Getting started

From download to your first unlocked trading session in five steps. Each step links to a full guide with screenshots. Set aside about fifteen minutes and do it when you are not about to trade.

The five steps

Install the app on your Mac or Windows PC. Expect a one-time security warning and one admin password prompt. Two minutes.
Create your account and finish onboarding. Eight short steps where you write down your struggles, your A+ setups, your hard rules, and your accounts, then lock the rules in for a set number of trading days. Ten minutes. This is the part to take seriously.
Activate your membership. Start the 14-day free trial, or enter an access code if you were given one. One minute.
Connect your trading platform in Settings so the app can see your trades and enforce your limits. One minute plus a sign-in.
Run your first morning ritual: connect, a guided meditation, review your setups, write your commitment. Trading unlocks. About six minutes, every trading day.

How a normal day works

Every day starts locked. The badge is red and the Dashboard says your platform is locked. You run the ritual, the badge turns green, and you trade your plan. After every trade the app pauses you for a cooldown with a meditation and asks you to classify the trade. Hit a daily limit and that account is done for the day. Nothing to remember, nothing to decide in the heat of the moment. The app holds the line you drew.

The Dashboard guide walks through what you see during the day, and Locks, cooldowns & lockouts explains each pause and lock.

Three things new users get wrong

Typing the platform account name loosely. It has to match your platform exactly, like APEX-123456. It is what links live trades to the right account.
Skipping the platform connection. Without it, the app can only block and you log trades by hand. With it, your rules are enforced at the exchange.
Setting the rules in a hurry. The rules you lock in cannot be loosened until the lock ends. Set them calm, set them honest.