The first time you sign in, a guided tour pops up to show you around. It dims the screen and shines a spotlight on one control at a time — the real button or switch on the page — with a short, plain-English note about what it does. It's the fastest way to get comfortable, and you never have to touch anything you're not ready for.

What the tour covers

The tour comes in two parts:

1. A quick lay-of-the-land walk. It points out each area of the app in turn — your Strategies, your open Live Trades, the P&L Calendar, the Marketplace, Dashboard Settings, and more — so you know where everything lives. It also shows you the ? help button in the top-right (the one that opens this guide).
2. Setting up your first strategy. When the walk finishes, you land on a hub with three ways to get started. Pick the one that fits how you want to trade:
   • Full Automation — set up our ready-made CS+ (Conservative Strategy Plus) so the platform trades hands-free.
   • Copy Trading — mirror the Copy Trade Stax strategy so your account follows it automatically.
   • Webhook Integration — trigger trades from your own alerts, for example from TradingView.

Each path is a short, step-by-step walkthrough. You can come back and try another one anytime.

How to move through it

The tour stays in step with you. When it highlights a button or switch, you click that real control to continue — there's usually no separate "Next" to hunt for. On the explain-only steps a Next button moves you along, and Back steps you to the previous stop. The tour even changes pages for you when the next step lives somewhere else.

Tip

Nothing happens without you. The tour guides and highlights — it never places a trade, changes a setting, or clicks anything on your behalf. You're always the one pressing the button.

Making it stop (or bringing it back)

Until you tell it otherwise, the tour reappears every time you log in — that's on purpose, so brand-new members don't miss it. When you're done with it, click Don't show the welcome tour again at the bottom. From then on it stays gone, on every device you sign in on.

Note

The permanent Don't show the welcome tour again button appears when you're on a computer. On a phone you can close the tour for now, but you'll need to open the site on a computer to hide it for good.

Changed your mind, or want to walk a different path? You can bring the tour back anytime from Dashboard Settings → Appearance → ✨ Replay welcome tour.

Example

You start with Full Automation to get CS+ running, then a week later you decide you also want to try copy trading. Open Dashboard Settings, click ✨ Replay welcome tour, choose Copy Trading from the hub, and follow the steps to add Copy Trade Stax — no guessing about which buttons to press.