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Learn BrokerBridge from scratch

Start with the basics, follow one task at a time, and look up words as you go. These lessons connect to the detailed setup guides and references already in this manual.

Start Your first hour →Download the full beginner guide

Read the same lessons in the desktop app’s Help & Guide. The download works offline; linked website references need internet access. Features depend on your installed version and configuration.

Search all beginner lessons and the titles of detailed references.

Start here

  1. Your first hour with BrokerBridgeFollow one beginner path: open Local, understand a plan, read its risk, and find the outcome. No order is required.8 minute read
  2. Set up access and understand account destinationsSeparate AI access from broker access, verify the selected account, and find your saved settings.7 minute read
  3. Your first practice walkthroughCreate a draft, read every important field, and learn how to follow an optional simulated order to its result.12 minute read
  4. Understand risk, sizing, and protective exitsRead the dollar meaning of limits and learn why a planned loss, stop, or pause cannot guarantee a maximum loss.6 minute read

Use BrokerBridge

  1. Read, review, and revise a trade planUnderstand the card's numbers, destination, confidence labels, conditional entries, and refusal messages.6 minute read
  2. Follow orders, positions, and exitsTell approval from submission and a fill, distinguish cancelling from closing, and handle uncertain outcomes.7 minute read
  3. What can Chat do? Explain, draft, or actRecognize which messages ask for information, which save a plan, and which can submit or change an order.8 minute read
  4. Organize ideas with playbooks and strategiesTurn research into understandable rules, review signals, and distinguish saving rules from allowing them to trade.6 minute read
  5. Explore Scanners and ArenaFind symbols that match stated checks, compare approaches, and interpret results without confusing them with trading proof.6 minute read
  6. Use your Journal to learn from decisionsFind the right account history, add useful reflections, and understand what performance views can and cannot show.5 minute read

Reference

  1. Get unstuck: common questions and recovery stepsFind the next step for connection problems, blocked approvals, uncertain orders, empty results, and missing history.7 minute read
  2. Trading words in plain EnglishA quick reference for the terms used in BrokerBridge and this guide.7 minute read

Browse the detailed manual and broker setup references →