Getting Started with Trading & Finance
A first look at the workspace and how to set up your account for daily use.
6 min read
Set up your workspace
Start by creating your account and selecting the markets you follow most. Trading & Finance organizes dashboards around your watchlists, so a few minutes of setup makes every session more efficient.
Understand the navigation
The platform is organized into a Market Dashboard, Volatility Dashboard, Liquidity view, Macro Events calendar, and a Risk Planner. Each module is designed to be reviewed as part of a repeatable pre-session routine.
Build your first routine
Before your next session, open the Market Overview, check the Volatility panel for regime context, scan upcoming Macro Events, and note any key liquidity zones. This five-minute habit is the foundation of a risk-aware workflow.
Trading & Finance provides educational and informational content only. Nothing on this website constitutes financial, investment, trading, tax, accounting, or legal advice. Trading and investing involve substantial risk, including possible loss of capital. Users are responsible for their own decisions.
Related Guides
Platform Overview
A guided tour of every dashboard module and what it is designed to help you with.
Building a Trading Watchlist
How to structure watchlists that support a repeatable session routine.
Subscription Plans Guide
An overview of what is included in the Free, Pro, and Elite plans.