TradePlan Support

TradePlan tells day traders one thing that matters: did you follow your plan? Import your broker statement, and it rebuilds your trades to the penny and tracks your discipline — all on your phone, fully offline.

Getting started

On first launch, set your rules, then either import a broker statement or tap Try with sample data to explore with a demo month.

Importing your trades

Export an account statement as a CSV from your broker and open it in TradePlan (share it to the app, or use the Import button). thinkorswim is recognized automatically. For any other broker (Lightspeed, Webull, and more), TradePlan walks you through matching the columns once.

Common questions

Do my trades go to the cloud? No. Everything stays on your device. TradePlan has no account and makes no network connections.

Does it connect to my brokerage? No. It only reads statement files you choose to import. It never places trades or moves money.

How do I move to a new phone? Settings → Export backup creates a single file. Save it, then use Restore from backup on the new phone.

I loaded sample data by accident. Settings → Remove sample data clears the demo trades and keeps your real imports.

Contact

Email support@sdubmedia.com and we'll help.

TradePlan is a personal trading journal and analytics tool for self-review. It is not financial, investment, or tax advice.