Initial setup wizard

The first time you log in to Option Panel, a short setup wizard helps you personalise your workspace. The video above shows each step.

Everything you configure in the wizard can be changed later from User Settings, so don’t worry about getting every answer perfect on the first pass.

What the wizard covers

• Your profile basics and country of residence.
• Your time zone — used across every chart, log, and timestamp in the platform, so it is worth setting correctly from the start.
• Initial trading preferences for your default paper account.

After the wizard

Once you finish, you land on the Dashboard. From there, two good next steps:

• Connect a Tradier account if you trade with a real broker.
• Or start practising right away with the built-in Option Panel paper account.