Help

ENTRIQ is a trade practice SaaS designed to help users sharpen their trading judgment. With past stock price data, you can replay, simulate, and back-test trades anytime, as many times as you want.

• Primary focus: US stocks (up to 3,000 symbols via Twelve Data) / FX (34 major currency pairs) / Commodities / Crypto
• Not an investment advisory service. ENTRIQ is purely a practice and education platform.

ENTRIQ uses a staged price-increase model combined with a Lifetime Locked Price.

Current period (Phase 1: Founding Member, launch special price)

• Lite: ¥4,500 / month (¥45,000 / year, 17% OFF)
• Standard: ¥7,500 / month (¥75,000 / year, 17% OFF)
• Premium: ¥11,000 / month (¥110,000 / year, 17% OFF)
• 14-day free trial: available on all plans (credit card required)

Details

Please refer to the pricing page (https://entriq.ai/en/pricing) for the latest prices, plan-by-plan feature comparison, and how to choose the annual plan.

Lifetime Locked Price

Once you subscribe, your price is locked for life unless you cancel. If you sign up during Phase 1, you keep the Phase 1 launch special price (¥4,500 / ¥7,500 / ¥11,000) even after Phase 2 transitions to the standard price (¥6,500 / ¥10,000 / ¥15,000).

• Trial starts automatically at sign-up (credit card required)
• All features available without restrictions for 14 days
• Cancel anytime during the trial period (no charges)
• After the trial ends, you transition to a paid plan. Please refer to the pricing page for details.
• The free trial is available only once per user. If you have previously registered for ENTRIQ (including re-registration after cancellation), the free trial does not apply and paid plan billing starts immediately at registration.

For credit card users

You can cancel from the "Manage Subscription" button on the settings page, which opens the Stripe Customer Portal.

Steps

• Open the menu in the top right of the header → "Settings"
• Click the "Manage Subscription" button → you are taken to the Stripe Customer Portal
• Click "Cancel subscription"
• Confirm on the next screen — done

For bank transfer users

Please contact us via the contact form.

After cancellation

• You can continue using the service through the end of the current month (no prorated refund)
• No charges from the following month onwards
• Your trade history, tags, and drawing data are retained and restored on resubscription

Chart features

• Candlestick chart (lightweight-charts v5)
• All timeframes (1m / 5m / 15m / 30m / 1h / 2h / 4h / 1D / 1W / 1M)
• Indicators (Moving Average, Bollinger Bands, RSI, MACD, VWAP, Volume)
• Drawing tools (horizontal line, trendline, text)

Trade practice

• Press "Start" to begin replay → use "Next" / "Back" to advance or rewind bars
• Buy / sell / close all / partial close / reset
• Save verify sessions (trade history, P&L, strategy tag assignment)

Analysis features

• AI analysis (Claude Haiku) for individual trades and per-tag analysis
• Manual strategy tag assignment
• Multi-panel: display multiple symbols / timeframes simultaneously (Lite: up to 2 panels; Standard / Premium: up to 4 panels)
• Multi-display: pop charts out into separate windows (Standard / Premium only; supports up to triple monitors)

Holding Period Statistics

• Per-strategy-tag holding period statistics
• Metrics displayed: average trade duration / longest / shortest / median / average duration for winning trades / average duration for losing trades
• Duration vs P&L scatter plot with linear regression line (shown when the active tab has 5 or more trades)
• Timeframe-based tabs: Minute tab (1m / 5m / 15m / 30m) / Hour tab (1h / 2h / 4h) / Day tab (Daily / Weekly / Monthly)
• Tabs auto-hide when no trades match the timeframe

Holding Period Display on the Review Screen

• Holding period unit is auto-detected by the trade's timeframe (minute timeframe → N min, hour timeframe → N h, daily-or-above → N days)
• Start date and end date are shown in the table

Input helpers

• Strategy tags, trade notes, bar comments

Notification center

• Check notifications via the bell icon in the top right of the header
• Important changes such as stock splits / ticker changes / delistings are sent to users holding the affected trades
• Read / unread state and archive supported

Unified trade model

ENTRIQ uses a unified margin × leverage trade model across all markets (US stocks / Commodities / Crypto / FX).

• Enter Margin and Leverage → the Notional (total transaction amount) is auto-calculated
• Long and short positions can be held simultaneously on the same symbol (dual position)
• Effective Leverage is displayed (auto-calculated from current positions)
• Leverage rules by instrument: US stocks are fixed (1x / cash), FX / Commodity / Crypto are user-specified

Please see the User Guide for detailed operating instructions.

ENTRIQ provides multiple AI analysis features. All of them are designed to analyze your past trades, strategies, and chart data — they are not designed to predict future price movements or stock prices. You are solely responsible for your investment decisions.

AI Credits

Using any AI analysis consumes "AI Credits".

• Lite: 50 credits / month
• Standard: 200 credits / month
• Premium: 1,000 credits / month

Reset and rollover rules

• Reset happens monthly based on the contract date (or the trial end date for trial-to-paid users)
  • Example: contract on 5/20 → reset every 20th (JST 00:00)
  • Month-end edge: contract on 1/31 → 2/28 (or 2/29 in a leap year), 3/31, 4/30, etc., rounded to the last day of the month
• Unused credits within a month do not carry over to the next month
• Behavior on plan changes:
  • Upgrade: immediate, switch to the new plan's credit count (reset date is preserved)
  • Downgrade (scheduled): continue the current plan until the period end, then switch to the new plan's credits
  • Cancellation: current-plan credits remain usable until the period end, then reset to 0
• If you run out of credits, AI analysis features are unavailable until the next month's reset. Upgrading to a higher plan immediately grants the new plan's credits.

1. Trade AI Analysis (Re-analysis)

Performs a comprehensive analysis of a single trade (one saved record). Even when a trade contains multiple entries and exits, all of them are taken into account.

• Evaluated items: entry evaluation / exit evaluation / rule adherence / improvement suggestions
• Where to use: "Re-analyze" button on the trade detail page
• Cost: 1 credit per trade

What it does not do: predict future price movements, recommend buy/sell decisions

2. Strategy Tag AI Analysis

Statistically analyzes the group of trades accumulated under a strategy tag.

• Analysis content: overall win rate, expected value, bias, extraction of success / failure patterns
• Where to use: strategy tag page
• Cost: 1 credit per analysis

What it does not do: analyze chart drawings (trendlines, Fibonacci, text, etc.), predict future performance

3. Per-Field AI Analysis for Strategy Rules

On the "Rules" tab of a strategy tag, you can analyze each part of your strategy rules — Target Setup / Entry Rule / Take-Profit / Stop-Loss / Additional Items — independently. The analysis observes the "writing quality" of what you have written and points out ambiguities and parts that cannot be judged.

Two analysis modes:

• Analyze (View): Imagining looking back at the shape and flow of a chart, the analysis observes whether each rule is written at a granularity that can be judged against the chart, and points out ambiguities and unjudgeable parts in an objective manner.
• Analyze (Numeric): The analysis observes whether each rule is reduced to numbers (prices, bar counts, indicator values, %, etc.) so it can be judged mechanically, and points out the parts that rely on discretionary judgment without numeric definitions.

How the analysis runs:

• When you click "Analyze (View)" or "Analyze (Numeric)", only the fields that contain text are analyzed in sequence, and the result is shown directly under each field. Empty fields are skipped.
• Additional Items are analyzed item by item, and each item shows its own result directly below it.
• The "Insert this text" button on a result inserts the analyzed text into the corresponding field (or the corresponding additional item). For fields / items that already contain text, choose "Overwrite and save" or "Append and save".
• Insertion and deletion are saved automatically, so the content is retained across reloads.

Cost: Credits are consumed based on the number of fields / items that are actually analyzed. Each additional item consumes 1 credit. Example: 4 fields plus 3 additional items being analyzed costs 7 credits (empty fields and empty items are not charged).

• Where to use: Strategy tag page → "Rules" tab → "Analyze (View)" / "Analyze (Numeric)" buttons

What it does not do: judge whether the rules "will win", automatically optimize the rules, forecast market price movements, or instruct on individual securities. This feature analyzes the writing quality of the rules you have written; any investment decisions are your own responsibility.

4. Per-Entry / Per-Exit AI Analysis

Analyzes a single entry or a single exit within a trade in isolation. A pinpoint evaluation focused on one trading action.

• Evaluated items: entry / exit timing evaluation / rule adherence / improvement suggestions
• Where to use: "Open AI analysis" button on each row of the transaction list on the trade detail page
• Cost: 1 credit each for entry and exit

What it does not do: indicate profitable entry points, predict price movements after the exit

5. Strategy Tag Page AI Q&A

A feature that lets you ask free-form questions about a tag's data on the strategy tag page.

• Example questions: "Which time slot has the highest win rate for this tag?" "What is the relationship between holding period and win rate?"
• Where to use: "Ask AI" button on the strategy tag page
• Cost: 1 credit per question (*)

(*) Credits are not consumed when the AI cannot answer the question (e.g. future price prediction) or when there is insufficient data for analysis.

What it does not do: identify the "next winning symbol" within the tag, predict future performance, access data outside ENTRIQ

Each strategy tag is bound to one market (US stocks / Commodities / Crypto / FX, four options) at creation. Based on the selected market, the analysis dashboard displays aggregation metrics tailored to that market's characteristics.

Examples of market-specific metrics

• US stocks: share-based aggregation (average shares / total shares / average margin / total margin)
• Commodities: ounce units, leverage calculation (including average / max / effective leverage)
• Crypto: coin units, leverage calculation
• FX: lot units, pip-based aggregation, leverage calculation

(*) Within an FX strategy tag, mixing pairs with different quote currencies (e.g. USD/JPY and EUR/USD) makes amount-based metrics inaccurate due to unit mixing. We recommend creating separate tags per quote currency (JPY pair group / USD pair group). The uncategorized tag may display trades with multiple quote currencies mixed together; treat those totals as a rough indicator only.

How the binding works

• Select a market when creating a tag (it cannot be changed afterwards)
• On trade save, only tags whose market matches the trade's symbol appear as candidates
• Colored badges are shown in the tag list, analysis dashboard, and trade save modal

The full list of supported metrics per market can be confirmed in the strategy tag creation UI when you select each market, and on the analysis dashboard.

Define your own data fields (5 types) per strategy tag and capture values when you save trades. Use them across the tag page, trade review screen, and analysis dashboard. This is the core of ENTRIQ's "strategy verification OS" positioning.

Five field types

• number: integer / decimal (e.g. number of averaging-down entries, VIX level at entry)
• percent: stored as the value you see (e.g. -5.3 for -5.3% distance from the 200-day moving average)
• date: YYYY-MM-DD format (e.g. scheduled earnings date, IPO date)
• select: pick one from a user-defined list (e.g. "Average-down / Pullback / Trend-follow")
• boolean: yes / no (e.g. fundamentals checked, earnings overlap)

Per-plan limit (per tag)

When the limit is reached, the "Add field" button is disabled and an upgrade hint is shown. Premium plan (100 fields) is an explicit, practical ceiling.

Where to use it

1. Tag management (/[lang]/tags): open the tag editor; the "Custom fields" section lets you add / edit / delete definitions.
2. Trade save modal (TradingApp): after picking a tag, custom field inputs appear so you can capture values when saving the trade.
3. Review screen (/[lang]/trades/[id]): view and edit saved values.
4. Analysis dashboard (/[lang]/analysis/[tagId]): fields with "statistics target" enabled are aggregated by type:
   • boolean / select: value-by-value table (count, win rate, average PnL)
   • number / percent: 6 indicators (mean, median, sample standard deviation, min, max, count) plus a value-vs-PnL scatter chart (shown with 5+ data points, with a linear regression line)
   • date: monthly bucket aggregation (count, win rate, average PnL)

FAQ

Q. How should I use custom fields? A. To accumulate strategy-specific verification data. For example, attach a "number of averaging-down entries" field to a "Average-down buy" tag, and the analysis dashboard will show the win rate by averaging-down count.

Q. What happens to data when I delete a field? A. All custom field values stored against trades for that tag are also deleted (database cascade). The deletion confirmation makes this explicit; export your data first if you need to keep a record (export feature is planned for the future).

Q. Can I share fields across tags? A. Not in the current version — definitions are isolated per strategy tag. If you want to track "number of averaging-down entries" in both "Average-down buy" and "Pullback buy" tags, define the field in each tag separately.

Q. What happens to my fields if I downgrade my plan? A. Existing field definitions and recorded values are preserved. Only new additions are subject to the new plan's limit (e.g. with 5 fields defined and downgrading to Lite: the 3-per-tag limit applies to new additions; the existing 5 remain viewable and editable, but you cannot add more until you remove some or upgrade).

Q. Should I use number or select? A. Use number for ordered discrete values (1 / 2 / 3 attempts) and select for qualitative labels (Pullback / Trend-follow / Counter-trend). Number's advantage is that the scatter chart + regression line reveal trends like "does the win rate change as the value grows?".

A feature for recording, searching, and browsing trade reflections.

Overview

Save free-text reflections for each trade. Two support templates help you quickly start structured records with 5-section or 2-section layouts. Saved notes can be cross-referenced on the "Notes" page with filters (period / strategy tag / outcome), and support full-text search across note body and symbol ticker. Notes are displayed in full with preserved line breaks, so past reflections are visible at a glance.

Saving Notes

In the "Trade Notes" area on the trade review page:

• Two template buttons:
  • "Reflection (Full)": 5 sections (Why entered / Why exited / What went well / What to improve / Lessons for next time)
  • "Reflection (Simple)": 2 sections (What went well / What to improve)
• Clicking a template button replaces existing text with the template; press Ctrl/Cmd+Z to undo and restore the previous text
• The "Save" button commits explicitly. After saving, "First saved / Last updated" timestamps appear on the same page in real-time (no reload needed)

Notes List Page

Click "Notes" in the header to navigate to /en/notes.

• Card-based cross-trade view: Date (first saved) / symbol / strategy tag / P&L / full note text
• Preserved line breaks: The 5-section (Full) or 2-section (Simple) structure of the template displays as-is, fully readable from the list
• Updated badge: Edited notes show an "✏️ Updated" badge, making evolving reflections instantly identifiable
• Filters:
  • Period (This month / Last month / 3 months / 6 months / 1 year / Custom / All time)
  • Strategy tag (multi-select)
  • Outcome (Win / Loss / All)
• Sort: Date (newest / oldest) or P&L (highest / lowest)
• Pagination: 20 items per page
• Click a note card to navigate to that trade's review page for editing

Full-Text Search

The search box at the top of the Notes list page matches all three of the following:

• Body keyword: e.g. type "breakout" → notes containing "breakout" in the body (Japanese morphological analysis, case-insensitive)
• Symbol ticker: e.g. type "AAPL" or "aapl" → notes for the AAPL symbol (case-insensitive)
• Multiple keywords (AND search): e.g. type "AAPL breakout" → notes for AAPL that also contain "breakout" (separated by a half-width space)

Auto-search triggers 300ms after input. Filters and sort remain available during search.

Reflection History

The bottom of each trade's review page shows "First saved" and "Last updated" timestamps. If saved and never edited, only "First saved" appears; after editing, both display. This visualizes the reflection lifecycle (when first recorded, when last updated), letting you track how your reflections evolve.

The "Date (newest / oldest)" sort on the Notes list page is also based on the first saved date, making it easy to find "recently reflected" or "long-untouched" notes.

Real-Time UI Update After Saving

After saving or editing a note, "First saved / Last updated" and the "Updated" badge refresh automatically without a page reload. Continuous editing is smooth and frictionless.

US stocks (currently supported)

• Data provider: Twelve Data
• At launch, ENTRIQ ships with a preset of major symbols (S&P 500 + NASDAQ 100 majors + major ETFs)
• The "+ Add Symbol" button lets you search and add any of the US stocks supported by Twelve Data (up to ~3,000 symbols)
• Historical data: from each symbol's listing date (limits vary by timeframe)
• 1-minute data is limited to recent data only

Crypto / Commodities

• Commodities: Gold / Silver / Platinum / Palladium / WTI / Brent (6 symbols)
• Crypto: BTC / ETH / XRP (3 symbols)
• Data provider: Twelve Data

FX (currently supported)

• 34 major currency pairs supported (USD/JPY, EUR/USD, USD/KRW, USD/TWD, etc.)
• Data provider: Twelve Data
• pip-based aggregation, leverage calculation supported
• lot units (1 lot = 100,000 currency units, industry standard)
• JPY pairs display 3 decimal places, USD pairs display 5 decimal places (matching MT4/5/TradingView precision)

For the full list of supported pairs, please check the symbol search modal ("+" button → FX tab).

Earnings and dividend data

• US stocks only
• Earnings markers (📊) and dividend markers (💰) are displayed on the chart
• Past 20 years (data is fetched from the IPO onwards)

Data Update Timing

ENTRIQ automatically fetches the latest finalized bar when you open a chart (up to once per day). The date boundary for cache reset is 18:00 US Eastern Time (ET), applied uniformly across all symbols (US stocks / crypto / commodities / FX).

How the boundary works

• US market closes at NY 16:00 ET. ENTRIQ waits 2 hours as a data propagation buffer, switching the date at NY 18:00 ET.
• All symbols use the same boundary for memorability.

In Japan Standard Time (JST)

Example: AAPL during EDT

• Fri 5/16 5:00 AM JST (= Fri NY 16:00 ET, market close): today's bar not yet available
• Fri 5/16 7:00 AM JST (= Fri NY 18:00 ET, boundary switch): Thu 5/15's finalized bar becomes fetchable
• Sat 5/17 7:00 AM JST onwards: Fri 5/16's finalized bar available (weekends use the same boundary)

What "once per day" means

Within the same NY-18:00-based day, opening the same symbol/timeframe multiple times triggers a fetch only on the first access. Subsequent opens are served from cache instantly.

For users needing live price action

ENTRIQ is a trade judgment practice platform, not a real-time tick streaming service. For real-time monitoring of live positions, please use your broker account or platforms like TradingView.

Trade panel buttons

• Start: enter verify mode, draw the blue line (verify start position) and begin practice
• Random start: pick a random position from the symbol's full history and start
• Next: advance 1 bar (time moves forward)
• Back: rewind 1 bar
• Close All: close all current positions
• Partial close: enter a quantity to close a specific number
• Reset: reset the current verify session (trade history is also cleared)
• Pause & Save: save an in-progress session so you can resume later. Click "Resume" from the history page to continue the replay (the review page is not yet available for paused sessions).
• End: finalize and close the session. Resume is no longer possible, but the review page becomes available so you can inspect trade details.

On-chart display

• Current bar: the current time-axis position (the bar being replayed)
• Blue line: verify start position (verifyStartTime)
• Red line: verify end position (verifyEndTime)
• Gray dashed line: the bar currently selected by click

Position display

• Total P&L: realized P&L + unrealized P&L + dividends received
• Realized P&L: confirmed P&L of closed trades
• Unrealized P&L: open P&L on held positions
• Dividends received: dividend income during the verify period (dynamically calculated for US stocks only)
• Max unrealized profit / loss: peak values during the session

Trade parameters

• Margin: self-funded amount per position (in the quote currency of the entry price)
• Leverage (x): ratio of the total transaction amount to margin (1x = cash-equivalent)
• Notional: margin × leverage (e.g. ¥100,000 × 25x = ¥2,500,000)
• Required margin: notional ÷ leverage (effectively equal to margin)
• Effective leverage: total current exposure ÷ remaining margin (useful indicator when running dual positions)
• Remaining margin: total funds at session start − locked-up margin
• Dual position: holding both long and short positions on the same symbol simultaneously

Markers

• B / S: buy open / sell open
• B+ / S+: buy add / sell add
• bX / sX: buy close / sell close
• 📊 (blue / green / red): earnings marker (green = positive surprise, red = negative)
• 💰: dividend marker
• 💬: bar comment

ENTRIQ applies US stock dividends to your P&L during the verify session. This mirrors how the real stock market behaves.

Long (buy) positions

• Held across the ex-dividend date → receive the dividend (positive)
• Added to total P&L as "dividends received"
• Example: holding 100 shares of AAPL across the ex-dividend date → dividend $0.25 × 100 = +$25

Short positions

• Held across the ex-dividend date → pay the dividend (negative)
• "Dividends received" is recorded as a negative value
• This mirrors how real margin trading / short selling works (dividend adjustment payment)
• Example: shorting 100 shares of AAPL across the ex-dividend date → -$25

On-chart dividend marker

• 💰 marker is displayed on the ex-dividend date
• Positions held across this marker are eligible for the dividend
• Hover the marker to check the dividend amount

Common misconceptions

• "It's wrong that the dividend is negative" → this is normal for short positions
• "I hold a long position but no dividend was applied" → the position may not span the ex-dividend date
• Symbols other than US stocks (including dividends paid in different currencies) are out of scope

Q. The chart is not displayed

• Clear browser cache and reload
• Try a different symbol (to check whether data is being fetched)
• If an error is shown in the browser console, please share its contents

Q. Cannot sign in

• Check the spelling of your email address
• Try password reset
• Check that Clerk's verification email arrived (including spam folder)

Q. Payment error

• Re-enter card details (the card may have expired)
• Try a different card
• Check whether your card issuer is blocking the payment

Q. I was charged automatically after the 14-day trial

• At the start of the trial, we display "after the trial ends, you transition to a paid plan"
• You can cancel anytime from the settings page (see §4 How to Cancel for details)
• Service remains available through the end of the current month, no prorated refund

Q. I re-registered with a previously cancelled account, but I was charged immediately instead of getting the trial period

• The free trial is available only once per user (Terms of Service, Article 5, Section 3)
• If you have a previous registration history, no trial applies on re-registration, and billing starts immediately
• This is the specification stated in the Terms of Service; trial periods are not provided for re-registrations after cancellation
• For inquiries, please use the contact form

Q. I want to upgrade / downgrade my plan

For credit card users

On the pricing page, click your desired plan, then confirm the change in the dialog. The change details and prorated amount are previewed beforehand.

• Upgrade: immediate, prorated charge for the difference
• Downgrade (monthly to monthly): immediate, prorated refund of the difference
• Monthly → yearly: immediate, the difference for the yearly amount is charged (unused monthly portion is credited)
• Yearly → monthly: scheduled at the period end (no refund of the unused yearly portion)

For bank transfer users

Please contact us via the contact form.

Q. My drawings (text, trendline, etc.) disappeared

• Drawings are saved per symbol × timeframe
• Switching to a different symbol or timeframe hides the original drawings
• Switching back to the original symbol / timeframe shows them again
• Check if the eye icon (👁) at the top of the chart is OFF (when OFF, drawings are hidden but the data is kept)
• When the eye icon is OFF, the pencil (drawing) button is also disabled. Turn the eye icon back ON to draw again

Q. I want to try the demo (no registration required)

• The "Try Demo" button in the top right of the header, or /demo, is available without registration
• The symbol is fixed to AAPL (Apple); you can try the main features with 10 years of past data
• Virtual trades can be saved (in localStorage; cleared on reload)
• Adding / switching symbols and AI analysis are disabled (please sign up for those)
• Replay / orders / strategy tags / drawing / multi-panel / multi-display are available
• On strategy tag analysis screens, you can preview sample answers to tag-level AI questions (the demo shows static samples; input is disabled)

Q. I received a notification — what types are there?

Click the bell icon in the top right of the header to view notifications. As of launch, the following 3 notification types are supported:

• AI analysis invalidated by stock split: when an admin approves a stock split, users holding affected trades are notified that AI analyses on the review page have been invalidated (strategy tag analyses are unaffected; re-analysis is available by spending a credit)
• Open verify session reset by stock split: at the same time, if any in-progress verify sessions exist, a notification announces that they have been reset and the user should redo them at the new prices
• Ticker symbol change applied: notification for the switch from the old ticker to the new (e.g. FB → META; past trade records are preserved under the old symbol, while the on-screen display automatically switches to the new)

Notifications support read / unread management and archiving.

Q. I cannot use a credit card — I want to apply via bank transfer

Bank transfer is available for customers residing in Japan only.

• Apply via the bank transfer application form
• Yearly prepayment only (monthly is not available)
• After you submit the application, we will email the bank account details
• Your plan is activated after we confirm the payment (1–3 business days)
• Customers residing outside Japan, please use credit card payment

Q. I ran out of AI credits

• Lite: 50 credits / month / Standard: 200 credits / month / Premium: 1,000 credits / month
• Upgrade to a higher plan, or wait for the next month's reset
• Please see §5.1 AI Analysis Features and AI Credits for details

Q. The contact-page AI chat became unavailable

• The contact-page AI chat is limited to 20 messages per day
• The reset happens at 0:00 JST
• If you have reached the limit or your question is beyond what the AI can answer, please use the contact form on the same page to reach support

Q. I want to delete my account

Cancellation and account deletion are different.

• Cancellation = stops billing, data is retained (can be restored on resubscribe) → Available from the settings page (see §4 How to Cancel for details)
• Account deletion = the account itself is removed and all data is erased → Currently, please contact us via the contact form

Q. Why does the "Holding Period Statistics" section sometimes not appear?

The Holding Period Statistics section is displayed only when there are trades linked to the strategy tag. The tabs (Minutes / Hours / Days) automatically switch based on the timeframes of the trades. If there are no trades for a given timeframe, that tab is hidden. If all tabs are inapplicable (e.g., no trade has a recorded exit time), the section itself is hidden.

Q. Why does the Duration vs P&L scatter plot show "Insufficient data"?

The scatter plot requires at least 5 trades in the active tab to display a statistically meaningful distribution. If there are fewer, only the 6 numeric metrics (average / longest / shortest / median / average win duration / average loss duration) are shown.

For symbols that have undergone stock splits, ENTRIQ implements an industry-standard adjustment layer, and the following surfaces all display and aggregate values that have been split-adjusted (matching TradingView):

• Chart display (continuous split-adjusted prices)
• Trade detail page (entry / exit prices, share quantity)
• Strategy tag aggregations (win rate, PF, max drawdown — all metrics)
• AI analysis
• Drawing tools

The original input values for manually entered trade records are preserved as-is. When an admin approves a new split, the adjustment layer is applied automatically.

For delisted symbols, real-time data is no longer available.

• Past trade records can still be viewed and edited
• The chart shows "⚠️ Cannot fetch data" (the symbol may be delisted or its code may have changed)
• Aggregation metrics (win rate, P&L, etc.) are computed from your trade records and remain available

For symbols where a ticker change has occurred (e.g. FB → META), past trade records are preserved with the original ticker name. Please see §12 for details.

Overview

Due to corporate renames, mergers, and similar events, a stock's ticker symbol (the symbol code) can change. Examples:

• FB (Facebook) → META (Meta Platforms, 2022)
• SQ (Square) → XYZ (Block, 2025)

In ENTRIQ, once an admin approves the change, the following is executed automatically. No additional action is required on the user's side.

What switches automatically

1. Chart display: even if you access the chart via the old ticker, the chart for the new ticker is displayed automatically (you can keep using the old URL).
2. Symbol list: the old ticker entry in your symbol list is replaced automatically by the new ticker. If you already had the new ticker registered as well, the old ticker entry is removed automatically.
3. Trade history display: the symbol shown on the history list and review page switches to the new ticker name.
4. Notification: every user holding affected trades receives a notification via the bell icon.

What is preserved (immutability of past data)

ENTRIQ follows the policy that "past records are preserved with the notation used at the time".

• Trade history DB values: past trades remain stored internally with the old ticker name. The screen display switches to the new ticker, but the underlying data is not changed.
• Drawings: lines and shapes drawn on the old ticker continue to appear on the new ticker's chart.
• AI analysis body text: old ticker names that appear inside the body of previously generated AI analyses (e.g. "Regarding the FB trade…") remain as written. This is by design, to preserve the state at the time of generation. If you want to regenerate the analysis under the new ticker name, you can use a credit to re-analyze.

Search behavior

In the history search box, either the old or the new ticker can be searched.

• Searching "META" → trades changed from FB → META also match (the display shows META)
• Searching "FB" → the same trades match (the display still shows META)

Example: FB → META

1. Admin registers and approves the change
2. The system automatically:
   • Stops fetching data for the old ticker (FB)
   • Sends notifications to affected users
   • Replaces FB with META in your symbol list
3. The user opens /chart/FB → the META chart is displayed (the URL is unchanged)
4. The history symbol display switches from "FB" to "META" (the internal data stays as FB, preserved)

Frequently asked questions

Q. Will my past trade records for FB be deleted?

No. All data is preserved; only the screen display switches to the new ticker.

Q. I want to rewrite the old ticker name (e.g. "FB is...") in the AI analysis body to META.

The body text of past analyses is preserved by design. If you want to regenerate it under the new ticker name, please use a credit to re-analyze.

Q. I want to delete the new ticker that was auto-added to my symbol list.

You can delete it through the normal symbol list editing flow.

Q. What about cases where one company splits into multiple companies (e.g. DowDuPont → Dow / DuPont / Corteva)?

The current version supports only 1-to-1 ticker changes. For symbols that underwent a 1-to-many spin-off, please use our contact form.

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