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Getting started

Open the Quick Setup tutorial

Start or restart the guided workspace tour from Settings whenever you need it.

Open the guide

The tutorial opens only on request. It does not open automatically when you sign in, reload the page or create another workspace.

  1. Open Settings using the gear in the main sidebar.
  2. Select Quick setup tutorial · Restart.
  3. Use Next and Back, or choose a topic from the tutorial menu.

What the tutorial covers

Follow the guide for account connection, data status, contract selection, chart navigation, indicators, volume profiles, DOM, heatmap, notifications and saved layouts. Each topic links to a detailed Help Center article.

Close or restart

Skip tutorial, Close and Finish return you to your workspace. Closing the guide does not schedule another opening. To view it again, use Settings → Quick setup tutorial · Restart.

Still need a hand?

Get in touch with the EdgeX team.

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