Set up after paying

After the Payment step, three short jobs get the journal ready for your first trade.

Bring your fills in

If you trade at Topstep, tastytrade, TradeStation or on cTrader, connect the account: Manage accounts, top right, then Connect an account. Fills and balances sync on their own from then on.

For everything else, open Trades, then Import fills, and drop your platform's export in. Any CSV works as long as it carries a time, a symbol, a side, a quantity and a price, whatever the columns are called.

Either way, TradeLunar cannot place, modify or cancel an order. That is what makes it safe to use alongside an evaluation or a funded account.

Write your rules down

Write your rules down in the Playbook before your first trade: your strategies, entry and exit checklists, and routines. Every review asks which rules you kept, and rule adherence over time is the number this journal exists to give you.

Add each account as its own record

Evaluations and funded accounts are kept as separate records, so one account's stats never blur into another's.

Once fills are flowing, you're ready for the first entry. Log your first trade walks through the plan and the review.