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How to Add a Funded Account
Step-by-step guide to connect your first funded account and start tracking
How to Set Up Trading Locks
Configure smart locks to protect your accounts at custom thresholds
How to Log Trades
Learn how to manually log trades or connect your trading platform
How to Use AI Insights
Understand your AI-powered recommendations and behavior analysis
How to Add a Funded Account
Step 1: Navigate to Dashboard
Go to your dashboard and click the "Add Account" button
Step 2: Select Your Prop Firm
Choose from popular firms like FTMO, Topstep, or create a custom profile
Step 3: Enter Account Details
Fill in your account size, daily loss limit, max drawdown, and profit target
Step 4: Start Tracking
Your account is now being monitored in real-time with all protection features active
How to Set Up Trading Locks
What are Trading Locks?
Trading locks automatically prevent you from trading when you approach risk thresholds
Soft Lock (Warning)
Set at 75% by default - gives you a cooling-off period and strong warnings
Hard Lock (Blocked)
Set at 95% by default - completely blocks trading to prevent violations
Customize Thresholds
Go to Settings → Account Settings to adjust lock thresholds and durations
How to Log Trades
Manual Entry
Click "Add Trade" from your dashboard and enter trade details including instrument, size, entry/exit prices
Pre-Trade Check
Use the pre-trade check feature before entering a trade to see projected risk impact
Track P&L
All trades automatically calculate your profit/loss and update your account balance
How to Use AI Insights
Daily Status Check
Check the AI Insights tab each morning to see your trading readiness score and any warnings
Behavior Detection
AI analyzes your patterns to detect revenge trading, overtrading, and emotional decisions
Action Items
Each insight includes specific recommendations - follow them to stay on track
Acknowledge Insights
Mark insights as acknowledged once you've reviewed them to keep your dashboard clean