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
Can I automatically import trading records from brokers?
We're sorry, but TradeFlex does not support automatic import of trading records from brokers. This is based on the following important reasons:
Privacy First
- TradeFlex uses pure local storage, all data is saved on your device
- We do not connect to the internet to read any broker data or user trading information
- Your trading privacy is maximally protected
Design Philosophy
- Manually recording trades is itself a review process
- During recording, you will reconsider trading decisions and results
- This active participation helps improve trading skills and risk awareness
How do I quickly record my first trading record?
In the quick record area, you can record a trade in the shortest time
- Open TradeFlex and find the quick record area
- Select the trade date (defaults to today's date)
- Enter the asset symbol (e.g., AAPL, BTC)
- Enter the price (unit price or total price)
- Enter the quantity
- Click the trade execution button (e.g., Buy, Sell)
If you want to record a trade in detail, you can click the add trade button
- Find and click the "+" button in the trading records area
- Select "Trade Type"
- Enter trade details (symbol, quantity, price, date)
- Add detailed content, such as tags, notes, etc.
- Click "Add Trade" to record the trade
What information do I need to record a trade?
Required Information:
- Trade date (APP will automatically fill in today's date)
- Asset symbol (e.g., AAPL, BTC)
- Trade quantity
- Unit price/Total price
Optional Information:
- Sub-position (if left blank, a sub-position with the same name as the asset symbol will be created)
- Subjective fear and greed index at the time of trade
- Notes
- Custom tags
Trading Records Management
Can I edit or delete trades after adding them?
Yes, you can modify your trades at any time:
To Edit a Trade:
- Find the trade in your trade list
- Tap on the trade to open details
- Tap the "Edit" button
- Make your changes and save
To Delete a Trade:
- Open the trade details
- Tap the "Delete" button
- Confirm the deletion
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
How is the average price calculated?
TradeFlex uses the weighted average cost method to calculate the average price of positions:
Calculation Method:
Average Price = Total Cost ÷ Total Position Quantity
Example Calculation:
First Buy:
- 100 shares of AAPL @ $150 = $15,000
- Current Average Price: $150
Second Buy:
- 50 shares of AAPL @ $180 = $9,000
- Total Cost: $15,000 + $9,000 = $24,000
- Total Shares: 100 + 50 = 150 shares
- New Average Price: $24,000 ÷ 150 = $160
After Partial Sell:
- Sell 30 shares @ $170
- Remaining Shares: 150 - 30 = 120 shares
- Average Price Remains: $160 (unchanged)
Important Notes:
- Average price is only recalculated on buy transactions
- Sell transactions do not change the average price of remaining positions
How is the diluted average price calculated?
TradeFlex uses diluted average price to reflect the true cost of holdings considering fees, P&L, and dividends. The diluted average price is recalculated after each buy, sell, dividend, and other operations.
Calculation Method:
The diluted average price considers the following factors:
- Fees: Costs incurred from trading
- P&L: Realized profit/loss amounts
- Dividends: Dividend income received
Long (Buy) Operations:
First Buy:
Diluted Average Price = (Quantity × Price + Fees) ÷ Quantity
Buy Again (Add Position):
New Diluted Average Price = (Total Quantity × New Average Price - (Cumulative Profit + Cumulative Dividends - Cumulative Fees)) ÷ Total Quantity
Example Calculation:
First Buy:
- 100 shares of AAPL @ $150, fees $5
- Diluted Average Price = (100 × 150 + 5) ÷ 100 = $150.05
Second Buy (Add Position):
- 50 shares of AAPL @ $180, fees $3
- Current Average Price = (100 × 150 + 50 × 180) ÷ 150 = $160
- Cumulative Profit = $0, Cumulative Dividends = $0, Cumulative Fees = $8
- New Diluted Average Price = (150 × 160 - (0 + 0 - 8)) ÷ 150 = $160.05
After Partial Sell:
- Sell 30 shares @ $170, realized profit $300, fees $2
- Remaining Quantity = 120 shares
- Cumulative Profit = $300, Cumulative Dividends = $0, Cumulative Fees = $10
- New Diluted Average Price = (120 × 160 - (300 + 0 - 10)) ÷ 120 = $159.75
After Receiving Dividends:
- Received dividends $50
- Cumulative Profit = $300, Cumulative Dividends = $50, Cumulative Fees = $10
- New Diluted Average Price = (120 × 160 - (300 + 50 - 10)) ÷ 120 = $159.33
Short (Sell to Open) Operations:
First Short:
Diluted Average Price = (Quantity × Price - Fees) ÷ Quantity
Short Again (Add Position):
New Diluted Average Price = (Total Quantity × New Average Price + (Cumulative Profit + Cumulative Dividends - Cumulative Fees)) ÷ Total Quantity
Example Calculation:
First Short:
- 100 shares of AAPL @ $150, fees $5
- Diluted Average Price = (100 × 150 - 5) ÷ 100 = $149.95
After Partial Close:
- Buy to close 30 shares @ $140, realized profit $300, fees $2
- Remaining Quantity = 70 shares
- Cumulative Profit = $300, Cumulative Dividends = $0, Cumulative Fees = $7
- New Diluted Average Price = (70 × 150 + (300 + 0 - 7)) ÷ 70 = $154.19
Important Notes:
- Difference between Diluted Average Price and Average Price: Average price only considers buy price and quantity; diluted average price considers fees, P&L, and dividends, better reflecting true cost
- Difference between Long and Short: For long positions, profit and dividends reduce the diluted average price (recovering cost); for short positions, profit and dividends increase the diluted average price (reflecting cost changes)
- Significance of Diluted Average Price: Helps you more accurately assess the true cost of holdings; when doing partial trades (T trading), better reflects cost changes of remaining positions; considers all trading costs, including fees and realized P&L
Can I export reports for tax purposes?
Tax report export functionality is currently not supported, but we plan to add this feature in future versions.
Planned Features:
- PDF reports
- Excel spreadsheets
- CSV files
- Tax-specific templates
Report Types to Include:
- Realized gains/losses
- Unrealized positions
- Dividend income
- Trading summary
Troubleshooting
The app is running slowly or crashing
Try these troubleshooting steps:
Quick Fixes:
- Force close and restart the app
- Restart your device
- Check for app updates
- Free up device storage space
Advanced Solutions:
- Clear app cache (Android)
- Reinstall the app
- Check device compatibility
- Contact support with crash logs
How do I backup and restore my data?
Protect your trading data with regular backups:
To Create a Backup:
- Go to Settings → Data Management
- Tap "Create Backup"
- Wait for backup completion
To Restore Data:
- Go to Settings → Backup & Restore
- Tap "Restore from Backup"
- Select your backup file
- Confirm the restore operation
Still Need Help?
Can't find what you're looking for? Our support team is here to help you resolve any issues.