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Welcome to Edge Analyzer! This comprehensive guide walks you through setup and your first week of using the platform effectively.

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Day 1: Account Setup

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Create Your Account

1

Visit Edge Analyzer

Go to edgeanalyzer.com and click Get Started.
2

Sign Up

Enter your email and create a password.
3

Verify Email

Check your email and click the verification link.
4

Start Trial

Your 14-day free trial of the Pro plan begins automatically. No credit card required.

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Choose Your Data Source

During onboarding, select how to bring your trading data into Edge Analyzer:
OptionBest ForDescription
Demo DataFirst-time explorationPre-populated with 18 trades, 10 journal entries, 5 playbook setups
Broker ConnectionActive tradersConnect to Rithmic, Tradovate, or ProjectX for automatic sync
CSV ImportHistorical dataUpload trade history from any broker
We recommend starting with Demo Data to explore all features before connecting a live broker.

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Explore the Dashboard

Once set up, explore your dashboard:
  1. Account Cards — Overview of each connected account
  2. P&L Summary — Consolidated profit/loss across all accounts
  3. Goal Progress — Track weekly and monthly targets
  4. AI Insights — Data-driven trading recommendations (Pro feature)

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Day 2-3: Connect Your Broker

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Add Your First Connection

1

Navigate to Connections

Go to Connections in the sidebar.
2

Click Add Connection

Choose Rithmic, Tradovate, or ProjectX.
3

Enter Credentials

Provide your broker credentials (encrypted and secure).
4

Connect

Edge Analyzer discovers all accounts under those credentials.

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Verify Account Discovery

After connecting:
  1. Check that all your accounts appear in the Accounts section
  2. Verify balances match your broker
  3. If accounts are missing, click Refresh Accounts on the connection

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Set Up Copy Trading

If you trade multiple accounts:
1

Go to Cockpit

Navigate to Copy Trading in the sidebar.
2

Create a Group

Name your group (e.g., “Apex Accounts”).
3

Set Leader

Choose which account you’ll trade on.
4

Add Followers

Select accounts to receive copied trades.
5

Activate

Enable the group and place a test trade.
Test copy trading with a small position before relying on it for normal trading.

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Day 4-5: Start Journaling

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Create Your First Entry

1

Navigate to Journal

Go to Journal in the sidebar.
2

Click New Entry

Start a new journal entry.
3

Document Your Session

Write about your trading day, including:
  • Pre-market analysis
  • Trade reasoning
  • Emotional state
  • Lessons learned
4

Link Trades

Attach specific trades to your entry.
5

Add Tags

Tag with setup types and emotions.

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Build Your Playbook

Document your trading setups:
  1. Go to Playbook in the sidebar
  2. Click New Setup
  3. Name and describe your setup (e.g., “Failed Breakdown Reclaim”)
  4. Document entry rules, stop placement, and targets
  5. Add chart examples
  6. Classify as A+, B, or C setup

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Set Your Goals

Configure profit targets:
  1. Go to Settings → Goals
  2. Set your weekly profit target
  3. Set your monthly profit target
  4. Save your goals
These targets appear on your dashboard with progress tracking.

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Day 6-7: Review and Optimize

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Check Your Analytics

Review your performance data:
  1. Dashboard — Overall P&L and account health
  2. Analytics — Detailed metrics (win rate, profit factor, etc.)
  3. Session Analysis — Which times you trade best
  4. Instrument Analysis — Which markets suit your style

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Review AI Insights

If on Pro plan:
  1. Go to the Insights section
  2. Read AI-generated observations about your trading
  3. Take note of recommended actions
  4. Implement changes based on data, not intuition

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Record Purchases and Payouts

Track your prop trading business:
  1. Go to Purchases and record evaluation fees, reset fees, etc.
  2. Go to Payouts and record any payouts received
  3. Check your ROI to see your true prop trading profitability

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Ongoing Best Practices

Daily

  • Journal every trading session
  • Review connected account status
  • Check goal progress

Weekly

  • Review AI insights
  • Analyze win/loss patterns
  • Update playbook with new learnings

Monthly

  • Review overall ROI
  • Adjust goals as needed
  • Archive closed accounts

Quarterly

  • Deep performance review
  • Refine trading system
  • Evaluate subscription plan

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Getting Help

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Resources

  • Knowledge Base — You’re reading it! Search for specific topics.
  • Email Support — Contact [email protected]
  • Pro Users — Priority email support with faster response times

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Reporting Issues

When reporting a problem, include:
  1. What you were trying to do
  2. What happened vs. what you expected
  3. Browser and device you’re using
  4. Screenshots if possible

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Next Steps

Connect Platforms

Add your broker connections

Copy Trading

Set up trade copying

Journaling

Start documenting trades

Analytics

Explore your metrics