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Guides for VEXA on web, iPhone, iPad and Android. Every article shows the steps for the device you are on.

Getting started

Create your account, connect a broker, and get your first trades in.

What VEXA is and how it works VEXA imports your trades, scores how you traded rather than only what you made, and gives you an AI coach that has read all of it. What works on each device A capability table for web, iPhone, iPad, Android phone and Android tablet, so you know which device to reach for before you start. Create your VEXA account Sign up with Google, Apple or an email address, and understand the two consent boxes you have to tick before the button turns on. Complete onboarding The questions VEXA asks after signup, why each one changes your scores, and which steps you can skip and come back to. Your first week is on us: Full Access explained Every new account gets seven days of everything in VEXA Pro with no card, and starting a plan during that week begins your 14-day trial straight away. Your first hour in VEXA Connect a broker, get your trades in, calculate your first score, and ask the coach a question, in that order. Replay the guided walkthrough Run the spotlight tour again from Profile, and see which parts replay and which are done for good. Add VEXA widgets to your home screen The four iOS widgets and the four Android widgets, what each one shows, and how far behind the live numbers they can be. Add the Sentinel Lock Screen widget Put a one-tap Sentinel start on your iPhone Lock Screen so a session begins without you opening the app first. When signups are closed: the waitlist VEXA caps how many paying members it takes at once, so signups close and reopen on their own. Here is what the waitlist does and how a spot frees up. Move your journal from TradeZella to VEXA Export your TradeZella history as CSV, import it with VEXA AI Import, and run both journals side by side while you decide. Move your journal from TraderSync to VEXA Export your TraderSync history as CSV, import it with VEXA AI Import, and keep TraderSync running while you compare the two. Move your journal from TraderVue to VEXA Export your TraderVue history as CSV, import it with VEXA AI Import, and run both journals in parallel while you decide. Move your journal from Edgewonk to VEXA Export your Edgewonk history as CSV, import it with VEXA AI Import, and run both while you compare Edgewonk's Tiltmeter against VEXA's CDI scores. Supported devices, browsers and operating systems Which phones, tablets, watches and browsers VEXA runs on, and the handful of hard limits that come with each. VEXA glossary Plain definitions for the words VEXA uses about your trading, including the ones that mean something specific here.

Your account & settings

Profile, preferences, timezone, and signing in across devices.

Sign in to VEXA The three ways to sign in, why signing in with the same method every time matters, and what to do when the sign-in screen refuses you. Add or remove a sign-in method Link Google, Apple or a password to the same VEXA account from the web app, and read the same list on your phone or tablet. Set or change your password Add a password to an account that signs in with Google or Apple, or replace an existing one, and know that doing so signs you out everywhere else. Sign in with Apple: set a backup password If Apple is your only way into VEXA, one email gives you a second one, and the link inside it expires after an hour. Using Apple Hide My Email Why VEXA refuses to set a password on a private relay address, and the two ways to get a second sign-in method anyway. Reset a forgotten password Request a reset link from the web app, and understand why the confirmation never tells you whether the account exists. Verify or change your email address What the VEXA-branded link page does with each kind of email link, and how to move your account to a different address. You already signed up with a different method What the blue Connect your accounts card means, and how to put both sign-in methods on one account instead of splitting your subscription. Edit your trading profile Change your name, experience, styles, goals, struggles and daily loss limit, and see what each field is actually used for. Change your profile photo Upload and crop a profile picture on web, iPhone or Android, and know why it can take a refresh to appear everywhere. Set your Trade Display Timezone Choose the timezone every trade time is shown in, and understand why changing it never alters the underlying data. Set your Broker Server Timezone Five brokers write their exports on their own server clock, and telling VEXA which clock that is stops every trade landing on the wrong day. Set your currency and max daily loss Where the trading currency and the daily loss limit live on each surface, and how the limit feeds your Discipline score. Notification settings The five notification types, the morning time, quiet hours and the daily cap, and which surfaces have the screen at all. Under-18 accounts What the one-time notice shown to minors says, why it cannot be dismissed, and what it does and does not restrict. Sign out Where the Sign Out button is on each surface, what gets cleared from the device, and what stays exactly where it was. Export your data Download a single JSON file holding your profile, trades, health data and more, from the web app or any of the four apps, and see what it leaves out. Delete your VEXA account How to permanently delete your account, what goes with it, and why a subscription bought in an app store keeps charging you unless you cancel it separately. The Profile screen, section by section Profile is where every setting in VEXA lives. Here is how to open it on each surface and what every card on it does. Keyboard shortcuts on iPad and Android tablet Both tablet apps have navigation shortcuts and neither one advertises them. Here is the full list for each. Cloud Sync and what syncs where What the Cloud Sync card does, when it runs on its own, and which few things stay on the device they were set on.

Plans, billing & referrals

Trials, plan changes, invoices, refunds, and the referral programme.

VEXA Edge vs VEXA Pro What each of the three VEXA plans includes, and the three things only Pro unlocks. Pricing and billing cycles What VEXA Edge and VEXA Pro cost monthly and annually, when you are charged, and what the annual saving is worth. Full Access, free trials and your first charge The complete timeline from signup to your first payment, including why starting a plan early does not add your free week to your free trial. How the free trial works The 14-day trial is monthly only, needs a card, and on the web you get one per lifetime. Here is exactly who qualifies and what happens on day 14. Why a feature is locked Which parts of VEXA need Edge, which need Pro, and why a free account cannot open its own old trades. Start a subscription on the web Pick a plan on the web, pay through Stripe checkout, and know what each of the three post-payment screens means. Start a subscription on iPhone or iPad Buy Edge or Pro through the App Store from inside VEXA, and understand why the paywall sometimes does not offer you a trial. Start a subscription on Android Buy Edge or Pro through Google Play from inside VEXA, and understand why the trial offer sometimes does not appear. I paid but VEXA still says I'm locked What the activation screens mean, how long provisioning really takes, and why you will not be charged twice. Use a promo code Promo codes are entered on the Stripe checkout page, not inside VEXA, and they work on the web only. Apply a referral code A referral code extends your monthly trial from 14 days to 30, and it has to be applied on the web before you subscribe. Upgrade from Edge to Pro Move up to Pro on the rail you bought on. The upgrade takes effect immediately and you are charged the difference. Switch between monthly and annual billing Moving to annual charges you now and forfeits any remaining trial. Moving back to monthly waits until your paid year ends. Downgrade your plan Downgrades take effect at the end of the period you already paid for, which is why you still have Pro after asking for Edge. Update your payment method Change the card VEXA charges. The card lives with whoever took your money: Stripe, Apple or Google. Cancel your subscription Where you bought VEXA is where you cancel it. Three exact paths, and what keeps working afterwards. Refunds VEXA subscriptions are non-refundable once charged. The free trial is the evaluation window, and store purchases are refunded by Apple or Google. Manage an App Store subscription Cancel, change plan, update your card or see receipts for a VEXA subscription bought on iPhone or iPad. Manage a Google Play subscription Cancel, change plan, update your card or see receipts for a VEXA subscription bought on Android. Restore purchases Reconnect a subscription you already paid for on this Apple Account or Google account, and what the 'no active subscriptions' message really means. Why you can't subscribe or change plans on another platform A subscription can only be changed in the shop that sold it. Here is what each blocking message means and where to go instead. Payment failed: what happens next A declined renewal does not lock you out straight away. Here is the retry window, the one email you get, and how to fix it. Refer & Earn: how it works Share your link, your friend gets a 30-day trial instead of 14, and you get a free month when their first payment clears. When your referral reward arrives The 7-day hold, how a free month is delivered on each billing rail, and when a reward can be reversed. AI usage limits by plan How many voice minutes and chat messages each plan includes a month, and when the count resets. Read the AI Usage card Where to find your voice and chat meters, what the colours mean, and why the period does not start on the first of the month. What happens when you hit a limit The difference between your monthly plan allowance and the daily voice cap, and what each message means. Emails VEXA sends you Every email VEXA can send, with its exact subject line, so you can tell a real one from a fake. Why was I charged immediately instead of getting a trial? Three reasons a checkout charges you on day one, and how to tell which one applies to you.

Brokers & importing trades

Connect a broker, upload a statement, and fix an import that looks wrong.

How trades get into VEXA The five routes your trade data can take into VEXA, and why there is no button for typing a trade in from scratch. Supported brokers Every broker VEXA connects to, which of them sync automatically today, and the routes that still work if yours is not listed. Which import method should I use? A short decision path from your broker to the right import route, and the cases where the file is better than the automatic sync. Connect a broker Where the broker picker lives on each device, how to name the account, and what a successful first connection looks like. Upload a statement or CSV Where the upload area is on each device, which file types VEXA accepts, and what happens while the import is running. Understand your import results What every line of the import result panel means, including the two success messages that read like failures. The three timezones VEXA holds The three different timezones VEXA holds, which brokers need the server one set, and where the setting lives on each device. Re-upload files without creating duplicates Why uploading the same file twice is safe, what the three layers of duplicate detection actually match on, and when doubled trades are a real bug. Import from a broker VEXA does not support How VEXA AI Import reads a CSV from any broker, what the preview is telling you, and the two timezone questions it asks before it will import. Fill in the VEXA CSV template Type your trades into VEXA's own spreadsheet template when your broker has no parser and no clean export. One row per fill, and delete the examples. Symbol formats for the CSV template How to write stock, option, futures, forex, crypto and CFD symbols so VEXA reads them correctly in the manual CSV template. Ask VEXA to support your broker How to send us your broker and a sample export so a parser can be built for it, and what to do with your trades in the meantime. Add or edit executions on a trade How to add a missing fill to a trade by hand, what each execution type means, and why adding a closing fill closes the trade. Manage multiple broker accounts Add a second account under the same broker, rename accounts so you can tell them apart, and read the badges on each account row. The account filter How the account selector changes every number in VEXA, why trades seem to vanish when you switch it, and where it lives on each device. Delete a broker account The dialog asks whether to keep or delete the trades that came in under the account. This is what each choice does, and which one you almost certainly want. Reconnect a broker that stopped syncing What the Needs Reauth badge means, the broker-side changes that cause it, and how to restore the connection without touching your trade history. Remove duplicate trades The Remove Duplicates button on the Interactive Brokers page, what the twice-daily sweep already handles, and when a duplicate is really something else. When VEXA syncs your trades automatically How often each connected broker is pulled, why there is no auto-sync indicator anywhere in the app, and how to tell whether yours is running. Sync Trades did nothing Why the Sync Trades button on Home can import nothing at all, and what the orange dot on the broker button next to it is telling you. Connect Interactive Brokers IBKR is VEXA's most complete integration. It uses two different Flex Query types for two different jobs, and mixing them up is the most common IBKR problem. Import trades from Charles Schwab and thinkorswim Schwab's automatic sync is not switched on yet. Export from thinkorswim desktop or from schwab.com instead, and VEXA reads all three formats. Import trades from TradeStation TradeStation exports from the Client Center Tax Center, six months at a time, and its automatic sync is not switched on yet. Import trades from Robinhood Robinhood has no public API, generates reports on its own schedule, and splits stocks from options. Here is what to request and how long it takes. Import trades from Zerodha Zerodha exports one tradebook per segment from Console, and uploading only the equity one is why half your trades look missing. Import trades from Upstox Upstox exports a tradebook per segment and reaches three financial years. Its automatic sync is not switched on, and its tokens expire daily anyway. Connect MetaTrader 4 Two routes into VEXA from MT4: the VEXA Sync Expert Advisor on your desktop terminal, or a Detailed Report saved from Account History. Connect MetaTrader 5 Two routes into VEXA from MT5: the VEXA Sync Expert Advisor on your desktop terminal, or a report exported from the Deals view of your history. Connect Trading 212 Trading 212 syncs automatically with an API key you generate in the app, and its Activity Report covers five years for the backfill. Import trades from DEGIRO DEGIRO has no public API, so VEXA reads the Account Statement or the Transactions export, in any of six languages. Import trades from Moomoo Moomoo exports trade history from the app or the website, and needs you to tell VEXA which market your trades belong to. Connect Tiger Brokers Tiger's sync is live but its setup is the most technical of any broker: an RSA key pair, in PKCS#1 format only, plus your Tiger ID and App Key. Connect Binance Binance syncs daily with a read-only API key. Give it reading permission and nothing else, and use the Data Download Center for history older than 180 days. Connect Coinbase Coinbase syncs every six hours with an Advanced Trade API key, reaches back thirty days at most, and its file export has to be Transaction History rather than the Gain and Loss report. Connect Bybit Bybit syncs hourly with a read-only API key, and its file export splits spot, derivatives and options into separate downloads. Import trades from NinjaTrader NinjaTrader exports from the Executions tab of a Trade Performance report, and its timestamps use whatever timezone your platform is set to. Import trades from Tradovate Tradovate's order export carries no commission, so VEXA estimates it. The performance report carries the real fees, and it is the one to use. Import trades from Lightspeed Lightspeed exports a Blotter from its website, one year at a time, with all the exchange and clearing fees included. Import trades from Webull Webull's export is requested in the mobile app and emailed to you rather than downloaded, which is the step everyone gets stuck on. Import trades from DAS Trader Pro DAS exports do not contain the trade date, so VEXA asks you for it. Set up the export window first and the rest is straightforward. Connect PropReports PropReports is the back office most prop firms run on. VEXA signs in with your firm credentials and syncs, or reads the Detailed report you export. Set up an IBKR Activity Flex Query for the API sync The exact Flex Query settings VEXA needs to pull your Interactive Brokers trades, plus where to find the token and query ID you paste in. Export an IBKR Trade Confirmation Flex Query for manual upload The second Interactive Brokers recipe: build a Trade Confirmation Flex Query, download the CSV, and upload it to VEXA. Its settings differ from the auto-sync recipe. Install the VEXA Sync Expert Advisor Put the VEXA Sync EA into your desktop MetaTrader 4 or 5 terminal so closed trades reach VEXA on their own. Your VEXA Sync API key The key that links your MetaTrader terminal to VEXA is shown once for 60 seconds. How to generate, rotate and revoke it, and what breaks when you do. MetaTrader EA troubleshooting Sad face on the chart, an idle connection card, or nothing in the Experts journal. Work through the checks in order and read the code the EA logged. Why MetaTrader setup cannot be done on a phone MetaTrader auto-sync needs a desktop terminal. Here is what your phone shows instead, how the handoff works, and what still works on mobile. My import said success but nothing appeared The upload finished, the result panel looked fine, and your trades are not there. Read the numbers on the result panel to find out which of four things happened. Some of my trades are missing Part of your history imported and part did not. Almost always the export covered less than you thought, or your broker splits its history across several files. Your P&L does not match your broker How VEXA calculates trade P&L, the three bases it uses in priority order, and the six reasons your number and your broker's number can legitimately differ. My trades are on the wrong day Three different timezone settings decide which day a trade lands on. Which one to change, and why one of them needs the file uploaded again. My trades only show under All Accounts Trades that appear with the filter on All Accounts and vanish under every individual account are unlinked. Here is what unlinks them and what to do. Positions show as open that I already closed VEXA closes a position when the closing fills reach it. An export that starts or ends mid-position leaves the fills open. How to close them properly. The unrecognized futures contract warning VEXA imported a futures trade without knowing its contract size, so the P&L is wrong by a clean factor. What the warning means and how to correct it. File formats, size limits and upload errors Which file types VEXA accepts, the 100 MB ceiling, and why a very large upload can report an error and import anyway. How options trades are imported Contract size, the three symbol formats VEXA reads, what happens when an option expires worthless, and the export settings that keep contract detail intact. Multi-leg option strategies A vertical spread imports as two trades and an iron condor as four. Why VEXA tracks each leg separately, and what that means for your numbers. How futures contracts are imported Contract codes, multipliers, why quantity is contracts and not dollars, and the two brokers whose futures exports need extra care. How forex and CFD trades are imported Lots, quote-currency P&L, broker symbol suffixes, hedged positions and swap. What VEXA does with a forex or CFD fill and what you have to set yourself.

Trades, tags & playbooks

Review a trade, tag it, and group your setups into playbooks.

The Trades table Where every imported trade lives, what each column means, and how to sort and resize the table on web, iPad and Android tablet. Filter your trades All eight filters on the Trades page, what Review Status actually means, and why the date range follows you to other pages. Choose which columns you see Use Edit Columns to hide columns you never read, and understand why columns disappear on their own when the browser window is narrow. Export your trades to CSV Download the trades you have filtered as a spreadsheet, including the ones on later pages, and know exactly which columns the file contains. Delete trades Remove one trade or a selection of trades, what the confirmation shows you first, and why deletion cannot be undone. Bulk-tag trades Apply the same setup, mistake or emotion tags to many trades at once from the Trades table, without touching the tags they already have. Trade Analysis: a tour of the trade page What every part of the trade page does on each device: the header, the six tabs, the chart panel and the OPEN badge. Walk between trades The previous and next arrows on the trade page follow the list you arrived from. Here is what they walk, and why a shared link sometimes has no arrows at all. Mark a trade Favorite or Reviewed The heart and the check on the trade page, what each one actually stores, and why the Reviewed filter on the Trades page means something different. Tag a trade Label a trade with the setup you traded, the mistake you made and how you felt, then find those trades again from the filters and the Metrics widgets. Create and manage custom tags Add your own setups, mistakes and emotions, choose which category they live in, and understand what happens to old trades when you delete one. Rate a trade The seven star ratings on a trade, what each one asks, how the overall rating is worked out, and why every trade starts at 3.0 whether you rated it or not. Use the risk calculator Work out what a trade risked and what it returned in R, with the exact formulas VEXA uses and how to fix a wrong contract multiplier. Read the execution timeline Every fill behind a trade, what the six fill types mean, where the fees come from, and how to add a fill your broker did not export. Read the trade chart The candles behind a trade: the five timeframes, the one VEXA picks for you, what the markers mean, and how much history each timeframe loads. Add indicators to the chart Turn on moving averages, VWAP, Bollinger Bands, RSI and MACD, change their settings and colours, and understand why your phone does not have the setup you built on your laptop. Full-screen the trade chart Expand the trade chart to the whole screen on any device, what changes when you do, and why the button is greyed out until the candles arrive. Replay a trade Play a trade back candle by candle with a running P&L, jump between fills, and use the keyboard shortcuts. Web only. AI Commentary and Scenario analysis The narration that plays alongside a trade replay, the four what-if scenarios VEXA scores afterwards, and the hindsight warning that sits above all of it. Why a long put shows as SHORT You bought the put, so why does VEXA say SHORT? Because the direction badge describes your exposure to the underlying, not the side of your order. Why a chart is blank Index options, Indian market symbols, delayed futures data and rate limiting all produce an empty chart for different reasons. Here is how to tell which one you have. Create a playbook Write down a setup as a named playbook with its entry and exit criteria, so VEXA can tell you later whether that setup actually makes money. Assign trades to a playbook Put a trade in a playbook from the trade page, tick which of its criteria you actually met, and understand the automatic Favorites playbook. Read playbook performance What expectancy, profit factor and best performing time mean on a playbook, how each one is calculated, and what deleting a playbook does to its trades.

Journal, scores & rules

Daily journalling, your CDI score, and the rules you hold yourself to.

The Journal: day, week, month, quarter and year How the five Journal periods differ, and why the web Journal shows a stack of days while the apps show one day at a time. Read a journal day card Every number on a Journal day: the header P&L, the intraday curve, the metric tiles, and what the expanded view adds. Write a journal entry The day and period editors, how saving works on each platform, the mood picker, and why tags live on trades rather than on days. Dictate a journal entry The mic button on a Journal day starts a voice session that already knows which day you are talking about. VEXA Summary: your AI day recap How the daily summary is generated, why only your most recent days get one automatically, and how to generate the rest. Turn on the heart-rate overlay Draw your heart rate over a day's P&L curve, why only the most recent day loads it automatically, and how closely the two lines really line up. Mark a Showed Up day Days you sat at the desk and chose not to trade count towards Discipline. You mark them on the Metrics calendar, and the web Journal is where they show up. Why a trade appears on a different day in different places The Journal files a trade on the day you opened it. Almost everything else files it on the day you closed it. Both are deliberate. Journal limits The caps that are built in: 22 day cards on the web, seven automatic summaries, and health data that comes from the night before. What the VEXA Score is The 0 to 100 headline number, the exact weights that build it from Confidence, Discipline and Intuition, and what feeds each part. How Confidence is calculated What Confidence measures, the thresholds the model uses for win rate and profit factor, and the exact formulas behind the four rows on the Confidence tab. How Discipline is calculated The four internal buckets behind Discipline, the four-day recency weighting, and why the Discipline tab uses a 500 dollar loss limit that is not the one you set. How Intuition is calculated What Intuition measures, the three rows on its tab, and the exact points formula sleep contributes. Read the VEXA Score breakdown Statistics, streaks, score distribution and the history chart, with the formula behind each figure. Read the CDI breakdown The three tabs, what the component rows are actually measuring, and why they can disagree with the ring above them. Why my score shows "- -" The two-dash placeholder means a calculation is in flight, has never run, or is blocked. Here is how to tell which. Recalculate your scores Where the recalculate button is on each surface, when scores update on their own, and the daily cap on forced recalculations. Score history, streaks and bands What Excellent, Good and Needs Work mean, why a streak needs 70 and a band needs 75, and how not to confuse score bands with compliance bands. What the Rules Tracker does It grades every trading day against rules you wrote yourself, then shows what following each one is worth in P&L. Create a rule in plain English Type the rule the way you would say it, check what VEXA turned it into, then confirm. Create a rule from a template The 27 built-in rule templates across five categories, and how to add one on each platform. Build a custom rule The structured rule form field by field, which rule types each platform offers, and every validation message you can hit. The six rule types explained What each kind of rule measures, exactly when it passes, and the only one that can score a half point. Daily loss and intraday net low A daily loss rule grades net P&L, so a green day can never break it. The intraday net low rule is the one that catches the drawdown you recovered from. Rules across multiple accounts The across-accounts switch decides whether your loss limits are measured on the total or on your worst single account. Read the compliance calendar What each cell means, the four bands and their thresholds, and why some days show a dash instead of a score. Override a day's grading Change a rule's result by hand, revert it back to automatic, and fill in the sleep and journal inputs the grader cannot see. Per-rule impact What each rule has been worth in average daily P&L, the 90-day window it uses, and why a rule needs five days on each side before VEXA will report a number. Edit or delete a rule Changes apply from today onward and never re-grade your history. Deleting a rule with graded days keeps those days intact. Sleep-based rules How a conditional modifier tightens your other rules after a bad night, why it stays N/A without sleep data, and how to enter that data by hand.

Metrics & analysis

What every number on the dashboard means and how it is calculated.

The Metrics dashboard Where to find Metrics on each device, what the header counts mean, and what the default board shows you before you change anything. Add, remove and rearrange widgets on Metrics Turn on edit mode, move a widget, resize it on the web, take one off the board and put one back from the Add Widget list. Save and load a Metrics layout Keep more than one arrangement of the Metrics board, switch between them, and use the plain text boxes that Save and Load open. Widget reference: performance metrics Every single-number tile on the Metrics board, what it means in plain English, its formula, and what it shows when there is nothing to average. Widget reference: charts The equity curve, daily P&L, volume, drawdown, time of day and the win and loss split, what each one plots and how to read the axes. Widget reference: analysis and tags Top and bottom symbols, trading days, and the four breakdowns that split your P&L by setup, mistake, emotion and playbook. Date range, account and advanced filters The date range and account filter are shared across pages and stay set between visits. This is the most common reason two screens show different numbers. The calendar heatmap Read the P&L calendar, understand the three display modes and the cell colours, mark a day you showed up, and drill from a day into its trades. Time of day performance How the hourly buckets are anchored to the market open, why a 09:32 trade lands in the 09:30 bucket, and what a drill-down from a bar actually selects. Wellness vs trading correlation Plot sleep, heart rate or your VEXA score against your P&L, and understand the deliberate one-day offset that makes the scores line up correctly. P&L by days to expiry The options widget that is not on the board by default, how to add it, and what the days-to-expiry buckets are measured from. Drill down from a chart to your trades Click a bar, a day or a symbol to see the trades behind it, and understand why that click does not change the filters you had set. Refresh, caching and stale numbers Why freshly imported trades sometimes take a moment to appear, where the refresh control is on each device, and what a refresh actually does. Why two pages show different win rates Two VEXA screens can show two different win rates for the same trades. Both are right. Here are the two formulas and how to tell which one you are reading. How VEXA calculates every metric The formula behind every number on the Metrics screen, including profit factor, drawdown, volume, average trades per day and what counts as a green day. Gross and net P&L Why the Trades screen shows the same figure for Total P&L and Net P&L, and where to find the gross number that excludes commissions. Portfolio: your open positions Read the four summary tiles, filter and sort your open positions, and understand which positions are counted in the totals and which are left out. Mark quality: live, delayed, stale and unavailable The four price-quality states on an open position, the exact age rule behind each one, and why futures marks are always labelled delayed. Why some position values are blank A position showing a dash instead of a P&L has an unverified contract multiplier. VEXA withholds the number on purpose rather than showing a wrong one. Edit or delete an open position Correct the entry price, size, direction or open date of a position, or remove one that should not be there, and what deleting takes with it. Pattern Recognition What the strengths and opportunities lists are built from, what the impact badges mean, and how to get from a pattern to the trades that produced it. Why my patterns look old Pattern Recognition refreshes weekly and caches its result. Here is what the last-updated line means and how to force a new analysis now. Weekly Overview Last week's measured recap and next week's market preview, why they are kept apart, the event types on the calendar and how to filter them by priority. Set your weekly watchlist and alerts Add the tickers you want the weekly brief to consider, up to the 25-symbol cap, and turn alerts for high-impact events on or off. Non-US markets in Weekly Overview VEXA covers the US market calendar. Here is what the amber banner means, what is suppressed, and what still works if you trade elsewhere. Advanced Analytics chart builder Build a chart from any two of your metrics. The page has no link in the app, so you reach it by typing the address.

VEXA AI: Chat & Voice

Ask questions about your trading, and talk to VEXA out loud.

Meet VEXA, your AI coach What the coach reads before it answers, how it talks about your trading, and the things it will never do. Give or revoke AI consent Read the consent VEXA asks for word for word, find the setting on your surface, and see exactly what revoking stops and what it leaves behind. What data VEXA sends to its AI service A feature-by-feature list of exactly what leaves your account when VEXA uses AI, what never leaves, and what is kept afterwards. Chat with VEXA Open a conversation with the coach on any surface, and understand why its answers change depending on the page you are on. Manage your chat history Reopen a past conversation, delete one, or download a copy. The gesture is different on every surface. What VEXA can look up for you The questions the coach can answer from your own data, grouped by what you are trying to find out. Ask VEXA to change something Tag a trade, add to a journal entry or set a reminder by asking, and see where VEXA writes it and what it will never overwrite. Start a voice session Open VEXA Voice, grant the microphone, and know what each state on the screen means while you talk. Voice controls Mute, hang up, read the live transcript, and use Interruption Mode to cut VEXA off mid-answer. Keep a voice session running in the background Talk to VEXA while you use another app or move around the web app, and know what actually ends a call. Voice summaries Read back what a voice session covered, find the topics and action items, and know why the list only goes back a week. Voice reminders Reminders are created by asking VEXA out loud. There is no add button anywhere, which is why people cannot find one. Journal voice sessions Start a voice session from a journal day so VEXA already knows which day you want to talk about. How VEXA remembers you Why the coach recalls things you said weeks ago, what it keeps, and the fact that there is no screen for managing it. Voice and chat limits The monthly allowance for voice minutes and chat messages, the separate daily voice caps, and what to do when you hit either. Why the coach won't say which AI it uses Ask VEXA what model it runs on and it changes the subject. Here is why, and where the answer is actually published. Voice troubleshooting Fixes for VEXA cutting itself off, a pause part way through a call, silence after a question, and an empty transcript afterwards.

Sentinel & health data

Live sessions, wearables, interventions, and what VEXA does with health data.

What Sentinel is, and what it is not Sentinel watches your heart rate and HRV while you trade and speaks up when your body signals stress. It does not see your trades. What you need to run Sentinel The plan, the phone, the wearable and the health permissions Sentinel needs before a session can read anything. Connect Apple Health Grant VEXA read access to Apple Health on iPhone and iPad so Sentinel can see your heart rate, HRV and sleep. VEXA never writes anything back. Connect Health Connect on Android Grant VEXA read access to heart rate, resting heart rate, sleep and steps through the Health Connect app so Sentinel can read your physiology. Which heart rate devices work with Sentinel The seven wearables Sentinel supports, how each one connects, which ones need your phone unlocked, and which ones can measure HRV. Set up Apple Watch for Sentinel Install the VEXA watch app, grant it health access, and let it stream your heart rate to Sentinel during a session. Set up a Wear OS watch for Sentinel Install the VEXA watch app on a Wear OS watch, grant body sensors access, and stream your heart rate to Sentinel from your wrist. Set up WHOOP for Sentinel Turn on Heart Rate Broadcast in the WHOOP app, pair the strap to VEXA over Bluetooth, and keep the phone screen on while you trade. Set up Fitbit Air for Sentinel Turn on Share Heart Rate and Extended Pairing in the Google Health app, then pair the Fitbit Air to VEXA over Bluetooth. Set up the Polar H10 for Sentinel Wet the electrodes, wear the strap below the pecs, close Polar Flow, and pair the H10 to VEXA for live heart rate and HRV. Set up the Garmin HRM-Pro Plus for Sentinel Close Garmin Connect and any watch sync, wear the strap, and pair the HRM-Pro Plus to VEXA for live heart rate and HRV. Set up the Polar Verity Sense for Sentinel Wake the armband with its button, put it in pairing mode, and connect it to VEXA for live heart rate and HRV without a chest strap. Pair a different strap VEXA remembers the last strap it paired with. Forget it and rescan when you switch devices, replace a strap, or pick up someone else's by mistake. Start and stop a Sentinel session Sessions are one shared thing across your devices. Starting on the web starts your watch, and stopping anywhere stops everywhere. The reminders you see when a session starts Up to three notices appear as a Sentinel session begins. They are setup reminders, not errors, and which ones you see depends on your wearable. Why Apple Watch adds Exercise minutes during a session Live heart rate on Apple Watch needs an active workout, so your Activity rings register Exercise minutes. VEXA discards the workout and saves nothing to Apple Health. Why WHOOP and Fitbit need your phone unlocked Both devices stop broadcasting when the phone screen locks. Change auto-lock for the session, then put it back. The baseline and its 20 sessions Why the baseline card says 0 of 20, what Sentinel uses before it is calibrated, and how the figure is worked out. Session states and bio stress What Calm, Elevated, Stressed and Tilt mean, the deviation figures behind them, and why your rules still fire when the badge says Calm. Read the live Sentinel card What every number on the live card means: heart rate, the deviation readout, Bio Stress, session average, baseline and the rolling chart. Session analytics Compare sessions, read the trend and correlation charts, and understand the session stats Sentinel keeps. Sentinel on iPad and Android tablet Tablets show a session your phone is running. They cannot supply heart rate, and a session belongs on the phone. Default rules and custom rules Which Sentinel rules you can edit, which you can only switch on and off, and where your rules live. The rule template gallery Every Sentinel template, what it fires on, and which platforms ship it. Templates with the same name do not always fire at the same number. Build a Sentinel rule The seven things a Sentinel rule can watch, how conditions combine, and what each action, severity and cooldown does. Build a rule with AI Describe the rule you want in plain English and let VEXA's AI fill in the conditions, severity and action for you to check. Why you did not get an intervention Four throttles sit between a rule being met and an alert reaching you. They are deliberate, and this is what each one does. Where interventions reach you Voice, push, in-app and the full-screen overlay, plus the voice target picker and why an explicit pick can go silent. Mute intervention notifications One switch silences every Sentinel push, criticals included. What it does not touch, and where it lives. Intervention history Every alert Sentinel delivered, with outcomes and filters. The web shows today only, the apps go back further. Sentinel session reminders A daily nudge to start monitoring, set to market time or your device clock, that skips market holidays.

Community & leaderboards

Leaderboards, visibility settings, and comparing yourself fairly.

Choose what you share on the leaderboard Your leaderboard metrics are a checklist, and that checklist is also the opt-out. Turn every metric off and you disappear from the leaderboards. Show an anonymous name on the leaderboard Swap your real name for a generated handle on leaderboards. The choice locks for 30 days once you change it, so make it deliberately. Set your location for country and region rankings Country and Region leaderboards stay greyed out until your account has a location. Here is where to set it and what it publishes. Leaderboard periods, scopes and metrics How the four periods, three scopes and six metrics combine, why Last 365 Days is not a calendar year, and why the day boundary is UTC. Why there's no community chat Chat inside VEXA communities was removed in April 2026. Here is what replaced it and where the conversation happens now. Join or create a community Join with an 8-character invite code or start your own. Free communities hold up to 100 members and generate their invite code for you. Explore public communities Browse VEXA's public communities by trading style, asset class and region, and understand what a Leaderboard Only community gives you. Invite codes Every community has an 8-character code. Copy it to invite people, regenerate it to lock out everyone who has the old one. Community roles and moderation Admin, Moderator and Member, what each one can do, and how to promote, mute or ban someone from the member list. Community settings and deletion What an admin sees in community settings, and what deleting a community destroys. Deletion asks you to type the community name and cannot be undone. Leave a community Leaving is hidden behind a long press on iPhone and an overflow menu on Android. Here is where the control actually lives on each platform. Connect Discord Link your VEXA account to the Discord server. You are added automatically without an invite link, and disconnecting removes you again. Discord roles and support tickets Trader is yours forever, the Edge and Pro roles follow your paid plan, and Full Access does not grant one. Plus how to open a support ticket in the server.

Troubleshooting & error messages

Look up an error you hit and find the fix.

Start here: what's actually wrong? A list of symptoms with the article that fixes each one, so you do not have to guess which part of VEXA broke. Error messages explained Every error message VEXA can show you, what it actually means, and the one thing to do about it. I can't sign in Why sign-in fails, including the Apple private-relay rejection and the rule that stops you removing your last sign-in method. VEXA shows the wrong name Why the greeting keeps using your old name after you change it, and the one action that refreshes it. A screen is blank or stuck loading What to do when a page never finishes loading, including the recovery VEXA runs on its own and the reload gesture for each device. New trades aren't showing up Four reasons freshly imported trades stay invisible, in the order worth checking: filter, date range, cache, and an import that did less than you think. My scores are stuck on "- -" What the dashes on the VEXA gauge and the three rings mean, and the four reasons a score has not arrived yet. A chart won't load The difference between a chart with no data, a chart that was throttled, and an instrument VEXA cannot chart at all. Voice won't connect Microphone permission, AI consent, monthly limits and network drops, in the order that actually causes voice sessions to fail. Sentinel isn't reading my heart rate Why a Sentinel session runs with no heart rate, covering health permissions, Bluetooth, the strap lock and the devices that need your phone unlocked. I'm not getting notifications The five gates every VEXA notification passes through, and how to check each one. Includes why the web never sends push. My widget shows old data How often home screen widgets refresh, why the P&L widget shows your last trading day rather than today, and how far back widget metrics look. I don't appear on the leaderboard Why you are invisible on leaderboards, including the opt-out that is not a switch, the tiers that need a location, and the UTC period boundaries. Two pages show different numbers The metrics VEXA calculates more than one way on purpose, and the shared date range that makes two screens disagree when nothing is wrong. I lost access to a feature mid-session Why a screen you were using can lock itself without you doing anything, and what to do when it happens. Navigation disappeared on my tablet Why the sidebar vanishes on an Android tablet in split screen, and the three other layouts VEXA switches to by screen width. The app opened a browser dialog that looks broken The plain grey boxes that ask you to type a name or a number are your browser's own dialogs, not a phishing attempt and not a fault. The app is slow or unresponsive The four things that make VEXA feel frozen, including an import overlay that is working rather than stuck. Report a bug Where the bug report form is on each surface, what each field means, and how to pick a severity that is neither inflated nor ignored. My P&L doesn't match my broker How to compare your imported P&L against your broker statement properly, the differences that are expected, and how to re-import without creating duplicates. Contact support The two ways to reach the VEXA team, which one to use for what, and what priority support on the Pro plan actually means. What to include in a support request The seven details that turn a support thread from four messages into one, and where to find each of them.

Privacy, security & policies

What we store, who can see it, and how to delete it.

What VEXA can do with your broker connection VEXA reads your trade history and nothing else. It cannot place, cancel or modify an order, and it cannot move money. How VEXA uses AI with your data The consent you are asked for, exactly what each AI feature sends for processing, and how to withdraw that consent on any device. Health and biometric data Exactly which health values VEXA reads, why it never writes anything back to Apple Health or Health Connect, and how to withdraw the permission. What VEXA stores and for how long A category-by-category table of what VEXA keeps about you, what is purged automatically, and what only goes when you delete your account. Export your VEXA data Export My Data produces a single JSON file of your account. Here is what is in it, what is deliberately left out, and how you get the file on each surface. What account deletion removes Account deletion is permanent and wipes your records, your Sentinel history and your sign-in. It does not cancel an App Store or Google Play subscription. How VEXA protects your data Encryption in transit and at rest, per-user access rules, how broker credentials are held, and the plain statement that VEXA does not sell your data. Third-party services VEXA uses The outside services VEXA relies on to run, grouped by what they do and what kind of data reaches each one. Cookies and analytics What the cookie banner controls, what choosing Essential Only actually switches off, and why the mobile apps never show one. Terms, Privacy and Refund policy Where the three VEXA legal documents live, a plain-language summary of each, and the auto-renewal disclosure in full. VEXA is not financial advice The full disclaimer, what the AI coach is built to do and refuse, and why a Sentinel alert is a prompt rather than an instruction. Is VEXA legit? Brand and impersonation Who runs VEXA, the only official places it exists, and why a foreign-exchange broker on a similar name has nothing to do with it.
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