Using this documentation
Reading order, and how the docs viewer itself works.
Reading order
Read this Introduction once. After that, use the chapters as a manual while you configure and run the product.
The order is deliberate:
- Introduction and Getting started get you signed in and oriented.
- Strategy is the longest chapter because everything else reads from it. Configure it first, even roughly.
- Process, Rigor, and Review follow the day itself: prepare, trade, confront.
- Insights and Gravitas are what you look at once there is enough data to be honest about.
- Data, Bridge, and Trainer cover getting trades in and practicing.
- Assistant, Sharing, Workspace, and Support are the surrounding systems.
If you are brand new, the fastest useful path is: sign in, open Strategy, run Guided setup, commit, import a trade log, then review one day properly.
Search, favorites, and in-app help
The documentation is available in two places with the same content: inside the app under Guidance and docs, and on the public documentation site.
The viewer gives you:
- A sidebar with every chapter and topic.
- Search sections, which searches the body text of every section, not just titles. Results appear as Results (n).
- Favorites, added with the star control on any article (Add favorite and Remove favorite).
- Recently viewed, so you can get back to where you were.
Inside the product, small help icons (Show help) open the relevant part of this documentation in a dialog without leaving your screen. Plan comparison pages also deep link here: selecting a feature in the tier brochure jumps to the section describing it.
Where a screen is highly configurable, this documentation describes the controls and the common layouts. Your own workspace may arrange the same panels differently, because layouts are per user.
