Chapter 1 · Getting started
1.4Quick start: first account and first trades
What is it? Get to an account with trades in a few steps – automatically, by file or by screenshot.
What you get
- The assistant only shows methods your firm allows
- Your firm's rules are taken from the catalog
- First metrics without manual entry
How it works
- Click “+ Connect account” in the top bar.
- Choose your firm and whether you have a Windows PC.
- Follow the recommendation: server sync, file or screenshot import.
- Choose program, account size and phase so the rules match.
Good to know
- If your firm isn't in the catalog, you enter the rules yourself.
- File and screenshot import always work, even without permission to sync.
FAQ
- How long does setup take?
- It depends on the method; file import takes a few steps.
- Can I switch later?
- Yes, you can connect another method or import at any time.
- Do I need to install any software?
- No. Server sync runs on our servers (you only enter the investor password), and file and screenshot import work right in your browser. All you need is a browser – on a PC, tablet or phone.
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