Chartself Help Center — Documentation & Guides

Getting Started

Everything you need to go from zero to your first logged trade in under 5 minutes.

1Create your account

1Go to Register2Enter Email3Verify Email4Sign In5Set Up Profile
Create your account Email addressyour@email.com Password•••••••• Create free account Already have an account? Sign in Check inbox and click confirmation link

Go to app.chartself.com/register. Enter your email and a password. Click Create free account.

You will receive a confirmation email — click the link to verify. Check your spam folder if it does not arrive within 2 minutes.

✅ After verifying you can sign in and access your dashboard immediately.

2Set up your profile

Go to Settings → Profile. Fill in: Display name (shown in greeting), Timezone (for analytics), Currency, and Starting account balance (for equity curve). Click Save settings.

💡 Set your starting balance to the amount you had when you began the trades you want to track.

3Log your first trade

Click the green + Log trade button in the Dashboard. Symbol, direction, entry price, and quantity are the only required fields.

✅ You can also describe trades in plain language — see the Log via AI section.

Themes

Switch between Dark, Light, and Ambient themes. Syncs across all your devices.

1How to change your theme

1Settings2Appearance Tab3Click ThemeCard4SavedInstantly
APPEARANCE — Settings page DarkActive Light Ambient Click any card to switch instantly

Go to Settings → Appearance. Click any of the three preview cards. Your preference saves automatically — no Save button needed.

💡 Ambient theme is popular for night trading — warm tones are easier on the eyes in low light.

Log a Trade

Manually record every trade with full details for accurate analytics and psychology tracking.

1Open the trade form

1+ Log Trade2Trade Basics3Entry & Exit4Psychology5Save Trade

Click + Log trade in the top-right of the Dashboard or Trades page.

2Trade basics and entry/exit

TRADE BASICS Symbol *BTCAsset classCrypto Direction * Long / Buy Short / Sell ENTRY & EXIT Entry price *67,000Exit price68,500Quantity *0.5Fees12 LIVE P&L PREVIEW
ESTIMATED P&L — updates live as you type +$738.00
  • Symbol * — e.g. BTC, ETH, EURUSD, AAPL
  • Direction * — Long (Buy) or Short (Sell)
  • Entry price *, Quantity * — required
  • Exit price, Fees, Stop loss, Take profit, Leverage — optional
  • The Estimated P&L preview updates live as you type

3Psychology and setup

PSYCHOLOGY & SETUP EmotionConfidentSetup typeBreakout Did you follow your rules? Yes — followed rules No — broke rules
  • Emotion — Confident, Fearful, FOMO, Revenge, Bored, Impulsive, Neutral
  • Setup type — Breakout, Pullback, Reversal, etc.
  • Followed rules? Notes, Tags
💡 Log your emotion for every trade. Over 20+ trades this data becomes extremely revealing.

4Position size calculator

Scroll to the bottom of the form and click Position size calculator. Enter account balance, risk %, and stop loss price. Click Use this size to auto-fill Quantity.

5Revenge trade warning

If you log a trade within 10 minutes of a losing trade, a yellow warning banner appears. You can still save if it was intentional.

⚠️ Take a moment to check your emotional state before proceeding.

Log via AI

Describe your trade in plain language and let the AI extract all the details.

1Enable AI Log Mode

1Log via AI2AI Log Mode ON3Describe Trade4AI Follows Up5Confirm Card6Saved!
AI Log Mode: ON I bought 0.5 BTC at 67000, sold at 68500 Got it! What quantity did you trade? 0.5 BTC Describe your trade naturally...

Go to Trades and click Log via AI — opens a chat with AI Log Mode already ON. Or go to AI Chat and toggle the AI Log Mode button in the header (turns green when active).

✅ Requires an AI provider key configured in AI Settings.

2Describe your trade

I bought 0.5 BTC at 67000, sold at 68500, fees $12 Shorted ETH at 3200, closed at 3100, quantity 2 Long EURUSD at 1.0850, still open, 10000 units

The AI will ask follow-up questions for any missing required fields.

3Review and confirm

LONG BTC ENTRY67,000 EXIT68,500 QTY0.5 FEES$12 EST. P&L+$738.00 Confirm & Save Edit instead Review all fieldsthen confirmor edit

A confirmation card appears with all extracted fields. Click Confirm & Save to save directly, or Edit instead to open the full form pre-filled.

Import CSV

Bulk import your existing trade history from a CSV file.

1Prepare your CSV file

1Trades Page2Import CSV3Upload File4PreviewColumns5Confirm Import

Required columns: Symbol, Direction (long/short), Entry price, Quantity. Optional: Exit price, Fees, Stop loss, Take profit, Notes, Tags.

💡 Download the sample CSV from the Import page to see the exact format.

2Upload and import

Drag and drop or click to browse SYMBOLDIRENTRYQTYFEES BTClong670000.512

Go to Trades → Import CSV. Drag and drop or click to browse. Preview column mapping then click Import.

⚠️ Imported trades cannot be bulk-deleted. Review the preview carefully before confirming.

Trades List

View, search, and filter all your logged trades.

1Searching and filtering

1Trades Page2Search /Filter3View Results4Click Row5Trade Detail
Search symbol... All directions All results DIRSYMBOLOPENEDENTRYRP&L LBTCMay 8, 10:0066,500+1.2R+$738 SETHJun 22, 08:003,200-0.3R-$52 Click any row to open trade detail

Search by symbol. Filter by Direction (Long/Short), Result (Win/Loss/Open), and Emotion.

2Reading the table

  • Dir — L (Long) or S (Short)
  • R — R-multiple (profit relative to stop loss risk)
  • Result — Win, Loss, or Open
  • P&L — net profit/loss after fees
  • Click any row to open trade detail

Trade Detail

View, edit, or delete a specific trade.

1Viewing a trade

1Click TradeRow2Detail Page3View AllFields4Edit or Delete
FINAL P&L-$27.00 R-MULTIPLE-0.3R TRADE BASICSSYMBOLBTCDIRECTIONLongEMOTIONConfident ENTRY & EXITENTRY66,500EXIT66,200FEES$9.00 Edit Delete

Click any row in the Trades list. You will see Final P&L, R-Multiple, all trade fields, psychology notes, and timing.

2Editing a trade

Click the Edit button (top-right). Make changes and click Save trade.

3Deleting a trade

Click the red Delete button (top-right). Confirm in the dialog.

⚠️ Deleted trades cannot be recovered. This action is permanent.

Analytics

PRO

Deep performance metrics across all closed trades. Requires Pro or Elite plan.

1Performance overview

1Closed Trades2PerformanceStats3Equity Curve4Breakdowns5Psychology
TOTAL P&L+$977 WIN RATE73.3% PROFIT FACTOR1.61 MAX DRAWDOWN7.04% EQUITY CURVE May 1Jun 23
  • Total P&L — net profit/loss after fees
  • Win rate — % of profitable closed trades
  • Profit factor — gross profit divided by gross loss (above 1.5 is strong)
  • Expectancy — average dollars per trade
  • Max drawdown — largest peak-to-trough decline

2Breakdown charts

  • P&L by symbol, hour of day, day of week
  • P&L by emotion and setup type
  • Dollar cost of bad habits (revenge trades, FOMO)
  • Consecutive loss analysis

Psychology

Understand how your emotions and behaviour patterns affect your trading results.

1Key insights panel

1Log withEmotions2TrackAdherence3View Breakdown4Spot Patterns5Improve
Best state: Neutral — 17 trades generating +$1921 Worst state: Confident — costing $1123.8 across 7 trades P&L BY EMOTION Neutral +$1921 Confident -$1124 RULE ADHERENCE 100%27 of 27 trades

Automatically surfaces your best and worst emotional states, rule adherence rate, and revenge trading patterns across your entire trade history.

2Emotion tracking

Each trade logged with an emotion tag contributes to the P&L by emotional state chart. Log emotions consistently for the most accurate picture.

3Rule adherence

When logging each trade you mark whether you followed your rules. The Psychology page tracks your adherence rate and the P&L difference between disciplined and undisciplined trades.

Risk

Set your personal risk rules to stay disciplined and protect your capital.

1Setting up risk rules

1Risk Page2Set Limits3Limits Active4Alerts Fire5StayDisciplined
RISK RULES Max risk per trade (%)1.0 %Max daily loss ($)$500 Max trades per day10Max leverage10x Revenge window (mins)10 minConsecutive loss limit3 These rules power in-session alerts in Settings → Alerts
  • Max risk per trade (%) — maximum % of account to risk on one trade
  • Max daily loss ($) — stop trading for the day if you hit this
  • Max trades per day — daily trade limit
  • Max leverage — maximum leverage allowed
  • Consecutive loss limit — stop after N losses in a row
💡 These rules integrate with In-Session Alerts to fire toast notifications when you approach your limits.

Playbook

Document your trading strategies and rules in one place.

1Creating a strategy

1New Strategy2Name It3Describe Setup4List Rules5Save and Use
Strategy nameBreakout Scalp — BTC Setup conditionsPrice breaks 4h resistance with volume confirmation Entry rules Enter on breakout close, SL below level, TP at 2R Save strategy

Go to Playbook → New strategy. Name it, describe setup conditions, and list rules. Save as a reference to check before executing trades.

💡 When logging trades, select the matching setup type — Analytics will show which setups perform best over time.

In-Session Alerts

Get notified immediately when a trade breaks one of your rules.

1Setting up alert rules

1SettingsAlerts2ConfigureRules3Log a Trade4Rules Checked5Toast Fires6Take Action
ALERT RULES Daily loss limit ($)$500 Max trades per day10 Min win rate (%)50% Max consecutive losses3 Daily Loss Limit HitConsider stopping today 3 Losses in a RowTake a break and review AI ObservationPattern detected

Go to Settings → Alerts. Configure: Daily loss limit, Max trades per day, Minimum win rate, Minimum R:R ratio, Max consecutive losses. Leave any blank to disable that check.

2How alerts fire

After every trade save, Chartself checks your rules and fires toast notifications in the top-right corner. Toasts auto-dismiss after 8 seconds.

If you have an AI key configured, a purple AI observation toast may also appear when something noteworthy is detected.

AI Chat

Ask your AI trading coach anything. Powered by your own API key (BYOK).

1Set up your AI key (BYOK)

1AI Settings2ChooseProvider3Paste Key4TestConnection5AI Chat6Ask Anything
CHOOSE YOUR AI PROVIDER OpenAI Claude Gemini Groq + 4 more sk-...Jv8A Save settings Test connection Connected successfully to openai.

Go to AI Settings. Select your provider: OpenAI, Anthropic, Google Gemini, Groq (free tier), DeepSeek, Mistral, OpenRouter, or Grok. Paste your key and click Test connection.

✅ Your key is encrypted with AES-256-GCM — never stored or transmitted in plain text.
💡 Groq offers a generous free tier — great for getting started without any cost.

2Chatting with your AI

What's my worst trading habit? Based on your trades, overtrading whenConfident is costing you $1,123. When do I trade best? Ask me anything about your trading...
What's my worst trading habit? When do I trade best? Am I improving over time? What does my win rate tell you about my edge?

3Managing conversations

Conversations are saved automatically. Hover over any conversation in the sidebar to rename or delete it. Start fresh with + New chat.

Weekly AI Report

Receive an AI-generated performance summary every Monday morning by email.

1How it works

1Enable Toggle2AI KeyRequired3Auto Mon 8am4Or Manual5Report Emailed
Week of Jun 16, 2026 Generate report WEEKLY REPORT — Jun 16-22, 2026 Win Rate: 73.3%Net P&L: +$977.20 Best: BTC Long +$738 Worst: BTC Short -$762 Auto-sent every Monday at 8am UTC Requires: AI key in AI Settings + Weekly AI report toggle ON in Settings

Every Monday at 8am UTC, Chartself auto-generates a weekly report covering win rate, P&L, best/worst trades, emotional patterns, and AI observations. Emailed to you and saved in Reports.

✅ Requires: AI key in AI Settings + Weekly AI report toggle ON in Settings → Notifications.

2Generate a report manually

Go to Reports and click Generate report. Generates immediately and emails to your registered address.

Broker Sync

PRO

Automatically import trades from Binance or Bybit. More brokers coming soon.

1Create a read-only API key on your broker

1CreateRead-Only Key2Broker SyncPage3Connect Verify4Sync Now5TradesImported
  • Binance: Account → API Management → Create API → Enable Read Only ONLY. Do NOT enable trading or withdrawals.
  • Bybit: Account → API → Create New Key → Read-Only for Positions, Orders, Trade. Do NOT enable asset transfers.
⚠️ Never give Chartself an API key with trading or withdrawal permissions. Always use read-only keys.

2Connect your broker

CONNECT A BROKER Broker Binancev Account type Spot Futures (USDT-M) Read-only ONLY — never enable trading or withdrawal permissions API KeyPaste your read-only API key here

Go to Broker Sync → Connect broker. Select broker and account type. Paste your API key and secret. Click Connect & verify — Chartself tests the connection before saving. Keys are encrypted AES-256-GCM.

3Sync your trades

B Binance — SpotKey: 7LDD Last synced Jun 25, 10:20 Sync now Delete 12 new trades imported. Duplicates skipped.

Click Sync now on your connected broker card. Chartself fetches all new trades since last sync. Duplicates are detected and skipped.

Elite Features

ELITE

Advanced tools on the Elite plan: Paper Trading, Tax Reports, and API Access.

1Paper Trading

1Upgrade toElite2Elite Unlocked3Paper Trading4Tax Reports5API Access
VIRTUAL BALANCE$11,230 TOTAL RETURN+12.3% WIN RATE65% TRADES8 Paper portfolio — separate from real trades. No real money. Log paper trade Reset portfolio

Test strategies with a virtual portfolio — completely separate from your real journal. Go to Paper Trading → Log paper trade. Track virtual balance, return %, win rate. Click Reset portfolio to start fresh.

2Tax Reports

Tax year: 2026 Export CSV P&L SUMMARY — 2026 Gross: +$1,031Fees: -$54Net: +$977 SYMBOLDIROPENCLOSENET P&L BTCLongMay 8May 8+$166

Export a clean record of all closed trades by year for any accountant. Go to Tax Reports → select year → Export CSV. Includes Symbol, Direction, Open/Close dates, Entry/Exit prices, Quantity, Gross P&L, Fees, Net P&L.

3API Access

YOUR API KEY csk_KAmw...7LDD ShowCopy AVAILABLE ENDPOINTS GET/api/v1/tradesReturns all your trades GET/api/v1/trades/:idSingle trade by ID GET/api/v1/statsSummary stats

Pull your trade data programmatically. Go to API Access → Generate API key. Authenticate with your key in the Authorization header:

Authorization: Bearer YOUR_API_KEY GET /api/v1/trades Returns all trades GET /api/v1/trades/:id Single trade by ID GET /api/v1/stats Account summary stats
⚠️ Keep your API key secret. Regenerating immediately invalidates the old key.

Account & Billing

Manage your plan, subscription, and account settings.

1Upgrading your plan

1Settings Plan2Choose Plan3StripeCheckout4InstantUpgrade5AccessFeatures
Free$0 Unlimited tradesCore analyticsCSV import Current plan Pro$12/mo All AI agentsBroker syncFull analytics Upgrade to Pro Elite$24/mo BacktestingTax reportsAPI access Upgrade to Elite Cancel subscription

Go to Settings → Plan. Click Upgrade to Pro ($12/mo) or Upgrade to Elite ($24/mo). After Stripe checkout your plan upgrades instantly.

If you are on Pro and want Elite, click Upgrade — pay difference only. You will be charged a prorated amount for the remaining billing period.

2Cancelling your subscription

Settings → Plan → red Cancel subscription button. After confirming, you keep access until end of billing period. Reverts to Free. Your data is never deleted when you cancel.

✅ You can resubscribe any time — all your data will still be there.

3Resetting your password

On the login page, click Forgot password? Enter your email → Send reset link. Check inbox, click link, set new password.

4Deleting your account

Settings → Danger zone → Delete my account. Permanently deletes all trades, analytics, AI conversations, settings, and cancels subscription immediately.

⚠️ Account deletion is permanent and irreversible. There is no recovery option.