Help Center
Quick answers to common questions about Blotter.
Getting Started
How do I import trades?
Use CSV Import, AI Import (screenshots/PDF/statements), or manual entry. CSV gives exact column mapping, while AI Import extracts rows automatically from images and files.
Which brokers are supported?
Blotter supports 200+ brokers globally. See the full list on Supported Brokers.
How does the AI analyst work?
The AI analyst reads your imported trade history and answers questions in plain English about performance, patterns, risk, and psychology.
How does email import work?
Forward any trade confirmation email from your broker to [email protected]. Our AI reads the email body and any PDF attachments, extracts your trades, and adds them to your journal automatically. You'll receive a confirmation email when the import is complete. Make sure to forward from the same email address you signed up with.
What email formats are supported?
Any format from any broker. Plain text emails, HTML emails, PDF attachments, image attachments. Our AI adapts to any layout. Supported brokers include IBKR, Schwab, TD Ameritrade, Zerodha, Groww, Binance, Coinbase, eToro, and 200+ more.
Account & Billing
How do I upgrade my plan?
Go to Pricing and choose Pro or Apex. Checkout is handled securely via Stripe.
Can I cancel anytime?
Yes. You can cancel anytime from billing settings. There is no long-term commitment.
How do I change my password?
Open your account settings and use the password/security section. If you forgot it, use the reset flow from login.
Features
What is Edge Score?
Edge Score is Blotter’s signal of trading quality based on consistency, risk behavior, and repeatable performance patterns from your journal data.
How is P&L calculated?
For LONG trades: (exit - entry) * quantity - fees. For SHORT trades: (entry - exit) * quantity - fees.
Can I use multiple currencies?
Yes. Blotter supports multiple trade currencies and reporting currency preferences so your data remains accurate across brokers and regions.
Contact
Report bugs or request features on Feedback & Bug Reports.
Email: [email protected]