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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. 16
What VEXA is and how it works What works on each device Create your VEXA account Complete onboarding Your Welcome Package: Full Access explained Your first hour in VEXA Replay the guided walkthrough Add VEXA widgets to your home screen Add the Sentinel Lock Screen widget When signups are closed: the waitlist Move your journal from TradeZella to VEXA Move your journal from TraderSync to VEXA Move your journal from TraderVue to VEXA Move your journal from Edgewonk to VEXA Supported devices, browsers and operating systems VEXA glossary
Your account & settings
Profile, preferences, timezone, and signing in across devices. 21
Sign in to VEXA Add or remove a sign-in method Set or change your password Sign in with Apple: set a backup password Using Apple Hide My Email Reset a forgotten password Verify or change your email address You already signed up with a different method Edit your trading profile Change your profile photo Set your Trade Display Timezone Set your Broker Server Timezone Set your currency and max daily loss Notification settings Under-18 accounts Sign out Export your data Delete your VEXA account The Profile screen, section by section Keyboard shortcuts on iPad and Android tablet Cloud Sync and what syncs where
Plans, billing & referrals
Trials, plan changes, invoices, refunds, and the referral programme. 26
Edge (Free) vs Pro Pricing and billing cycles From signup to your first charge: the timeline Why a feature is locked Start a subscription on the web Start a subscription on iPhone or iPad Start a subscription on Android I paid but VEXA still says I'm locked Use a promo code Apply a referral code Switch between monthly and annual billing Manage your plan Update your payment method Cancel your subscription Refunds Manage an App Store subscription Manage a Google Play subscription Restore purchases Why you can't subscribe or change plans on another platform Payment failed: what happens next Refer & Earn: how it works When your referral reward arrives AI usage limits by plan Read the AI Usage card What happens when you hit a limit Emails VEXA sends you
Brokers & importing trades
Connect a broker, upload a statement, and fix an import that looks wrong. 86
How trades get into VEXA Supported brokers Which import method should I use? Connect a broker Upload a statement or CSV Understand your import results The three timezones VEXA holds Re-upload files without creating duplicates Import from a broker VEXA does not support Fill in the VEXA CSV template Symbol formats for the CSV template Ask VEXA to support your broker Add or edit executions on a trade Manage multiple broker accounts The account filter Delete a broker account Reconnect a broker that stopped syncing Remove duplicate trades When VEXA syncs your trades automatically Sync Trades did nothing Connect Interactive Brokers Connect Charles Schwab and thinkorswim Import trades from TradeStation Connect Robinhood or import its activity report Import trades from Zerodha Import trades from Dhan Import trades from Upstox Connect MetaTrader with Automated Sync Connect MetaTrader 4 Connect MetaTrader 5 Connect cTrader Connect Trading 212 Connect DEGIRO or import its statement Import trades from Angel One Import trades from Kotak Neo Import trades from Moomoo Connect Tiger Brokers Import trades from PL Capital Connect Binance Connect Coinbase Connect Bybit Import trades from NinjaTrader Import trades from Tradovate Import trades from Lightspeed Import trades from Webull Import trades from DAS Trader Pro Connect PropReports Connect Questrade or import its Orders report Connect and import trades from Rithmic Set up an IBKR Activity Flex Query for the API sync Export an IBKR Trade Confirmation Flex Query for manual upload Import trades from uFunded Import trades from TradingView Connect Kraken or import its trade history Install the VEXA Sync Expert Advisor Your VEXA Sync API key Connect Fidelity Connect E*TRADE Connect Vanguard Connect Public Connect tastytrade Connect J.P. Morgan Self-Directed (Chase) Connect WellsTrade (Wells Fargo) Connect eToro Connect Wealthsimple Connect TD Direct Investing Connect National Bank Direct Brokerage Connect Qtrade Direct Investing Connect AJ Bell Connect BUX Connect CommSec Connect Stake MetaTrader EA troubleshooting Using MetaTrader on your phone or tablet My import said success but nothing appeared Some of my trades are missing Your P&L does not match your broker My trades are on the wrong day My trades only show under All Accounts Positions show as open that I already closed The unrecognized futures contract warning File formats, size limits and upload errors How options trades are imported Multi-leg option strategies How futures contracts are imported How forex and CFD trades are imported
Trades, tags & playbooks
Review a trade, tag it, and group your setups into playbooks. 24
The Trades table Filter your trades Choose which columns you see Export your trades to CSV Delete trades Bulk-tag trades Trade Analysis: a tour of the trade page Walk between trades Mark a trade Favorite or Reviewed Tag a trade Create and manage custom tags Rate a trade Use the risk calculator Read the execution timeline Read the trade chart Add indicators to the chart Full-screen the trade chart Replay a trade AI Commentary and Scenario analysis Why a long put shows as SHORT Why a chart is blank Create a playbook Assign trades to a playbook Read playbook performance
Journal, scores & rules
Daily journalling, your CDI score, and the rules you hold yourself to. 30
The Journal: day, week, month, quarter and year Read a journal day card Write a journal entry Dictate a journal entry VEXA Summary: your AI day recap Turn on the heart-rate overlay Mark a Showed Up day Why a trade appears on a different day in different places Journal limits What the VEXA Score is How Confidence is calculated How Discipline is calculated How Intuition is calculated Read the VEXA Score breakdown Read the CDI breakdown Why my score shows "- -" Recalculate your scores Score history, streaks and bands What the Rules Tracker does Create a rule in plain English Create a rule from a template Build a custom rule The six rule types explained Daily loss and intraday net low Rules across multiple accounts Read the compliance calendar Override a day's grading Per-rule impact Edit or delete a rule Sleep-based rules
Metrics & analysis
What every number on the dashboard means and how it is calculated. 26
The Metrics dashboard Add, remove and rearrange widgets on Metrics Save and load a Metrics layout Widget reference: performance metrics Widget reference: charts Widget reference: analysis and tags Date range, account and advanced filters The calendar heatmap Time of day performance Wellness vs trading correlation P&L by days to expiry Drill down from a chart to your trades Refresh, caching and stale numbers Why two pages show different win rates How VEXA calculates every metric Gross and net P&L Portfolio: your open positions Mark quality: live, delayed, stale and unavailable Why some position values are blank Edit or delete an open position Pattern Recognition Why my patterns look old Weekly Overview Set your weekly watchlist and alerts Non-US markets in Weekly Overview Advanced Analytics chart builder
VEXA AI: Chat & Voice
Ask questions about your trading, and talk to VEXA out loud. 17
Meet VEXA, your AI coach Give or revoke AI consent What data VEXA sends to its AI service Chat with VEXA Manage your chat history What VEXA can look up for you Ask VEXA to change something Start a voice session Voice controls Keep a voice session running in the background Voice summaries Voice reminders Journal voice sessions How VEXA remembers you Voice and chat limits Why the coach won't say which AI it uses Voice troubleshooting
Sentinel & health data
Live sessions, wearables, interventions, and what VEXA does with health data. 31
What Sentinel is, and what it is not What you need to run Sentinel Connect Apple Health Connect Health Connect on Android Which heart rate devices work with Sentinel Set up Apple Watch for Sentinel Set up a Wear OS watch for Sentinel Set up WHOOP for Sentinel Set up Fitbit Air for Sentinel Set up the Polar H10 for Sentinel Set up the Garmin HRM-Pro Plus for Sentinel Set up the Polar Verity Sense for Sentinel Pair a different strap Start and stop a Sentinel session The reminders you see when a session starts Why Apple Watch adds Exercise minutes during a session Why WHOOP and Fitbit need your phone unlocked The baseline and its 20 sessions Session states and bio stress Read the live Sentinel card Session analytics Sentinel on iPad and Android tablet Default rules and custom rules The rule template gallery Build a Sentinel rule Build a rule with AI Why you did not get an intervention Where interventions reach you Mute intervention notifications Intervention history Sentinel session reminders
Community & leaderboards
Leaderboards, visibility settings, and comparing yourself fairly. 13
Choose what you share on the leaderboard Show an anonymous name on the leaderboard Set your location for country and region rankings Leaderboard periods, scopes and metrics Why there's no community chat Join or create a community Explore public communities Invite codes Community roles and moderation Community settings and deletion Leave a community Connect Discord Discord roles and support tickets
Troubleshooting & error messages
Look up an error you hit and find the fix. 22
Start here: what's actually wrong? Error messages explained I can't sign in VEXA shows the wrong name A screen is blank or stuck loading New trades aren't showing up My scores are stuck on "- -" A chart won't load Voice won't connect Sentinel isn't reading my heart rate I'm not getting notifications My widget shows old data I don't appear on the leaderboard Two pages show different numbers I lost access to a feature mid-session Navigation disappeared on my tablet The app opened a browser dialog that looks broken The app is slow or unresponsive Report a bug My P&L doesn't match my broker Contact support What to include in a support request
Privacy, security & policies
What we store, who can see it, and how to delete it. 12
What VEXA can do with your broker connection How VEXA uses AI with your data Health and biometric data What VEXA stores and for how long Export your VEXA data What account deletion removes How VEXA protects your data Third-party services VEXA uses Cookies and analytics Terms, Privacy and Refund policy VEXA is not financial advice Is VEXA legit? Brand and impersonation
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