Beta onboarding
Get your local trading workstation set up safely
For beta users, onboarding focuses on installation, provider keys, market data, IBKR configuration, trading plans, and safe workflow habits.
What we help with
Focused support to get your trading workstation running safely.
Install the desktop app and verify local configuration, logs, and workspace defaults.
Connect supported AI and market-data providers using credentials you manage.
Validate paper/live routing, account visibility, and safety gates before any execution workflow.
Translate your rules into reusable plan defaults for stops, targets, risk, and backtests.
Set up watchlist scans, agent sessions, MCP tool access, and optional Telegram beta pairing.
Connect trusted local agent clients to AITrader’s chart, watchlist, plan, market data, and account tool surface.
Use backtest outputs, Trader Profile analytics, and beta journal surfaces for post-trade learning.
Request beta onboarding
Join the closed beta and tell us what setup you want to test.