Welcome to MyTraderDash
What you're looking at on your first login, what to do next, and where the help lives.
MyTraderDash turns your broker's trade history into positions, strategies, dividends, performance and tax reports. You bring the data (a broker export, a brokerage connection or trades you type in); the app does the grouping and the math.
What you're looking at: sample data
A new workspace starts with sample data so every page has something to show:
- A
DEMOaccount with a few hundred made-up trades: stock positions, wheels, covered calls, cash-secured puts, LEAPS and dividends, some still open. - Two watchlists,
MAG7andMarket Indices. - Three screener templates:
Wheel - Cash Secured Put,Wheel - Covered CallandLEAPS - Deep ITM.
The trades aren't real and nothing about them is a recommendation. Explore them freely: edit, tag, group and ungroup. Nothing you do to the demo can affect anything else.
Two ways to start
Keep exploring. Click through the pages in the sidebar. Every page has a small docs icon next to its name that opens its page in these docs.
Start with your own data. Follow Your first login: remove the demo, add your account, import your broker file and check the result. It takes a few minutes.
Removing the demo: on Accounts & Data, click Clear Demo Data. It removes the
demo trades and the DEMO account. The watchlists, the screener templates and your settings stay
and are yours to keep or delete. The button disappears once the demo is gone.
Getting the demo back: the demo is copied once, when your workspace is created. To see it again you start over: Settings → Profile → Danger Zone → Delete My MyTraderDash Account deletes your whole MyTraderDash account (every account, trade, journal entry and setting), and logging in again creates a fresh workspace with the demo.
Where things are
| You want to… | Go to |
|---|---|
| See your portfolio at a glance | Dashboard |
| Add an account, import a file, export or back up | Accounts & Data |
| Browse and edit trades and positions | Trade Log |
| Follow tickers, get alerts | Watchlists |
| Find option trades | Screener |
| Prepare taxes | Tax |
How these docs are organized
The sidebar on the left lists every section and its pages; click a section's name to open or close it. On a phone, Browse the docs opens the same list.
- How-To Guides: step-by-step flows for common tasks.
- How It Works: the rules behind what the app shows you: how trades become positions, how strategies are detected, how dividends, performance and taxes are calculated. Read these when a number surprises you.
- Page Reference: what each page and setting does.
The search box at the top of the sidebar (above the page on a phone) finds any page by its words. Still stuck? The Feedback button in the sidebar reaches us directly, and every page here has a "Something unclear on this page?" link at the bottom. Email addresses are on Contact us.