If you've opened TradingPlan and your strategies, routines, risk plan, or other content appear to be missing, don't worry — your data is almost certainly safe. This article explains the most common causes and how to resolve each one.

Why does this happen?
TradingPlan stores all your data privately in iCloud and syncs it automatically across your devices. An empty account is almost always a sync timing issue, not data loss.

Step 1 Check you're signed into the correct Apple ID

TradingPlan ties your data to the Apple ID you used to sign in with Apple. If you sign in on a new device, or sign out and back in on an existing one, your data will only appear if the underlying iCloud account matches.

To check:

iPhone or iPad
  • Settings → [your name] — confirm the Apple ID at the top
Mac
  • System Settings → [your name] — confirm the Apple ID

If you have multiple Apple IDs (e.g. personal and work), make sure you're using the same one you originally registered with.

Step 2 Check iCloud is enabled for TradingPlan

TradingPlan requires iCloud to sync your data. If iCloud is disabled for the app, your data won't load.

iPhone or iPad
  1. Open Settings → [your name] → iCloud
  2. Scroll down and tap Show All (or find TradingPlan in the list)
  3. Make sure the toggle next to TradingPlan is on
Mac
  1. Open System Settings → [your name] → iCloud → iCloud Drive
  2. Click Options and ensure TradingPlan is ticked

After enabling iCloud, force-quit TradingPlan and reopen it. Allow a few minutes for the initial sync to complete.

Step 3 Wait for the initial sync

When you first install TradingPlan on a new device, iCloud can take anywhere from a few seconds to a few minutes to sync your existing data, depending on your internet connection and the amount of data stored.

What to try:

  • Leave TradingPlan open on a strong Wi-Fi connection for 2–5 minutes
  • Lock and unlock your device, then recheck
  • On Mac, make sure the device is not in Low Power Mode, which can throttle background sync

If your data appears after waiting, no further action is needed.

Step 4 Check your internet connection

iCloud sync requires an active internet connection. TradingPlan will show an empty state if the device is offline and no local cache exists (for example, a fresh install).

Connect to Wi-Fi and reopen the app.

Step 5 Force a sync

You can manually trigger a sync from within TradingPlan:

  • iPhone / iPad: On any screen, pull down to refresh
  • Mac: In the toolbar, tap the ↻ iCloud sync button (top-right of any screen)

Step 6 Sign out and sign back in

If none of the above resolves the issue, signing out and back in can re-establish the iCloud connection.

  1. In TradingPlan, go to Profile → Log Out
  2. Confirm the log out
  3. Sign back in using Sign in with Apple with the same Apple ID
Important: Signing out does not delete your data. Your content is stored in iCloud and will sync back after you sign in again.

Step 7 Check iCloud storage

If your iCloud storage is full, new data cannot sync.

To check:

  • Settings → [your name] → iCloud → Manage Account Storage

If storage is full, you'll need to free up space or upgrade your iCloud plan before TradingPlan can sync.

Still not resolved?

If you've followed all the steps above and your data is still not appearing, please contact us — we want to help.

Email: support@tradingplan.io

When you get in touch, it helps to include:

  • Your Apple ID email address (so we can check your account)
  • Which device and iOS/macOS version you're using
  • When you first noticed the issue
  • Whether you recently upgraded to a new device or reinstalled the app
Email Support