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How to Set Up Your Lock It Trade Account

Fin avatar
Written by Fin
Updated today

Getting started with Lock It Trade takes only a few minutes.

This guide will walk you through account creation, onboarding, and preparing your workspace so your AI journal can start analyzing your trades immediately.


1. Create Your Lock It Trade Account

Step 1: Visit the Lock It Trade platform

Go to:

Step 2: Click “Sign Up”

You can create an account using:

  • Email + password

  • Google sign-in

  • (Optional) Discord sign-in if enabled

Step 3: Verify your email

Check your inbox and click the verification link to activate your account.

Email verification ensures your data is secure and prevents sync issues later.


2. Complete the Onboarding Questions

After you log in for the first time, you will be asked a few quick questions about:

  • Your trading experience

  • Your trading goals

  • Preferred trading style

  • Whether you trade manually or with automation

  • Whether you plan to take a prop firm challenge

This allows Lock It Trade to personalize your dashboard and tailor Solo AI coaching.


3. Explore Your Dashboard

Your dashboard gives you access to:

Trading Intelligence

Breakdown of your win rate, risk profile, consistency, and behavior patterns.

Prop Firm Ready™ Score

Your personal evaluation score based on your last 20 trades.

(Weighted violations + recency logic + trading style detection.)

AI Roadmap

Your progress checklist created based on your trading habits.

Rule Violations

Auto-detected issues such as overtrading, no-stop-loss trades, news trading, and more.

Recent Trades

A quick view of your synced or imported trades.


4. Sync Your First Trades

To unlock your Trading Intelligence and Prop Firm Ready™ score, you must import trades.

You can do this using:

  • MT4/MT5 account sync

  • TradeLocker account sync

  • CSV upload

  • Manual entry (last resort)

We recommend syncing a live or funded account for the most accurate analysis.

Your next article in Getting Started will cover How to Sync Your Trades in full detail.


5. Review Your First AI Insights

Once trades are synced, Lock It Trade will automatically:

  • Detect rule violations

  • Classify your trading style

  • Assign recency weights

  • Calculate your Prop Firm Ready™ Score

  • Highlight patterns in your entries/exits

  • Build your personal improvement roadmap

Your score and insights update automatically as new trades come in.


6. Set Up Your Profile & Settings

Make sure to finalize:

  • Profile photo

  • Display name

  • Timezone

  • Preferred trading session

  • Notification settings

  • AI coaching preferences

This ensures all timestamps, sessions, and coaching insights align with your real behavior.


Summary

You’re now fully set up and ready to start improving with AI-powered guidance.

Next, you should sync your trades so the system can begin analyzing your performance.

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