What do the onboarding steps actually ask me for?
Ten steps: Style, Schedule, Levels, Assets, Playbook, Risk, AI, Capture, Theme, Connect. Each seeds a part of the app, and every one has its own guide in this help centre.
In order, with what each is for and where to read more:
- 1 · StyleHow you trade, in your own words. It feeds the AI context profile.
- 2 · ScheduleYour trading sessions and their segments. These become the blocks your debrief grades you against. See the trading schedule.
- 3 · LevelsYour key levels vocabulary, so the app and the chart read use your names for things. See key levels.
- 4 · AssetsThe instruments you trade, which seeds the asset registry.
- 5 · PlaybookA starter setup or two, so there is something to grade against.
- 6 · RiskProp firm rules and your own limits.
- 7 · AIA provider key, if you want the AI features. See AI, models & costs.
- 8 · CaptureScreenshot and video settings, and voice enrolment, which lives inside this step rather than having one of its own. See Capture and Voice.
- 9 · ThemeDark, light or system.
- 10 · ConnectA broker or platform connector, if you have one.
Nothing here is permanent. Every one of the ten has a settings page you can change afterwards, and most of this help centre is about those pages.
The order is deliberate. Style and Schedule come first because later steps and several features read from them.