Onboarding, step by step

After you log in, a dialog opens with your step plan: Get started. It shows five steps, with a progress bar. A step is marked done automatically as soon as it matches what's actually in your journal: there's no "I did this" button anywhere.

The five steps

1. Accept the terms. Terms, privacy and the risk disclaimer. Without your agreement the dialog stays open and the other steps are locked.

2. Link your Discord. Sign in with Discord once; you're added to the server automatically with the role that matches your plan.

3. Set your goals. A goal that says when things are going well, measured over your own trades.

4. Set up your routine. The daily-start form you fill in every morning before the open.

5. Write down your game plan. Your strategy with rules, so you can later see whether you followed them.

The first two steps are access and apply to everyone. The last three are the pillars and are premium: without a subscription they stay visible (with an explanation and a button to checkout), but they don't count towards your progress. A free member is therefore done after the first two steps.

Reopening the step plan

If you close the dialog before you're done, you'll find it again at the bottom of the sidebar's submenu (and in the mobile menu): the Continue onboarding button, with your progress shown as a circle. That button disappears on its own once the step plan is complete.

As long as you haven't accepted the terms yet, the dialog opens automatically on every page and can't be dismissed. After that it opens once more per session on your dashboard, for as long as a step is still open.

Stuck somewhere in the step plan? Send us a message through Support.