FAQs

1. Open the site and click Sign Up (or Get Started). 2. Enter a username, your email, and a password of at least 8 characters. 3. Submit the form. Vantix emails a one-time code. 4. Enter that code on the verification screen. The code expires after a short time; use Resend code if it does. 5. After the code is accepted your account is active. Sign in with the same email and password. You cannot sign in before the email is verified. If registration says it is closed, the owner has paused new sign-ups.

1. Click Sign In. 2. Enter the email and password you registered with. 3. Complete the captcha if it is shown. 4. You land on the Dashboard. If the password is wrong you stay on the sign-in form. If the message says the email is not verified, finish the code from sign-up first. There is no separate “forgot password” page: use Support chat or Contact, or sign in and change the password under My Account.

If a Continue with Google button is on the sign-in page, you can use the Google account that owns that email. The first time, Vantix creates your journal user from that Google account and marks the email as already verified. If the button says Google is not set up yet, use email and password instead.

Vantix signs you out after a period of inactivity. Sign in again. You can also sign out yourself from the header. Each browser you use is a separate session; My Account → Sessions lists them, and you can revoke one you do not recognize.

1. Sign in. 2. Open Brokers in the sidebar. 3. Search the broker list or browse by category. 4. Open the broker you use and follow the form for that connection type (cloud login, OAuth, or file upload). 5. When the card says the account is ready, open Trade History or the Dashboard to see imported trades. Vantix never sends orders. Connecting an account only reads history and open positions.

Retail — everyday broker accounts (most MetaTrader 5 brokers, plus file-import names such as OANDA, IG, Interactive Brokers, AMP Futures, and NinjaTrader). Prop — prop-firm accounts. Most of these are also MetaTrader 5 (FTMO and similar). A few futures prop firms use Tradovate. Elite Trader Funding is cTrader, not MT5. Inside a category, the connection type matters more than the name: • Cloud MT5 — login, password, and server. Vantix syncs closed trades and open positions. No MT5 terminal on your computer. • File import — you upload an HTML, XML, or CSV statement. Use this when there is no cloud connector yet, or when you do not want to store a trading password. • cTrader — upload a cTrader statement. Optional cTrader sign-in only links an ID; it does not download deals yet. • Tradovate — OAuth where it is offered; otherwise upload a file. Several futures prop names are listed for file or OAuth and are not MT5.

1. In your broker cabinet, confirm the MT5 login number, the trading password, and the exact server name (for example Broker-MT5 or Broker-Demo). 2. In Vantix go to Brokers and choose that broker. Prefer the MT5 entry, not a cTrader entry with a similar name. 3. Enter a display name you will recognize, then the login, password, and server. 4. Start the connection and wait. The first check can take one to two minutes while a cloud terminal starts and logs in. A busy indicator stays on screen. 5. When it succeeds, the first sync starts by itself. The account card changes from queued, to syncing, to ready, and shows how many trades were imported. 6. Open Trade History. Closed trades appear there. Open positions appear under Ongoing. If the password or server is wrong, fix them and try again. Repeated bad passwords can make the broker cloud pause new attempts for about an hour.

1. Brokers → choose the broker, or the file-import option on the form. 2. Create the account without a cloud password when that choice is offered. 3. Export the statement from the trading platform (see the import section). 4. On the account card, use File and upload HTML, XML, or CSV. This is the right path for cTrader statements, NinjaTrader CSV, Interactive Brokers Flex exports, and any broker marked file-only.

No. Broker passwords are stored encrypted and are used only to read account history and open positions. Live alerts never close, modify, or hedge a position. You still manage trades in MetaTrader, cTrader, or the broker’s own platform.

After a MetaTrader 5 account is connected, Sync reads closed deals and current open positions. 1. Open Brokers. 2. On the account card, click Sync if you want a fresh pull. The first sync already ran at connect time. 3. Wait until the card says ready. You do not need to refresh the page; the card updates when the job finishes. 4. New closed trades show in Trade History. Positions that are still open show in Ongoing. 5. When a position closes at the broker, the next sync moves that row into history. It does not create a second copy, so profit is not counted twice. A card stuck on syncing after the server restarted should be synced again. The message will say the previous run was interrupted.

1. In the MT5 desktop terminal, open the Toolbox → History (Account History). 2. Right-click the history → Report, and save HTML or XML. CSV is also accepted. 3. In Vantix, open Brokers and the account card → File. 4. Choose that file and upload. The size limit is the server upload limit (10 MB unless the owner changed it). 5. Vantix cleans symbols and directions, computes net P&L, and skips rows it already stored for that account. Use the same steps with a cTrader statement or another platform’s CSV when the broker is file-import.

Ongoing lists positions that are still open at the broker. P&L there is unrealized. Trade History lists closed trades. Backtest trades are kept in the backtest session and are not mixed into this broker history. Dashboard totals use your real closed trades.

After you sign in, Dashboard is the home of the journal. It summarizes the closed trades already imported: trade count, win rate, total P&L, average win and loss, and profit factor. Use it as the overview, then open Calendar or Trade History for the detail. If the numbers are zero, connect a broker or upload a file first.

1. Open Calendar in the sidebar. 2. Move between months. Each day shows that day’s net result. 3. Click a day to see the trades that closed then. 4. Use the control that jumps back to the current month when you have moved away. The calendar follows closed trades in your journal. Days with no trades stay empty.

1. Open Trade History. 2. Filter by symbol, broker, trade id, date range, direction (long or short), or winners and losers. 3. Open a row for prices, times, volume, commission, swap, and net P&L. 4. Reset filters to see the full list again. From a trade you can attach a strategy, run Analyze, and upload a chart screenshot. Ongoing is the separate list of positions that are not closed yet.

1. Open Strategy. 2. Create a strategy and give it a name. 3. Describe how you actually trade, in your own words: markets, timeframes, sessions, bias, stop-loss, and risk. 4. Vantix turns that into a checklist. Read every line. Delete rules you did not mean, and mark which ones are critical. 5. Confirm the strategy. Only a confirmed strategy can be used for analysis and backtests. Rules you did not confirm are never treated as mistakes. “No bias required” means a trade against the daily bias is not a violation.

Plan vs Actual compares one real trade with the rules you confirmed. It does not judge the trade by profit or loss. A losing trade that followed the plan can still be green. A winning trade that broke a stated rule can be red. If a fact was not recorded (for example no stop-loss on a file import), that check is skipped instead of scored as a failure.

1. Confirm a strategy first. 2. Open Backtest. 3. Choose that strategy, the instrument, the timeframe, and the start and end dates. 4. Open the session. The chart uses stored market data for that range. 5. Step through the chart and record the trades you would have taken. Those rows are marked as backtest trades and stay out of your broker history. 6. Later, when you Analyze a real trade on the same strategy, Vantix compares it with these backtest trades and reports how similar past setups turned out. That rate is history, not a prediction.

1. Import or sync the closed trade so it is in Trade History. 2. Confirm a strategy that matches how you took it. 3. Open the trade and attach that strategy. 4. Click Analyze and wait. Vantix rebuilds the market only from candles that had already closed at your entry, scores your confirmed rules, finds similar backtests, and then writes an explanation. 5. Read the color, the rule list, and the similar-setup note. You can leave feedback on whether the explanation was useful. If the explanation service is unavailable you still get the rule-based result. Numbers in the written summary are taken from your trade; invented figures are not shown.

Green — the checks that could be measured matched your confirmed rules. Yellow — something needs attention, or there was not enough information for a firm verdict. Red — a rule you marked as required was broken. The color is about discipline, not about whether the trade made money. The risk score is left blank when the trade has no risk information, instead of pretending it was perfect.

Open DNA & Edge in the sidebar after you have analyzed a batch of real trades (the page tells you when the sample is still too small). DNA summarizes recurring behavior. Personal Edge lists combinations of conditions, such as session and bias, that have lined up with better or worse results in your own history. They are labeled as correlations. They are not a promise about the next trade.

Analysis only uses real market data. If the server cannot download candles, those checks are skipped and the verdict stays limited. Charts may still show placeholder candles so the screen is not empty; those placeholders are not used to score you. The owner fixes this with a market-data key on the server (Twelve Data or Finnhub), then you run Analyze again. Sessions and candle times also use your broker’s clock offset, which is filled in on the next sync.

1. Open Ongoing. 2. Each open position from a cloud sync is listed with the latest unrealized result the broker reported. 3. Alerts can warn when the live market no longer matches the rules you had at entry. Alerts do not change the position. 4. When you close the trade at the broker, run Sync. The position leaves Ongoing and appears in Trade History. File-only accounts do not update open P&L by themselves; upload a new statement after the trade closes.

1. Open My Account. 2. Edit profile to change your name or photo. Photos are limited to common image types and a small file size. 3. Change your password there. Use at least 8 characters. 4. Open Sessions to see browsers that are signed in. Revoke any you do not recognize. 5. The language control in the header switches the whole journal among English, Spanish, Hebrew, and Russian. Analysis text is translated into the language you are using.

1. Open Support chat in the sidebar while you are signed in. 2. Write what you were doing, the broker name, and the message on the screen. Do not send your trading password. 3. The owner replies in the same thread. You also get a notice when a reply arrives. If you are not signed in, use the Contact page. The public Help Center (this page) answers the steps above.