Welcome to the TradeInsights knowledge base. This comprehensive guide covers everything you need to know about using our platform, from account setup to advanced analytics features.
TradeInsights offers two convenient ways to create your account:
To access your TradeInsights account:
If you forget your password, follow these steps to reset it:
TradeInsights manages your login sessions to balance security and convenience:
TradeInsights offers multiple subscription tiers to fit different trading needs:
| Plan | Monthly Price | Key Features |
|---|---|---|
| Free | $0/forever | Free 30-trade diagnostic for new accounts, First Value Report at 20 qualifying trades; grandfathered accounts retain their existing allowance |
| Premium Popular | $24/month | Comprehensive Reports, Integrated Calendar, Smart Notebook, Trading Journal, Trader Psychology Tools, Risk Management Calculator, File Import, AI-Assisted Evidence Review |
| Pro | $49/month | Everything in Premium, Advanced Analytics, Strategy Backtesting, Advanced ChartAI, Multi-Account Management, Playbook Builder, Broker Integration, Priority Support |
Core subscriptions are offered monthly or annually. These are the current public prices:
| Billing Cycle | Current price |
|---|---|
| Monthly | Premium $24 · Pro $49 |
| Annual | Premium $192 · Pro $390 |
Renewal depends on the payment option shown at checkout. Recurring card subscriptions renew until canceled. One-time payment options expire at the end of the purchased period unless you renew them manually.
Annual subscriptions offer the best value for committed users:
If a recurring renewal fails or a one-time access period expires:
TradeInsights accepts cryptocurrency payments across multiple blockchain networks:
| Network | Supported Tokens | Confirmation Time |
|---|---|---|
| Bitcoin (BTC) | BTC | 10-60 minutes (3 confirmations) |
| Ethereum (ETH) | ETH, USDT (ERC-20), USDC (ERC-20) | 2-5 minutes |
| Tron (TRX) | USDT (TRC-20) | 1-3 minutes |
| BNB Smart Chain | BNB, USDT (BEP-20), USDC (BEP-20) | 1-3 minutes |
| Polygon | MATIC, USDT, USDC | 1-2 minutes |
| Solana | SOL, USDT, USDC | Less than 1 minute |
Wallet Connect allows you to pay directly from your crypto wallet with one click:
If you prefer to send crypto manually from an exchange or non-Web3 wallet:
After you submit a payment, our system verifies it automatically:
Typical verification times:
Possible causes:
Resolution: Wait 30 minutes and check your transaction on a blockchain explorer. If the transaction is confirmed but not reflected, contact support with your transaction hash.
Resolution: If you sent less than required, your payment will not be processed. Contact support for options (pay the difference or receive a refund). If you sent more than required, the excess will be credited to your account or refunded upon request.
Resolution: Unfortunately, funds sent to the wrong network cannot be recovered in most cases. Always verify the network before sending. If you made this mistake, contact support immediately, though recovery is not guaranteed.
Resolution: This usually happens when gas fees are too low (Ethereum) or the network is congested (Bitcoin). Wait for the transaction to complete or cancel/speed up the transaction in your wallet if supported.
There are multiple ways to add trades to your TradeInsights journal:
To export: Go to Data Management, select Export, choose your format and date range, then click Download.
TradeInsights calculates a comprehensive set of performance metrics to help you understand your trading:
The total monetary gain or loss from your trades. Calculated as: (Exit Price - Entry Price) x Quantity x Direction. Fees are subtracted if recorded.
The percentage of trades that resulted in a profit. Calculated as: (Winning Trades / Total Closed Trades) x 100. A win rate above 50% is generally considered good, but profitability also depends on risk-reward.
The largest peak-to-trough decline in your account equity. Represents the worst-case scenario loss from your highest point. Lower drawdown indicates better risk management.
The ratio of potential profit to potential loss. Calculated as: Average Winning Trade / Average Losing Trade. A ratio of 2:1 means you gain $2 for every $1 you risk.
The ratio of gross profits to gross losses. Calculated as: Sum of Winning Trades / Sum of Losing Trades. A profit factor above 1 indicates overall profitability.
A measure of risk-adjusted returns. Higher Sharpe ratios indicate better returns relative to the risk taken. Generally, above 1 is acceptable, above 2 is very good.
The average time your trades are open, from entry to exit. Helps identify your trading style (day trading, swing trading, etc.).
The average amount you can expect to win (or lose) per trade. Calculated as: (Win Rate x Average Win) - (Loss Rate x Average Loss). Positive expectancy is essential for long-term profitability.
TradeInsights calculates your performance metrics in real-time based on your recorded trades:
Analyze your performance across different time periods and segments:
Your TradeInsights dashboard is organized into several sections for monitoring imported records and reviewing measured differences:
Quick view of your key metrics: total P&L, win rate, profit factor, and drawdown. Updates in real-time as you add trades.
Visual chart showing your account balance over time. Helps identify growth trends and drawdown periods.
List of your most recent trades with quick access to edit or view details.
Track progress toward your trading goals, such as daily profit targets or maximum loss limits.
Quick access to your recent journal entries and the ability to create new ones.
Your central hub showing overall performance and quick actions
Form to manually log new trades with all relevant details
Complete list of all your trades with search, filter, and export options
Trading journal for daily reflections, market observations, and trade reviews
Detailed performance reports, charts, and statistical analysis
AI-assisted descriptive review of imported records and supporting samples
Account settings, broker connections, preferences, and subscription management
Understanding when and how your data refreshes:
TradeInsights provides multiple support channels:
Open the Help Center and create a support ticket. Your ticket and response history remain available in your account.
Send detailed inquiries to [email protected]. Response timing varies with request volume and complexity; include your account email and the affected workflow so we can investigate efficiently.
Browse our knowledge base for guides, tutorials, and FAQs. Accessible from the Help menu in the navigation.
The native support-ticket workflow helps you:
Stay informed about platform updates and important notices:
Yes. When you upgrade, you pay the prorated difference for the remaining days in your billing cycle. The new features are available immediately.
Yes. Downgrades take effect at the end of your current billing cycle. You retain access to your current plan's features until then. No refunds are provided for unused time.
Data access after a downgrade follows the current plan, cohort allowance, and published retention terms. Paid-only features such as ongoing Sage evidence review become unavailable until you upgrade again.
Yes. When you renew or upgrade, simply choose a different payment method on the Subscription page. Your data and account stay intact across payment methods.
Recurring subscriptions renew at the then-current price until canceled. Cancel future renewal from subscription settings; paid access continues through the current billing period. A one-time payment option, when explicitly offered at checkout, expires instead of renewing.
Coupon codes must be entered on the checkout page before completing payment. Some codes have usage limits or expiration dates. Contact support with your code for assistance.
Wait 15 minutes and refresh the page. If still not updated, check your email for payment confirmation. Contact support with your transaction hash if the issue persists.
Verification time depends on the blockchain: Solana (under 1 min), Ethereum/BSC/Polygon (2-5 min), Bitcoin (10-60 min). Network congestion can cause delays.
After multiple failed login attempts, accounts are temporarily locked for 15 minutes. Use the password reset function, or wait and try again. For persistent issues, contact support.
Check your spam/junk folder. Add [email protected] to your contacts. If still not received after 10 minutes, request a new verification email or contact support.
Ensure you're using the same Google account you registered with. Clear your browser cache and try again. If the issue persists, try incognito mode or a different browser.
Yes. Go to Account Settings and click "Change Email." You'll need to verify the new email address before the change takes effect.
Yes. Go to Account Settings and select "Delete Account." This action is permanent. Cancel any recurring subscription before deletion and confirm cancellation with the payment provider; contact support if the account no longer exposes subscription controls.
Can't find what you're looking for? Our support team is here to help.