Ultimate Set-Up Guide

Get started with your account, dashboard, and integrations.

This guide will walk you through everything you need to know to set up TraderWaves, from creating your account to configuring your integrations and customizing your dashboard.

March 15, 20245 min read

1. Creating Your Account

Begin your TraderWaves journey with the free sign up. You will need to enter your name, your email, and choose a secure password. Alternatively, use the Google sign-in for a faster setup.
Fig 1: How to register for a TraderWaves account.

2. Connecting Your Trading Accounts

To sync your trades automatically, you can connect your trading account by entering:

- Broker name
- Trading server
- Account number & password

You can add your first trading account through the Dashboard setup prompt or click directly to Accounts in the sidebar.
Give your account a recognizable name (e.g., MT5 Demo Account) for easy identification.

Note: There is a step-by-step walkthrough on TraderWaves when you register.

Want to explore TraderWaves with a Demo Account?
If you prefer to see how TraderWaves works first, you can select Demo Account to explore our features with demo Dashboard and Journal views
Fig 2: How to add your trading data to your account.

3. Customising your experience

Now that your accounts are set up, personalise TraderWaves to fit your workflow. Add the widgets that matter most to your trading progress. Craft different Dashboard templates, add and rearrange widgets to find what works for you. Use custom tags to organise your strategies, spot behavioural trading patterns and monitor your progress.
Fig 3: How to customise your Dashboard template.

4. Managing Multiple Accounts & Portfolios

TraderWaves allows you to manage multiple trading accounts seamlessly. You can: create portfolios to view trading accounts from different platforms, centralise your stats by viewing all your trading progress in one place, group strategies in portfolios to know what works for you.
Fig 4: How to add trading accounts to create a trading portfolio

5. Getting the Most Out of TraderWaves

Now that you’re set up, it’s time to optimise your trading workflow. Make the most of TraderWaves by leveraging all the features available for smarter trading. Use trade journaling to track your past trades and refine your strategy. Monitor performance analytics to identify patterns and improve consistency.

Want more insights on maximising your success?

- Visit our Help Center for technical articles and user guides.
- Join our Discord community to learn from experienced TraderWaves users and stay updated on new features.
- Explore upcoming blog content for advanced trading techniques and TraderWaves updates (Coming Soon!)
Fig 5: Using the Trade Journal for progress tracking

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