1.1. Creating Your Account
Tradestory is open by invitation for now, and we invite people in small batches. In this section, we ask for an invitation and then sign in for the first time, which also accepts the invitation.
Asking for an Invitation
To ask for an invitation, go to tradestory.in/request-access and fill in the form there. It asks for your name and email address, the brokers you use, and a few questions about you. Once you send it, we write to you at that email address when your invitation is ready.
The email address matters. Your invitation belongs to the address you gave, and you will sign in with the Google account that uses that same address. If you use more than one Google account, give the address of the one you want to use with Tradestory.
Signing In
Tradestory signs you in through your Google account, so there is no Tradestory password to create or remember.
When your invitation arrives:
- Open app.tradestory.in in your browser. Tradestory takes you to its sign-in page.
- Choose Sign in with Google.
- Pick the Google account with the email address your invitation was sent to.
If you pick a different Google account, Tradestory shows the message This Google account is not on the invite list yet. Choose Sign in with Google again and pick the account your invitation was sent to.
Your First Screen
After signing in, you land on the Dashboard. It is empty for now, with the line No open positions — upload tradebooks to begin. That is expected. Tradestory knows about your trades only through the tradebooks you give it, and we haven't given it one yet.
Your account also starts with one portfolio, named Default. A portfolio is a collection of trades that Tradestory looks at together. Everything we load in this chapter goes into Default, and we come back to portfolios in Chapter 3.
A note on safety before we go further. Tradestory never asks for your broker login, your trading PIN or any password of yours. It cannot place trades. Everything it knows about your investing comes from the files you choose to upload, which is the subject of the next section.