TRADINGROADMAP

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.

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.

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.

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.

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.

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.

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.