Help & Support

How do I get started with TradeBeat?

Where is my data stored?

How do I log out?

How do I log a trade manually?

How is P&L calculated?

What is an R-multiple?

How do I edit or delete a trade?

How do I filter trades?

Which brokers are supported for CSV import?

How do I import trades from my broker?

My broker is not listed — what do I do?

Will importing duplicates create duplicate trades?

Which account do imported trades go to?

What are the required CSV columns for a manual import?

How do I add an account?

What happens to trades if I delete an account?

How do I see the performance of a specific account?

What does the Scanner do?

How do voice alerts work?

How do I look up a specific stock in the Scanner?

What analytics does the Insights page show?

What is Expectancy?

How do I create a notebook entry?

Can I attach a trade to a notebook entry?

How do I track performance per strategy?

Is my trading data sold or used for advertising?

How long do my uploaded files stay on the server?

What happens to my data if I delete my account?

Who can see my trade data?

What is Options Flow?

Where do I find Options Flow?

How do I filter the options flow feed?

What do the columns in the Flow Table mean?

What do the aggression badges mean?

What is Smart Money in Options Flow?

What is a Block vs a Sweep vs a Multi-Leg trade?

How do I use the AI Option Analyst?

What is the Trending Flow tab?

What is the Strike Heatmap?

What is the Sweep & Block Feed in the sidebar?

What is the Flow Correlation Map?

What are the best tips for reading Options Flow?

What is included in the Free plan?

What does Pro unlock?

How do I upgrade to Pro?

How do I export my trade data?