Account Setup

Before extracting insights from the market, we need to calibrate the system to your specific needs. The onboarding process is brief but crucial for the Neural Engine to provide relevant, actionable feedback.

1. Profile Configuration

When you first log into StellarTrail, you will be guided through a mandatory onboarding sequence. This establishes your baseline trading profile.

Setting Your Experience Level

Be honest about your current trading experience (Beginner, Intermediate, Advanced). The AI Coach modulates the complexity of its language and the depth of its educational resources based on this setting. An overly complex explanation of market microstructure is useless if you are just learning what a candlestick is.

Selecting Asset Classes

Choose the markets you actively trade (Equities, Forex, Crypto). This focuses your Market Insights feed to ensure you are only seeing news relevant to your portfolio.

Note: You can update these preferences at any time by triggering the Command Palette (Cmd + K) and typing "Settings".

2. Choosing a Subscription Tier

StellarTrail operates on a usage-based tier system designed to scale with your needs.

• Free Tier: Access to core charting, basic journaling, and limited AI Coach queries per month. Perfect for getting a feel for the platform.
• Pro Tier: Unlimited manual journaling, advanced analytics, priority AI processing, and access to premium education modules.

You manage your subscription securely via our Stripe integration within the Settings panel.

3. Connecting External Integrations

While StellarTrail functions perfectly as a standalone manual journaling tool, its true power is unlocked when connected to your existing financial stack.

• Brokerage Sync: We are actively rolling out our Plaid integration to automatically ingest trades directly from your broker. Read more in the Brokerage documentation.