Help center
Step-by-step guides for everything inside NovaTrade. Can't find it? Write to us and a person answers.
Getting started
Create your account and log your first trade.
How to create your NovaTrade account
Sign up with your email, confirm it from the link we send you and start on the Free plan. No card is needed.
Read guideHow to complete the welcome setup and redo it later
After confirming your email you answer a few questions about how you trade. You can redo them from Settings at any time.
Read guideHow to take the product tour
A step-by-step tour walks you through every section of NovaTrade. It starts by itself the first time and you can replay it whenever you want.
Read guideHow to log your first trade manually
Add a trade by hand from the Trades page. Useful when you don't connect a platform or to record a trade that is missing.
Read guideHow to switch the language and the theme
Use the whole app in English or Spanish, and choose a light, dark or system theme.
Read guide
Connect your trades
MT4, MT5, cTrader, crypto exchanges and CSV.
How to connect MetaTrader 5 (automatic sync)
Install the free NovaTradeSync Expert Advisor in MT5 and every trade, deposit and withdrawal arrives in your journal on its own, read-only.
Read guideHow to connect MetaTrader 4 (automatic sync)
Same flow as MT5 with the MT4 version of the NovaTradeSync Expert Advisor. Trades, deposits and withdrawals sync on their own, read-only.
Read guideHow to connect cTrader
Sign in with your cTrader ID and approve read-only access. NovaTrade imports your trades, deposits and withdrawals, with nothing to install.
Read guideHow to connect Binance to NovaTrade
Create a read-only API key on Binance and paste it in NovaTrade to sync your spot and USDⓈ-M futures trades. Your full spot and futures history comes in right away.
Read guideHow to connect Bybit to NovaTrade
Create a read-only API key on Bybit and paste it in NovaTrade to sync your spot and USDT perpetual trades. The last ~6 months come in right away.
Read guideHow to connect OKX to NovaTrade
Create a read-only API key on OKX and paste it in NovaTrade to sync your spot, margin and perpetual swap trades. The last ~3 months come in right away, the most OKX's API keeps.
Read guideHow to connect Kraken to NovaTrade
Create a read-only API key on Kraken and paste it in NovaTrade to sync your spot trades. Your full spot history comes in right away.
Read guideHow to connect Bitget to NovaTrade
Create a read-only API key on Bitget and paste it in NovaTrade to sync your spot and USDT/USDC futures trades. The history Bitget's API provides comes in right away.
Read guideHow to connect Gate.io to NovaTrade
Create a read-only API key on Gate.io and paste it in NovaTrade to sync your spot and USDT/USDC futures trades. The history Gate.io's API provides comes in right away.
Read guideHow to connect Crypto.com to NovaTrade
Create a read-only API key on Crypto.com and paste it in NovaTrade to sync your spot and derivatives trades. The history Crypto.com's API provides comes in right away.
Read guideHow to connect WhiteBIT to NovaTrade
Create a read-only API key on WhiteBIT and paste it in NovaTrade to sync your spot trades. The last ~6 months come in right away, the most WhiteBIT's API keeps.
Read guideHow to connect CoinW to NovaTrade
Create a read-only API key on CoinW and paste it in NovaTrade to sync your spot trades. The last ~6 months come in right away.
Read guideHow to import trades from a CSV file
Upload a trade history exported from MetaTrader, cTrader, NinjaTrader, TradeLocker or any broker. NovaTrade recognises the columns and you can adjust them before importing.
Read guideHow to add an account manually
Create an empty account for a broker or prop firm. Then add trades by hand, import a CSV or connect MT4 / MT5 with its API key.
Read guideHow to delete or disconnect an account
Disconnecting stops the sync and keeps your trades. Deleting an account removes it with all its trades, deposits, withdrawals and notes.
Read guideHow to fix missing or duplicated trades
Find out why trades are missing or repeated and fix it, depending on whether they come from MT4 / MT5, an exchange or a CSV file.
Read guideHow to fix a failed exchange connection
When an exchange key is rejected or won't sync, the message under the card tells you why. Here is what each one means and what to do.
Read guideHow to fix MetaTrader sync that doesn't send trades
If trades don't arrive from MT4 or MT5, the Experts tab shows the reason. These are the usual causes and their fixes.
Read guide
Journal and notes
Notes, tags, screenshots and daily review.
How to add a note to a day
Open any day on the Journal calendar to see its trades and write a note for it, with tags, mindset and linked trades.
Read guideHow to write your daily journal entry
Each day has a Summary, a Notes tab for your mood and review, and the list of its trades.
Read guideHow to write a note with tags, linked trades and rules
Notes are free-form pages with a mindset, tags, trades linked to them and a checklist of rules of the day.
Read guideHow to organize your notes in folders
Group notes in folders in the left panel of the Journal, move them between folders and search them.
Read guideHow to share a note with a public link
Turn on a public link so anyone you send it to can read a note. It is read-only and you can turn it off at any time.
Read guideHow to attach screenshots to a trade or a note
Add chart screenshots, videos or PDFs to a trade, or images inside a note, to review your decisions later.
Read guideHow to tag a trade with setups, mistakes, rating and mindset
Rate each trade, note how you felt and tag the setup and mistakes. Radar and the Trades filters use these tags.
Read guideHow to edit or delete a trade
Open a trade to change it or to add your notes. Trades synced from a broker keep their prices; you edit the journal fields.
Read guideHow to share a trade as an image
Turn a trade into a clean image card or a text summary to post or send. You can hide the money amounts.
Read guideHow to track daily habits and trading rules
Define what you want to do every day, such as closing the platform after 2 losses, and mark it at the end of the day to build streaks.
Read guide
Analyze your trading
Stats, calendar, Radar and prop firm tracking.
How to read the dashboard stats
The Dashboard summarizes net P&L, win rate, profit factor, consistency and more for the account you choose. Each account also has its own detailed page.
Read guideHow to customize your dashboard and create boards
Boards are dashboards you build yourself. Add, move, resize and remove widgets, and create extra boards, for example one per strategy.
Read guideHow to use the P&L calendar
See your result for every day of the month, the weekly totals and the trades of any day, and jump to your journal from there.
Read guideHow to use Radar to find your leaks and strengths
Radar checks your closed trades against more than 40 criteria, leaks and strengths (day, hour, session, symbol, long vs short, setups, mindset, holding time, size, stops and targets, streaks, fees and more) and shows where you lose money and where you make it.
Read guideHow to filter and search your trades
Search by symbol, setup or tag and combine filters such as account, dates, result, ratings and tags to find the trades you want.
Read guideHow to track a prop firm account with portfolios and accounting
Keep each funded account, group them in a portfolio with a profit goal and log what challenges cost you and what the firm pays back.
Read guideHow to log income, expenses and payouts in Accounting
Accounting is your own ledger: what trading costs you, the money you put in and what you get back. You add entries by hand.
Read guideHow to import or export your accounting entries as CSV
Bring many entries in at once from a CSV, or download your ledger as a CSV file.
Read guideHow to record a deposit or withdrawal on an account
Synced accounts bring their deposits and withdrawals on their own. On manual accounts you add them yourself so balance and returns add up.
Read guideHow to use the economic calendar and news
Filter market-moving events by day, country, currency and impact, in your time zone, so news doesn't catch you by surprise.
Read guide
Backtesting
Replay charts and test strategies.
How to replay a chart and trade it candle by candle
A manual backtest reveals past candles one at a time and lets you place Buy and Sell trades with stop-loss and take-profit, to practice and measure a strategy.
Read guideHow to test a strategy automatically
An automatic backtest runs a template or your own rules over the whole period in seconds and shows the stats, equity curve and every trade.
Read guideHow to send MT5 candles to use in backtesting
Forex, gold and indices from your broker reach backtesting through the NovaTradeSync connector (v1.20). Set the symbols and timeframes in its inputs.
Read guideHow to upload your own candles from a CSV
Use candles exported from MT5, TradingView, NinjaTrader or your broker as a data source for backtesting.
Read guideHow to connect your own market-data key (OANDA, Alpaca and more)
Bring your own free key from OANDA, Twelve Data, Alpaca, Massive (Polygon.io), Tiingo or Alpha Vantage to backtest more markets. Keys are stored encrypted.
Read guideHow to reopen, restart or delete a saved backtest
Every backtest is saved as a session. Reopen it to continue a replay, see the last automatic run, start over or delete it.
Read guide
Account, plans and billing
Plans, payments, security and your data.
How to see your plan and its account limit
Billing & plans shows your current plan, how many accounts you use, when it ends and what each plan includes.
Read guideHow to upgrade your plan and pay
Choose a plan and pay in crypto from any wallet or exchange. The plan activates when the payment is confirmed.
Read guideHow to renew your plan
Paid plans don't renew by themselves. Pay again before the end date and the new period is added on top of the time you have left.
Read guideHow to change your password or sign-in email
Change your password or your sign-in email from My account. Both ask for your current password.
Read guideHow to update your profile and what shows on shared notes
Edit your name, photo, nickname, trading profile and social networks, and choose what appears as the author of notes you share.
Read guideHow to export or delete your data and your account
You can delete accounts and trades yourself, export your accounting and delete your whole NovaTrade account from Settings. For a copy of all your data, write to support.
Read guideHow to contact support
Write to us from inside the app. A person answers by email, in English or Spanish, usually within one business day.
Read guide
Affiliate program
Earn 30% recurring: links, commissions and payouts.
How to join the affiliate program
Any NovaTrade account, Free included, can become an affiliate. Approval is instant and your link is ready right away.
Read guideHow to share your affiliate link and get referrals counted
Copy your link from the dashboard. Whoever opens it and signs up within 45 days, in the same browser, is your referral for life.
Read guideHow affiliate commissions work
You earn 30% of every payment your referrals make, monthly or yearly, for as long as they keep paying. Referrals on the Free plan don't generate commissions.
Read guideHow to withdraw your affiliate earnings (USDT or PayPal)
Save your payout method, then withdraw your whole available balance once it reaches $60. Payouts are sent by hand, usually within 3 business days.
Read guideHow to get the PRO plan free as an affiliate
With 10 or more referrals paying the PRO plan at the same time, your own PRO plan is free. It's checked every day.
Read guideHow to read your affiliate dashboard
What Clicks, Sign-ups, Paying now, Pending, Available and Paid out mean. The dashboard refreshes on its own every 30 seconds.
Read guideHow to promote NovaTrade within the affiliate rules
What you can and can't do as an affiliate, so your commissions are never cancelled.
Read guide
Still stuck?
Tell us what you were trying to do and what happened. A person replies by email, usually within one business day.