TSB 5.0 Product Guide

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

1
Sign In
Use the purchase email for your TSB account. Do not start by customizing everything. First goal: get one clean batch of trades into the app.
2
Import Trades
Pick the import method you can trust and repeat. All supported history lands in the same Journal, so you can add more paths later.
Notion
Connect → select database → done
CSV / TSV / JSON
Upload file → auto-mapped → done
Exchange / broker
Connect provider → trades sync
MT4 / MT5
Install EA → auto-sync
3
Open Leak Map
Open Journal, then Leak Map. Confirm dates, symbols, account labels, and P&L look right before you start drawing conclusions.
The first useful outcome is not a perfect workspace. It is one trustworthy trade batch and one leak you can act on next session.

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.

1
Verify the batch
In Journal, check the last 10-30 imported trades. If dates, symbols, side, account, or P&L look wrong, fix the import before trusting any chart.
2
Open Leak Map
Look for one ranked drag: weak setup, bad session, overtrading cluster, oversized loser, or a behavior tag that keeps costing money.
3
Ask one sharper question
Use AI Coach or Backtester only after you know the slice. Example: "What changed in my last 20 trades?" or "What happens if I exclude London lunch trades?"
4
Write one next-session rule
Make the action small enough to execute: "No second trade after a loss," "Only A setup before NY open," or "Stop after two rule breaks."
Journal
Use it to clean the source data and tag the trades that explain the chart.
Leak Map
Use it to rank the biggest behavioral or setup-based drag on your P&L.
AI Coach
Use it to summarize evidence from a slice, not to invent a new strategy from thin air.
Backtester
Use it to test whether removing or isolating a behavior would have changed the curve.

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.

You do not need to claim or connect Notion before your first import. Start in TSB first, then add the Notion layer when you actually want the workspace workflow.
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 widgetsIncluded with full access
Notes, screenshots, setup pages, and journaling in NotionOptional
Custom Notion workflow layer around TSBOptional
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

0
Optional: claim the included Notion Template later
Current full access includes template access, but it is not required for your first import. Claim it when you want the Notion workspace layer for notes, widgets, setup pages, and planning.
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.
If you use the Notion Template, the free Notion plan is enough. No paid Notion plan is required.

CSV / TSV / JSON Upload

1
Upload your file
Export closed trades or detailed trade history from your broker or journal. TSB auto-detects common fields and stops ambiguous files before they create broken trades.

Exchange & Broker Sync

1
Connect a provider
Settings → Exchanges → connect a supported provider with OAuth, token, or read-only API credentials. The exact options shown in Settings are the source of truth for your account.
Always use read-only API keys. TSB never needs withdrawal or trading permissions.

MT4 / MT5 Expert Advisor

1
Download EA
Settings → Exchanges → MT4 / MT5 Auto-Sync → download the ready-to-install .ex4 or .ex5 file.
2
Install & connect
Copy the EA into the correct Experts folder → attach it to any one chart → paste your current EA Token and Server URL. MT4 and MT5 read the whole account history and sync closed trades automatically.
3
Backfill or force sync
Use Request Sync Now for a quick check, or Backfill Old Trades to rescan 7, 30, 90, or 365 days of older closed trades already loaded in MetaTrader history.
No Notion? TSB works fully without it. Import via CSV, exchange API, or MT4/MT5.

Which import method should you choose?

MethodBest whenWhat to expect
Notion SyncYou 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 / JSONYou 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 syncYou 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 EAYou 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 typeStatusBest whenNotes
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.

Not listed

Not listed does not mean unsupported. It usually means the safest test is a real closed-trade export instead of assuming it will fail.

MetaTrader

MT4 / MT5 covers many brokers and prop firms because the EA reads closed-trade history from the terminal, not from a broker-specific API.

Safest default

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.
If your broker is not explicitly listed, that does not automatically mean it will fail. The fastest way to check is to test one real closed-trade export on Free first.

Minimum data TSB needs

Required to sync
At minimum: a trade date, pair or symbol, and either broker P&L or enough price / size information to reconstruct the result. Without these, TSB cannot place the trade correctly or build reliable analytics.
Strongly recommended
Entry, exit, direction, size, account, and tags make the analytics much more useful and improve filtering inside Journal, Leak Map, and Backtester.

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

Setup and tags
Use consistent tags for setup, session, market condition, and mistake type. This is what turns raw trades into something you can actually analyze later.
Screenshot
Save one clean chart image for context. It helps when reviewing patterns that numbers alone will not show.
One-line note
Write what you saw, why you entered, and whether you followed plan. Short notes are better than empty trades.
Outcome label
Mark good trade, bad trade, rule break, or missed setup. This makes weekly review much faster than reading every trade from scratch.

Simple review workflow

1
Filter the last 20 to 30 trades
Small enough to review quickly, large enough to spot recurring behaviour.
2
Open your losers first
Look for repeated errors: late entries, oversized risk, revenge trades, or missing screenshots and notes.
3
Compare your best and worst tags
That is usually where the next improvement comes from: do more of one thing and less of another.
Consistency beats detail. A short note and clean tags on every trade are more valuable than writing a perfect diary once a month.

Analytics

30+ charts. All update live. Use the filter bar to isolate dates, accounts, pairs, or tags.

Key Metrics

MetricWhat it meansGood range
Win Rate% of trades closed in profit40–60%
Profit FactorGross profit ÷ gross loss> 1.5
ExpectancyAverage $ per trade> $0
Avg R:RAverage reward vs risk> 1.5
Max DrawdownLargest peak-to-trough drop< 10%
Edge ScoreComposite 0–100> 60
Sharpe RatioReturn per unit of risk> 1.0

How to read the dashboard

Profitability
Start with expectancy and profit factor. They tell you whether the strategy is actually making money after all wins and losses are combined.
Risk
Check drawdown next. A strategy can look profitable on paper but still be too volatile to trade with real size.
Execution quality
Use average R:R, session splits, and setup filters to see whether your edge comes from a specific pattern or from random variance.
Behaviour
Tag-based breakdowns often reveal the real issue: overtrading, weak sessions, bad market conditions, or emotional trades.

Weekly review in 10 minutes

1
Set a clean date range
Review only the current week or last 20 trades. Mixing old and new data hides recent changes.
2
Find one strong pattern
Which setup, session, or day of week produced the best results? Protect that edge first.
3
Find one leak
Look for the biggest avoidable drag: bad session, oversized losers, low-quality tags, or impulsive trades.
4
Set one rule for next week
Example: no trades during lunch session, or only take A+ setup on London open.
Do not optimize for one metric alone. A higher win rate can still be worse if drawdown grows or average winners become too small.

Notion Widgets

Notion-template 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.
WidgetWhat it does
Morning BriefingDaily market overview + your stats
Equity CurveP&L chart with drawdown
Market SessionsLive session clocks
Economic CalendarUpcoming events with countdowns
Position CalculatorRisk-based position sizing
Streak CounterWin/loss streak tracker
Market OverviewLive prices
AI InsightsAI-generated daily tips
News WallMarket news feed
Chart TerminalTradingView charts
Execution ProtocolPre-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.

1
Set filters
Pick sessions, pairs, setups, days — any combination.
2
Read results
Win rate, profit factor, drawdown, and filter-based what-if results.
3
Run stress test
Run stress tests, then open Prop Firm Challenge Tracker for challenge replay.

Good questions to test

Best setup
Filter one setup only and compare it with your full history. If one tag is carrying results, you want to know.
Best session
Compare London, New York, and overlap sessions. Many traders discover one time window is doing most of the heavy lifting.
Remove bad behaviour
Exclude revenge trades, low-conviction entries, or poor market conditions and see how much equity curve improves.
Stress test survivability
Use Monte Carlo and drawdown checks to see whether the strategy survives a realistic losing streak.
Trust filtered results more when the sample size is meaningful. Tiny slices can look amazing just because there are not enough trades yet.

AI Coach TSB

AI analyzes your trades and gives actionable insights. Ask anything about your own trading history.

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.

Questions worth asking

Ask thisYou 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.
AI Coach becomes much better when your trades have clean tags and short notes. Better inputs produce more specific insights.

Tools & Calculators

Free tools in the sidebar. No login needed.

ToolWhat it does
Position Size CalculatorLot size from balance, risk %, entry and SL
Risk/Reward CalculatorEntry, stop, target → R:R ratio
Pip Value CalculatorPip value in your currency for any pair
Compound GrowthProject account growth over time
Prop Firm CalculatorCheck position size vs FTMO/TopStep rules
Economic CalendarUpcoming events, filter by currency
Many tools also work as Notion Template widgets inside Notion.

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

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.

What to use first week

Morning Briefing
Use it to check events, set bias, and decide whether conditions match your plan before you start trading.
Execution Protocol
This is the page that keeps you from taking low-quality trades. If the checklist is not clear, simplify it.
Trade Journal
Keep this as the single source of truth for trades, tags, screenshots, and review notes.
Evening Review
Finish the day with one lesson and one adjustment. That closes the feedback loop and makes the OS worth using.
Do not try to customize every page on day one. Get the journal, morning routine, and review flow working first.

Settings

All configuration in one place: Settings.

First-time setup checklist

1
Set your profile basics
Confirm account email, display name, and anything used in reports or public profile.
2
Choose one import path
Start with the method you will actually maintain. You can add other import methods later.
3
Map fields and run first sync
Do not skip this check. A correct first import saves a lot of cleanup later.
4
Verify dashboard output
Open Journal and Analytics after sync to make sure dates, symbols, P&L, and tags look correct.

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.

Prefer video? Watch the full migration walkthrough here: How to Move Your Old Notion Journal into the Notion Template.
1
Connect the older template first
Let TSB read the older template and confirm that your trades, Setup, and Account values look correct inside the app before starting migration.
2
Click “Move to Updated Template”
This keeps your TSB trade data intact, clears only the old Trade Journal binding, and opens the migration path.
3
Reconnect Notion with both templates shared
In the Notion popup, temporarily grant access to both your old Trader’s Second Brain template page and the updated template copy you want to migrate into, then choose the new Trade Log.
4
Save mapping, then run Setup Library + Trade rebuild
Use Migrate Setup Library first, then Push All Trades to New Template. TSB will also auto-create missing setup pages by name when trade relations need them.
What carries over well right now: trades, setup names, setup relations, accounts, and most setup database fields.
Current limitation: images and rich media inside older setup pages may not migrate cleanly yet. If those are important, plan to re-add them manually after the move.
If your older TSB template is already working correctly for your workflow, you can keep using it. The updated template is the recommended path for the latest structure and formulas, but migration is optional.

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.
Must-have fields
Date, symbol, and P&L are the minimum. Without them, reporting and chart placement will be incomplete or wrong.
Nice-to-have fields
Direction, entry, exit, size, setup tag, and notes unlock much better filtering, coaching, and backtesting.

Exchange API Keys

Exchanges tab → paste read-only key. Trades sync automatically.

If an exchange connection looks correct but no new trades appear, check whether the key expired or lost read-trades permission.

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

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
Migration is designed to carry over your trade history into the updated Notion Template structure. In most cases, trades, setup names, relations, accounts, and core setup fields come across well. Setup pages may also be auto-created during trade rebuild if they do not already exist in the new template. Images and rich media from older setup pages may still need to be re-added manually.
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 → 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.
1. Make sure "Allow WebRequest" is enabled in MT4/MT5 options (Tools → Options → Expert Advisors)
2. Add https://app.traderssecondbrain.com to the allowed URLs list
3. 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
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. 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.
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
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

Frequently Asked Questions

No. TSB full access is a one-time payment with lifetime access. Current full access also includes claimable Notion Template access for the optional workspace layer, with no monthly fees or hidden subscription.
Yes. TSB works fully without Notion. You can import trade history via CSV / TSV / JSON, MT4/MT5, supported exchange or broker sync, and broker exports, then use the analytics, AI Coach, Backtester, and Prop Firm Challenge Tracker without building your workflow around Notion. HTML statements are supported on a best-effort basis.
No. The included Notion Template works on the free Notion plan. Notion is optional and only matters if you want the separate notes, widgets, setup pages, and custom workflow layer around TSB.
TSB is market-agnostic once the trade history is in. Forex, crypto, stocks, futures, indices, commodities, options, and CFDs can all be analyzed through supported imports or sync paths. Closed-trade exports are the broadest and most reliable path across markets.
Yes. TSB stands on its own, and current full access lets you claim the included Notion Template later when you want the Notion layer. Your existing app data stays intact. If you need the dedicated template access page, open Notion Template access.
Your app data stays in your TSB account, and if you use the Notion Template, your notes and template content stay in your own Notion workspace too. We do not put your history behind a monthly subscription paywall.
Yes. Card payments via Paddle are eligible for refund requests within 7 days. If a purchase includes a claimable Notion template, full refunds apply until the template is claimed. 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.
Priority Support
Paid TSB customers get priority response times. Include your account email in the message for faster routing.