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Before you can use TradeAlign, you must add at least one trading account and import trades. The rest of the platform will not function without this step. This setup only needs to be done once per account.

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Step 1: Open settings

  1. Click the Profile Icon in the bottom-right corner of the platform
  2. Select Settings
This is where all account-level configuration lives.

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Step 2: Navigate to accounts

Inside Settings, select Accounts. This section is used to manage all trading accounts connected to TradeAlign.

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Step 3: Add a new account

  1. Click + Add Account
  2. You’ll be prompted to begin account setup
Each trading account must be added individually.

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Step 4: Select your broker

Choose your broker from the list and leave the selection unchanged once selected. This determines how trades are imported and structured.

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Step 5: Name your account

Enter a unique name for the account. Use names that clearly identify the purpose, such as:
  • Evaluation Account
  • Main Live Account
  • Scaling Account
Clear naming helps with review, filtering, and long-term clarity.

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Step 6: Select account type

Choose the type that best describes how the account is used:
TypeDescription
Live AccountReal money trading
DemoSimulated trading environment
PaperPaper trading / practice
Prop Firm EvaluationProp firm challenge or evaluation
Account type does not limit features or workflows. It exists purely to help you identify and organize your accounts.

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Step 7: Enter starting balance

Enter the starting balance for the account in dollars. This value is used for performance tracking and reporting.

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Step 8: Import trades via CSV

  1. Select CSV Import
  2. Choose the appropriate import option for your broker
  3. Upload your trade file
Once trades are imported, TradeAlign will populate your trade history, performance metrics, and analytics.

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Important notes

Each account requires its own setup and import. Trades must be imported before analytics and reports are available. You can add multiple accounts at any time, and account setup does not affect existing data.
Once your account is added and trades are imported, you’re ready to begin logging, reviewing, and analyzing your trading behavior inside TradeAlign.

Next: Import your trades

Follow the import guide for your broker to upload your trade history.