Frequently Asked Questions

A trade journaling and analytics tool that goes beyond your P&L to show the habits, setups, sessions, and risk patterns actually driving your results — so every trade becomes a chance to improve, not just a line in a spreadsheet.

Futures and prop-firm trading is where ExpectancyIQ is strongest — contract specs, tick values, and prop-firm risk rules are handled natively. cTrader (CFD/forex) works today too, either by CSV import or by connecting the account for automatic sync on a paid plan, and Generic CSV (Fills) FIFO-matches raw executions from any broker's fills export — not just the platforms named above — into closed trades, so the product is built to be useful to any trader, not futures-only.

Any account with zero imported trades shows deterministic sample data so you can see what every chart looks like before importing. Import at least one real trade and it switches over automatically.

Tradovate (completed trades or raw fills), NinjaTrader, cTrader, and Topstep (TopstepX) are natively supported with auto-detection — and cTrader can skip the export entirely by connecting the account for automatic sync (paid plans). Generic CSV, Generic CSV (Entry/Exit + Side), and Generic CSV (Fills) cover everything else via manual column mapping — the Fills option FIFO-matches a raw executions/order-history export from any broker into closed trades, which is how a real Black Bull Markets forex/CFD account was imported without a dedicated integration.

Use Generic CSV, Generic CSV (Entry/Exit + Side), or Generic CSV (Fills) in the import wizard and map your columns manually — whichever shape matches your file (buy/sell prices, entry/exit price with a side column, or one row per raw execution).

Yes — each trading account has its own currency, picked when you create it, and every figure for that account (balance, P&L, charts, journal) displays in that currency instead of always assuming USD. Useful for a GBP- or EUR-denominated funded/prop account.

Yes, for cTrader. Connect the account once from Settings → Trading Accounts and closed trades import themselves — on every dashboard visit and daily in the background — with no CSV export. Access is read-only: ExpectancyIQ can never place or modify a trade. The first sync backfills your existing history, and a trade already imported by CSV isn't double-counted. Automatic sync is a paid-plan feature; CSV import stays available on every plan, for cTrader and every other platform.

No — there's no "log a trade" form. Trades come in through CSV import from your broker or platform export, or automatically if you connect a cTrader account on a paid plan; you enrich them afterward with tags, strategy, and notes.

Importing a file whose date range overlaps trades you've already imported from a different source warns you before saving, so you don't double-count the same trades. Duplicate rows within a single file are skipped automatically.

Yes, on every plan, including after a trial ends — the Export CSV button on the Trades page produces a file in a format you can re-import elsewhere, and you can always request a full data export per our Privacy Policy.

Tags are free-form text you type directly on a trade with no setup. Taxonomy (Strategy, Sub-strategy, Confluences, Mistakes, Emotion) are label lists you define once in Settings and reuse across every trade — better for analyzing trends over time.

The Forecast is a Monte Carlo-style projection tool built specifically for evaluation and funded accounts, where the real question isn't "will this strategy work eventually" but "will I survive the drawdown limit long enough to hit the profit target." It works by resampling — with replacement — your own account's historical R-multiples across 1,000 simulated future paths, rather than assuming a theoretical win rate or forecasting live market prices. From those simulated paths it reports your estimated probability of hitting your profit target, and your estimated probability of breaching your drawdown limit, within your next N trades. Because it's seeded deterministically from your own trade history, re-running it on the same data always reproduces the same result. It is the Forecast report, a Pro feature; the drawdown, daily-loss and consistency-rule tracking those accounts also need lives in the Risk & Prop report on every plan.

Yes — each account has a deposits & withdrawals ledger in Settings. Recorded cash flows feed into your equity curve and header balance figure (so a deposit or payout shows up as what it actually is, not P&L), while win rate, expectancy, profit factor, and drawdown % stay a pure measure of trading skill, unaffected by money moving in or out.

The Trades table has a running "Balance" column showing your account balance after every trade, computed in that account's own currency — bisect it against a broker or prop-firm statement to find exactly where a discrepancy started. If the starting balance itself was wrong (e.g. it double-counted an initial deposit), Settings → Deposits & Withdrawals has an inline editor to correct it.

CME futures trade nearly around the clock, and the exchange itself defines its session boundary at 17:00 CT (5pm Central) rather than calendar midnight. Bucketing trades by calendar midnight instead produces wrong daily P&L, wrong streaks, and a wrong calendar heatmap for anyone trading futures — an overnight hold gets sliced into a Tuesday entry with no exit and a Wednesday exit with no entry, and both days' numbers end up incorrect. Every daily aggregate in ExpectancyIQ — P&L, win/loss streaks, the calendar view — is computed server-side against that 17:00 CT boundary instead, so a trade opened at 8pm and closed at 9am the next morning lands inside the single trading day it actually belongs to, matching how the market itself sessions rather than an arbitrary time-zone cutoff.

Yes — your trades, journal entries, and any screenshots you attach to a trade are stored privately and scoped to your account only.

We rely on our infrastructure providers' industry-standard security practices — encryption in transit and access controls via Supabase and Vercel. No method of transmission or storage is 100% secure, and we don't claim otherwise.

We never sell your personal information or trade data. A small number of sub-processors run the service — Supabase (auth/database/storage), Vercel (hosting), Stripe (billing), and Google (optional OAuth sign-in) — each scoped to only the data it needs.

Yes — contact us and we delete your account and personal data within 30 days of a verified request, with a full purge including backups within 60 days. Details in our Privacy Policy.

14 days free, no credit card: 1 trading account, CSV import from every supported platform, Home, Calendar, the Trade Score, 43 report charts, prop-firm risk tracking, the full trade journal with daily, weekly and monthly reviews, and 20 screenshots a month. Stats cover your last 60 days, the first 2 insights are shown in full, and a few deep-dive charts are previewed. After 14 days your account stays open read-only.

Pro adds the AI Coach (trade reviews, day summaries, a weekly report card, a patterns summary and Ask), all-time stats, all 53 report charts including Forecast, every insight, automatic cTrader sync, up to 5 trading accounts and unlimited screenshots — billed annually at $132/year, or $99/year during a promotion. Whichever price you subscribe at is the price you keep for as long as your subscription stays active. Every feature side by side on the Pricing page.

The AI Coach is part of Pro. It reviews a single trade against your plan, sums up your day, grades your week A to F with three actions, summarises your strengths and leaks across all your trades, and answers questions about your own figures in Ask. It works only from figures the app has already calculated from your trades — when a figure isn't there, it tells you what to log instead of guessing. It never places trades or gives trade signals.

Yes — every new account gets 14 days free with no credit card. After that your account stays open read-only: you can still sign in and see your trades and stats, but importing, adding or editing needs a subscription. Nothing is deleted.

Cancel anytime from Settings → Billing — you keep access through the end of your paid period and won't be charged again. Because pricing is annual and disclosed up front, fees are non-refundable except in cases of billing error. Full details in our Billing and Refund policy.

Not a native app today — ExpectancyIQ is a responsive web app that works in any modern mobile browser.

Reach out through the Contact page.