> ## 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

<Steps>
  <Step title="Visit Edge Analyzer">
    Go to [edgeanalyzer.com](https://edgeanalyzer.com) and click **Get Started**.
  </Step>

  <Step title="Sign Up">
    Enter your email and create a password.
  </Step>

  <Step title="Verify Email">
    Check your email and click the verification link.
  </Step>

  <Step title="Start Trial">
    Your 14-day free trial of the Pro plan begins automatically. No credit card required.
  </Step>
</Steps>

### 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.
</Tip>

### 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

<Steps>
  <Step title="Navigate to Connections">
    Go to **Connections** in the sidebar.
  </Step>

  <Step title="Click Add Connection">
    Choose Rithmic, Tradovate, or ProjectX.
  </Step>

  <Step title="Enter Credentials">
    Provide your broker credentials (encrypted and secure).
  </Step>

  <Step title="Connect">
    Edge Analyzer discovers all accounts under those credentials.
  </Step>
</Steps>

### 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:

<Steps>
  <Step title="Go to Cockpit">
    Navigate to **Copy Trading** in the sidebar.
  </Step>

  <Step title="Create a Group">
    Name your group (e.g., "Apex Accounts").
  </Step>

  <Step title="Set Leader">
    Choose which account you'll trade on.
  </Step>

  <Step title="Add Followers">
    Select accounts to receive copied trades.
  </Step>

  <Step title="Activate">
    Enable the group and place a test trade.
  </Step>
</Steps>

<Warning>
  Test copy trading with a small position before relying on it for normal trading.
</Warning>

## Day 4-5: Start Journaling

### Create Your First Entry

<Steps>
  <Step title="Navigate to Journal">
    Go to **Journal** in the sidebar.
  </Step>

  <Step title="Click New Entry">
    Start a new journal entry.
  </Step>

  <Step title="Document Your Session">
    Write about your trading day, including:

    * Pre-market analysis
    * Trade reasoning
    * Emotional state
    * Lessons learned
  </Step>

  <Step title="Link Trades">
    Attach specific trades to your entry.
  </Step>

  <Step title="Add Tags">
    Tag with setup types and emotions.
  </Step>
</Steps>

### 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

<CardGroup cols={2}>
  <Card title="Daily" icon="calendar-day">
    * Journal every trading session
    * Review connected account status
    * Check goal progress
  </Card>

  <Card title="Weekly" icon="calendar-week">
    * Review AI insights
    * Analyze win/loss patterns
    * Update playbook with new learnings
  </Card>

  <Card title="Monthly" icon="calendar">
    * Review overall ROI
    * Adjust goals as needed
    * Archive closed accounts
  </Card>

  <Card title="Quarterly" icon="chart-line">
    * Deep performance review
    * Refine trading system
    * Evaluate subscription plan
  </Card>
</CardGroup>

## 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

<CardGroup cols={2}>
  <Card title="Connect Platforms" icon="plug" href="/connections/overview">
    Add your broker connections
  </Card>

  <Card title="Copy Trading" icon="copy" href="/copy-trading/overview">
    Set up trade copying
  </Card>

  <Card title="Journaling" icon="book" href="/journal/overview">
    Start documenting trades
  </Card>

  <Card title="Analytics" icon="chart-bar" href="/analytics/dashboard">
    Explore your metrics
  </Card>
</CardGroup>