Quick start

How to set up a Thinkorswim review workflow

A simple first-run path for Thinkorswim traders who want the minimum setup that still produces useful review.

Who this page is for

Thinkorswim traders who want cleaner review without rebuilding everything in spreadsheets.

Core problem

If the setup takes too long, most traders never reach the first useful result.

Why this matters

The first win should happen fast enough to be believable.

A simple workflow is easier to repeat than a feature-heavy one.

The setup page should get the user to one clean session, not a long project.

What to do first

Choose one Thinkorswim account or one CSV file.

Set one guardrail before the next trade.

Open the review view after the session and inspect the first mistake.

What to measure

Time to first value

Number of warnings triggered in the first session

Whether the session summary makes the next action obvious

How it helps

Start free, then move to live only after the paper or CSV workflow is clear.

Use the demo when you want the layout before the real account is attached.

Keep the first setup simple enough to repeat tomorrow.

A cleaner way for Thinkorswim traders to review history, track rules, and stop rebuilding the same columns by hand.

A low-friction import path for Thinkorswim traders who want value before wiring in a live connection.

Closed-trade review for Thinkorswim traders who want MAE, MFE, exit efficiency, and hold-time context.

A focused review page for Thinkorswim traders who want to turn raw fills into repeatable lessons.