Step-by-Step

Quickstart Guide

Get up and running in under 5 minutes. Set up your profile, connect Discord, deploy a bot, and start chatting with Kai.

TradingWizard Terminal workspace with charts, watchlist, and Kai AI sidebar

Your workspace — charts, watchlist, bots, and Kai all in one place

1

Set Your Trading Style

Tell the AI how you trade so it can personalize signals and analysis for you.

  • Open Settings from the bottom-left of the terminal.
  • Go to the Profile tab.
  • Choose your Trading Style (Day Trading, Swing Trading, or Position Trading).
  • Set your Risk Tolerance (Conservative, Moderate, or Aggressive).
2

Connect Discord

Link your Discord to get bot alerts, trade signals, and access to the community.

  • In Settings, go to the Discord Integration tab.
  • Click Connect Discord to authenticate.
  • Click Claim Role to sync your plan tier and unlock premium channels.
3

Deploy Your First Bot

Bots scan markets 24/7 and alert you when they find high-probability trade setups.

  • Go to the Bots page from the sidebar.
  • Click Create Bot in the top right.
  • Name your bot, pick a market (Crypto, Stocks, or Forex), and choose the timeframes to monitor.
  • Hit deploy. The bot runs in the background and sends alerts when it finds setups.
4

Ask Kai a Question

Kai is your AI trading assistant. You can ask it anything about the markets, and it will pull real-time data, run technical analysis, and give you actionable answers.

  • Open the Kai chat panel on the right side of the terminal.
  • Try asking: "Analyze SOLUSDT on the 4h timeframe"
  • Kai will fetch live data, run technical indicators, and return a full analysis with entry/exit levels.
  • You can also ask about news, whale movements, or general trading questions.

Next: Meet Kai AI

Learn everything Kai can do — from chart analysis to web search and voice input.

Explore Kai AI