Help & Support

Find answers to common questions and get the help you need

Getting Started

Learn the basics of TradeFlex

Trading Records

Manage your trades and data

Settings

Customize your experience

Troubleshooting

Fix common issues

Getting Started

How do I create my first trading record?

To create your first trading record:

  1. Open TradeFlex and tap the "+" button
  2. Select "Add Trade"
  3. Choose the asset type (Stock, Crypto, Forex, etc.)
  4. Enter the trade details (symbol, quantity, price, date)
  5. Select whether it's a Buy or Sell transaction
  6. Tap "Save" to record the trade
Tip: You can also import trades from CSV files if you have existing records.
What information do I need to track my trades?

For accurate tracking, you should record:

Required Information:
  • Asset symbol (e.g., AAPL, BTC)
  • Trade type (Buy/Sell)
  • Quantity/Volume
  • Price per unit
  • Trade date and time
Optional Information:
  • Trading fees/commissions
  • Notes or strategy used
  • Portfolio/account name
  • Tags for categorization

Trading Records Management

How do I import trades from my broker?

You can import trades using CSV files:

  1. Export your trade history from your broker as a CSV file
  2. In TradeFlex, go to Settings → Import/Export
  3. Tap "Import CSV"
  4. Select your CSV file and map the columns to TradeFlex fields
  5. Review the preview and confirm the import
Note: Make sure your CSV file includes all required fields (symbol, type, quantity, price, date).
Can I edit or delete trades after adding them?

Yes, you can modify your trades at any time:

To Edit a Trade:
  1. Find the trade in your trade list
  2. Tap on the trade to open details
  3. Tap the "Edit" button
  4. Make your changes and save
To Delete a Trade:
  1. Open the trade details
  2. Tap the "Delete" button
  3. Confirm the deletion
Note: Deleted trades cannot be recovered unless you have a backup.

Analytics & Reports

How are profit and loss calculated?

TradeFlex calculates P&L using the FIFO (First In, First Out) method:

Example:
  • Buy: 100 shares of AAPL at $150 = $15,000
  • Sell: 50 shares of AAPL at $160 = $8,000
  • Profit: (160 - 150) × 50 = $500

The app automatically accounts for:

  • Trading fees and commissions
  • Currency conversions
  • Stock splits and dividends
  • Wash sale rules (where applicable)
Can I export reports for tax purposes?

Yes, TradeFlex provides several export options for tax reporting:

Available Formats:
  • PDF reports
  • Excel spreadsheets
  • CSV files
  • Tax-specific templates
Report Types:
  • Realized gains/losses
  • Unrealized positions
  • Dividend income
  • Trading summary
Important: Always consult with a tax professional for specific tax advice.

Troubleshooting

The app is running slowly or crashing

Try these troubleshooting steps:

Quick Fixes:
  1. Force close and restart the app
  2. Restart your device
  3. Check for app updates
  4. Free up device storage space
Advanced Solutions:
  1. Clear app cache (Android)
  2. Reinstall the app
  3. Check device compatibility
  4. Contact support with crash logs
Before reinstalling: Make sure to backup your data to avoid losing your trading records.
How do I backup and restore my data?

Protect your trading data with regular backups:

To Create a Backup:
  1. Go to Settings → Backup & Restore
  2. Tap "Create Backup"
  3. Choose backup location (local/cloud)
  4. Wait for backup completion
To Restore Data:
  1. Go to Settings → Backup & Restore
  2. Tap "Restore from Backup"
  3. Select your backup file
  4. Confirm the restore operation
Recommendation: Set up automatic daily backups to ensure your data is always protected.

Still Need Help?

Can't find what you're looking for? Our support team is here to help you resolve any issues.

Contact Support
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