Setting Up Your Profile

Getting Your Account Ready

Before you log a single trade, spend five minutes configuring Tradapt correctly. The settings you choose here affect how your data is displayed and calculated throughout the app.

Step 1: Update Your Profile

Navigate to Settings > Profile. Fill in:

• Display name — This appears in your dashboard greeting and reports
• Timezone — Critical for accurate session analysis. Set this to your local timezone, not the market's timezone
• Trading since — Helps contextualize your stats over time

Why timezone matters: If you're in London trading US equities, a 9:30 AM EST trade is a 2:30 PM GMT trade. Without the correct timezone, your time-of-day analysis will show your best performance at 2:30 PM when it's really the morning open — a very different insight.

Step 2: Set Your Default Currency

In Settings > Preferences, set your account's base currency. All P&L calculations will use this currency. If you trade multiple currencies, Tradapt will convert to your base currency automatically.

Step 3: Choose Your Risk Unit

You can choose whether Tradapt displays risk in:

• Dollars — Absolute P&L
• R-Multiple — Each trade measured as a multiple of your risk (e.g., +2R, -1R)
• Percentage — P&L as a percentage of account size

Most professional traders prefer R-Multiple because it normalizes risk across different position sizes and account sizes. We'll cover R-multiples in depth in the Statistics course.

Step 4: Add Your First Account

Go to Accounts in the sidebar. Click Add Account and fill in:

• Account name — e.g., "Main Funded Account" or "NinjaTrader Demo"
• Starting balance — Your starting capital for this account
• Broker — Optional, for your own reference
• Type — Live, paper, or prop firm challenge

You can add multiple accounts and switch between them. Tradapt tracks each account separately so you can compare performance across different trading environments.

You're Set Up

With your profile and first account created, you're ready to start logging trades. Head to Lesson 3 to log your first one.