Ploutos Help

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Pick the page that matches what you are trying to do, then get back into the product.

If something feels unclear in Ploutos, start here instead of clicking around the product hoping the answer appears on its own.

These guides are meant to get you back into the product quickly. They are short on purpose.

Choose the page that matches what you are trying to do

You are just trying to see whether Ploutos fits

You are setting up a real workspace

The trades are already in and now you want to review them properly

Something feels wrong and you want the shortest path to a fix

You want to know what changed or how to reach us

If you do not know where to start

Do this:

  1. Pick the right Ploutos account.
  2. Use Import CSV to bring in real history.
  3. Open Journal.
  4. Review a handful of grouped trades.
  5. Use Log trade only for small gaps or one-off trades.
  6. Leave Manage Connections for later, once you already know the review flow is worth using.

That path is usually better than starting with live sync on day one, especially if you are still deciding whether the product fits how you trade.

What these guides assume

  • you are signed in
  • you can see the current app shell
  • you are looking at the actual labels in the UI, such as Journal, Trades, Connections, Log trade, Import CSV, and Export

What these guides are good at

  • getting a new workspace moving without a long setup detour
  • explaining how the current product is structured
  • helping you tell the difference between a real issue and a workflow that just needs one more step

What these guides are not trying to do

  • teach trading
  • invent support for brokers that are not in the product yet
  • promise roadmap work as if it were already live