Documentation
3 steps to start. Watch the video or follow the steps below.
Quick Start
1
Sign In
Use the same email you used at checkout.
2
Import Trades
Pick any method — all data ends up in the same journal.
Notion
Connect → select database → done
CSV / HTML
Upload file → auto-mapped → done
Exchange API
Paste API key → trades sync
MT4 / MT5
Install EA → auto-sync
3
Done
Dashboard is live. Charts update as new trades come in.
Plans
One-time payment. Lifetime access.
| Feature | Pro $179 | Expert $349 |
|---|---|---|
| Unlimited trades & full history | ✓ | ✓ |
| Multi-account journal | ✓ | ✓ |
| 30+ analytics charts & dashboard | ✓ | ✓ |
| 23 embeddable Notion widgets | ✓ | ✓ |
| Exchange auto-sync (4 exchanges) | ✓ | ✓ |
| MT4/MT5 auto-sync + CSV import | ✓ | ✓ |
| AI Insights (daily tips) | ✓ | ✓ |
| Strategy Backtester | — | ✓ |
| Prop Firm Simulator | — | ✓ |
| Strategy Report Card & Edge Score | — | ✓ |
| Risk & Behavioral Analysis | — | ✓ |
| AI Trading Coach & Tilt Detection | — | ✓ |
| Public Profile & Leaderboard | — | ✓ |
| Video Course & Priority Support | — | ✓ |
Import Trades
Pick your method. You can combine several — all data merges into one journal.
Notion Sync
0
Get the template
Check your email for the Trading OS template link. Duplicate it to your Notion first.
1
Connect Notion
Settings → Connect Notion → grant access.
2
Select database
Pick your trading journal or create a new one.
3
Map fields
Auto-detected. Confirm and save.
Free Notion plan works fine. No Notion Plus needed.
CSV / HTML / JSON Upload
1
Upload your file
Export from any broker (MetaTrader, TradingView, Interactive Brokers, etc.). Columns auto-detected.
Exchange API
1
Add API key
Settings → Exchanges → paste read-only key. Supports Binance, Bybit, OKX, Bitget.
Always use read-only API keys. TSB never needs withdrawal or trading permissions.
MT4 / MT5 Expert Advisor
1
Download EA
Settings → Import → MT4/MT5 tab.
2
Install & connect
Copy to Experts folder → drag onto chart → paste API key. Trades sync on close.
No Notion? TSB works fully without it. Import via CSV, exchange API, or MT4/MT5.
Journal
All trades in one place. Filter by account, tag, date, or session. Add screenshots and notes to any trade.
Analytics
30+ charts. All update live. Use the filter bar to isolate dates, accounts, pairs, or tags.
Key Metrics
| Metric | What it means | Good range |
|---|---|---|
| Win Rate | % of trades closed in profit | 40–60% |
| Profit Factor | Gross profit ÷ gross loss | > 1.5 |
| Expectancy | Average $ per trade | > $0 |
| Avg R:R | Average reward vs risk | > 1.5 |
| Max Drawdown | Largest peak-to-trough drop | < 10% |
| Edge Score | Composite 0–100 | > 60 |
| Sharpe Ratio | Return per unit of risk | > 1.0 |
Notion Widgets
23 embeddable widgets. Copy link → paste in Notion as /embed → done.
1
Copy widget link
Dashboard → Widgets → click "Copy Link".
2
Paste in Notion
Type /embed → paste link → resize.
| Widget | What it does |
|---|---|
| Morning Briefing | Daily market overview + your stats |
| Equity Curve | P&L chart with drawdown |
| Market Sessions | Live session clocks |
| Economic Calendar | Upcoming events with countdowns |
| Position Calculator | Risk-based position sizing |
| Streak Counter | Win/loss streak tracker |
| Market Overview | Live prices |
| AI Insights | AI-generated daily tips |
| News Wall | Market news feed |
| Chart Terminal | TradingView charts |
| Execution Protocol | Pre-trade checklist |
+ 12 more utility widgets.
Strategy Backtester Expert
Filter your real trades by setup, session, pair, day — see what would happen if you only took those trades.
1
Set filters
Pick sessions, pairs, setups, days — any combination.
2
Read results
Win rate, profit factor, drawdown, strategy grade (A+ to F).
3
Run stress test
Monte Carlo simulation + prop firm pass/fail check.
AI Coach Expert
AI analyzes your trades and gives actionable insights. Ask anything about your trading data.
1
Open AI Coach
Sidebar → AI Coach. Your data is loaded automatically.
2
Ask or use quick insights
Type a question or click: Analyze Psychology, Find Leaks, Revenge Trading Check, Tilt Detection.
Telegram Bot Coming Soon
Log trades from your phone in seconds. Voice, photos, natural language. Coming soon — included in your plan.
Tools & Calculators
Free tools in the sidebar. No login needed.
| Tool | What it does |
|---|---|
| Position Size Calculator | Lot size from balance, risk %, entry and SL |
| Risk/Reward Calculator | Entry, stop, target → R:R ratio |
| Pip Value Calculator | Pip value in your currency for any pair |
| Compound Growth | Project account growth over time |
| Prop Firm Calculator | Check position size vs FTMO/TopStep rules |
| Economic Calendar | Upcoming events, filter by currency |
All tools also work as Notion widgets.
Trading OS Expert
Complete Notion workspace. Duplicate the template → start using.
Daily Workflow
1
Morning
Open Morning Briefing. Check events, set bias, note watchlist.
2
Before each trade
Run through Execution Protocol checklist. Unchecked = don't enter.
3
After closing
Log trade + screenshot + 1-line note.
4
Evening
Fill Evening Review. Check stats. Write one lesson.
Settings
All configuration in one place: Settings.
Profile
Display name for public profile and reports.
Notion Connection
See Import Trades → Notion Sync for setup steps. For Internal Integration: notion.so/my-integrations → create integration → copy token → paste in Settings.
Field Mapping
Auto-detected after Notion connect. Minimum required: date, pair/symbol, P&L.
If auto-mapping missed a column, select it manually from the dropdown. Click Save → sync starts.
Exchange API Keys
Exchanges tab → paste read-only key. Trades sync automatically.
MT4/MT5
Import tab → download EA → copy API key into MetaTrader.
Disconnect Notion
Danger Zone at the bottom. Removes connection — your Notion data stays untouched. CSV/manual trades preserved.
Troubleshooting
Check these in order:
1. Make sure the Notion integration has access to the correct page (Settings → Connections in Notion)
2. Re-authenticate: Settings → Notion → Disconnect → Connect again
3. Verify your database has the required fields (at minimum: date, pair/symbol, and P&L columns)
4. Check that you're not hitting API rate limits — wait 5 minutes and try again
5. If using a shared database, make sure the TSB integration is added to that specific page
1. Make sure the Notion integration has access to the correct page (Settings → Connections in Notion)
2. Re-authenticate: Settings → Notion → Disconnect → Connect again
3. Verify your database has the required fields (at minimum: date, pair/symbol, and P&L columns)
4. Check that you're not hitting API rate limits — wait 5 minutes and try again
5. If using a shared database, make sure the TSB integration is added to that specific page
1. Verify your API key is still active on the exchange
2. Check that the API key has "read trades" permission
3. Go to Settings → Import → Exchange and click "Re-sync"
4. Some exchanges expire API keys after 90 days — create a new one if needed
5. Only closed trades are imported. Open positions will sync when they close.
2. Check that the API key has "read trades" permission
3. Go to Settings → Import → Exchange and click "Re-sync"
4. Some exchanges expire API keys after 90 days — create a new one if needed
5. Only closed trades are imported. Open positions will sync when they close.
1. Make sure "Allow WebRequest" is enabled in MT4/MT5 options (Tools → Options → Expert Advisors)
2. Add
3. Check the EA is attached to a chart and running (smiley face icon)
4. Verify the API key in EA inputs matches the one in TSB Settings
5. The EA only sends trades when they close — it does not send open positions
2. Add
app.traderssecondbrain.com to the allowed URLs list3. Check the EA is attached to a chart and running (smiley face icon)
4. Verify the API key in EA inputs matches the one in TSB Settings
5. The EA only sends trades when they close — it does not send open positions
1. Make sure your file is UTF-8 encoded (some brokers export in other encodings)
2. Check that the first row contains column headers
3. Date format should be consistent (YYYY-MM-DD or MM/DD/YYYY)
4. If auto-mapping fails, use manual field mapping — click "Edit Mapping" before importing
5. For HTML files (MetaTrader statements), make sure it's the full detailed statement, not the summary
2. Check that the first row contains column headers
3. Date format should be consistent (YYYY-MM-DD or MM/DD/YYYY)
4. If auto-mapping fails, use manual field mapping — click "Edit Mapping" before importing
5. For HTML files (MetaTrader statements), make sure it's the full detailed statement, not the summary
1. Make sure you're using the /embed command in Notion (not /bookmark or /link)
2. Check that you're logged into TSB in your browser — widgets require authentication
3. Try refreshing the Notion page or closing and reopening it
4. On Notion iOS/Android, widgets load after a brief delay — give it 3-5 seconds
5. Clear browser cache if the widget shows an old version
2. Check that you're logged into TSB in your browser — widgets require authentication
3. Try refreshing the Notion page or closing and reopening it
4. On Notion iOS/Android, widgets load after a brief delay — give it 3-5 seconds
5. Clear browser cache if the widget shows an old version
1. Check the date filter at the top — it might be set to a specific range
2. Check the account filter — you might be viewing a single account
3. Click the sync/refresh button to force a data reload
4. If using Notion sync, make sure all trades have the required fields filled in
5. Trades without a P&L value are excluded from most charts
2. Check the account filter — you might be viewing a single account
3. Click the sync/refresh button to force a data reload
4. If using Notion sync, make sure all trades have the required fields filled in
5. Trades without a P&L value are excluded from most charts
Frequently Asked Questions
No. TSB is a one-time payment with lifetime access. You pay once ($179 for Pro or $349 for Expert) and get all future updates included. No monthly fees, no hidden costs.
Yes. While Notion sync is the recommended workflow, you can import trades via exchange API, MT4/MT5, or CSV/HTML/JSON upload — no Notion required. The full analytics dashboard works independently.
No. All TSB features work on the free Notion plan. Our backend handles the heavy calculations — Notion just stores and displays your data.
All of them. Forex, crypto, stocks, futures, indices, commodities, options, CFDs — the analytics work with any instrument. Your dashboard adapts to whatever you trade.
Yes. You can upgrade at any time and only pay the price difference between Pro and Expert. All your existing data, settings, and widgets carry over — nothing is lost.
Nothing. Your journal stays in YOUR Notion workspace. We don't hold your data hostage. Unlike SaaS journals that lock your trades behind a monthly fee, your data is always yours. Come back in a year — everything is right where you left it.
Yes. We offer a 14-day money-back guarantee — no questions asked. If you're not satisfied for any reason, just email us and we'll process your refund. See our Refund Policy for details.
Video Guides
Premium Deep-Dives
Full walkthroughs on our YouTube channel.
Backtester Masterclass
Strategies, report cards, prop firm simulator.
AI Coach Deep Dive
What to ask, tilt detection, weekly reports.
From Data to Edge
Full workflow: journal → analytics → backtester → strategy.
Prop Firm Blueprint
Simulate & pass FTMO / TopStep / The5%ers.
Need Help?
Can't find what you're looking for? We're here to help.
Email Support
support@traderssecondbrain.com
We typically reply within a few hours.
We typically reply within a few hours.
Priority Support
Expert plan users get priority response times. Include your account email in the message for faster routing.