Trader SME | Your Personalized Trading Journal

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Traders SME User Guide

Version 1.0

Welcome to Traders SME! This guide will help you navigate the platform, log your trades efficiently, manage your workspaces, and set up advanced copy trading features.

2. Global Features & UI Setup

Customize your dashboard experience using the top-right navigation menu.

Theme Dark / Light Mode

Click on your Profile avatar in the top-right corner. Use the Dark Mode toggle switch to instantly swap between light and dark themes. The system will remember your preference for your next login.

Language Language Switcher

Traders SME is multilingual. Open the top-right profile dropdown and click on Language to switch the entire interface to English, Spanish, or your preferred native language.

Alerts Live Notifications

Click the Bell Icon on the top navigation bar to view real-time alerts. You will receive instant push notifications for:

  • Copied trades executed on your account.
  • Risk management warnings (e.g., hitting daily drawdown limits).
  • Invitations to join team workspaces.

3. How to Log a New Trade

A disciplined trader always journals. Here is how to record your trades accurately:

  1. Navigate to the Daily Trading menu from the left sidebar.
  2. Click on the primary "Log a New Trade" button.
  3. Fill in the essential details:
    • Instrument & Position: Select your asset (e.g., EUR/USD) and direction (Long/Short).
    • Lot Size & Times: Enter your lot size, entry, and exit times.
    • Outcome: Select Win, Loss, or Breakeven, and input your Net Profit.
  4. (Optional) Add a chart screenshot link and Risk-to-Reward ratio for better analytics.
  5. Click Save Trade. Your dashboard charts and analytics will update instantly!

4. Chronology & Smart Workspace

The Chronology section is your ultimate trading journal. It features a powerful, block-based rich text editor (similar to Notion or ClickUp) to document your trading psychology, rules, and setups.

Folders & Pages Management

  • Create Folders: Group your journals by month, strategy, or asset class.
  • Create Pages: Add individual pages inside folders to write daily recaps or market breakdowns.
  • Templates: Save any page as a Template so you can reuse the same layout for future journals with one click.

The Smart Editor Features

Our editor allows you to format your thoughts effortlessly:

  • Slash Commands: Type / inside the editor to quickly open the formatting menu.
  • Rich Blocks: Instantly add Headings, Bullet Lists, Checklists, Quote blocks, and Code snippets.
  • Media: Drag and drop chart images or embed TradingView links directly into your notes.

5. The Copy Trader Ecosystem

Mirror the exact trades of seasoned professionals securely. The Copy Trader module is divided into several powerful sections:

Discover Masters

Browse a marketplace of verified Master Traders. Analyze their historical win rates, preferred assets, and overall profitability before deciding to copy them.

Risk Config (Crucial Step)

Before an active connection starts, you must protect your capital. Use this menu to set:

  • Max Lot Size: Restrict the maximum lot size a master can open on your account.
  • Daily Drawdown Limit: Set a strict daily loss threshold. Copying pauses automatically if this limit is hit.

Active Connections & History

Manage who you are currently copying. You can pause, edit risk parameters, or disconnect from a Master Trader at any time. Visit the Trade History tab to exclusively view the trades placed by your connected Masters.

Signal Setup (For Masters)

If you are a Master Trader, use this section to generate your unique Webhook Token. Link this token to TradingView or MT4/5 to automatically broadcast your trades to your followers.

6. Trading Analytics

Navigate to Trading Analytics to let the system analyze your performance. Discover your true Win Rate, Profit Factor, and Discipline Score. Review the AI-generated "Errors" section to see exactly which bad habits (like over-leveraging or early exits) are costing you the most money.

7. Account & Team Settings

The Settings page gives you complete control over your account preferences and agency tools.

  • Profile Update: Change your display name, username, bio, and update your avatar.
  • Team Management: If you are on the Team Plan, invite new analysts via email and assign them roles (Owner, Editor, Viewer).
  • Third-Party Integrations: Connect your account to Notion, Slack, OpenAI, or Zapier.
  • Notification Preferences: Toggle whether you want to receive security alerts, marketing updates, or weekly performance emails.