How it works
From account to first review, in four steps
No onboarding call is required to start. The sequence below is the whole process.
The four steps
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Choose a tier
Observer, Analyst, Practitioner or Desk. Each opens a defined set of modules and platform features. Institution pricing is quoted individually.
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Connect your workspace
Sign in and pick the instruments you follow. Layouts, indicator parameters and watchlists are stored against your account, not your browser.
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Work through the modules
Each module ends with an applied exercise. Your progress and journal entries are kept in one place so a review is a single screen, not a scavenger hunt.
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Review on a schedule
Export the week, read your own rule-adherence scores, and adjust the process. The review is the point — the charts are the input.
What you need before you start
A browser
The platform runs in the browser. There is nothing to install and no local data store to maintain.
An email address
Used for account notices and the weekly export. We do not sell contact data or run advertising pixels on the app.
No prior experience
Modules one to three assume no background. Later modules assume basic chart familiarity.
Questions before you start?
Send us the instrument set you follow and we will tell you plainly whether the platform covers it.