Settings
CandleLog's Settings page lets you manage your account details, trading accounts, preferences, and data. Access Settings from the main navigation to customize the platform for your trading workflow.
Overview
The Settings page is organized into four tabs:
- Profile - Your personal account information
- Trading Accounts - Manage multiple brokerage accounts
- Preferences - Timezone, currency, and display options
- Data - Export and account deletion
Profile
Update your personal account information in the Profile tab.
Full Name
Your display name shown throughout CandleLog. This can be changed at any time.
- Navigate to Settings > Profile
- Enter your name in the Full Name field
- Click Save Changes
Your email address is displayed but cannot be changed. This is the email associated with your login credentials.
Trading Accounts
Manage multiple trading accounts to keep trades organized by broker or account type. Each account tracks its own balance and can use a different currency.
Why Use Multiple Accounts
- Track different brokers separately
- Separate funded accounts from practice accounts
- Keep retirement accounts distinct from active trading
- Monitor multiple strategies in isolation
- Track different asset classes independently
Account Properties
Each trading account has these properties:
| Property | Description |
|---|---|
| Account Name | Descriptive name (e.g., "TD Ameritrade Main") |
| Account Type | Cash, Margin, IRA, 401k, Roth IRA, TFSA, Options, or Futures |
| Currency | USD, EUR, GBP, CAD, AUD, JPY, CHF, SEK, or NOK |
| Starting Balance | Initial account balance for tracking performance |
| Broker Name | Optional broker identification |
| Primary Status | Whether this is your default account |
Supported Currencies
| Currency | Symbol | Name |
|---|---|---|
| USD | $ | US Dollar |
| EUR | E | Euro |
| GBP | L | British Pound |
| CAD | C$ | Canadian Dollar |
| AUD | A$ | Australian Dollar |
| JPY | Y | Japanese Yen |
| CHF | CHF | Swiss Franc |
| SEK | kr | Swedish Krona |
| NOK | kr | Norwegian Krone |
Creating a Trading Account
- Navigate to Settings > Trading Accounts
- Click Add Account
- Enter the account name
- Select the account type from the dropdown
- Choose the currency
- Enter the starting balance
- Optionally add the broker name
- Click Create Account
Setting a Primary Account
Your primary account is used as the default when logging trades.
- Find the account in your list
- Click Set Primary
- The account displays a star icon and "PRIMARY" label
Editing an Account
- Click the edit icon (pencil) on the account card
- Update any fields
- Click Update Account
Deleting an Account
Deleting an account permanently removes it and all associated trades.
- Click the trash icon on the account card
- Review the warning about permanent deletion
- Click Delete Account to confirm
Note: You cannot delete your last remaining account. At least one trading account must exist.
Account Limits
Your plan determines how many trading accounts you can create. The current usage is displayed as "X of Y accounts used". When you reach the limit, the Add Account button is disabled.
Preferences
Configure display and calculation settings in the Preferences tab.
Timezone
Set your local timezone for accurate trade timestamps. This affects how times are displayed throughout CandleLog.
- Navigate to Settings > Preferences
- Select your timezone from the dropdown
- Click Save Preferences
Popular Timezones
Quick access is provided for commonly used timezones:
- UTC (Coordinated Universal Time)
- America/New York - Eastern Time (EST)
- America/Chicago - Central Time (CST)
- America/Denver - Mountain Time (MST)
- America/Los Angeles - Pacific Time (PST)
- Europe/London (GMT)
- Europe/Paris (CET)
- Europe/Berlin (CET)
- Asia/Tokyo (JST)
- Asia/Shanghai (CST)
- Asia/Kolkata (IST)
- Australia/Sydney (AEDT)
All Timezones
Below the popular options, all timezones are organized by region:
- Africa
- Americas
- Asia
- Australia
- Europe
- Pacific
Default Currency
Set your preferred currency for display:
| Option | Description |
|---|---|
| USD ($) | US Dollar |
| EUR (E) | Euro |
| GBP (L) | British Pound |
| JPY (Y) | Japanese Yen |
This setting affects currency display throughout the application when viewing P&L and account balances.
Data Management
Export your trading data or delete your account from the Data tab.
Export Trading Data
Download all your trades as a CSV file for backup or analysis in external tools.
- Navigate to Settings > Data
- Click Export Trading Data
- A CSV file downloads automatically as
candlelog_trades_export.csv
The export includes all trades across all accounts with complete details: symbols, prices, timestamps, P&L, notes, and more.
Delete Account
Permanently delete your CandleLog account and all associated data.
Warning: This action cannot be undone. All your trades, notes, screenshots, strategies, and account data will be permanently deleted.
- Navigate to Settings > Data
- Click Delete Account
- Review the warning message
- Click Yes, Delete Account to confirm
- You will be signed out and redirected to the home page
Consider exporting your data before deleting your account.
Best Practices
Timezone Selection
Choose the timezone where you trade. If you trade during US market hours from another region, you may prefer Eastern Time (America/New York) for easier session tracking.
Account Organization
Create separate trading accounts when you want to:
- Track performance independently for different brokers
- Isolate paper trading from live trading
- Measure strategy performance in dedicated accounts
- Keep long-term investments separate from active trading
Regular Backups
Export your trading data periodically:
- Before making major changes
- At the end of each month or quarter
- Before switching to a new trading setup