Deltalytix Knowledge Base
Use these guides to get started, understand the product surface, and navigate the parts of Deltalytix you actually use day to day.
Start here
If you are new to the app, begin with the onboarding path below before diving into feature-specific references.
Quick Start
Sign in, import data, review your dashboard, and verify your first setup.
Application Flow
Understand how public pages, auth, dashboard pages, and support flows connect.
FAQ & Troubleshooting
Find the current answers for common product questions and support issues.
Feedback Guide
See the fastest way to report bugs, request features, or send product notes.
Core product areas
These pages reflect the current dashboard shell and the tools available inside the authenticated app.
Trade import
Bring trades in, review parsing results, and keep account history current.
- Upload broker exports or supported trade files
- Review parsing before committing changes
- Use the data page for account and trade maintenance
Dashboard and widgets
Track performance through KPI cards, charts, templates, filters, and calendar views.
- Responsive KPI layouts
- Filter-aware widgets and reports
- Edit mode, templates, and widget customization
Journal and trade review
Annotate trading days, add notes and screenshots, and review trades in context.
- Daily journal flow
- Trade notes and image previews
- Calendar-to-day review modal
Accounts
Manage live and prop-firm accounts with filter-aware reporting and current lifecycle states.
- Live account tracking
- Prop-firm master account progress
- Account filters across dashboard and reports
Playbook and backtesting
Keep a structured library of setups, models, and simulated review work.
- Setup and rule organization
- Backtesting workflow
- Strategy-oriented review notes
Settings and data
Adjust profile, time, theme, linked accounts, AI preferences, and account data tooling.
- Profile and account preferences
- Theme and time controls
- Linked accounts and data management
Reference paths
Use these when you want a direct pointer to the exact area you need.
Dashboard reference
KPIs, widget editing, filters, templates, and calendar behavior.
Accounts reference
Live account tracking, prop-firm account states, and filter usage.
Settings reference
Profile, preferences, linked accounts, and account actions.
Support the project
Donation options and non-code ways to support Deltalytix.
Developer notes
The public developer section stays high level by design. It explains the product architecture and ownership boundaries without exposing internal-only operational detail.
Safe by default
Developer docs focus on concepts, responsibilities, and extension points instead of secrets, raw schema dumps, or maintenance commands.
Product-aware references
Architecture, backend, and data pages are written to support onboarding and contribution planning without mirroring private infrastructure documentation.