

Strategies

A strategy is a self-contained journal. Use them to keep different approaches cleanly separate — a scalping strategy's numbers never bleed into your swing strategy's.

Switch — click the strategy name under the logo and pick another.
Create — choose + Create strategy, name it.
Delete — from the same menu (removes only that strategy; the others are untouched).

What's separate vs. shared:

Separate per strategy: trades, accounts, habits, calendar, custom fields and all stats.
Shared across all: payouts and expenses — they're about your business as a whole, not one setup.

Dashboard

The first thing you see — a snapshot of how you're doing right now.

Headline stats — win rate, net P&L, average R:R and streaks.
Equity curve — your cumulative P&L over time, with all-time high and drawdown.
Day view — tap any calendar day: the daily recap up top, then every trade with its journal notes and screenshots together on one card.
Share a day — the ⇪ Share button turns any trading day into a branded image (P&L, stats, and the day's equity curve, in your theme colors) ready for the share sheet or a download.

Logging a trade

The heart of the app. Open Trades and hit + Add Trade. Fill in as much or as little as you want — only the basics are required.

The form, top to bottom:

Date, ticker & session — when and what you traded. Add your own with "+ Add custom".
Entry type — pick your setup(s) as chips, or add your own with "+ Custom".
Position size & P&L — your size and the result; R:R is calculated for you.
TP/SL behavior — how the trade was managed: BE → SL, SL → TP, and more.
Confluence — Yes/No boxes (yours and any built-ins) for what was present. Each one is tracked in your stats.
Screenshots & videos — attach chart images or clips (recaps / trade reviews); images open full-size, videos play inline.
Accounts & notes — tag which account(s) it was on, and add any notes.

Your trades list

Every trade you've logged, newest first.

Browse — 30 trades per page; use the pager at the bottom to step back through your history.
Edit — open any trade to change details or correct a result.
Win / Loss / BE — each trade is tagged; how those count toward your win rate depends on your Win Rate Basis setting.
Export — send your trades to a spreadsheet straight from here.

Accounts

Track every prop account — evals you're working through and funded accounts you're getting paid on.

Setting one up:

Add an account with its name, type (Eval or Funded), starting balance, drawdown amount & type, and payout threshold.
Funded accounts also have a Profit Split % — the firm's cut, applied automatically on payouts.

Living with it:

Each account shows today's P&L and its current balance (start + trades − payouts).
Drawdown tracking shows how much buffer you have left before a breach.
Graduate to Funded — when you pass an eval, convert it to funded and set the split in one step.
Reset an eval — took a paid restart at the firm? One tap starts the account fresh (balance back to start, drawdown cleared) and can log the reset fee as an expense for you.
Blown & deactivated — drawdown breaches are flagged automatically, and accounts closed for other reasons can be marked Deactivated. Both retire to their own section with final P&L kept.
Reorder them — drag any account card to stack them in whatever order you like.

Payouts

Record withdrawals and see exactly what you keep after the firm's split and estimated tax.

Log Payout — pick the funded account(s) and enter the gross amount. As you type, you'll see the firm's cut, your estimated tax, and your net take-home.
Status — mark it Paid, Pending (requested, awaiting the firm's review — the amount is reserved so it can't be double-requested, without touching your balance) or Denied with the reason.
When the firm answers — pending rows get one-tap ✓ Mark Paid / ✕ Denied buttons right in the history.
Denials done right — denied payouts never count as income or taxes, and if the firm confiscated profit when denying, log what they took and the balance adjusts to match.
The page totals your payouts, your take-home, and a Prop Firm Take — the total the firm has kept across splits and fees.

Expenses

Log the costs of running your trading business — data feeds, software, eval fees — so they're ready at tax time.

Add an expense with its amount, category and a note.
Expenses are shared across all strategies and feed into your year-end tax summary.

Stats & analysis

Where your history turns into an edge. The Stats tab breaks your trading down so you can see what to do more of — and what to cut.

Top & worst setups — grouped by entry-type combination, so "Breakout + Pullback" is its own setup, distinct from either alone.
Confluence impact — your win rate with vs. without each confluence, so you learn which ones actually matter.
Behavior analysis — how your exits (BE → SL, SL → TP and others) affect results.
Hold time — average winner hold vs. loser hold, with an automatic flag when you're holding losers longer than you ride winners (the classic leak).
Discipline & rhythm — your trades-per-day sweet spot, and how days off affect the next session.
Win Rate Basis — count by trade label or by actual P&L (set in Settings); every number here follows your choice.

Routine & habits

The habits behind your best days. Define your routine and Almanac correlates it with your results.

Define the habits or routines you want to track (chart your bias, no trades before the open, journaled the plan…).
Tick them off each day.
See the correlation — which habits line up with your green days, and which don't move the needle.

Calendar

A P&L calendar that lives on your Dashboard — your whole month at a glance.

P&L calendar — each day colored by its result, so hot and cold streaks jump out.
Important days — star high-impact news days so you can plan around them.
Daily recaps — write a short journal entry per day to capture how it actually went.

Settings & themes

Make it yours and set your numbers.

Appearance — accent presets or any custom color, four base tones (including true OLED black) or your own background color, text brightness, and even custom profit/loss and chart colors. The whole app repaints instantly.
Tax — set your federal & state rates so payout take-home and the year-end summary are accurate (most prop payouts are 1099 self-employment income — include self-employment tax in your rate).
Win Rate Basis — by trade label, or by actual P&L.
Import / Export — back up your whole journal to a file, or restore it.

Exports & taxes

Get your data out, clean.

Spreadsheet export — all your trades in Excel for your own analysis.
Tax summary — a year-end PDF of income, payouts and expenses.
Journal backup — a full export (and import) of everything, any time.

How to use Almanac