Frequently Asked Questions

Common questions about TraderVault, trading journals, and getting the most from the platform.

Account & Billing

How long is the free trial?

7 days with full access to all features. No credit card required.

How much does TraderVault cost?

Monthly: $30/month
Annual: $288/year (save 20%)

What happens when my trial ends?

You'll receive email reminders before it ends. After expiration: - You can still log in and view your data - You cannot add new trades - Subscribe to regain full access

How do I cancel my subscription?

Go to Settings > Billing
Click Cancel Subscription
You retain access until the end of your billing period

Do you offer refunds?

No, when you cancel you will receive the remainder amount of time left in the billing cycle.

Is there a discount for annual billing?

Yes! Pay $288/year instead of $360 ($30 × 12) and save 20%.

Trade Journaling

Do I have to log every trade?

We recommend it, but it's your choice. More data = better insights. Even logging your significant trades helps identify patterns.

Can I import trades from a CSV?

Yes! Go to Settings > Import and download our CSV template. Fill in your trades and upload.

Why is my P&L showing wrong?

Check: 1. Entry/exit prices are correct 2. Share quantity is accurate 3. Side (long/short) is set correctly 4. For shorts: Entry should be higher than exit for profit

How do I track options trades?

Currently, TraderVault is optimized for stock/equity trades. Options support with Greeks tracking is on our roadmap.

Can I track crypto?

Yes, enter crypto symbols like BTC, ETH, etc. P&L is calculated the same as stocks.

Broker Connections

Is connecting my broker safe?

Yes. We use SnapTrade, a SOC 2 certified service. Your credentials are never stored in TraderVault. We have read-only access to positions and cannot execute trades.

Why can't I connect my broker?

Common reasons: - Broker is under maintenance - Two-factor authentication required at broker - Connection expired, need to reconnect - Broker not yet supported

My positions didn't import. Why?

The position may already exist in your journal
Try clicking Refresh to re-sync
Check if you selected the correct account

Can TraderVault execute trades?

No. We only have read-only access to view your positions. We cannot place orders, transfer funds, or modify your account.

Journals & Organization

How many journals can I create?

Unlimited journals on all plans.

Can I move trades between journals?

Currently, trades cannot be moved. You would need to delete and re-create in the other journal. We're working on a transfer feature.

What's the difference between journal types?

Live: Real money trades
Paper: Practice/simulation trades
Backtest: Historical strategy testing

The type is for your organization only - calculations work the same.

Should I use multiple journals or tags?

Both have their place: - Multiple journals: Truly separate accounts/strategies - Tags: Categorize within the same journal

Example: Separate journals for "Schwab" and "Alpaca" brokers, tags for "momentum" and "breakout" strategies within each.

Analytics & Reports

How is win rate calculated?

Win Rate = Winning Trades / Total Closed Trades × 100

A trade is a "win" if P&L > 0. Trades at exactly $0 P&L are not counted as wins.

What's a good profit factor?

Profit Factor	Interpretation
< 1.0	Losing money
1.0 - 1.5	Break-even
1.5 - 2.0	Good
2.0+	Excellent

Why doesn't my dashboard match my broker account?

Only closed trades affect P&L stats
Open positions show unrealized P&L separately
Synced trades may need to be manually closed in journal
Dividends, fees not tracked

Can I export my data?

Yes! Export trades to CSV from the Journal page. PDF reports coming soon.

Email Notifications

What emails will I receive?

Daily trading summary (optional)
Weekly performance report (optional)
Price alerts (when triggered)
Billing notifications (required)
Security alerts (required)

How do I stop daily/weekly emails?

Go to Settings (gear icon in sidebar)
Scroll to the Email Notifications section
Toggle off "Daily Summary" and/or "Weekly Report"
Changes save automatically

Emails are going to spam. What do I do?

Add trader@tradervault.io to your contacts or whitelist. For company email, ask IT to whitelist our domain.

Security

How do I enable two-factor authentication?

Go to Settings > Security
Click Enable MFA
Scan QR code with authenticator app
Enter code to confirm
Save backup codes

I lost my MFA device. How do I log in?

Use one of your backup codes, or contact support@tradervault.io to verify your identity and reset MFA.

How is my data protected?

All data encrypted in transit (HTTPS)
Data encrypted at rest
Regular security audits
SOC 2 compliant infrastructure

Can I delete my account and all data?

Yes. Go to Settings > Account > Delete Account. This is permanent and cannot be undone.

Technical Issues

The page isn't loading. What should I do?

Try refreshing the page
Clear browser cache
Try a different browser
Check status.tradervault.io for outages

Charts aren't displaying correctly.

Ensure JavaScript is enabled
Try a different browser (Chrome recommended)
Disable ad blockers temporarily

My session keeps expiring.

This is for security. Sessions expire after inactivity. To stay logged in longer: 1. Enable "Remember me" when logging in 2. Check that cookies are enabled

Feature Requests

How do I request a feature?

Join our Discord and post in #feature-requests
Email feature-requests@tradervault.io
Use the contact form at tradervault.io/contact

What features are coming?

Check our public roadmap (link in Discord). Current priorities: - Options trading support - Advanced charting - Mobile app - More broker integrations

Can I beta test new features?

Yes! Join our Discord community to get early access to new features and provide feedback.

Still Have Questions?

Discord: Join our community for real-time help
Email: support@tradervault.io
Contact: Visit tradervault.io/contact

Response time: Usually within 24 hours.

FAQ