Docs

Guides and explanations for everything in MyTraderDash. Pick a page in the sidebar, or search for a word.

Getting Started

What you're looking at, and where to go first

Welcome to MyTraderDash Key ideas in five minutes Contact us

How-To Guides

Step-by-step flows for common tasks

Your first login Import a broker file Add a trade by hand Connect a brokerage Get alerted on a ticker and screen its options Merge, move and unmerge trades Find and fix data issues Run a tax report Sync to Google Calendar Journal a trade Start over

How It Works

The rules behind grouping, strategies, dividends, performance and taxes

Trades and positions Your own grouping Strategy detection Transfers between accounts Journaling shares between listings Dividends Performance and P&L Currencies Prices and market data How imports work Tags and labels Data issues How the tax report calculates Alerts and notifications

Page Reference

What each page and setting does

Dashboard Trade Log Dividends Calendar Ticker Reports Journal Watchlists Screener Strategies Tax Accounts & Data Settings

Important Disclaimers

Tax Information: MyTraderDash organizes your data and calculates estimates for informational purposes only. This is NOT tax, legal, or financial advice. Always consult a qualified tax professional for advice specific to your situation. Tax rules vary by jurisdiction and individual circumstances.

Investment Decisions: The information MyTraderDash provides is for tracking and analysis only and is not investment advice. Past performance does not guarantee future results.

Data Accuracy: We strive for accuracy, but you are responsible for verifying calculations and making sure your imported data is correct.

Still need help?

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