Getting started

Setup steps

1. 1

   Create your account

   Choose a plan on the membership page, then the form asks for a username, email and password, or you can continue with Google. If you used a password, enter the code sent to your email.
2. 2

   Terms and consent

   Accept the terms, then choose which optional features to switch on, and you can change them any time in Profile, Data and privacy.
3. 3

   Enter your early access code

   Only if you have one, because a code gives you Pro for 30 days and without one you carry on with EdgeVault.
4. 4

   Set your passphrase

   Every account sets one, and it encrypts your journal and rules on your device before they are saved. Then save your recovery code, which is shown once and is the only way back in if you forget the passphrase.
5. 5

   Your dashboard

   EdgeVault and EdgeVault Pro both land here, with your streaks, this week and Where to start, which lists the next steps in the order below. Pro opens through the vault door, which asks for your passphrase.
6. 6

   Take the archetype test

   A short test that reads your answers back to you as a trading archetype. The rules you write afterwards are your own.
7. 7

   Write your rules

   Add the limits you set for yourself, such as max daily loss, max position size, trading hours, max consecutive losses, a break after a loss and no trading days, or write a custom rule. The ones with a value are checked against your fills.
8. 8

   Run EdgeFinder, on Pro

   EdgeFinder builds on your archetype with your own record.
9. 9

   Run your daily routine

   A short personal and market check before you trade, or mark the day as non-trading.
10. 10

    Set your framework

    What you avoid, and the steps you take to recover after a bad run.
11. 11

    Trade in the terminal

    Charts, the order book, the position sizer and your tilt limits are in one screen, and live trading is off for now, so to trade live keep your venue open with the Chrome extension beside it.

Good to know

• You can try the terminal without an account, at /terminal.
• Password resets, the passphrase, your plan and your data are covered in Account and security.
• What each page of the app does is in Your pages.
• Your data is kept with a copy on this device, so pages open at once.
• On a phone, the terminal is exit-only unless you switch new orders on in settings.

What's next