User Guide

Welcome to TradeLog NZ — the only trading journal built for how New Zealand traders are actually taxed.

Quick setup (5 minutes)

1. Set your profile — Settings → Profile. Enter what you earn outside trading. That decides which tax bracket your trading income falls in, so your figures are only as good as this number. Splitting out salary sharpens two more things: your ACC levy, and whether provisional tax applies to you.
2. Set your trading profile — Settings → Trading Profile. Your account currency, when you started trading, and whether you consider yourself in the business of trading. That last one is yours to assert; we never infer it.
3. Add your broker — Settings → Brokers. You can add more than one, in different currencies.
4. Import or add trades — Import CSV from your broker, connect a broker account directly, or add trades one at a time.
5. Check the dashboard — your net P&L, tax position and provisional tax estimates update as you go.

Not ready to commit?

• Try the demo — tradelog.nz/demo walks through a full tax year for a sample trader: 329 trades across forex, gold and crypto, two broker accounts, two currencies. No account, no card.
• Load sample data — from the dashboard you can drop a set of sample trades into your own account to see how everything behaves, then clear it out in one click.
• Free tax calculator — a standalone NZ trading tax calculator, no signup.