ClearEdge [TEST]

Where Activity is on a desktop and a phone, what a signal's card tells you, and how to read each account's answer to it.

The activity feed

What MAE and MFE mean in the Journal, where to find them, and how they help you set stops and targets.

How far a trade went: MAE and MFE

How to see a trade's result in Activity, each account's share of it, and what is still open, on a desktop and a phone.

What a trade made

Why a day in the Journal can show a different P&L from Automation, and how your broker's fees are counted.

When the Journal and Automation differ

What lands in Needs attention, and what Sign in again, Turn back on and Leave off do.

Needs attention

The open positions list on a desktop and a phone, how it groups trades by what opened them, and how to flatten one position or a group.

Open positions

What the Journal records, how to filter it, and what each of its tabs is for.

The Journal

Build a card of your results for a day, a week or longer, keep the ones you like, and share them as a screenshot.

P&L Cards

Lars Preben Sørsdahl

What happened to every signal, your open positions, P&L cards and your trading journal.

Activity, P&L and journal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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