back

beginner concepts

Platform Basics

How to install and navigate the trading software

Opening the Trading Platform

When you first open the platform you will be prompted to log in in the upper right hand corner. The software will load and present you with a left column, some info at the top, and a main body area:
Figure 1 Figure 2

Exploring The Various Sections

This will just be a basic tour of the platform so you don't feel totally lost. More detailed explanations of the different features will come as you learn more about the trading process.
Figure 3
As you can see in the image above, I've divided the platform into six sections:
  1. the Viewport Tabs
  2. the Viewport
  3. the Left Panel
  4. the Top Panel
  5. the Right Panel
  6. the Settings Panel
Let's start with the Content Tabs and Content Area on the next page.

back

beginner concepts
Open a Tastyworks Brokerage Account