Frequently asked questions about EdgeLedger.

What is EdgeLedger?

EdgeLedger is a multi-asset trading journal and analytics workspace for reviewing trades, risk, setups, mistakes, screenshots, reports, and performance patterns.

Is EdgeLedger a broker or exchange?

No. EdgeLedger does not execute trades. Trades still happen on your exchange, broker, MetaTrader platform, or prop firm account.

Does EdgeLedger provide trading signals?

No. EdgeLedger helps you review your own trading history and behavior. It does not tell you what to buy or sell.

Who is EdgeLedger built for?

It is built for crypto, forex, CFD, futures, stock, and prop firm traders who want a structured review process instead of scattered notes and spreadsheets.

Can beginners use EdgeLedger?

Yes. Beginners can start with manual journaling and basic review habits, then add automation, reports, and deeper analytics as their process matures.

Can professional or funded traders use it?

Yes. EdgeLedger includes workflows for rule tracking, prop firm challenges, funded-account review, post-mortems, mentor access, and more detailed analytics.

Is there a free plan?

Yes. EdgeLedger supports free manual journaling. Paid plans add higher limits and premium features such as automation, AI insights, reports, tax exports, and prop firm tools.

Which exchanges are supported?

EdgeLedger supports Binance, Kraken, Coinbase, OKX, Bybit, KuCoin, BitGet, MEXC, Gate.io, and Crypto.com, plus CSV import for additional sources.

Does EdgeLedger support MetaTrader?

Yes. EdgeLedger supports MT4 and MT5 through the EdgeLedger Bridge for forex, CFD, index, commodity, metals, and other MetaTrader-supported workflows.

Can I import CSV files?

Yes. CSV import is available for broker statements, exchange exports, and unsupported platforms where direct sync is not available yet.

Can I enter trades manually?

Yes. Manual trade entry is supported, including notes, setup labels, emotions, mistakes, screenshots, and other review fields.

Can I use multiple exchanges or accounts?

Yes. EdgeLedger is designed for multi-account and multi-platform review, so you can compare activity across connected sources.

What if my exchange is not supported?

You can use CSV import or manual journaling while direct integration coverage expands. You can also contact support to request a source.

Does exchange sync require trading permissions?

No. Exchange sync is designed for read-only API keys. Do not grant trading, transfer, or withdrawal permissions for journaling.

Can EdgeLedger withdraw funds?

No. EdgeLedger should only receive read-only exchange permissions and cannot withdraw funds when configured correctly.

Can EdgeLedger place trades?

No. EdgeLedger is a journal and analytics product. It imports and reviews trading history, but it is not an execution platform.

Can I revoke exchange access?

Yes. You can remove connections in EdgeLedger and revoke the API key directly from your exchange account whenever needed.

Does EdgeLedger track fees?

Yes. Synced and imported fills can include exchange fees, and EdgeLedger uses fee data when matching fills and calculating trade-level PnL.

Does EdgeLedger handle partial fills?

Yes. Exchange and CSV imports preserve fill-level records where available, then match them into journal-level trades for review.

Can I attach screenshots?

Yes. Trade review workflows support screenshots and files so you can compare chart context with your notes and execution.

Can I tag setups and mistakes?

Yes. You can use tags, setup labels, mistake fields, emotions, notes, and reflections to make review sessions easier.

What analytics does EdgeLedger show?

EdgeLedger tracks metrics such as win rate, realized PnL, profit factor, drawdown, symbol performance, setup performance, session behavior, and mistake patterns.

Does EdgeLedger calculate profit factor?

Yes. Profit factor is one of the performance metrics used to evaluate whether winning trades are large enough relative to losing trades.

Does EdgeLedger track drawdown?

Yes. Drawdown and risk context are part of the analytics and prop firm challenge workflows.

Can I filter analytics by market?

Yes. Market mode filters help separate crypto, forex, stocks, and combined views across supported areas.

What are AI insights?

AI insights help summarize patterns in your own trading history, such as repeated mistakes, behavior changes, and review prompts. They are not trading signals.

Does EdgeLedger support prop firm challenges?

Yes. EdgeLedger includes prop firm challenge tracking for profit targets, daily drawdown, max drawdown, minimum trading days, payouts, and post-mortem reports.

Can I share challenge progress?

Yes. Public challenge sharing and post-mortem links are scoped so you can share selected progress without exposing your full account.

Can a mentor view my trades?

Mentor access is available through scoped links and access controls, so you can share selected information without giving full account access.

Does EdgeLedger create tax reports?

Paid plans can create tax-oriented exports using available trade, fill, fee, and cost-basis data. These reports are informational and not tax advice.

Should I rely on EdgeLedger for tax advice?

No. Tax exports should be reviewed with a qualified tax professional, especially if you trade across jurisdictions or complex instruments.

Can I export my data?

Yes. Reporting and export workflows are available depending on plan and feature access.

Can I delete my account or data?

Privacy and deletion requests can be sent to support or privacy contacts. Some billing, legal, or security records may need to be retained where required.

Does EdgeLedger support two-factor authentication?

Yes. EdgeLedger supports two-factor authentication workflows for stronger account protection.

How is support handled?

Use the support page for general, billing, feature, bug, or security questions. Security reports should go to [email protected].

How does billing work?

Plans are listed on the pricing page. Checkout and billing portal access require an authenticated account.

Can I become an affiliate?

Yes. Create an account or log in, then use the affiliate dashboard to get your referral link and track commissions.

Where can I compare plans?

The pricing page explains current plans, feature access, and upgrade options.