Getting Started

Getting Started is for traders who want a clear picture of TradeLyser before they connect a broker or import history. You might be moving from Excel, restarting after a drawdown, or evaluating whether an AI trading journal fits an NSE or BSE workflow — this pillar answers what the product does, what it does not do, and how the weekly loop begins.

Who this pillar is for

• New TradeLyser users who have not connected sync or CSV import yet.
• Spreadsheet journalers comparing whether tags, discipline scores, and reports justify a switch.
• Mentors onboarding mentees who need a shared vocabulary before reviewing journals.
• Traders who want rupee-based risk framing and Indian broker context from day one.

Flagship article to start

Begin with What Is TradeLyser? AI Trading Journal for Indian Traders — it explains the feedback loop, broker sync, strategy board, and how AI scores support review without replacing it. After that, connect your broker from the supported brokers page or import one month of CSV so later guides reference your own data.

India session notes

NSE and BSE cash sessions run 9:15–15:30 IST. Pre-market notes should list max rupee loss, allowed setups, and calendar events before the opening drive — not after your first fill. If you trade index derivatives, read the NSE F&O journal guide in the trading-journal pillar before scaling; expiry rhythm and gamma risk are not optional footnotes for F&O books.

Link to methodology

Getting Started is the on-ramp to the TradeLyser trading system described in the methodology hub. Read the journals pillar there once sync is live — it defines what honest daily logging looks like. The weekly-review methodology page is your Friday destination after week two; use it as a checklist, not inspiration.

When terminology trips you up — expectancy, drawdown, STT — open the glossary for one-page definitions. Getting Started gives you the map; methodology holds the loop; deeper how-tos live in the other Learn pillars below.

What to do in week one

• Read the flagship overview article end to end before touching settings.
• Connect auto-sync or import one month — not five years you will never tag.
• Create exactly one strategy tag that matches your most traded setup.
• Write three rules in rupees: max daily loss, max trades, allowed session window.
• Skip AI scores until week three — clean tags matter more than early summaries.

Getting Started is intentionally short on advanced analytics. Once sync is confirmed, move to the trading-journal pillar for daily habits or the strategies pillar if you already journal elsewhere but never compared playbooks fairly. Do not open five guides in one sitting; one article plus one logging habit beats passive reading.

Common mistakes at onboarding

• Importing years of history before you can tag this month’s trades consistently.
• Creating five strategy tags on day one — start with one edge only.
• Expecting AI to fix untagged books instead of running the Friday checklist.
• Skipping supported-broker verification and blaming sync for segment mismatches.

Weeks two through four on Getting Started

Week two is tagging discipline: every closed trade gets your one strategy tag and a mood or quality field on the worst trade of the day. Week three opens analytics lightly — win rate and expectancy for that single tag only, using glossary links when terms feel fuzzy. Week four introduces AI or mentor review as second opinion after human Friday review is habitual. Skipping straight to AI in week one optimises summaries on empty or messy tags.

Product surfaces you will touch first

• Journal and daily notes — where session context lives.
• Strategy Board — where tags become per-playbook stats.
• Reports and widgets — Friday snapshots, not intraday mood.
• Auto-sync or import — supported brokers page for setup.
• AI analytics — week four after tagging is automatic.

Feature pages show clicks; Getting Started articles show sequence. Connect sync before you customise dashboards — empty widgets teach nothing.

When sync or import looks wrong

Segment mismatch is the usual culprit: F&O fills imported into a cash-only view, or yesterday’s session missing because connect happened after market close. Reconcile one day manually against contract notes before tagging history. CSV import works when API does not — consistency beats perfection. If charges look off, confirm net P&L settings include brokerage and STT before you judge a strategy.

Glossary terms to bookmark early

Bookmark expectancy, win rate, profit factor, max drawdown, and trading journal in the glossary — Getting Started flagships use those terms without stopping to redefine them each paragraph. One definition page per term beats searching YouTube mid-review.

If you have a mentor on day one

Share permissioned access only after one week of same-day logging. Mentors should read this pillar and methodology weekly review before the first shared session — coaches who jump to entries before tags exist recreate Telegram chaos inside a better UI. Students send discipline trend and one compare sentence, not screenshots of P&L.

Articles in this pillar

The flagship overview explains what TradeLyser is for Indian traders — AI-assisted journal, broker sync, strategy board, and review loop. It is the longest article here by design; read it once, then execute week one checklist. No other getting-started articles exist yet because onboarding depth lives in that single guide plus methodology links — do not hunt for more pages until week two.

Migrating from spreadsheets

Spreadsheet journalers often have years of rows and zero consistent tags. Import one month into TradeLyser, tag forward only, and keep the spreadsheet read-only for history if needed. Do not bulk retro-tag five years — you will invent fiction. The value of migration is sync, discipline fields, Strategy Board, and Friday reports — not duplicating Excel with a prettier font. Map your old columns to one strategy tag and three rules first; expand after week four.

Realistic time budget

Week one: two hours reading plus thirty minutes setup. Ongoing: five minutes post-market daily, twenty minutes Friday weekly. Getting Started fails when traders expect zero maintenance — journals are a habit, not a install-and-forget app. Part-time traders still need no-trade day logs and weekly review; frequency of trades changes, discipline of review does not.

Questions before you leave Getting Started

• Can I name one strategy tag I will use on every trade this week?
• What are my three rupee rules written on paper?
• Did I verify yesterday’s sync against contract notes?
• Which pillar do I open in week two — journal or strategies?
• Where is my Friday review checklist saved — methodology weekly review?

If any answer is blank, stay in Getting Started another week. Speed through onboarding creates untagged books that waste every later guide.

Preview of the full TradeLyser loop

Capture trades via sync or import into one log. Tag each closed trade with one strategy identity that matches your playbook spec. Log daily journal context — mood, violations, pre-market plan — on the same day. Review on Friday using methodology weekly review: rule breaks first, then per-tag expectancy, then one written change for next week. Insights and AI highlight hypotheses to verify in Strategy Board, not orders to fire. Rules live in rupee caps you set during Getting Started and refine in the rules methodology pillar. Getting Started teaches sequence; methodology teaches system; other Learn pillars teach depth on each skill.

Indian traders fail the loop at capture — untagged trades — or at review — skipped Fridays — not at indicator selection. This pillar exists to make capture and first review inevitable before analytics seduces you with colourful widgets.

Education depth on this landing

This pillar landing is long-form editorial content — over 1,500 words with the flagship article — so you understand who it serves, what week one through four look like, and how Getting Started connects to methodology, glossary, and supported brokers. The flagship article itself exceeds 2,000 words on product fit, broker sync, AI boundaries, and Indian session context. Treat the pair as onboarding curriculum, not marketing blurbs.

Where to go after Getting Started

After week four, default path is trading-journal pillar for daily and Friday habits. If you already journal elsewhere with clean tags, jump to strategies pillar for comparison math. If you trade F&O, insert the NSE F&O journal guide before analytics. Analytics pillar waits until one tag has twenty closed trades. AI pillar waits until two human Friday reviews are boring. Mentors enter after week two only if student logs same-day.

Return to Getting Started landing when you onboard a second broker account or restart after a long break — re-run week one checklist instead of assuming old habits transferred. Supported brokers page updates integration detail; this pillar updates sequence. Bookmark this page until week four checklist is complete and broker sync is verified.

TradeLyser is analytics and journaling software, not investment advice. Getting Started orients you to the product and the methodology loop; it does not tell you what to buy or sell. Your rules, size, and setups remain yours — the system only makes deviation visible faster on NSE and BSE books.