Getting Started Series

Off to a great start in 30 Minutes!

Ep. 1 - Download & Install

Welcome to Trade Ideas! 

You’ve taken a very powerful first step towards taking control of your trading and dominating the markets. No false modesty here.

You’ve just set yourself ahead of the competition. Congrats.

First things first, let’s download Trade Ideas to your Windows machine.

Simply head to and right there on our landing page is a “Download Software” button. Click that and you’re on you’re way! This video episode will guide you step-by-step through Download & Installation.

For more detail about installing Trade Ideas, visit the Download & Installation section of the User Guide.

Ep. 2 - First Startup & Log In

Once you’ve downloaded TI Pro AI, you’ll find a “TI” Icon on your desktop. Simply double-click it and Trade Ideas will launch on your desktop, prompting you to log in with your username and password.

If you run into any snags, have no worry — we’ve got your back! Check out this episode!

You’ll find our Live Technical Support in the bottom right corner anywhere on

Or if you’re installing after-hours or over the weekend, just email us at and we’ll get back to you ASAP.

For more details, head to the Login and Connection sections of our User Guide or contact us at

Ep. 3 - Toolbar & Right-Click Magic

Ok, so you’re new here. You’ve downloaded TI Pro AI and now your screen is filled with all kinds of flashing numbers and charts and alerts and lines and pictures are you’re wondering what the heck is all this stuff?

We feel you.

Just like you, we’re eager for you to learn everything you need to know. But just like anything good, patience pays.

This episode will show where to find what and how to get around. In addition to that, you'll experience some right-click magic!

For more details, head to the Toolbar and TI Elements section of our User Guide or contact us at

Ep. 4 - Layout Styles

There’s a lot of noise in the markets. And you’ve probably already noticed a lot of bells & whistles on TI Pro. The firehose of real-time information can easily and quickly become overwhelming.

One way to overcome this sensory onslaught is to build your own custom layout that has only the specific data and tools you want to pay attention to -- and nothing else.

Before you get started with your own layout, watch this episode to find out, which style suits you best.

For more details, head to the Layouts section of our User Guide or contact us at


Ep. 5 - Free Floating Layout

97.3% of all Trade Ideas customers [totally made up number] eventually build their own custom layouts which allows them to FOCUS.

One way to build a custom layout is to start completely from scratch. A clean slate.

If you've determined that free-floating is your style, this episode will show you how to get there. If you'd like to create a docked layout, head straight to the next episode.

For more details, head to the Cloud section of our User Guide or contact us at

Ep. 6 - Docked Layout

If you're ready to build your own docked layout, this episode will show you how to get there.

For more details, head to the Dock section of our User Guide or contact us at

Ep. 7 - Important Intro to Scans

There are nearly 8,000 publicly traded stocks in North America. How can one possibly track them all?

Wouldn’t it be great to have a real-time watch list that only feeds you stocks that meet very specific criteria that you deem to be important to you?

You’re gonna love our Top Lists!

Traders who patiently await the right conditions to enter a trade are likely to be more successful than those who have no concept of waiting.

Problem is, how can we possibly keep up-to-the-second on every stock you want to trade that might be hitting your entry trigger?

Thankfully you don’t have to. Enter: the Trade Ideas Alert Window.

For more details, head to the Alerts & Filters Glossary and Stocks Like This section of our User Guide or contact us at

Ep. 8 - Top List Window (Scan)

Ok, so you’ve seen the power of Top Lists in action on a variety of Channels. Now you’d like to harness this power to your own unique ideas.

Yes! Now you get it!

Watch this episode to find out how to build your very own Top List Window!

For more details, head to the Top List Window section of our User Guide or contact us at

Ep. 9 - Alert Window (Scan)

Good news! You’ve already built your first Top List in Episode 8, which means you can easily figure out how to build an Alert Window.

The same mechanics apply, only there’s one very significant additional step early in the process -- you need to add an Alert which triggers a notification!

#ProTip: in the config window, Alerts will show one icon next to the name of the alert, while filters will show two icons (one aqua, one purple) next to the name of the filter.

For more details, head to the Alert Window and Multi-Strategy Window section of our User Guide or contact us at

Ep. 10 - Intro to Charts

By now you've probably already come across charts in TI Pro. There are charts on nearly every channel in the Channel Bar.

Need additional charts? Want to explore some additional time frames? Want to have a static chart set to only show you a certain stock or ETF? All of this and more is available.

Watch this episode to get a good idea of what our charts can do for you!

For more details, head to the Chart section of our User Guide or contact us at

That’s it!

You’ve completed our Getting Started Series.

Ready to take on the World?

Go get ‘em!

Please note that this is just the tip of the iceberg! Get comfortable with the basics and once you're ready to explore how immensely powerful and versatile our software is, dive in further!

Check out our User Guide whenever you need an in-depth explanation and check out our Holly Guide to learn all about our Virtual Trade Assistant Holly AI.

Support Team

Email anytime or come to our Live Support Chat (M-F 6am-1pm PST). The entire support team is connected to this email address, and you'll be surprised how fast we respond.