TRADINGROADMAP

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2026 EDITION0%
Felix, founder of GOAT Academy
WELCOME

From Felix & the team

“Six months. One clear path. Built with you in mind · wherever you are in your trading journey.”

· FELIX, FOUNDER OF GOAT ACADEMY

Not sure where to start? Take the Assessment Quiz.

It takes about five minutes and tells you exactly which section of the roadmap to begin with · no guessing.

Take the Assessment Quiz

Most students start at Month 1 · and should. Even if you've traded before, Months 1–2 are where you train your eye, and they're the part students most regret skipping. Start later than Month 1 only if the quiz tells you to.

Your full 6-month path from complete beginner to independent trader.

This month is all about getting comfortable with the basics of your broker, the platform, and how everything works. By the end of it, you should feel confident navigating your tools, understand how trades work, and have started paper trading without risking real money.

Keep it simple. This is about building your foundation.

Remember we host live sessions every day with our Student Success Management (SSM) Team if you have any questions about how to use the Roadmap or anything else in the Academy.

STEPS THIS MONTH
01Set Up Your Trading EnvironmentNEXT UP

Get your broker and platform set up first. You don't need to open lots of different broker accounts. If you already have one you're comfortable with, stick with it. The main thing is to take time to get familiar with it early, where everything is, how to place trades, how to navigate the platform. That familiarity saves you from roadblocks later.

Our coaches often suggest ThinkorSwim, Fidelity / Robinhood, or Interactive Brokers (for international students), simply because we know how they align with the training. It's not a requirement. Just pick one broker and get confident with it.

There's an optional TOS (Think or Swim) set-up video to make sure your charts, tools and defaults are right from day one. If you're ever unsure, drop a question in the questions chat.

ACADEMY MODULESThinkorswim: Broker Help
SESSIONS AND TOOLS FOR THIS STEP

Join these live, or open Coaching Replays to watch a recording of one you missed.

Broker Help · TOSWatch replay
Broker Help · IBKRWatch replay
Broker Help · Fidelity / RobinhoodWatch replay
02Complete Academy Modules & Set Up Your Charting Workspace

Once your broker is set up, move on to your charting tools. Complete the Academy Modules and set up your TradeVision.io workspace with the indicators we use throughout the programme: the 50 / 150 / 200 moving averages, RSI, and MRSI.

Join a live TradeVision livestream on YouTube, or watch a previous recording, to learn how to use the platform effectively. You can also attend Felix's Proprietary Tools, or catch up on the replays. If you have a question, chances are someone else has already asked it, so the recordings are just as useful.

ACADEMY MODULESTradeVision Setup
SESSIONS AND TOOLS FOR THIS STEP

Join these live, or open Coaching Replays to watch a recording of one you missed.

Brett TradeVision · Weekly YouTubeOpen
Jesús' Weekly Charting SessionWatch replay
Felix's Proprietary ToolsOpenWatch replay
03Learn How to Find Stocks (Screening)

Review Carlos's Screener Scrapbook and attend his group session on screening (entries and exits). This helps you understand what makes a stock worth watching and how to filter noise from opportunity. You can catch up on screening recordings in the recordings area.

ACADEMY MODULESWhat to Buy & Perfect Entry Point
SESSIONS AND TOOLS FOR THIS STEP

Join these live, or open Coaching Replays to watch a recording of one you missed.

(WSP) On Screening, Entries and ExitsWatch replay
Screener ScrapbookOpen
04Understand Market Context (Felix Notes)

This is where you learn to interpret broader market context, understand why certain stocks are highlighted, and use professional notes as a learning tool, not a signal service. You are learning how experienced traders think, not what to copy.

SESSIONS AND TOOLS FOR THIS STEP

Join these live, or open Coaching Replays to watch a recording of one you missed.

Mid-Week Markets Update & Q&AWatch replay
Markets and Investment Discussion · BKWatch replay
Global OutlookWatch replay
Stock Market FundamentalsWatch replay
Market Review · BK / Brett / PatrickWatch replay
Topic of the Week (Investing)Watch replay
Felix NotesOpen
05Learn Risk Before Reward

Before you ever trade live, you'll be introduced to risk management fundamentals: position sizing, stop placement, and maximum allocation. Read the Basic Risk Management Guide carefully.

Why managing drawdowns matters: the gain needed to break even grows faster than the loss. A 50% loss requires a 100% gain to recover. Protecting capital is your first edge. Your position is driven by your maximum loss, not by how much you want to make. Ask how much you're willing to lose, and the reward will take care of itself.

ACADEMY MODULESPosition Sizing & Portfolio Risk Download the Basic Risk Management Guide.
SESSIONS AND TOOLS FOR THIS STEP

Join these live, or open Coaching Replays to watch a recording of one you missed.

Risk Management for BeginnersWatch replay
(WSP) Stop Loss WorkshopWatch replay
(WSP) Estimating Portfolio RiskWatch replay
06Book a Coaching Call or Join a Live Q&A

If you have 1-1 Mentoring, you'll see 'BOOK A CALL' on the left-hand sidebar. Book your first 1-on-1 coaching call this month (up to 2 per week). Otherwise, use the questions channel or a Group Coaching Live Q&A to ask setup questions, review charts, clarify risk concepts, and build confidence early. There are no bad questions here.

SESSIONS AND TOOLS FOR THIS STEP

Join these live, or open Coaching Replays to watch a recording of one you missed.

Live Q&A with SSMsWatch replay
07Start Paper Trading & Journaling

Begin paper trading and keep a simple journal of every trade: your reasoning, your confirmations, your emotional state, and your outcome. This habit is where consistency is built, without risking real money.

ACADEMY MODULESCheck this for EVERY Trade Get your Simple Stock Trade Tracker.
SESSIONS AND TOOLS FOR THIS STEP

Join these live, or open Coaching Replays to watch a recording of one you missed.

Trade Logging and AnalysisWatch replay
✎ HOMEWORK

Find 10 charts that show clear support and resistance, plus potential breakout zones.

  • Send a PDF to a junior coach via private Mighty chat, or
  • Review them in a 1-on-1 call with a junior or senior coach

This is how you train your eye.

Homework completed
WEEKLY REPORT

Send in your weekly report every Friday.

Week 1
Week 2
Week 3
Week 4
Week 5
A FINAL REMINDER FOR MONTH 1
“Learn to see the market before you try to trade it.”

If you focus on setup, structure and understanding this month, you'll move faster and safer later. You're exactly where you need to be.