Getting started: the order to use TradeAutopsy
A practical sequence — import, journal, playbook and exit rules, Station modes, then insights.
1. Import
Upload your broker CSV from Console. We map columns (with an AI assist for odd headers), build round trips where possible, and store legs without inventing Station-cited money.
2. Journal
Use the calendar and day desk to attach context: tags, mistakes, and notes. Analytics group cited P&L by these labels when money is known.
3. Playbook and exit rules
Define setups and exit rules so Station can compare live behavior to what you planned. Adherence views use cited P&L only.
4. Station Plan / Live / Post
Plan before the session, run Live with behavioral scoring during the day, and review in Post. macOS Station is the execution-adjacent surface; Console remains the book of record.
5. Insights
After cited P&L exists, open Insights and analytics pages for buckets, symbols, and time-of-day views — all gated when money is still pending.