Help Center
Every feature of the Meru Trading Workspace, explained in the order you'll use it, with real screens. New here? Start at the top and read down. Looking for something specific? Jump straight to its section.
A Trader's Day
The daily loop in one page: what you handle before the open, during the session, and after the close, and what the Workspace assembles for you along the way. New here? Start with this one.
01Getting Started
Create and verify your account, sign in with a password or Google, and get your bearings around workbooks, navigation, and the mobile apps.
02Dashboard
The hero strip, what each tile shows, and how to rearrange the layout until it fits how you trade.
03Market Prep
The daily trading plan, watchlists, the Workbench, scanners, and the economic calendar, all in one place before the bell.
04Trades
Log stocks, options, futures, forex and funds, record spreads as one structure, import broker history and undo it, handle splits and renames, and build out each Trade Story.
05Playbooks
Codify your setups, follow the checklist, and let your results grade every playbook.
06Analytics
What every statistic means, how to slice by playbook and condition, side-by-side comparisons, and the report that ties it together.
07Coach & Goals
The daily journal, weekly review, MeruIQ insights, and monthly goals tracked against your ledger.
08Portfolio
Open positions across every workbook, capital at risk with the grounds for every figure, and how it all nets out across domains.
09Teams & Organizations
Set up an organization, invite members, structure desks, and put oversight roll-ups to work.
10Settings & Billing
Profile, email verification, themes, what each plan includes, checkout and billing, the mobile app lock, and account deletion.
Can't find what you need? Contact us. We usually answer within a business day.