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getting startedApril 2026•6 min read

Quick Start Account Setup

Go from sign-up to first logged trade in under 10 minutes with the recommended setup order.

Checklist

  • Create your workspace and configure account currency.
  • Connect broker data source and verify session timezone.
  • Set baseline risk rules before your next trading session.
  • Log your first trade and run the AI review summary.

Related Articles

Connecting Your Broker Account

Link your account safely and verify sync health before you start journaling live positions.

Understanding the Risk Matrix

Use risk matrix signals to control downside and enforce session-level discipline.

Exporting Tax Reports

Generate structured exports for accountant handoff and audit-ready trade records.

Still blocked? Contact support with your account email, broker, and issue summary.

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