Application guide

Understand Rulyx

What each tab is for, when to use it and which limits to keep in mind. A concise overview without technical documentation.

Guide, getting started or support?

This guide explains every page. Getting started provides a simple order for your first steps. Support covers account and data questions.

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Prepare

Set the framework and check before acting

Home

The next useful action and the overall state of your workspace.

What is it for?: Bring together today's priorities without opening every tool.
When should I use it?: At the start of a session or when returning to your tracking.
What Rulyx calculates or displays: Trading System status, open positions, reminders, session plan and a few descriptive metrics.
What Rulyx does not do: Home provides no signals, live prices or broker orders.

Open Home

Dashboard

A dashboard built from the metrics you choose.

What is it for?: Group the indicators that support your own review process.
When should I use it?: After journaling enough data or when preparing a periodic review.
What Rulyx calculates or displays: Period-based widgets for risk, realized results, discipline and sessions.
What Rulyx does not do: Dashboard does not predict future results or turn a small sample into a reliable conclusion.

Open Dashboard

My Trading System

The personal framework used by Rulyx tools.

What is it for?: Define capital, risk, RR, exposure, setups and execution rules.
When should I use it?: Before your first calculations, then only when your process genuinely changes.
What Rulyx calculates or displays: Four essential metrics and optional advanced rules used by Position Builder and the Validator.
What Rulyx does not do: Rulyx imposes no universal threshold and does not build a strategy for you.

Open my Trading System

Position Builder

A size aligned with the entry, stops and targets you entered.

What is it for?: Prepare a position from your capital and your own risk limits.
When should I use it?: Once entry, TP/SL levels and intended risk are already defined.
What Rulyx calculates or displays: The size allowed by selected rules, risk, weighted RR, portfolio heat and entry-price exposure.
What Rulyx does not do: Position Builder does not read live prices, choose a trade or send an order.

Build a position

Check a trade

A comparison between a prepared trade and your own rules.

What is it for?: Spot risk, RR, exposure, setup or session gaps before journaling.
When should I use it?: After preparing the trade and before adding it to the Journal.
What Rulyx calculates or displays: Passed rules, missing data, warnings and gaps against the Trading System.
What Rulyx does not do: The Validator does not recommend buying or selling, and its result is not financial advice.

Check a trade

Session Plan

The operating framework planned for a specific day.

What is it for?: Record the assets, setups, limits and main rule for a session.
When should I use it?: Before the session, then at close to compare intention and execution.
What Rulyx calculates or displays: The daily plan, its status and a descriptive reading of recorded limit adherence.
What Rulyx does not do: Rulyx does not choose trading hours or markets and does not monitor markets live.

Open Session Plan

Track

Keep execution and context together

Journal

The record of trades, exits and decisions.

What is it for?: Keep a trade's full context and follow its lifecycle.
When should I use it?: At entry, during a partial exit, at close and in post-trade review.
What Rulyx calculates or displays: TP/SL levels, execution events, remaining size, realized PnL and available review notes.
What Rulyx does not do: The Journal sends no broker orders and does not replace official broker statements.

Open Journal

Watchlist

An asset summary connected to Journal trades.

What is it for?: Centralize a thesis, levels, annotations and explicitly linked positions.
When should I use it?: While preparing an asset and during periodic reviews.
What Rulyx calculates or displays: Realized metrics from linked trades, open positions and, when entered, a clearly identified manual reference price.
What Rulyx does not do: Watchlist reads no live price, creates no order and recommends no asset.

Open Watchlist

Calendar

A chronological view of journaled trades.

What is it for?: Spot days and periods containing trades or realized results.
When should I use it?: During a weekly, monthly or yearly review.
What Rulyx calculates or displays: Closed trades and their results grouped by date and period.
What Rulyx does not do: Calendar does not forecast market moves and is not a live economic calendar.

Open Calendar

Review

Read the data with caution

Stats

A descriptive analysis of the recorded history.

What is it for?: Review results, risk, setups, mistakes and discipline with distance.
When should I use it?: Once a sample of closed trades exists and during periodic reviews.
What Rulyx calculates or displays: Realized PnL, win rate, RR, profit factor, expectancy, drawdown and groupings by asset, setup or period when calculable.
What Rulyx does not do: Stats guarantees no future performance and cannot make a small sample representative.

Open Stats

Coach

A guided reading of patterns visible in the data.

What is it for?: Surface one review priority, a recurring gap or a rule to revisit.
When should I use it?: After several documented trades or before a process review.
What Rulyx calculates or displays: Descriptive observations based on the Journal, Trading System and available metrics.
What Rulyx does not do: Coach provides no personalized financial advice, signal or result promise.

Open Coach

Simulator

Educational scenarios applied to recorded history.

What is it for?: Compare observed data with discipline filters without changing trades.
When should I use it?: To explore the historical cost of a specific gap or broken rule.
What Rulyx calculates or displays: The descriptive difference between history and a selected scenario, including sample limits.
What Rulyx does not do: Simulator does not forecast future PnL or recommend a strategy change.

Open Simulator

Learn and control

Learn, export and synchronize

Academy

Cards, workshops, cases and quizzes connected to Rulyx tools.

What is it for?: Understand risk, execution, journaling and statistics at several depth levels.
When should I use it?: At any time, especially when a metric or rule needs more context.
What Rulyx calculates or displays: Educational content, fictional demonstrations, case studies and local or synchronized progress depending on the account.
What Rulyx does not do: Academy provides no investment recommendation, signal or promise of gains.

Open Academy

Export

A usable copy of available data.

What is it for?: Download trades and exportable information for safekeeping or external analysis.
When should I use it?: For a personal backup, control check or work outside Rulyx.
What Rulyx calculates or displays: Available formats and periods according to account data and access.
What Rulyx does not do: Export sends nothing to a broker and excludes technical TradingView secrets.

Open Export

Account / Sync

Account and cloud synchronization status.

What is it for?: Check which data is synchronized, pending or kept locally.
When should I use it?: After changing devices, signing in again or when data seems out of date.
What Rulyx calculates or displays: Synchronization status for available domains without exposing a sensitive technical identifier.
What Rulyx does not do: Synchronization does not merge accounts or expose another user's data.

Open Account / Sync

You now know where to go.

Start with your Trading System, then use only the tools needed for the current step.

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