Not listed does not mean unsupported. It usually means the safest test is a real closed-trade export instead of assuming it will fail.
Find your first trading leak in TSB
Start with one import path, get real trades into the Journal, open Leak Map, and leave with one clear rule for the next session. Notion is optional: use it when you want the extra workspace layer.
First 15 Minutes
Find Your First Leak
Use this flow after your first import. It keeps the review practical: verify the data, find the biggest avoidable drag, and write one rule you can actually follow tomorrow.
Access & Notion
TSB is the core product: Journal, Leak Map, AI Coach, Backtester, Prop Tracker, Reports, and imports all work inside the app. Current full access also includes a claimable Notion Template for traders who want an optional notes, widgets, setup pages, and planning layer around the app.
| Feature | TSB App $249 | Included Notion Layer Claim later |
|---|---|---|
| Unlimited trades, full history, and multi-account journal | ✓ | — |
| Leak Map + 30+ analytics charts, dashboard, and reviews | ✓ | — |
| AI Coach + trade review chat on your own history | ✓ | — |
| AI Voice Logging + Debrief | ✓ | — |
| Strategy Backtester + Prop Firm Challenge Tracker | ✓ | — |
| Exchange / broker sync, MT4/MT5 sync, and CSV / TSV / JSON imports | ✓ | — |
| Risk and behavioral analysis across all accounts | ✓ | — |
| Public profile, leaderboard, and priority support | ✓ | — |
| Claimable Notion template and embeddable widgets | Included with full access | ✓ |
| Notes, screenshots, setup pages, and journaling in Notion | Optional | ✓ |
| Custom Notion workflow layer around TSB | Optional | ✓ |
| Can be claimed later without changing your TSB data | ✓ | ✓ |
Import Trades
Pick your method. TSB works best when you bring in real closed trades or use a supported sync path. You can combine several methods — all supported history lands in one journal.
Notion Sync
CSV / TSV / JSON Upload
Exchange & Broker Sync
MT4 / MT5 Expert Advisor
Which import method should you choose?
| Method | Best when | What to expect |
|---|---|---|
| Notion Sync | You want a journal you can edit manually and keep forever in your own workspace. | Most flexible setup. Best for traders who want notes, tags, screenshots, and custom workflows. |
| CSV / TSV / JSON | You already export trades from a broker or another journal. | Fastest and most reliable one-time migration. Great for backfilling history or importing old accounts. |
| Exchange / broker sync | You trade on a supported provider and want closed trades to sync automatically. | Low-maintenance after setup. Best for ongoing sync without manual uploads. |
| MT4 / MT5 EA | You trade forex or CFDs in MetaTrader and want trades sent on close. | Best for active MetaTrader workflows. Requires EA install once per terminal/account. |
Import support at a glance
| Input type | Status | Best when | Notes |
|---|---|---|---|
| Closed-trade CSV / TSV / JSON exports | Supported | You want the broadest, safest import path across brokers and journals. | Best default for backfills, migrations, and one-off history imports. |
| MT4 / MT5 reports and EA sync | Supported | You trade in MetaTrader and want ongoing closed-trade sync or terminal backfill. | Works best when the terminal already has the account history loaded locally. |
| IBKR-style and selected broker / futures activity exports | Supported | You export detailed broker history with real prices, size, side, and dates. | Great when the file reflects the actual trade lifecycle, not just balances or orders. |
| Selected live sync connectors | Supported | You want low-maintenance ongoing sync for a supported exchange connection. | Use only the connectors shown inside Settings. Closed trades import after they close. |
| HTML statements | Best effort | You only have an older detailed statement export. | Use the full detailed statement, not a summary. CSV / TSV / JSON is still the safer path. |
| Ambiguous DD/MM vs MM/DD files | Needs confirmation | Your export uses locale-dependent dates. | TSB will stop and ask you to confirm the correct date format before importing. |
| Ledger, balance, metadata, and raw order-history files | Not importable | The file is not real closed-trade history. | TSB stops these on purpose instead of creating broken trades from non-trade rows. |
Detailed platform matrix
Use this as a practical reference for configured sync paths and the file-upload routes that work best right now. If your broker is not listed here, that still does not automatically mean it will fail. Closed-trade CSV / TSV / JSON remains the broadest default.
MT4 / MT5 covers many brokers and prop firms because the EA reads closed-trade history from the terminal, not from a broker-specific API.
CSV / TSV / JSON is still the broadest path for migrations, backfills, unusual brokers, and one-off “will this work?” checks.
| Platform / source | Markets | Connected sync | File upload | Notes |
|---|---|---|---|---|
| MT4 / MT5 |
Forex
Futures
Crypto
|
Yes | Yes | EA sync for closed trades across many MetaTrader brokers and prop firms, plus detailed report uploads. |
| Binance |
Crypto
|
Yes | No | Read-only sync path for supported closed-trade history. Never grant withdrawal or trading permissions. |
| Bybit |
Crypto
|
Yes | No | Read-only sync path for supported closed-trade history. Never grant withdrawal or trading permissions. |
| OKX |
Crypto
|
Yes | No | Read-only sync path for supported closed-trade history. Never grant withdrawal or trading permissions. |
| Bitget |
Crypto
|
Yes | No | Read-only sync path for supported closed-trade history. Never grant withdrawal or trading permissions. |
| OANDA |
Forex
CFDs
|
Yes | No | Read-only account history connection. Best when the account provides complete closed-trade or activity history. |
| Alpaca |
Stocks
Options
Crypto
|
No | No | Alpaca is in the connector registry but is not enabled in this environment yet. Settings is the source of truth for your account. |
| TradeStation |
Stocks
Options
Futures
|
No | No | TradeStation is in the connector registry but is not enabled in this environment yet. Settings is the source of truth for your account. |
| Tradier |
Stocks
Options
|
Yes | No | Read-only account history connection. Best when the account provides complete closed-trade or activity history. |
| IBKR |
Stocks
Options
Futures
Forex
|
Yes | Yes | Flex Web Service sync plus detailed broker activity imports. Better for periodic sync than live polling. |
| tastytrade |
Stocks
Options
Futures
|
No | No | tastytrade is in the connector registry but is not enabled in this environment yet. Settings is the source of truth for your account. |
| cTrader |
Forex
CFDs
|
No | No | cTrader is in the connector registry but is not enabled in this environment yet. Settings is the source of truth for your account. |
| Tradovate |
Futures
|
No | No | Tradovate is in the connector registry but is not enabled in this environment yet. Settings is the source of truth for your account. |
| CSV / TSV / JSON exports |
Stocks
Options
Futures
Forex
Crypto
|
No | Yes | Broadest and safest import path for backfills, migrations, and unusual brokers. |
| Exchange closed-trade exports |
Crypto
|
No | Yes | Works best when the export contains actual closed trades instead of ledger rows or raw order history. |
| Detailed broker / futures activity exports |
Stocks
Options
Futures
Forex
|
No | Yes | Best when the file includes date, side, size, price, and real P&L. |
Minimum data TSB needs
Journal
All trades in one place. Filter by account, tag, date, or session. Add screenshots and notes to any trade.
What to log on every trade
Simple review workflow
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 |
How to read the dashboard
Weekly review in 10 minutes
Notion Widgets
Notion-template widgets. Copy link → paste in Notion as /embed → done.
| 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 TSB
Filter your real trades by setup, session, pair, day — see what would happen if you only took those trades.
Good questions to test
AI Coach TSB
AI analyzes your trades and gives actionable insights. Ask anything about your own trading history.
Questions worth asking
| Ask this | You will usually get |
|---|---|
| What patterns do my losing trades share? | A summary of repeated mistakes, weak sessions, tags, or risk behaviour. |
| Which setup performs best and worst? | A ranking of tags or setups by profit factor, expectancy, or consistency. |
| What changed in my last 20 trades? | A short trend summary that is useful when recent results feel different from your long-term average. |
| Build me a review plan for next week. | A practical action list instead of generic motivation. |
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 |
Notion Template Optional
The included Notion Template is an optional workspace layer for notes, screenshots, setup pages, widgets, and custom workflows around TSB. Use it if you like planning and reviewing in Notion; skip it if you only want the app workflow.
Daily Workflow
What to use first week
Settings
All configuration in one place: Settings.
First-time setup checklist
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.
Moving from the older TSB Notion template
If you already use the older TSB Notion template, you can move into the updated Notion Template without re-entering your trades manually. The migration flow is designed to preserve your trade history inside TSB, then rebuild the new Trade Log from that data.
Field Mapping
Auto-detected after Notion connect. Minimum required: date, pair/symbol, P&L.
Exchange API Keys
Exchanges tab → paste read-only key. Trades sync automatically.
MT4/MT5
Settings → Exchanges → download the .ex4 or .ex5 EA → attach it to one chart → paste your current EA Token. MT4 and MT5 sync read the whole account history, and you can use Request Sync Now or Backfill Old Trades later from Settings.
Disconnect Notion
Danger Zone at the bottom. Removes connection — your Notion data stays untouched. CSV/manual trades preserved.
Troubleshooting
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
2. Check that the API key has "read trades" permission
3. Go to Settings → Exchanges and click "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. Add
https://app.traderssecondbrain.com to the allowed URLs list3. Check the EA is attached to one chart and running
4. Verify the current EA Token in MetaTrader matches the token in TSB Settings
5. MT4/MT5 only sync closed trades, not open positions
6. Use Request Sync Now for a quick check, or Backfill Old Trades if the terminal was closed for a while and you need to rescan the missing history window
7. If older trades still do not appear, make sure MetaTrader has that account history loaded locally before running backfill again
2. Check that the first row contains column headers
3. If the date format is ambiguous, TSB will ask you to confirm DMY or MDY before import
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. CSV, TSV, or JSON is still the most reliable upload path.
6. If the file is really a ledger, raw order history, or metadata export, TSB will stop it on purpose instead of building broken trades from non-trade rows.
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 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
Video Guides
Premium Deep-Dives
Full walkthroughs on our YouTube channel.
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