> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started Guide

> Your complete first week with Edge Analyzer

Welcome to Edge Analyzer! This comprehensive guide walks you through setup and your first week of using the platform effectively.

## Day 1: Account Setup

### Create Your Account

**1. Visit Edge Analyzer**

Go to [edgeanalyzer.com](https://edgeanalyzer.com) and click **Get Started**.

**2. Sign Up**

Enter your email and create a password.

**3. Verify Email**

Check your email and click the verification link.

**4. Start Trial**

Your 14-day free trial of the Pro plan begins automatically. No credit card required.

### Choose Your Data Source

During onboarding, select how to bring your trading data into Edge Analyzer:

| Option | Best For | Description |
| - | - | - |
| **Demo Data** | First-time exploration | Pre-populated with 18 trades, 10 journal entries, 5 playbook setups |
| **Broker Connection** | Active traders | Connect to Rithmic, Tradovate, or ProjectX for automatic sync |
| **CSV Import** | Historical data | Upload trade history from any broker |

> [!TIP]
>
> We recommend starting with **Demo Data** to explore all features before connecting a live broker.

### Explore the Dashboard

Once set up, explore your dashboard:

1. **Account Cards** — Overview of each connected account
2. **P\&L Summary** — Consolidated profit/loss across all accounts
3. **Goal Progress** — Track weekly and monthly targets
4. **AI Insights** — Data-driven trading recommendations (Pro feature)

## Day 2-3: Connect Your Broker

### Add Your First Connection

**1. Navigate to Connections**

Go to **Connections** in the sidebar.

**2. Click Add Connection**

Choose Rithmic, Tradovate, or ProjectX.

**3. Enter Credentials**

Provide your broker credentials (encrypted and secure).

**4. Connect**

Edge Analyzer discovers all accounts under those credentials.

### Verify Account Discovery

After connecting:

1. Check that all your accounts appear in the **Accounts** section
2. Verify balances match your broker
3. If accounts are missing, click **Refresh Accounts** on the connection

### Set Up Copy Trading

If you trade multiple accounts:

**1. Go to Cockpit**

Navigate to **Copy Trading** in the sidebar.

**2. Create a Group**

Name your group (e.g., "Apex Accounts").

**3. Set Leader**

Choose which account you'll trade on.

**4. Add Followers**

Select accounts to receive copied trades.

**5. Activate**

Enable the group and place a test trade.

> [!WARNING]
>
> Test copy trading with a small position before relying on it for normal trading.

## Day 4-5: Start Journaling

### Create Your First Entry

**1. Navigate to Journal**

Go to **Journal** in the sidebar.

**2. Click New Entry**

Start a new journal entry.

**3. Document Your Session**

Write about your trading day, including:

* Pre-market analysis
* Trade reasoning
* Emotional state
* Lessons learned

**4. Link Trades**

Attach specific trades to your entry.

**5. Add Tags**

Tag with setup types and emotions.

### Build Your Playbook

Document your trading setups:

1. Go to **Playbook** in the sidebar
2. Click **New Setup**
3. Name and describe your setup (e.g., "Failed Breakdown Reclaim")
4. Document entry rules, stop placement, and targets
5. Add chart examples
6. Classify as A+, B, or C setup

### Set Your Goals

Configure profit targets:

1. Go to **Settings** → **Goals**
2. Set your **weekly profit target**
3. Set your **monthly profit target**
4. Save your goals

These targets appear on your dashboard with progress tracking.

## Day 6-7: Review and Optimize

### Check Your Analytics

Review your performance data:

1. **Dashboard** — Overall P\&L and account health
2. **Analytics** — Detailed metrics (win rate, profit factor, etc.)
3. **Session Analysis** — Which times you trade best
4. **Instrument Analysis** — Which markets suit your style

### Review AI Insights

If on Pro plan:

1. Go to the **Insights** section
2. Read AI-generated observations about your trading
3. Take note of recommended actions
4. Implement changes based on data, not intuition

### Record Purchases and Payouts

Track your prop trading business:

1. Go to **Purchases** and record evaluation fees, reset fees, etc.
2. Go to **Payouts** and record any payouts received
3. Check your **ROI** to see your true prop trading profitability

## Ongoing Best Practices

> [card] Daily
>
> * Journal every trading session
> * Review connected account status
> * Check goal progress

> [card] Weekly
>
> * Review AI insights
> * Analyze win/loss patterns
> * Update playbook with new learnings

> [card] Monthly
>
> * Review overall ROI
> * Adjust goals as needed
> * Archive closed accounts

> [card] Quarterly
>
> * Deep performance review
> * Refine trading system
> * Evaluate subscription plan

## Getting Help

### Resources

* **Knowledge Base** — You're reading it! Search for specific topics.
* **Email Support** — Contact [support@edgeanalyzer.com](mailto:support@edgeanalyzer.com)
* **Pro Users** — Priority email support with faster response times

### Reporting Issues

When reporting a problem, include:

1. What you were trying to do
2. What happened vs. what you expected
3. Browser and device you're using
4. Screenshots if possible

## Next Steps

> [card] [Connect Platforms](https://help.edgeanalyzer.com/connections/overview.md)
>
> Add your broker connections

> [card] [Copy Trading](https://help.edgeanalyzer.com/copy-trading/overview.md)
>
> Set up trade copying

> [card] [Journaling](https://help.edgeanalyzer.com/journal/overview.md)
>
> Start documenting trades

> [card] [Analytics](https://help.edgeanalyzer.com/analytics/dashboard.md)
>
> Explore your metrics


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