003: Getting Started

You will want to collect or obtain the following:

BROKER ACCOUNT NUMBER: Login to your brokerage account and copy your account number exactly as it's shown. You will need the account number to match-up with your trades contained in the CSV history file. You may want to download/request your account trade history from your broker while logged in. Verify what you have written down .vs. what is contained within the CSV file.

If there is a difference, always use the account number contained in CSV file when creating an account

Account numbers are usually a combination of numbers and/or letters: 12345, A12345, A-12345, 12345B, 12345-B, C01-12345-A

GET A LICENSE: Yes, you can use all the features of Stocklog+ without a license, including importing unlimited number of trades; however, in demo mode it will ONLY show/view the first 12 rows of data. This gives you the ability to try it out and make sure Stocklog+ is valuable in your trading journey - without expiring on you, so take your time!

Once you've decided it's a fit, visit the Subscribe tab. You will see all subscription options to choose from. Make sure to use a stable e-mail address, it's connected with your license/subscription account. You will receive an e-mail containing your SUBCRIPTION ID; you will want to keep it for reference. You can always login to the billing portal and find it there.

The SUBSCRIPTION ID is your LICENSE KEY

DECIDE ON COMPUTER: Your license is tied to the computer you register/activate it on. Once you've registered the license you can not use/move the database to another computer, if you do - it will eventually expire itself and return to demo mode.

All subscription terms are displayed before you purchase. You can cancel subscriptions by visiting the billing portal. Subscriptions expire at the end-of-each-term, your never trapped into an annual license; try to cancel at least two (2) days before the next renewal to give the system time to respond to the request. The license will cancel at the end of it's monthly billing cycle. Be sure to read our Terms of Service!

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