Quick start
How to set up a Day Traders review workflow
A simple first-run path for Day Traders traders who want the minimum setup that still produces useful review.
Who this page is for
Intraday traders who need fewer distractions and cleaner session accountability.
Core problem
If the setup takes too long, most traders never reach the first useful result.
Why this matters
The first win should happen fast enough to be believable.
A simple workflow is easier to repeat than a feature-heavy one.
The setup page should get the user to one clean session, not a long project.
What to do first
Choose one Day Traders account or one CSV file.
Set one guardrail before the next trade.
Open the review view after the session and inspect the first mistake.
What to measure
Time to first value
Number of warnings triggered in the first session
Whether the session summary makes the next action obvious
How it helps
Start free, then move to live only after the paper or CSV workflow is clear.
Use the demo when you want the layout before the real account is attached.
Keep the first setup simple enough to repeat tomorrow.
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