Quick Start Guide

SI

Written by SureInsight Team

Updated April 2026

Follow these 5 steps to get up and running with SureInsight in minutes.

1

Sign Up & Log In

Create a free account with email or Google. No credit card required — the free plan gives you full access to the dashboard, analytics, and backtesting.

2

Create Your First Trading Account

Click "Add Account" in the sidebar. Enter a name (e.g. "FTMO Challenge"), set your starting balance, pick your currency, and choose your asset class.

3

Import Your Trades

File Upload: Export from your platform and upload the CSV/HTML. Broker Sync: Connect MT5/cTrader/Tradovate for auto-imports. Manual: Add trades one by one. See all import guides →

4

Explore Your Dashboard

Once trades are imported, your dashboard populates automatically — equity curve, win rate, profit factor, trade calendar, and more.

5

Start Journaling & Ask Enki

Head to the Daily Journal to record your reflections. Click "Ask Enki" to chat with your AI coach about your trading patterns.

What's next? Browse the other categories in this Help Centre for detailed guides on file uploads, broker sync, Enki AI, playbooks, and more.

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