Quick Start Guide
Get up and running with Forge in under 5 minutes. By the end of this guide, you'll have logged your first trade and completed your first AI-guided reflection.
1
Create Your Account
- Go to forge.app/signup
- Enter your email and create a password, or click Continue with Google
- You're in! The dashboard loads automatically
Password requirements: 8+ characters with at least one uppercase letter, one lowercase letter, and one number.
2
Log Your First Trade
From the dashboard, click + New Trade or navigate to Trades in the sidebar.
| Field | What to Enter |
|---|---|
| Market Type | Select forex, stocks, crypto, futures, or indices |
| Symbol | The instrument you traded (e.g., EURUSD, AAPL) |
| Direction | Long or Short |
| Entry/Exit Price | Your actual trade prices |
| Entry Emotion | How you felt entering (confident, anxious, etc.) |
Click Save Trade when done. Forge auto-calculates your P&L.
3
Complete Your First Reflection
This is where Forge shines. The Reflection Chat transforms journaling from a chore into a conversation.
- Click the glowing Reflection button in the bottom-right corner
- The AI coach will ask how your trading day went
- Talk naturally about your trades, emotions, and decisions
- When finished, click Generate Journal Entry
- Review the auto-extracted insights, emotions, and lessons
- Click Save to Journal
Success!
Your first reflection is complete! The AI has extracted structured insights from your conversation and created a journal entry automatically.
4
Explore Your Dashboard
Your dashboard shows:
- Forge Score — Your overall discipline rating (0-100)
- Key Metrics — Win rate, profit factor, max drawdown
- P&L Calendar — Visual heatmap of daily performance
- AI Coach — Personalized insights based on your patterns
What's Next?
Need Help?
Check our FAQ for quick answers or contact support.