> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get up and running with Edge Analyzer in under 5 minutes

## Prerequisites

Before you begin, make sure you have:

* An active trading account with a supported platform, OR a trade history export file (CSV/HTML)
* Your broker credentials ready (for live connections)
* A modern web browser (Chrome, Firefox, Safari, or Edge)

## Step 1: Create Your Account

**1. Sign Up**

Go to [app.edgeanalyzer.com/signup](https://app.edgeanalyzer.com/signup) and create your account using email or Google.

**2. Complete Onboarding**

Follow the guided setup wizard to configure your preferences.

## Step 2: Connect Your First Platform

Navigate to **Connections** in the sidebar and click **Add Connection**.

> [tab] Rithmic
>
> 1. Select **Rithmic** as your platform
>
> 2. Enter a connection name (e.g., "Apex Main")
>
> 3. Enter your Rithmic username and password
>
> 4. Select your broker from the dropdown
>
> 5. Click **Connect**
>
> > [!NOTE]
> >
> > Your credentials are encrypted and stored securely. We never store plain-text passwords.

> [tab] Tradovate
>
> 1. Select **Tradovate** as your platform
> 2. Enter a connection name (e.g., "Tradovate Live")
> 3. Click **Authorize with Tradovate**
> 4. Log in to your Tradovate account
> 5. Approve the connection

> [tab] ProjectX
>
> 1. Select **ProjectX** as your platform
> 2. Enter a connection name (e.g., "ProjectX Eval")
> 3. Enter your ProjectX username
> 4. Enter your API key
> 5. Click **Connect**

> [tab] Import Trades
>
> If you don't have a live connection, you can import trade history files:
>
> 1. Go to **Get Started** or **Trades** → **Import Trades**
>
> 2. Select your platform (Rithmic, Tradovate, MT5, MT4, or TradingView)
>
> 3. Select your exchange/prop firm
>
> 4. Upload your trade history file (CSV or HTML)
>
> 5. Confirm your account details and currency
>
> 6. Preview and import your trades
>
> > [!TIP]
> >
> > For MT5 and MT4, deposits and withdrawals are also detected and can be imported as purchases/payouts automatically.

## Step 3: Discover Accounts

Once connected, Edge Analyzer automatically discovers all accounts under that connection.

1. Go to **Accounts** in the sidebar
2. Your accounts will appear with their current balance and status
3. Click on any account to view details or configure settings

> [!NOTE]
>
> Accounts are synced automatically. You can also click the refresh button to manually sync.

## Step 4: Set Up Copy Trading (Optional)

If you want to copy trades between accounts:

1. Go to **Copy Trading** → **Groups**
2. Click **Create Group**
3. Select a **Leader Account** (the account you trade on)
4. Add **Follower Accounts** (accounts that will copy trades)
5. Configure copy ratio and risk settings
6. Click **Create**

> [!WARNING]
>
> Make sure your leader account has an active WebSocket connection before placing trades.

## Step 5: Create Your First Journal Entry

Document your trading session:

1. Go to **Journal** in the sidebar
2. Click **New Entry**
3. Write about your trading session, market analysis, or trade review
4. Link specific trades using the trade picker
5. Add setup and emotional state tags
6. Click **Save**

## Next Steps

> [card] [Connection Deep Dive](https://help.edgeanalyzer.com/connections/overview.md)
>
> Learn about advanced connection settings and troubleshooting.

> [card] [Copy Trading Guide](https://help.edgeanalyzer.com/copy-trading/overview.md)
>
> Master the copy trading system with advanced configurations.

> [card] [Journaling Best Practices](https://help.edgeanalyzer.com/guides/journaling-best-practices.md)
>
> Learn how to journal effectively for trading improvement.

> [card] [Analytics Overview](https://help.edgeanalyzer.com/analytics/dashboard.md)
>
> Understand your performance metrics and AI insights.


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