FAQ

Frequently Asked Questions

90 questions

Getting started

1. What is Tiedbook?
2. Who is it for?
3. Does Tiedbook place trades or connect to my orders?
4. Is Tiedbook investment advice?
5. How do I start?
6. What is the free Statement Check?
7. Do I need to install anything?

Imports

8. Which platforms can I import from?
9. Which NinjaTrader file should I use?
10. Which Tradovate files should I use?
11. Which Rithmic file should I use?
12. What about TopstepX and other ProjectX platforms?
13. Can I import from Sierra Chart and Interactive Brokers?
14. My platform isn't listed. Can I still use Tiedbook?
15. What does "Beta" mean?
16. How does a Beta format become Supported?
17. Will importing the same file twice create duplicate trades?
18. Can I import several accounts?

TopstepX sync and API keys

19. What is the TopstepX sync?
20. Is it really read-only?
21. How is my API key protected?
22. How do I disconnect?
23. Am I allowed to connect my prop-firm account to a third-party tool?
24. Do you offer live sync for Tradovate, NinjaTrader or Rithmic?

Statement tie-out and fees

25. What does "tied to the statement" mean?
26. Why doesn't my current journal match my account?
27. Where do the fees come from?
28. What if a fee preset is wrong for my account?
29. What happens when a day doesn't tie?
30. Which trading day does a trade belong to?
31. What is the fee-leak report?
32. Can I use Tiedbook's numbers for my taxes?

Prop firms and payouts

33. What does prop-firm rule tracking do?
34. Are the prop-rule numbers official?
35. What is the payout-readiness planner?
36. Which prop firms are covered?
37. Can Tiedbook guarantee I'll pass an evaluation or get paid?
38. Is Tiedbook affiliated with any prop firm?

Calendar and reports

39. What is the P&L calendar?
40. What does the mistake detector look for?
41. What is the edge finder?
42. What does "replay" show?
43. Can I export my data?
44. Can I add my own notes and tags?

Privacy and security

45. Who can see my trades?
46. Do you sell my data?
47. Where is my data stored?
48. Is my data encrypted?
49. Do you store my card details?
50. Does the Statement Check upload my file?
51. Can I delete my account and data?
52. Do you use tracking cookies?
53. Do you train AI on my data?
54. How do I report a security issue?

Billing, trial, refunds and cancellation

55. How much does Tiedbook cost?
56. What is the founding price?
57. How does the free trial work?
58. Do subscriptions renew automatically?
59. How do I cancel?
60. What happens when I cancel?
61. What is the 30-day money-back guarantee?
62. Are renewals refundable?
63. How long does a refund take?
64. What payment methods do you accept?
65. Do prices include tax?
66. Can I get a receipt or invoice?
67. Can I switch between monthly and annual billing?
68. Is there a free plan?
69. Can I share my account with a friend or team?

Devices and the phone app

70. Is there a phone app?
71. How do I install it on my phone?
72. Does it work on Mac, Windows and Linux?
73. Does Tiedbook work offline?

Troubleshooting

74. My import says some rows were skipped. Why?
75. Tiedbook didn't recognize my file.
76. My times look shifted by a few hours.
77. A day doesn't tie to my statement. What should I check first?
78. I imported the wrong file. What now?
79. I didn't receive my sign-in or reset email.
80. The TopstepX sync stopped working.

Comparing Tiedbook with other journals

81. How is Tiedbook different from other trading journals?
82. When might another journal suit me better?
83. Can I bring my history from another journal?
84. How can I compare for myself?

Company and contact

85. Who makes Tiedbook?
86. How do I contact you?
87. How quickly do you reply?
88. Is Tiedbook regulated?
89. Do you have a status page?
90. I have a feature request.
FAQ · Tiedbook