GETTING STARTED

Quick Start Guide

From zero to your first AI-powered trade review in under 10 minutes. Follow these steps and you will have imported trades, a customized dashboard, and personalized Copilot insights before your coffee break is over.

Estimated time: 10 minutes • No credit card required

PREREQUISITES

What You'll Need

Email Address

Any email — sign up in 30 seconds with one-time code verification

Trade Data

A trade export from your broker (CSV/PDF) or a broker with API support

10 Minutes

That's all it takes to go from sign-up to your first AI insight

THE PATH

Step-by-Step Setup

Follow these steps in order. Each step takes 1-3 minutes and builds on the previous one.

Create Your Account

1 min

⌄

Visit the sign-in page and enter your email address. If you don't have an account yet, one will be created automatically — no credit card required.

Check your email for a one-time verification code. Enter it on the confirmation screen to complete registration. Alternatively, sign in with Google or Apple for one-click setup.

Once verified, you land on a blank Dashboard ready for your first import. The 14-day free trial gives you full access to every feature.

Tip: Use your trading email address (the one your broker knows) to keep everything organized.

Import Your First Trades

2 min

⌄

Navigate to the Import page from the sidebar. You have three options:

Auto-Sync: Connect Tradovate or Rithmic via API for real-time trade streaming.

File Upload: Drag and drop your broker's trade export file (CSV, PDF, XML).

Manual Entry: Add trades one by one through the trade entry form.

For your first import, we recommend using a CSV export from your broker. The system auto-detects columns and shows a preview before saving. Duplicates are automatically detected and skipped.

Full import documentation →

Explore Your Dashboard

3 min

⌄

Once trades are imported, visit the Dashboard. You'll see the default widget layout: cumulative P&L, win rate, equity curve, P&L calendar, and statistics.

Try these actions to orient yourself:

Click the filter bar at the top — select "Last 30 days" and watch every widget re-compute.

Click the Customize icon (grid button) to enter layout editing mode.

Drag a widget to a new position. Resize it using the size selector at the bottom.

Click + Add Widget to browse the full widget catalogue.

Full Dashboard documentation →

Journal Your First Trade

2 min

⌄

Open the Trade Log from the sidebar and click any trade row. The journal editor opens as a side panel.

Write your first journal entry:

Pre-Trade Notes: What was your plan? Why did you enter this trade?

Post-Trade Review: What happened? Rate your discipline 1-10.

Emotion: Select how you felt during the trade.

Tags: Add a setup tag like "breakout" or "reversal."

That's it. One journaled trade is all it takes to start feeding the Copilot.

Full Journal documentation →

Meet Your AI Copilot

1 min

⌄

Open the Copilot chat widget on the Dashboard (or navigate to the Analytics page). Ask your first question:

"What does my trading data say about me?"

The Copilot scans your trade history and journal entries to produce personalized observations. Try follow-up questions about specific instruments, time periods, or patterns you're curious about.

"Show me my best day of the week""Which setup has the best win rate?""How is my risk management?""What should I improve?"

Full Analytics & Copilot documentation →

Build Your Review Loop

Ongoing

⌄

The real power of Qunt Edge comes from the daily review habit. Here is the recommended loop:

CAPTURE

Write pre-trade notes before entry. Import trades automatically. Add screenshots and tags.

REVIEW

Open the Dashboard. Check your P&L calendar. Read Copilot insights. Journal post-trade notes.

ACT

Read the weekly AI debrief. Adjust your rules. Set intentions for next week. Compound your edge.

Most traders spend 5-10 minutes per day on this loop. The Copilot handles the analysis; you focus on the decisions.

SETUP FLOW

NEXT STEPS

Where to Go From Here

You have completed the basic setup. Here is what to explore next:

Widget Canvas

Customize your layout with 25+ widgets

Trade Log

Filter, tag, and edit your complete trade history

Journal Deep Dive

Build a structured journaling habit

Copilot & Analytics

Unlock AI-powered trading insights

Prop Firms

Track challenges and funded accounts

Teams

Collaborate with your trading group

Playbook

Build and track your trading strategies

Behavioral Analysis

Track mindset and emotional patterns

QUESTIONS

Common Questions

Do I need to have trading experience to use Qunt Edge?⌄

The platform is designed for active traders who already have trade history to review. If you are new to trading, start with paper trading and use the manual entry feature to log your simulated trades. The journaling habit is worth building from day one.

Can I try before committing to a paid plan?⌄

Yes — every new account gets a 14-day free trial with full access to all features. No credit card required to start. At the end of the trial, you choose a plan or your account converts to a limited free tier.

Is my data safe during the trial?⌄

Yes — all security measures apply from day one: encryption at rest and in transit, account scoping, and strict access controls. If you decide not to continue, export your data or delete your account permanently.

How do I get help if I'm stuck?⌄

Use the in-app support chat (bottom-right), email support@quntedge.com, or join the Discord community. We are traders ourselves and answer fast — usually within a few hours during trading hours.

Ready to build your edge?

Your first AI debrief is 10 minutes away.

Create Free Account

Next: Widget Canvas & Dashboard

Complete this guide once and you will have a working, personalized trading review system.

Step-by-Step Setup

Follow these steps in order. Each step takes 1-3 minutes and builds on the previous one.

Create Your Account

1 min

⌄

Visit the sign-in page and enter your email address. If you don't have an account yet, one will be created automatically — no credit card required.

Check your email for a one-time verification code. Enter it on the confirmation screen to complete registration. Alternatively, sign in with Google or Apple for one-click setup.

Once verified, you land on a blank Dashboard ready for your first import. The 14-day free trial gives you full access to every feature.

Tip: Use your trading email address (the one your broker knows) to keep everything organized.

Import Your First Trades

2 min

⌄

Navigate to the Import page from the sidebar. You have three options:

Auto-Sync: Connect Tradovate or Rithmic via API for real-time trade streaming.

File Upload: Drag and drop your broker's trade export file (CSV, PDF, XML).

Manual Entry: Add trades one by one through the trade entry form.

For your first import, we recommend using a CSV export from your broker. The system auto-detects columns and shows a preview before saving. Duplicates are automatically detected and skipped.

Full import documentation →

Explore Your Dashboard

3 min

⌄

Once trades are imported, visit the Dashboard. You'll see the default widget layout: cumulative P&L, win rate, equity curve, P&L calendar, and statistics.

Try these actions to orient yourself:

Click the filter bar at the top — select "Last 30 days" and watch every widget re-compute.

Click the Customize icon (grid button) to enter layout editing mode.

Drag a widget to a new position. Resize it using the size selector at the bottom.

Click + Add Widget to browse the full widget catalogue.

Full Dashboard documentation →

Journal Your First Trade

2 min

⌄

Open the Trade Log from the sidebar and click any trade row. The journal editor opens as a side panel.

Write your first journal entry:

Pre-Trade Notes: What was your plan? Why did you enter this trade?

Post-Trade Review: What happened? Rate your discipline 1-10.

Emotion: Select how you felt during the trade.

Tags: Add a setup tag like "breakout" or "reversal."

That's it. One journaled trade is all it takes to start feeding the Copilot.

Full Journal documentation →

Meet Your AI Copilot

1 min

⌄

Open the Copilot chat widget on the Dashboard (or navigate to the Analytics page). Ask your first question:

"What does my trading data say about me?"

The Copilot scans your trade history and journal entries to produce personalized observations. Try follow-up questions about specific instruments, time periods, or patterns you're curious about.

"Show me my best day of the week""Which setup has the best win rate?""How is my risk management?""What should I improve?"

Full Analytics & Copilot documentation →

Build Your Review Loop

Ongoing

⌄

The real power of Qunt Edge comes from the daily review habit. Here is the recommended loop:

CAPTURE

Write pre-trade notes before entry. Import trades automatically. Add screenshots and tags.

REVIEW

Open the Dashboard. Check your P&L calendar. Read Copilot insights. Journal post-trade notes.

ACT

Read the weekly AI debrief. Adjust your rules. Set intentions for next week. Compound your edge.

Most traders spend 5-10 minutes per day on this loop. The Copilot handles the analysis; you focus on the decisions.

SETUP FLOW

Common Questions

Do I need to have trading experience to use Qunt Edge?⌄

Can I try before committing to a paid plan?⌄

Is my data safe during the trial?⌄

How do I get help if I'm stuck?⌄

Use the in-app support chat (bottom-right), email support@quntedge.com, or join the Discord community. We are traders ourselves and answer fast — usually within a few hours during trading hours.