TradeJournal WP User Guide

Welcome to the TradeJournal WP Plugin! This guide will help you install, configure, and make the most of your TradeJournal plugin.


Installation

From the WordPress Plugin Directory

  1. Go to your WordPress dashboard.
  2. Navigate to Plugins > Add New.
  3. Search for TradeJournal WP and click Install Now.
  4. Once installed, click Activate.

Manual Installation

  1. Download the TradeJournal WP plugin .zip file.
  2. In your WordPress dashboard, go to Plugins > Add New.
  3. Click Upload Plugin and upload the .zip file.
  4. Click Install Now, then Activate.

Getting Started

Create your first journal:

  1. Navigate to the Trade Journal section in your dashboard.
  2. Upload a CSV file of your trades to start logging them, then go to the post to make edits. Your NinjaTrader 8 CSV file must include columns: instrument, side, entry time, entry price, and exit price. Any other columns added will be ignored by the plugin.
  3. You can also manually create posts and add trades by clicking Add New.

Plugin Settings

Configure Your TradeJournal

  1. Navigate to TradeJournal > Options in the dashboard.
  2. Trading Setups: Add your custom setups to appear in dropdown menus for trade properties.
  3. Merge Accounts: Enable this option if using a trade copier and want trades from multiple accounts to appear as a single trade.

Pro Version Setup

  1. Navigate to TradeJournal > License.
  2. Enter your license key and click Validate License.
  3. Click Save Changes to activate Pro features.

Using Shortcodes

Available Shortcodes

  • [tradejournalwp_posts]: Add shortcode to your trading journal page.
  • [tradejournalwp_posts posts_per_page=”5″]: You can specifiy number of posts per page.
  • [tradejournal_overview]: Displays a summary of trade history (Pro feature).

FAQs and Troubleshooting

Common Issues

  • CSV File Not Uploading: Ensure your CSV format matches the plugin requirements.
  • License Key Invalid: Double-check the key and contact support if the issue persists.

Need Help?

For advanced support (Pro feature), contact our support team.