TraderMesh Documentation
Everything you need to track, analyze, and improve your trading
Getting Started
What is TraderMesh?
TraderMesh is an AI-powered trading improvement system designed to help traders build discipline, track performance, and evolve their skills. It combines journaling, analytics, rule enforcement, and personality profiling into one comprehensive platform.
Who is it for?
- •Day traders and swing traders who want to identify their edge
- •Prop firm traders tracking evaluations and compliance
- •Traders working with coaches who need shared visibility
- •Anyone who struggles with discipline and emotional trading
Quick Start
Create your account
Sign up at tradermesh.app and choose your plan
Upload your trades
Import via CSV or add trades manually
Start analyzing
Review your analytics, build playbooks, and track your progress
Trades
Adding Trades Manually
To add a trade manually, navigate to the Trades page and click "Add Trade." You'll need to provide:
- •Symbol (e.g., AAPL, EURUSD, ES)
- •Entry and exit prices
- •Position size and direction (long or short)
- •Entry and exit times
- •Optional: Setup, tags, and notes
Editing and Deleting Trades
- •Click on any trade to view its details
- •Edit trade information or delete it entirely
- •Changes are saved automatically
Assigning Setups and Tags
- •Setups help you categorize trades by strategy (e.g., "Breakout," "Reversal," "Scalp")
- •Tags let you add custom labels for filtering and analysis
- •Both are fully customizable
Trade Charts
Why this matters
Visual confirmation of your entry and exit points helps you learn to recognize quality setups and avoid poor ones.
Viewing Price Action
- •Click "View Chart" on any trade to see price action at entry and exit
- •Charts display candlestick data with clear markers
Entry and Exit Markers
- •Green markers indicate your entry price
- •Red markers show your exit
- •Long trades display upward-facing markers
- •Short trades display downward-facing markers
Chart Availability
Some charts may not load, especially for futures contracts or less common symbols. This is due to data provider limitations. Stocks, forex, and major crypto pairs typically have full chart coverage.
Importing Trades
Supported Platforms
TraderMesh supports CSV imports from all major brokers and platforms:
- •Interactive Brokers
- •TD Ameritrade / Thinkorswim
- •TradeStation
- •NinjaTrader
- •MetaTrader 4 and 5
- •Any platform that exports trade data to CSV
CSV Auto-Detection
- •Upload your CSV file and TraderMesh automatically detects the format
- •Column mapping is handled automatically
- •Manual adjustments available if needed
Duplicate Prevention
- •Automatic duplicate detection during import
- •Trades with matching symbol, entry time, and price are skipped
Preview and Validation
- •Preview all trades before finalizing import
- •Review data accuracy before clicking "Import"
Analytics
Why this matters
Data-driven insights reveal patterns you can't see by reviewing trades individually. Analytics show you where you're profitable and where you're not.
Performance Breakdowns
- •Comprehensive view of win rate, profit factor, and average win vs. loss
- •Use filters to drill down into specific timeframes or setups
Time-Based Insights
- •Identify patterns by time of day, day of week, or month
- •Discover when you perform best and when to avoid trading
Setup-Based Insights
- •See which setups are working and which aren't
- •Performance breakdown by strategy
- •Focus on your edge and eliminate losing patterns
Pro Tip
Use the analytics filters to compare different time periods or isolate specific setups. This helps you identify trends and measure improvement over time.
Playbooks
What Are Playbooks?
- •Documented trading strategies that define exact conditions for entry and exit
- •Your trading blueprint
How They Help Identify Your Edge
- •Link trades to specific playbooks
- •See which strategies are profitable and which aren't
- •Data-driven approach eliminates guesswork
Best Practice
Document your playbooks before trading them. Clear definitions make it easier to follow your plan and analyze results later.
Habit Tracker
Why this matters
Consistency in behavior drives consistency in results. The Habit Tracker shows which daily actions correlate with your best and worst trading days.
Daily P/L Syncing
- •Automatic daily profit and loss tracking
- •See how trading habits correlate with results
Behavior and Consistency Tracking
- •Track behaviors like following your plan and managing risk properly
- •Avoid revenge trading and emotional decisions
- •See which habits lead to better outcomes over time
Rules Engine
Why this matters
Most traders know their rules but break them under pressure. Automatic rule enforcement removes emotional override and keeps you accountable.
Discipline Enforcement
- •Define trading rules and automatically check for violations
- •Stay disciplined and avoid costly mistakes
Example Trading Rules
- •Maximum daily loss limit: $500
- •No more than 3 trades per day
- •Risk per trade must not exceed 1% of account
- •No trading during the first 30 minutes of market open
- •Stop loss must be set before entry
Prop Firm Accounts
Practice vs Prop Accounts
- •Separate personal trading from prop firm evaluations
- •Track each account independently
- •Each account has its own rules, targets, and drawdown limits
Evaluation Workflows
- •Set profit targets and maximum drawdown limits
- •Real-time progress monitoring
- •Alerts when approaching any limits
Stay Compliant
Prop Firm Mode helps you stay within firm rules, but it's your responsibility to ensure accuracy and compliance with your specific firm's requirements.
Frequently Asked Questions
Still have questions?
Contact Support