TradeDNA

See your plan, switch tiers, update payment, or cancel. You stay in control.

Plans, billing, changing or canceling

How your account is protected and how to reset your password or delete your account.

Keeping your account and data secure

Share your account with a coach read-only, get their notes on your trades and journal, and revoke access anytime.

Invite a coach (mentor sharing)

Get your referral link, share it, and track who joins and what you earn.

Referrals: earn with your link

Link your Whoop or Oura so your sleep and stress fill in on their own and factor into how you trade.

Connect a wearable (Whoop or Oura)

The everyday settings a trader adjusts - your profile, light or dark mode, and your privacy controls.

Settings tour: profile, appearance, and security

Run your roster, read weekly student briefs, track rule compliance, leave notes, and suggest playbooks.

For mentors: coaching traders on TradeDNA

Manage your plan, your payment, and your account.

Account and billing

Create a custom design with text, images, and links

Community

Find answers and get help from Intercom Support and Community Experts

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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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.