Day 1: Account Setup
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.
Choose Your Data Source
During onboarding, select how to bring your trading data into Edge Analyzer:Explore the Dashboard
Once set up, explore your dashboard:- Account Cards — Overview of each connected account
- P&L Summary — Consolidated profit/loss across all accounts
- Goal Progress — Track weekly and monthly targets
- AI Insights — Data-driven trading recommendations (Pro feature)
Day 2-3: Connect Your Broker
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.
Verify Account Discovery
After connecting:- Check that all your accounts appear in the Accounts section
- Verify balances match your broker
- If accounts are missing, click Refresh Accounts on the connection
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.
Day 4-5: Start Journaling
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.
Build Your Playbook
Document your trading setups:- Go to Playbook in the sidebar
- Click New Setup
- Name and describe your setup (e.g., “Failed Breakdown Reclaim”)
- Document entry rules, stop placement, and targets
- Add chart examples
- Classify as A+, B, or C setup
Set Your Goals
Configure profit targets:- Go to Settings → Goals
- Set your weekly profit target
- Set your monthly profit target
- Save your goals
Day 6-7: Review and Optimize
Check Your Analytics
Review your performance data:- Dashboard — Overall P&L and account health
- Analytics — Detailed metrics (win rate, profit factor, etc.)
- Session Analysis — Which times you trade best
- Instrument Analysis — Which markets suit your style
Review AI Insights
If on Pro plan:- Go to the Insights section
- Read AI-generated observations about your trading
- Take note of recommended actions
- Implement changes based on data, not intuition
Record Purchases and Payouts
Track your prop trading business:- Go to Purchases and record evaluation fees, reset fees, etc.
- Go to Payouts and record any payouts received
- Check your ROI to see your true prop trading profitability
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
Getting Help
Resources
- Knowledge Base — You’re reading it! Search for specific topics.
- Email Support — Contact support@edgeanalyzer.com
- Pro Users — Priority email support with faster response times
Reporting Issues
When reporting a problem, include:- What you were trying to do
- What happened vs. what you expected
- Browser and device you’re using
- Screenshots if possible
Next Steps
Connect Platforms
Add your broker connections
Copy Trading
Set up trade copying
Journaling
Start documenting trades
Analytics
Explore your metrics