Getting Started with Tradyr.ai

What You’ll Need

Before you begin, make sure you have:

• A modern web browser (Chrome, Firefox, Edge, or Safari)
• A Tradyr.ai account (create one from the landing page)
• Optionally, an API key from at least one AI provider (Anthropic, OpenAI, Google, xAI, Perplexity, or Mistral)
• Optionally, API credentials from a supported brokerage (Schwab, E*TRADE, Tradier, TradeStation, Alpaca, tastytrade, Interactive Brokers, Coinbase, Fidelity, or Lightspeed)

Don’t worry if you don’t have broker or AI keys yet — Tradyr’s Paper Trading mode and Yahoo Finance data source let you explore the full platform without any external accounts. And every new account starts with a 14-day free trial that unlocks all panels across every tier — Base, Pro, and Edge — so you can explore everything before choosing a plan.

Step 1: Create Your Account

From the Tradyr landing page, click Get Started Free. You’ll be asked for an email address and a secure password. Tradyr enforces strong password requirements: at least 12 characters with a mix of uppercase, lowercase, digits, and special characters. This isn’t arbitrary — your password is used to derive the encryption key that protects any API keys you store later.

After registering, check your email for a verification link. Click it to activate your account and sign in.

Step 2: The Onboarding Wizard

On your first login, Tradyr walks you through a six-step onboarding wizard:

1. Welcome — A brief overview of what’s ahead.
2. Brokerages — Connect a live broker now or skip for later. Tradyr supports ten brokerages: Schwab, E*TRADE, Tradier, TradeStation, Alpaca, tastytrade, Interactive Brokers, Coinbase, Fidelity, and Lightspeed. Connection methods vary — Schwab uses OAuth, others use API key credentials, and some connect through SnapTrade. You can always add brokers later from the Broker Manager panel.
3. AI Providers — Paste an API key for your preferred AI provider. Claude (Anthropic) is recommended for deep options reasoning, but all six providers work across the platform. Skip if you want to explore without AI first.
4. Data Source — Choose your default: Paper Trading (simulated data, zero risk), Yahoo Finance (real delayed quotes, no account needed), or a connected broker for live data.
5. Watchlist — Add your first tickers. Start with familiar names — AAPL, TSLA, SPY, QQQ — or import a list. You can always edit this later.
6. Done — Your workspace loads with a default layout tailored to your subscription tier.

Every step is skippable. You can revisit any of these settings at any time through the appropriate panels.

Step 3: Choose Your Data Source

The data source selector lives in the header bar. You’ll see buttons for each available source:

• Paper — Simulated market data. Prices move realistically but nothing is real. Perfect for learning Tradyr’s features and testing strategies without risk.
• Yahoo — Real market data from Yahoo Finance with a 15-minute delay. No account or API key required. Good for analysis when you don’t need real-time execution.
• Schwab Live — Real-time data and execution through your Charles Schwab account. Requires an approved developer app and OAuth authorization.
• E*TRADE — Real-time data and execution through E*TRADE. Requires API key credentials.
• Fidelity — Read-only market data through a SnapTrade connection.

These are the five sources available directly from the header bar. Additional brokerages — Tradier, TradeStation, Alpaca, tastytrade, Interactive Brokers, Coinbase, and Lightspeed — can be connected through the Broker Manager panel, which you’ll find in the dock on the right side of the screen.

The active source is highlighted with a colored dot. Switch sources at any time — your workspace layout and panels stay the same; only the data feed changes.

Step 4: Navigate the Workspace

Tradyr’s workspace is built around floating, draggable panels. Think of it as a desktop where every window is a specialized analytical tool. You can:

• Drag any panel by its title bar to reposition it
• Resize panels by pulling their edges
• Minimize panels to the dock bar on the right side of the screen
• Dock panels to fixed positions in the right-hand dock for a more structured layout

Panels are organized into three tiers based on your subscription:

• Base — Watchlist, Call/Put Chains, Crowd Signal, Portfolio, P&L Chart, News, Live Video, Claude Chat, and more
• Pro — Flow Scanner, Strategy Builder, Sentiment Dashboard, Greeks Exposure, IV Surface, Options Heatmap, Congressional Trading, and Insider Trading
• Edge — Adversarial Conviction Scoring, Nash Flow Analysis, Topology Alpha, Ergodic Sizing, Counterfactual Scenarios, Evolutionary Strategy, and Social Sentiment

During your 14-day free trial, every panel across all three tiers is unlocked. This gives you a chance to explore the full platform and figure out which panels matter most to your trading workflow before choosing a subscription plan.

Don’t be overwhelmed by the number of panels — you’ll typically work with 4–6 at a time, and layout presets make it easy to switch between configurations.

Step 5: Use Layout Presets

Click the Layout button in the header to access presets. Each preset arranges a curated set of panels for a specific workflow:

• Trade Analysis — Watchlist + Chains + Crowd Signal + AI Chat. The go-to layout for evaluating a specific ticker.
• Portfolio Review — Portfolio + P&L + Greeks Exposure + Hedge indicators. For checking your book’s risk profile.
• Discovery — Flow Scanner + Screener + News + Sentiment. For finding new opportunities.
• Full Desk — Everything visible, tiled across your screen. Best on ultrawide monitors.

You can also save your own custom layouts under My Layouts and switch between them with a single click.

Step 6: Run Your First Analysis

Here’s a quick workflow to see Tradyr in action:

1. Select a ticker from your Watchlist (e.g., AAPL).
2. The Call Chain and Put Chain panels auto-populate with the current options chain.
3. The Crowd Signal panel shows where the market crowd is positioning — narrow vs. wide estimates, volume-weighted and OI-weighted averages.
4. Click any strike price in the chain. If you have an AI provider configured, Tradyr automatically generates a five-part analysis covering: directional outlook, volatility assessment, risk/reward profile, suggested strategy, and key levels to watch.
5. The “Why This Matters” card on panels like Greeks Exposure and Insider Trading gives you an AI-driven interpretation of what the data means for your positions.

Step 7: Paper Trade a Position

Ready to test a strategy?

1. Click a strike in the Call or Put chain.
2. In the trade dialog, set your quantity and order type.
3. Click Execute Paper Trade.
4. Your position appears in the Portfolio panel with live P&L tracking.
5. Use the Time Control panel to fast-forward time and see how your position evolves as expiration approaches.

Paper trading uses simulated fills at the current mid-price. It’s a risk-free way to practice before committing real capital.

What’s Next

Once you’re comfortable with the basics:

• Connect an AI provider if you haven’t already — it unlocks the Strategy Builder, Flow Scanner AI, and interpretation cards across every panel.
• Explore the Pro and Edge panels to see advanced analytics like implied volatility surfaces, institutional flow detection, and Nash equilibrium analysis.
• Read our guides on Understanding Options Greeks and Setting Up AI Providers for deeper dives into specific features.
• Join the Community panel to share setups and discuss strategies with other Tradyr users.

Tradyr is designed to grow with you. Start simple, add complexity as you learn, and let the AI do the heavy analytical lifting so you can focus on making better decisions.

Have questions? Click the ? button in the header to access video tutorials, or reach out through the Community panel.