Frequently Asked Questions
Common questions about ExpectancyIQ. For step-by-step guides, see the Help Center.
What is ExpectancyIQ?
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.
What markets and trading styles does ExpectancyIQ support?
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) import also works today, and the product is built to be useful to any trader, not futures-only. If your platform isn't natively supported yet, Generic CSV import covers most other markets.
Why do I see sample data on my Dashboard?
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.
What brokers and platforms can I import from?
Tradovate (completed trades or raw fills), NinjaTrader, cTrader, and Topstep (TopstepX) are natively supported with auto-detection. Generic CSV and Generic CSV (Entry/Exit + Side) cover everything else via manual column mapping.
What if my broker or platform isn't listed?
Use Generic CSV or Generic CSV (Entry/Exit + Side) in the import wizard and map your columns manually — whichever shape matches your file (buy/sell prices vs. entry/exit price with a side column).
Do you support live broker sync?
Not yet — trades come in via CSV import. Live sync is on the roadmap but not built.
Do I have to manually enter every trade?
No — there's no "log a trade" form. Every trade comes in through CSV import from your broker or platform export; you enrich it afterward with tags, strategy, and notes.
What happens if I import overlapping or duplicate trades?
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.
Can I export my data out of ExpectancyIQ?
Yes — the Export CSV button on the Trade Log tab produces a file in a format you can re-import elsewhere, and you can always request a full data export per our Privacy Policy.
What's the difference between Tags and Taxonomy labels?
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.
What is the Risk Simulator?
A Monte Carlo-style projection that bootstraps your own R-multiple history to estimate your probability of hitting a profit target or blowing through a drawdown limit within your next N trades. It's part of the Dashboard's Risk & Discipline area.
Why does the trading day roll over at 5 PM CT instead of midnight?
CME futures sessions roll at 17:00 CT, not midnight — bucketing by calendar midnight produces wrong daily P&L, streaks, and calendar views for anyone trading futures. Every daily aggregate in ExpectancyIQ is computed server-side against that boundary so the numbers match how the market actually sessions.
Is my trade data private?
Yes — your trades, journal entries, and any screenshots you attach to a trade are stored privately and scoped to your account only.
How is my data secured?
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.
Who has access to my data, and do you sell it?
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.
Can I delete my account and data?
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.
What's included in the Free plan?
1 trading account, up to 50 imported trades (lifetime), journaling on up to 10 distinct trades (lifetime), all 8 Dashboard tabs except the Risk Simulator, and daily/weekly Reviews.
What do I get if I upgrade to paid, and how much does it cost?
The paid plan adds up to 5 trading accounts, unlimited trade import, unlimited journaling, the Risk Simulator, and monthly Reviews — billed annually at $144/year (early-access pricing may apply for your first year). Full breakdown on the Pricing section.
Is there a free trial?
There's no separate free trial, but there is a genuine Free plan (see above) you can use indefinitely — no credit card required — before deciding to upgrade.
Can I cancel anytime, and do you offer refunds?
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.
Is there a mobile app?
Not a native app today — ExpectancyIQ is a responsive web app that works in any modern mobile browser.
Something's not working — how do I get help?
Reach out through the Contact page.