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Getting Started

Getting Started Summary Welcome to Trader Node Understanding the Platform Structure Your First Steps

Dashboard

Dashboard Summary Understanding the Dashboard Reading Your KPI Cards Business Health Summary Using the Date Range and Currency Filters Dashboard Charts The Yearly P&L Calendar Module Summary Cards

Settings

Settings Summary Accounts Settings General Settings Currency Settings Categories & Tags Settings Templates Settings Billing Settings

Challenges

Challenges Summary What Are Challenges?Adding a New Challenge Understanding Challenge Status Managing Challenge Phases Recording Challenge Costs and Refunds Converting a Challenge to a Funded Account Using Filters and Search Bulk Actions for Challenges Bulk Uploading Challenges via CSV Understanding the Monthly Cost KPI

Funded Accounts

Funded Accounts Summary What Are Funded Accounts?Adding a New Funded Account Understanding Account Status Recording Payouts Managing Refunds on Funded Accounts Using the Account Detail Drawer Filtering and Organizing Accounts Bulk Uploading Funded Accounts via CSV

Private Accounts

Private Accounts Summary What Are Private Accounts?The Most Important Rule: Deposits ≠ Profit Adding a New Private Account Recording Deposits and Withdrawals Importing Broker Statements Understanding Your Balance History Calculating Net Trading P&L Managing Account Status Bulk Uploading Private Accounts via CSV Importing Historical Transactions for a Private Account (CSV)

Transactions

Transactions Summary What the Transactions Module Does Adding Income Transactions Adding Expense Transactions Understanding Payment Status Filtering and Searching Transactions Setting Up Recurring Transactions Bulk Uploading Transactions via CSV

Reports

Reports Summary Reports Overview Annual Tax Summary Report Income Report Expense Report Tax Disclaimer and Best Practices

Tips & Best Practices

Tips & Best Practices Setting Up Your Account for Success Keeping Your Records Up to Date Reading Your Dashboard Like a Pro Preparing for Tax Season Common Mistakes to Avoid

Key Concepts

Key Concepts Where Your Numbers Come From Understanding Currency Handling Payouts vs. Refunds vs. Income Challenge Costs vs. Expenses Tags and Organization Understanding the Archive Function

FAQ

Why Trader Node Uses Manual Tracking (And Why That's a Good Thing)Does Trader Node Connect to My Prop Firm or Broker?Is Trader Node a Trading Journal?Can I Use Trader Node for Tax Filing?Does Trader Node Support Automatic Currency Conversion?Is My Data Secure?Can I Import Data From a Spreadsheet?Is Trader Node Available on Mobile?Is There a Free Trial?Can I Use Trader Node If I Only Trade Private Accounts?

Key Concepts

Key Concepts
Where Your Numbers Come From
Understanding Currency Handling
Payouts vs. Refunds vs. Income
Challenge Costs vs. ExpensesMoney flows out of your trading business in two main categories: challenge costs and general expenses. Understanding the distinction helps with analysis and reporting.
Tags and OrganizationTags provide flexible organization across all modules. They help you categorize, filter, and analyze your data in ways that make sense for your business.
Understanding the Archive Function

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