Getting Started
Welcome
DailyTraderOS is built around one idea: the trades you actually make are shaped by the plan you set before the bell and the honesty you bring after the close. Most trading journals stop at win rate and profit factor - this one also holds you to your own morning plan and reflects that back through AI Coach.
This guide covers the one thing that unblocks everything else: getting your trade history into the app.
Getting Your Trades In
There are two ways to bring trade history into DailyTraderOS. Use the first if you can - it's easier and stays current automatically.
Option 1: Connect Your Broker (Recommended)
If you trade with Charles Schwab, go to Import Data → Sync Broker and click Reconnect Schwab. You'll log in on Schwab's own site and authorize DailyTraderOS to read your account - it can never place trades or move money, only read your history. After that, click Sync Broker Preview any time to pull in recent activity; nothing commits until you review and confirm it.
This is the only broker with live sync support right now. If you trade elsewhere, use CSV import below.
Option 2: CSV Import (Schwab, Merrill, or Interactive Brokers)
Go to Import Data → CSV Import, choose your file, and click Preview Import. You'll see exactly what will be added before anything is committed - nothing is saved until you explicitly confirm.
Each broker's export works as-is, straight from their website - no editing required:
| Broker | Where to get it | What it needs |
|---|---|---|
| Schwab | Account → History → export Transaction History as CSV | Columns: Date, Action, Symbol, Quantity, Price (Description, Fees & Comm, Amount included automatically) |
| Interactive Brokers | Performance & Reports → Flex Queries (or an Activity Statement) → export CSV | Must include a "Transaction History" section with Date, Account, Description, Transaction Type, Symbol, Quantity, Price, Gross Amount, Commission, Net Amount |
| Merrill | Accounts → export activity as CSV | Columns: Settlement Date, Account, Description, Symbol/CUSIP, Quantity, Price, Amount |
If the app can't automatically confirm the file belongs to your selected account, it'll ask you to explicitly confirm that yourself before committing - that's a safety check, not an error.
First Time Migrating an Existing Account
If you already have open positions before your first import, the app will detect this and walk you through a one-time migration step. Cost basis on positions you already held will show as unknown until you enter it - new trades from that point on are tracked in full.
Your Daily Workflow
Once your trade history is in, the app is built around one loop, repeated every trading day:
- Morning Prep (before the bell) - set your market read (bias, SPY/QQQ/IWM/VIX trends), your stance for the day (opportunity score, risk level, one rule or commitment), and log any stocks in play. This takes a couple of minutes, not a research session - it's meant to capture the plan you already have, not create new work.
- Trade - your executions sync or import in automatically.
- Evening Reflection (after the close) - a few honest questions: was your market read correct, did you follow your own plan, what happened, what's the one lesson. It shows your morning's Rule/Commitment right there, so you're answering from what you actually wrote, not from memory.
- AI Coach - once you've logged enough days, Coach surfaces real patterns from your own reflections and reviews: recurring mistakes, emerging patterns, and a Daily Discipline view showing how often your market read and plan-following actually held up over time.
None of this is required to use the app - you can just track trades. But the daily habit is where it earns its keep.
Getting Help
DailyTraderOS is in private beta, so if something looks wrong or confusing, that's genuinely useful to know - email sumindah@gmail.com and it'll get looked at directly.
See also the Terms of Service and Privacy Policy.