TradeDNA

What to do first, from signing up to seeing your trades on the dashboard.

Getting started with TradeDNA

Two ways to get your trades in, and how to choose between them.

Connecting your broker: sync or import

Upload a statement or CSV and turn it into a clean trade log.

Importing trades from a file

Log a trade by hand when you are not syncing or importing.

Adding a trade manually

The quick checklist when a trade you expected is not on your log.

Why your trades might not show yet

Set up your account, get your trades in, and find your way around.

Getting Started

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Community

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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