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Getting Started with SyncTrade

1
Create Account
2
Add Trading Account
3
Record First Trade

Quick Overview​

Welcome to SyncTrade! This guide walks through creating your account and getting ready to track trades. It takes less than 2 minutes—just sign in with your Google account.

Google Sign-Up Process​

SyncTrade uses Google Sign-In for quick, secure account creation. No passwords to remember, no lengthy forms to fill out.

Step 1: Start Your Sign‑Up​

  • Action: Click the “Start Free Trading Journal” button (or “Start Free Trial” in the top-right).
  • Result: You’ll be redirected to the sign-in page to continue with Google Sign‑In.
SyncTrade homepage with 'Start Free Trading Journal' primary CTA and 'Start Free Trial' in top-right

On the homepage, click 'Start Free Trading Journal' to begin (you can also use 'Start Free Trial' in the top‑right).

Step 2: Choose Google Sign‑In​

  • Action: On the “Sign In” screen, click “Sign in with Google”.
  • Privacy: SyncTrade requests only your basic profile (name and email) to create your account.
SyncTrade Sign In screen with 'Sign in with Google' button

Click 'Sign in with Google' to continue.

Step 3: Choose or Sign In to Your Google Account, Then Confirm Access​

  • When prompted by Google, select your account or sign in with your Google credentials.
  • On the Google consent screen, confirm access to your basic profile to proceed.
  • We only request your name and email to create your SyncTrade account.
Google account selection or sign-in screen

Select your Google account or sign in if prompted.

Google OAuth consent screen requesting basic profile

Confirm access to your basic profile (name and email).

Step 4: Account Creation Complete​

  • Result: You’ll be signed in automatically and redirected to your SyncTrade dashboard.
  • Time: Total time under 30 seconds.
Time: 30 seconds (Complete Google OAuth)

Your First Login Experience​

What You'll See First:​

After account creation, you’ll land on your SyncTrade dashboard. It may be empty at first—that’s normal for new accounts. It will populate as you add trading accounts and record trades. For now, proceed to add your first trading account.

Immediate Next Steps​

  • Clear action: Click “Add Your First Trading Account”.
  • Optional: Click “Take a Quick Tour” to explore the interface.
  • Need help? See our FAQ or contact support.
Time: 5 minutes (Complete full onboarding)

What's Next?

Add Your First Trading AccountTake Dashboard Tour (Coming Soon)Watch Video Guide (Coming Soon)Understanding Your Dashboard (Coming Soon)

First Login Checklist:​

  • Account created successfully ✅
  • Viewed the dashboard (empty state is normal)
  • Add your first trading account: /getting-started/connecting-your-broker
  • Record your first trade: /getting-started/importing-trades

Tips for New Users:​

  • Start with one trading account to keep things simple—you can add more later.
  • Your data is saved automatically as you work.
  • Your information is protected and handled with care.

Troubleshooting