Prerequisites
Before you begin, make sure you have:- An active trading account with Rithmic, Tradovate, or ProjectX
- Your broker credentials ready
- A modern web browser (Chrome, Firefox, Safari, or Edge)
Step 1: Create Your Account
Sign Up
Go to app.edgeanalyzer.com/signup and create your account using email or Google.
Step 2: Connect Your First Platform
Navigate to Connections in the sidebar and click Add Connection.- Rithmic
- Tradovate
- ProjectX
- Select Rithmic as your platform
- Enter a connection name (e.g., “Apex Main”)
- Enter your Rithmic username and password
- Select your broker from the dropdown
- Click Connect
Your credentials are encrypted and stored securely. We never store plain-text passwords.
Step 3: Discover Accounts
Once connected, Edge Analyzer automatically discovers all accounts under that connection.- Go to Accounts in the sidebar
- Your accounts will appear with their current balance and status
- Click on any account to view details or configure settings
Accounts are synced automatically. You can also click the refresh button to manually sync.
Step 4: Set Up Copy Trading (Optional)
If you want to copy trades between accounts:- Go to Copy Trading → Groups
- Click Create Group
- Select a Leader Account (the account you trade on)
- Add Follower Accounts (accounts that will copy trades)
- Configure copy ratio and risk settings
- Click Create
Step 5: Create Your First Journal Entry
Document your trading session:- Go to Journal in the sidebar
- Click New Entry
- Write about your trading session, market analysis, or trade review
- Link specific trades using the trade picker
- Add setup and emotional state tags
- Click Save
Next Steps
Connection Deep Dive
Learn about advanced connection settings and troubleshooting.
Copy Trading Guide
Master the copy trading system with advanced configurations.
Journaling Best Practices
Learn how to journal effectively for trading improvement.
Analytics Overview
Understand your performance metrics and AI insights.