# Trade Echo Docs

> Member documentation for Trade Echo (tradeecho.com): how to use Dealer Edge (GEX, VEX, charm), Pulse charting, Option Flow, Dark Pool, Algo Edge, Futures (Echo Map), Cortex AI agents and trade plans, Copy Trading, the rest of the platform, and the Trade Echo MCP server for AI assistants. Educational material, not investment advice.

Every page is available as Markdown: append `.md` to its URL, as linked below. All pages in one file: https://tradeecho.com/docs/llms-full.txt. MCP setup for agents: https://tradeecho.com/docs/mcp-for-agents.md. Site-wide index (pricing, methodology, Edge guides): https://tradeecho.com/llms.txt.

---

# Platform Overview

> Trade Echo platform overview - dashboard, social feed, markets, OptionFlow, DealerEdge, AlgoEdge, and how to get started with the $199/mo all-in-one plan.

Source: https://tradeecho.com/docs/getting-started/platform-overview (updated 2026-08-05)

Trade Echo is your complete trading ecosystem, combining portfolio management, real-time market intelligence, AI-powered insights, and a vibrant trading community in one place. This guide covers the web dashboard, the mobile app's five main sections, and how to get started.

## Pricing

Trade Echo offers a single all-in-one plan at **$199/month**, giving you access to every feature without tiered limitations.

---

## The Web Dashboard

The **web dashboard** is the full terminal. Everything lives in the left sidebar:

| Area | Pages |
|------|-------|
| **Journal & performance** | [Trade Journal](https://tradeecho.com/docs/features/trade-journal) (Dashboard) with calendar, trade log, stats, and Discipline Score; Upload Trades; [Broker Sync](https://tradeecho.com/docs/faq/broker-sync) |
| **Your terminal** | [Workspace](https://tradeecho.com/docs/features/workspace) - compose your own multi-tile screen from 18 tile types |
| **Futures** | [Futures / Echo Map](https://tradeecho.com/docs/features/futures/quick-start) - live futures session command center; included in all memberships (one-time in-app CME attestation required) |
| **Options flow** | [Option Flow](https://tradeecho.com/docs/features/optionflow/quick-start) + Option Flow Stats |
| **Dealer positioning** | [Dealer Edge](https://tradeecho.com/docs/features/dealeredge/quick-start) (GEX / Vol / VEX / Charm heatmap, [Net Flow](https://tradeecho.com/docs/features/dealeredge/net-flow)), Gamma |
| **Market scanning** | [Algo Edge](https://tradeecho.com/docs/features/algoedge/quick-start) (9 channels), [Darkpool](https://tradeecho.com/docs/features/darkpool), [Snapshot](https://tradeecho.com/docs/features/snapshot/quick-start), [Treemap](https://tradeecho.com/docs/features/treemap), Historical, Pulse chart, Watchlist |
| **Rotation** | [Rotation Lab](https://tradeecho.com/docs/features/rotation-lab) - relative rotation of sectors and tickers; see [Reading the Rotation Map](https://tradeecho.com/docs/features/rotation-lab-guide) for the playbook |
| **News** | [NewsEdge](https://tradeecho.com/docs/features/newsedge/quick-start) live headlines and catalysts |
| **AI** | [Cortex](https://tradeecho.com/docs/features/cortex/quick-start) chat, [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder), and [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace) |
| **Community** | Social Feed, [Member Alerts](https://tradeecho.com/docs/community/member-alerts) with Top Traders leaderboard |
| **Copying & portfolios** | [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview), [Portfolios and Mirrors](https://tradeecho.com/docs/features/portfolios) (My Portfolios, Community Portfolios, My Mirrors Beta) |
| **Extras** | Courses, Member Gear |

If you only remember one thing: the sidebar is organized so research (flow, dealer positioning, dark pool, news) sits next to action (journal, copy trading, portfolios). Start your day at the top, end it in the journal.

---

## The Five Main Sections (Mobile App)

You will find five core tabs at the bottom of the mobile app:

| Section | Description |
|---------|-------------|
| **Dashboard** | Trading journal, analytics hub, and performance tracker |
| **Social** | Trading community feed - learn from real traders |
| **Markets** | Market intelligence tools (OptionFlow, AlgoEdge, DealerEdge, etc.) |
| **Leaderboard** | Rankings by trades, win rate, and profit % |
| **Profile** | Account settings, subscription, themes, notifications |

---

## Section 1: Dashboard

Your Dashboard is your trading command center.

![Dashboard calendar view with daily P/L and performance stats](https://tradeecho.com/docs/img/app/dashboard-calendar.png)

### Adding Trades

- **Manual Entry**: Tap Add Trade, enter ticker, prices, dates, quantity, trade type, add optional notes, save.
- **Bulk Upload**: Tap Upload Trades File, upload .xlsx, .xls, or .csv - all trades import automatically.

### Managing Trades

- Search by ticker
- Filter by date range, P/L, or trade type
- Edit or delete trades
- Batch-select multiple trades
- Tap into any trade for full details

### Calendar View

- See your highest-activity days
- Identify best and worst days
- Spot weekly and monthly performance cycles

### Statistics Dashboard

- Win rate, total P/L, average win, average loss, profit factor
- Top trades and worst losses
- Time-based analysis (daily, weekly, monthly, yearly)

### AI Portfolio Assistant

Tap the AI icon to ask personalized questions such as:

- "What was my best trade this month?"
- "Which tickers am I most profitable with?"
- "What is my win rate on tech stocks?"
- "Show me my worst trade this quarter."

---

## Section 2: Social Feed

The Social Feed is focused on actionable trading insights.

![Social feed with trade posts, leaderboard, and community engagement](https://tradeecho.com/docs/img/app/social-feed.png)

- Filter by Recent, Followers, Following, or Notified Posts
- Search by ticker (e.g. AAPL or TSLA)
- Create posts with your thesis, charts, and questions
- Engage with likes, comments, follows, and shares
- View user profiles, their posts, statistics, and followers

---

## Section 3: Markets

The Markets section houses the market intelligence tools for real-time trading decisions.

### OptionFlow

Track smart money with large options trades, call/put ratios, volume spikes, trade premiums, and bid/ask behavior. Includes an AI Flow Assistant for queries like "Show me today's 1M+ options flow" or "Top unusual options activity right now."

![OptionFlow scanner](https://tradeecho.com/docs/img/app/optionflow.png)

### AlgoEdge

Algorithmic trading signals with automated alerts, market pattern detection, and auto-refresh. Use as a confirmation tool - never blindly follow signals.

![AlgoEdge channels](https://tradeecho.com/docs/img/app/algoedge.png)

### DealerEdge (Gamma)

Understand dealer positioning with gamma exposure for SPX, NDX, SPY, and QQQ. See support/resistance from gamma, expiry effects, and dealer hedging behavior.

![DealerEdge GEX heatmap](https://tradeecho.com/docs/img/app/dealeredge.png)

### Treemap

A heatmap of the entire market sized by market cap and colored by performance. Quickly identify which sectors are hot and which are weak.

![Market treemap](https://tradeecho.com/docs/img/app/treemap.png)

### NewsEdge

Real-time market headlines and ticker-specific news. Filterable and searchable. Use it daily.

![NewsEdge impact filters](https://tradeecho.com/docs/img/app/newsedge.png)

### Snapshot

Market overview with bullish vs. bearish sentiment, premium trends, and ticker-level breakdowns. Filters for Today, Yesterday, This Week, etc. Perfect for pre-market prep.

![Snapshot sentiment](https://tradeecho.com/docs/img/app/snapshot.png)

### Dark Pool

Real-time dark pool trades with size, price, strike, and amount data. On web, prints are scored with [EchoScore and badges](https://tradeecho.com/docs/features/darkpool).

![Darkpool activity](https://tradeecho.com/docs/img/app/darkpool.png)

### More Tools

- Watchlist and Watchlist Radar
- Ticker Statistics and Historical Data
- [Notification preferences](https://tradeecho.com/docs/faq/notifications) for GEX levels, flow tiers, Algo Edge channels, and followed traders

---

## Section 4: Leaderboard

Rankings by trades, win rate, and profit %. Learn from top traders and track your own performance.

---

## Section 5: Profile

Manage profile settings, themes (Dark/Light/System), subscription, payment methods, coupon codes, notification settings, blocked users, and help articles.

---

## Getting Started Checklist

1. Create your account
2. Add or upload trades
3. Explore the Stats dashboard
4. Set up your watchlist
5. Ask the AI assistant a question
6. Follow 3-5 traders
7. Make your first post
8. Set notification preferences
9. Explore Option Flow
10. Customize your theme

---

## 4-Week Plan

| Week | Focus |
|------|-------|
| Week 1 | Track every trade |
| Week 2 | Use Market tools for research |
| Week 3 | Engage in the Social Feed |
| Week 4 | Review stats and optimize |

Success comes from consistency, data review, community learning, and using all tools together.

---

# What's New (July 2026)

> Member-facing summary of Futures Echo Map, Pulse drawing and alerts, Rotation Lab, Copy Trading, and Cortex updates shipped in July 2026.

Source: https://tradeecho.com/docs/getting-started/whats-new-2026-07 (updated 2026-08-05)

July 2026 ships a tighter futures desk, a new Pulse chart, Copy Trading clarity, and Cortex agent execution paths. Here is what landed and where to go deeper.

---

## Futures / Echo Map

The live Echo Map is the futures session command center:

- **Live Echo Map** with heatmap, volume profile, gamma rails (Call Wall, Put Wall, Anchor, Flip), and CVD
- **Live SSE / map updates**, session lenses (24h, RTH, Overnight), and **share image**
- Read the map: [Reading the Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide)
- Get started: [Futures Quick Start](https://tradeecho.com/docs/features/futures/quick-start)

---

## Pulse

Pulse is the focus chart for intraday structure:

- **Focus chart** with overlays - GEX, Net Flow, VWAP, moving averages
- **Drawing suite v3** - right-click menu plus new tools: parallel channel, long/short position, text, callout, and ellipse
- **New timeframes** - 30m, 2H, and Weekly join the existing set
- **Price / line alerts** - create alerts from a drawn line or any price, powered by a server-side scanner, with an alerts manager panel - on web **and** mobile
- **Mobile drawing parity** - the full drawing toolset on mobile, and your drawings **sync between web and mobile**
- **Futures live ticks** via Echo Map when **Auto Live** is on (minute timeframes)

Start here: [Pulse Quick Start](https://tradeecho.com/docs/features/pulse/quick-start)

---

## Rotation Lab

**Rotation Lab v2** at `/rotation-lab` - a relative rotation view that plots sectors and tickers by relative strength and momentum versus a benchmark, so you can spot which groups are rotating into (or out of) leadership.

- [Rotation Lab](https://tradeecho.com/docs/features/rotation-lab) - product overview
- [Reading the Rotation Map](https://tradeecho.com/docs/features/rotation-lab-guide) - axes, seasons, golden hook, and playbook

---

## Copy Trading

Copy Trading got clearer messaging and smarter support:

- **Support tab** - Cortex-powered, account-aware help inside Copy Trading
- **Clearer skip/pause messaging** in Activity so you know why a copy did not fire
- **Lifetime:** per-pilot broker assignment
- **Monthly:** one active broker at a time
- **Pilots:** use **Set Active** on the account you actually trade so VIP alerts and copy match your live book

Go deeper:

- [Using Copy Trading](https://tradeecho.com/docs/features/copy-trading/dashboard)
- [Copy Trading FAQ](https://tradeecho.com/docs/features/copy-trading/faq)
- [Pilot setup](https://tradeecho.com/docs/features/copy-trading/pilot-setup)

---

## Cortex Agents

Agents and Marketplace got execution controls:

- **Paper by default**; **live execution** for eligible members (lifetime / paid gates as product shows)
- **Marketplace subscribe** with optional **auto-execute** settings

Details: [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) and [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace)

---

## Other

- **Watchlist unification** - one central watchlist shared across the Dealer Edge Focus rail, the Workspace watchlist tile, and Treemap - edit it anywhere and it updates everywhere
- **Workspace premium tiling** - visual refresh with lifted cards and cleaner tile spacing
- **Treemap Watchlist chip** - personal watchlist as a treemap universe (equal-size tiles)
- **Discord Alerts hub** - in-app community feed and follow sync improvements
- **MCP / Echo Map tool** - connected agents can pull Echo Map context when your MCP client is linked ([MCP overview](https://tradeecho.com/docs/mcp/overview))

---

> **Note**
>
> Not financial advice. Features roll out by plan and region - confirm what you see in-app.

---

# Creating Your Account

> This guide walks you through account creation, subscription activation, and initial setup so you can start using Trade Echo quickly.

Source: https://tradeecho.com/docs/getting-started/creating-your-account (updated 2026-09-26)

This guide walks you through account creation, subscription activation, and initial setup so you can start using Trade Echo quickly.

---

## Sign-In Options

When you open the app, choose from three sign-in methods:

| Method | Notes |
|--------|-------|
| **Email + Password** | Create an account with your email and a secure password |
| **Google Sign-In** | One-tap sign-in with your Google account |
| **Apple Sign-In** | Available on iOS - sign in with Apple ID |

Social sign-in (Google or Apple) syncs your account instantly across devices.

---

## Subscription Activation

There are two ways to end up with an active account, depending on where you start:

### Path A: You subscribed on the website first

If you paid at checkout on [tradeecho.com](https://tradeecho.com), your account is **created automatically** - no separate signup step. All you do is set a password:

1. Complete checkout and payment
2. Your account is created for you at that moment
3. Set your password from the **confirmation page** or the link in your **welcome email**
4. Sign in - your subscription is already active

### Path B: You created an account first

If you signed up in the app before subscribing, you can explore first and upgrade when ready:

1. Go to **Profile** and tap **Subscription**
2. Choose monthly ($199/mo), annual ($2,199/yr) or Lifetime ($3,499 one-time)
3. Complete payment with your preferred method
4. Your subscription activates immediately

Either way, a short **welcome email sequence** follows signup to walk you through the platform.

---

## Exploring the App

Before diving into trading, take a few minutes to:

- Browse the **Dashboard** and see how trades are organized
- Open **Markets** and preview OptionFlow, AlgoEdge, and other tools
- Check the **Social** feed to see how other traders share insights
- Review the **Leaderboard** to understand performance metrics

---

## Setting Up Your Profile

1. Go to **Profile**
2. Add or update your display name and avatar
3. Optionally add a bio for the Social feed
4. Connect your Discord account if you use Trade Echo Discord (optional)

---

## Choosing Your Theme

Trade Echo supports three theme options:

| Theme | Description |
|-------|-------------|
| **Dark** | Default dark mode - easy on the eyes for long trading sessions |
| **Light** | Light background for bright environments |
| **System** | Follows your device's system preference |

Change the theme in **Profile** under appearance or theme settings.

---

## Notification Preferences

Customize alerts so you stay informed without overload:

1. Go to **Profile** and open **Notification Preferences**
2. Configure alerts for:
   - Price levels on your watchlist
   - Flow spikes in OptionFlow
   - Algo Edge signals
   - Watchlist changes
3. Choose push, email, or in-app notifications per alert type

Start with a few key alerts and add more as you learn which matter most for your strategy.

---

# Daily Trading System

> The daily process for finding and executing winning options trades - pre-market routine, open session, and stacking Dealer Edge, News Edge, Algo Edge, and Option Flow.

Source: https://tradeecho.com/docs/getting-started/daily-trading-system (updated 2026-09-30)

This is the daily process we use to find, confirm, and execute winning options trades. It combines relative strength scanning, Trade Echo tools, and chart structure into a repeatable system.

The core principle: **stack your edges**. No single tool gives you enough conviction. When Dealer Edge, News Edge, Algo Edge, and Option Flow all point the same direction - that's when you trade with confidence.

---

## Pre-Market Routine (8:00 - 9:30 AM ET)

### Step 1: Scan for Relative Strength (5 minutes)

Check your watchlists for tickers and sectors showing strength or weakness relative to the broader market. [Rotation Lab](https://tradeecho.com/docs/features/rotation-lab) is the fastest way to see that picture on one map - especially sectors in **Improving** with tails hooking toward **Leading**. See [Reading the Rotation Map](https://tradeecho.com/docs/features/rotation-lab-guide) for the full playbook.

- Which names are up pre-market while SPX is flat or down?
- Which sectors are leading? (tech, nuclear, energy, etc.)
- Any tickers from yesterday's Algo Edge flow showing follow-through?

Relative strength is your first filter. If a name is strong while the market is weak, there's a reason - and that reason is your edge.

### Step 2: Check News Edge for Catalysts (3 minutes)

Open News Edge and search your relative strength names.

Look for:
- **Earnings, FDA, M&A, analyst upgrades** - direct catalysts
- **Policy or macro headlines** affecting the sector
- **Options activity news** - reports of unusual flow lining up with what you saw pre-market

A catalyst gives price a reason to move. When you already have relative strength plus a real headline, conviction builds fast.

### Step 3: Review Dealer Edge (3 minutes)

Pull up your top tickers in Dealer Edge before the open.

Key levels to note:
- **Anchor Point** - the strike with the most gamma. Price gravitates here
- **Flip Level** - the dividing line between positive and negative gamma. This is your trigger
- **GEX Rating** - 4-5 means positive gamma (a more stable, pinning-friendly regime); 1-2 means negative gamma (faster, more volatile moves). The rating describes the regime, not bullish or bearish direction.
- **AI Analysis** - read the AI summary for trade direction and specific entry/target levels

Write down the anchor, flip, and bias for SPX and your top 2-3 tickers.

### Step 4: Check Algo Edge and Option Flow (5 minutes)

- **Algo Edge**: Filter for your watchlist tickers. Look for large trades - total premium over $250K, individual blocks over $1M. Note the strike distribution (all calls? all puts?)
- **Option Flow**: Apply filters (Price under $2, Size over 500, Expiration under 3 weeks). Look for clusters on the same ticker

### Step 5: Build Your Watchlist

Add tickers where multiple edges align:
- Relative strength pre-market
- News Edge catalyst
- Dealer Edge positioning supports the direction
- Algo Edge or Option Flow showing institutional interest

If only one tool flags it, wait. If three or more line up, it goes on the watchlist.

---

## Market Open - The Golden Hour (9:30 - 10:00 AM)

### Step 1: Recheck Dealer Edge at 9:35 AM

GEX data updates after the open. Confirm your pre-market read:

- Is price above or below the flip level?
- **Price below flip** = negative gamma territory. If price reclaims the flip, dealers are forced to buy, creating an explosive move toward the anchor
- **Price above flip** = positive gamma. Smoother trend, dealers supporting the move
- Check the AI Analysis for updated entry and target levels

### Step 2: Map Chart Structure (1-Hour)

On Pulse (or your charting platform), draw key levels on the 1-hour chart - you can set alerts directly on your drawn lines:

- Key support and resistance zones
- Trendlines from recent highs/lows
- The Dealer Edge flip level and anchor as reference points
- Your target zone (anchor level or next resistance)

This gives you the big picture before you drill into entry timing.

### Step 3: Time Your Entry (3-Min or 5-Min)

Drop to a lower timeframe for entry:

- **Opening Range Breakout**: If price breaks the first 5-minute range in your direction, enter on the breakout or the first pullback
- **GZ Retest**: Draw a zone from the prior day's low to the opening range high. A pullback to the 0.5 level of this zone is a high-probability entry
- **VWAP Retest**: If price pulls back to VWAP and holds, that's a strong secondary entry point

### Entry Criteria

| Check | Requirement |
|-------|-------------|
| Direction | Dealer Edge bias matches your thesis |
| Catalyst | News Edge headline supports the move |
| Flow | Algo Edge or Option Flow confirms institutional interest |
| Levels | Price is above the flip (for longs) or below anchor (for shorts) |
| Entry | Clean technical trigger on 3-min or 5-min chart |

---

## Trade Management

### Strike Selection

- Delta around 0.20
- Premium around $1-2 (gives you leverage without excessive theta decay)
- Tight bid-ask spread
- Choose a strike that aligns with Dealer Edge levels (e.g., the anchor strike or a node)

### Risk Rules

- **1-2% max risk per trade**
- **Stop at 20% below entry**
- **Exit 0DTE trades by 2 PM** - theta decay accelerates after that
- **Scale out**: Take 50% at your first target, let the rest run with a trailing stop

### Position Sizing

Example with $10,000 account:

- Risk: 2% = $200
- Premium: $1.15 per contract
- Stop: $0.23 loss per contract (20%)
- Max contracts: $200 / $23 = **8 contracts**

---

## Real Examples

### TSLA 750% - Three Edges, One Trade

**Pre-market**: Dealer Edge showed TSLA Gamma Anchor at 410, Flip Level at 401, and GEX Rating 4/5 (a positive-gamma, more stable regime). News Edge flagged China sales catalyst. Algo Edge showed $550M+ in large call orders from yesterday's close - heavy blocks at 455, 410, and 430 strikes.

**At the open**: TSLA was sitting at 398, just below the flip at 401. The thesis: if price reclaims 401, dealers start buying to hedge, opening a run to the 410 anchor.

**Result**: TSLA exploded through 401, ran straight to 410 and beyond. The 410 calls ran over 750%. Discord members caught moves over 1,200%.

[Watch the full breakdown (9:22)](https://youtu.be/5vNXvTk8eZc)

### OKLO $10K Challenge - Sector Strength + Stacked Edges

**Pre-market**: Nuclear/uranium names showing relative strength while the broader market was soft. OKLO had unusual options activity the prior day (120 calls for 02/20 expiry).

**News Edge**: DOE seeking sites for nuclear deployment (OKLO listed as beneficiary), plus fresh bullish analyst initiation.

**Dealer Edge**: Anchor at 100, GEX Rating 4, Flip at 86, node at 95.

**Chart**: 1-hour showed 86 as the breakout trigger, 95 as the first target. Entry on 5-min breakout above 86.

**Trade**: BTO 10 OKLO 95 calls at $1.15. Managed through a VWAP retest, sold at $2.33 for +102.6% gain and $1,180 profit.

### TSLA 500% - Structure, Catalyst, Gamma

**Setup**: Noticed relative strength in TSLA before and after the open. News Edge showed SpaceX merger talks. Dealer Edge had positive gamma between 432.5 and 440, anchor around 440, GEX Rating 5. AI Analysis said: "Take a 435 break entry to target 440."

**Chart**: 1-hour trendline from 451 to 433 as the upper boundary. 440 resistance, 425 retest level.

**Entry**: 3-min GZ retest at the 0.5 level. BTO 435 calls at $1.05, delta 0.20.

**Exit**: Sold at $6.35 at the 440 target. 500% gain.

[Watch the full breakdown (5:06)](https://youtu.be/2CO0bsofmVU)

---

## Daily Decision Tree

```
PRE-MARKET
├─ Scan for relative strength
├─ News Edge: find catalysts
├─ Dealer Edge: anchor, flip, bias
├─ Algo Edge: institutional flow
└─ Build watchlist (3+ edges aligned)

OPEN (9:30 AM)
↓
Recheck Dealer Edge at 9:35
├─ Price vs flip level?
├─ AI Analysis direction?
↓
Map chart structure (1-hour)
├─ Key levels drawn
├─ Target zone identified
↓
Entry trigger on 3-min / 5-min?
├─ NO → Wait for setup
└─ YES → Confirm:
      ├─ Dealer Edge supports direction?
      ├─ News Edge catalyst present?
      ├─ Algo Edge / Option Flow confirms?
      ├─ Clean technical entry?
      ↓
ENTER TRADE
      ├─ Risk 1-2%
      ├─ Stop 20%
      ├─ Scale out at first target
      └─ Exit 0DTE by 2 PM
```

---

## Weekly Plan

| Day | Focus |
|-----|-------|
| Monday | SPX 0DTE breakout + momentum names |
| Tuesday - Thursday | Momentum + High Value 0DTE + swing setups |
| Friday | Exit early, lighter size |

---

## Daily Checklist

**Morning**

- Relative strength scan
- News Edge catalyst search
- Dealer Edge levels (anchor, flip, bias)
- Algo Edge / Option Flow review
- Watchlist built
- Member Alerts push notifications on for the traders you follow

**Every Trade**

- 3+ edges aligned
- Chart levels drawn
- Entry trigger confirmed
- Strike selected (delta ~0.20, aligns with levels)
- Risk sized (1-2%, stop 20%)

**Evening**

- Review trades in Dashboard
- Track stats
- Note what worked and what didn't
- Build next day's preliminary watchlist

---

## Bottom Line

- Stack your edges - never trade on one signal alone
- Structure before catalyst before gamma before entry
- Morning over afternoon
- System over emotion

The system works when you work the system. Same process every time.

---

# Your First Trade

> This walks you through placing your first trade using the Trade Echo process - the same system behind our TSLA 500%, TSLA 750%, and OKLO $10K trades. The core…

Source: https://tradeecho.com/docs/getting-started/your-first-trade (updated 2026-09-30)

This walks you through placing your first trade using the Trade Echo process - the same system behind our TSLA 500%, TSLA 750%, and OKLO $10K trades. The core idea: stack your edges, then execute.

---

## The Process

1. **Scan** - Find relative strength
2. **Catalyst** - Check News Edge
3. **Gamma** - Read Dealer Edge
4. **Flow** - Confirm with Algo Edge / Option Flow
5. **Structure** - Draw chart levels
6. **Entry** - Time it on a lower timeframe
7. **Manage** - Risk rules, scale out, journal it

---

## Step 1: Find Relative Strength

Before opening Trade Echo, scan your watchlists.

- Which tickers are up pre-market while the broader market is flat or down?
- Which sectors are leading? (tech, nuclear, energy, EV, etc.)
- Did any tickers from yesterday's Algo Edge flow show follow-through overnight?

If a name is strong while everything else is weak, someone knows something. That's your starting point.

---

## Step 2: Check News Edge for a Catalyst

Open **Markets** and select **News Edge**. Search your strongest ticker.

A catalyst gives price a reason to move. Look for:

- Earnings surprises, analyst upgrades, price target raises
- M&A, partnerships, or policy headlines
- Sector-level catalysts (DOE announcements for nuclear, tariff news for EV, etc.)
- Reports of unusual options activity matching what you saw pre-market

No catalyst? Be cautious. Relative strength without a reason can fade.

---

## Step 3: Read Dealer Edge

Switch to **Dealer Edge** and pull up your ticker.

Four things to note:

1. **Anchor Point** - the strike with the most concentrated gamma. Price gravitates here. This is often your trade target
2. **Flip Level** - the dividing line between positive and negative gamma. This is your trigger level
3. **GEX Rating** - 4-5 means positive gamma (a more stable, pinning-friendly regime); 1-2 means negative gamma (faster, more volatile moves). Use price versus Anchor, Flip and chart confirmation for direction.
4. **AI Analysis** - read the AI summary at the bottom. It will often give you a specific entry trigger and target (e.g., "Take a 435 break entry to target 440")

**Key rule**: If price is below the flip level and reclaims it, dealers are forced to buy to hedge. That creates an explosive move toward the anchor. This is the highest-conviction setup.

---

## Step 4: Confirm with Algo Edge and Option Flow

**Algo Edge**: Filter for your ticker. Look at the large trades table.

- Total premium over $250K
- Individual blocks over $1M
- Strike distribution - are they loading calls or puts?
- Timing - did the flow come in at yesterday's close? That's institutional positioning ahead of a move

**Option Flow**: Apply your filters (Price under $2, Size over 500, Expiration under 3 weeks).

- Are there clusters on the same ticker?
- Is premium concentrated in one direction?
- Do the strikes match the Dealer Edge levels?

When Algo Edge, Option Flow, and Dealer Edge all agree - you have a high-conviction setup.

---

## Step 5: Draw Chart Structure

On Pulse (or your charting platform), draw key levels - you can set alerts directly on your drawn lines:

**1-hour chart** (big picture):
- Draw key support and resistance levels
- Note trendlines from recent highs and lows
- Mark the Dealer Edge flip level and anchor point
- Identify your target zone

**Example from TSLA 500% trade**: Trendline from 451 highs to 433 open. Resistance at 440 (matched the Dealer Edge anchor). Retest level at 425.

---

## Step 6: Time Your Entry

Drop to a **3-minute or 5-minute chart** for entry timing.

Three high-probability entries:

### Opening Range Breakout
Price breaks the first 5-minute high in the direction Dealer Edge supports. Enter on the breakout or the first pullback to the breakout level.

### GZ Retest
Draw a zone from the prior day's low to the opening range high. A pullback to the 0.5 level of this zone (the "golden zone") is a high-probability entry.

### VWAP Retest
If price runs, pulls back to VWAP, and VWAP holds - that's a strong secondary entry or add-on point. Especially powerful when the broader market is weak but your ticker holds VWAP (relative strength).

### Strike Selection

- Delta around 0.20
- Premium around $1-2
- Choose a strike that aligns with Dealer Edge levels (the anchor strike or a node)
- Verify tight bid-ask spread

---

## Step 7: Manage the Trade

- **Stop at 20%** below your entry price
- **First target**: 50-100% gain - take at least half off
- **Let the rest run** with a trailing stop
- **Exit 0DTE trades by 2 PM** - theta decay accelerates after that
- **Record the trade** in your Dashboard when closed

---

## Walkthrough: OKLO 95 Calls (+102.6%)

Here's the full process applied to a real trade:

**Scan**: Nuclear/uranium names showing relative strength while the market was soft. OKLO had unusual options activity the prior day (120 calls, 02/20 expiry).

**News Edge**: DOE seeking sites for nuclear deployment with OKLO listed as a beneficiary. Fresh bullish analyst initiation with aggressive price target.

**Dealer Edge**: Anchor at 100, GEX Rating 4, Flip Level at 86, node at 95.

**Chart Structure**: 1-hour showed 86 as the breakout trigger, 95 as the first target, 100 as extension. Clean structure.

**Entry**: 5-minute breakout above 86 at 9:46 AM. BTO 10 OKLO 95 calls at $1.15. Strike chosen because it aligned with both the chart level and the Dealer Edge node.

**Management**: Price pulled back to VWAP - held. OKLO showing relative strength vs weak market. Held through the retest.

**Exit**: Sold at $2.33 at the 95 target zone. +102.6% gain, $1,180 profit. Pushed the challenge account to $10,000.

**Edges stacked**: Sector strength + News Edge catalyst + Dealer Edge levels + chart structure + clean entry trigger. Five edges pointing the same direction.

[Watch the full breakdown (8:27)](https://youtu.be/I7WiGHFfpvo)

---

## Quick Reference

### Before Every Trade

- [ ] Relative strength identified
- [ ] News Edge catalyst found
- [ ] Dealer Edge anchor, flip, and bias noted
- [ ] Algo Edge or Option Flow confirms direction
- [ ] Chart levels drawn (1-hour)
- [ ] Entry trigger on lower timeframe
- [ ] Strike aligns with Dealer Edge levels
- [ ] Risk sized at 1-2%, stop at 20%

### Risk Rules

- Risk 1-2% per trade
- Stop 20%
- Scale out at first target
- Exit 0DTE by 2 PM
- Never trade on one signal alone - stack your edges

---

# General FAQ

> What is Trade Echo?

Source: https://tradeecho.com/docs/faq/general (updated 2026-09-25)

## What is Trade Echo?

Trade Echo is an all-in-one institutional-grade trading platform at $199/month. It combines options flow, gamma positioning, news catalysts, and AI analysis in one place so you can stack edges before you trade.

## What features are included?

A Trade Echo subscription includes:

- **OptionFlow** - real-time options flow and unusual activity
- **DealerEdge** - gamma heatmap, anchor points, flip levels, GEX rating
- **AlgoEdge** - institutional order flow and large trade detection
- **NewsEdge** - curated news and trading catalysts
- **Snapshot** - market sentiment and positioning
- **Treemap** - sector and ticker visualization
- **Darkpool** - real-time dark pool prints with scoring and badges
- **Pulse charts** - live intraday charts with drawing tools and price/line alerts
- **Futures / Echo Map** - live CME futures session command center
- **Workspace** - compose your own multi-tile trading terminal on web
- **Copy Trading** - automatically copy trades from vetted pilot traders
- **Cortex agents** - AI trading agents, builder, and marketplace
- **Social Feed** - community posts and shared trades
- **AI Assistant** - analysis and trade ideas
- **Trade Journal** - track and analyze your trades
- **Discord community** - member chat, alerts, and support
- **Mobile App** - full access on iOS and Android

## Do I need a subscription?

A free account (no card) includes 5 Cortex AI messages per rolling 24 hours. Every other module, Discord, and full mobile access need an active subscription.

## Can I use multiple devices?

Yes. Your account syncs across web, iOS, and Android. Sign in on any device and your watchlists, settings, and data stay in sync.

## Is my data private?

Yes. Your trades and activity are private unless you choose to post them to the Social Feed or share in Discord. We do not sell your data.

## How do I cancel?

Go to **Profile > Subscription Management** to cancel or change your plan. Your access continues until the end of your current billing period.

## Is there a free trial?

There is no free trial of the paid plan. You can create a free account at app.tradeecho.com with no card: it includes 5 Cortex AI messages per rolling 24 hours, so you can try the AI before subscribing.

## What markets do you cover?

Trade Echo covers stocks, options, and indices - including SPX, SPY, QQQ, NDX, and individual tickers across US markets. CME futures are also included in all memberships via the Futures / Echo Map - a free, one-time in-app CME attestation is required before futures data is shown.

---

# Billing and Subscriptions

> Pricing

Source: https://tradeecho.com/docs/faq/billing-subscriptions (updated 2026-09-26)

## Pricing

- **Monthly**: $199/month
- **Annual**: $2,199/year (saves $189 versus monthly)
- **Lifetime**: $3,499 one-time

## What's included?

All features, all tools, Discord access, and the mobile app are included in every plan. No module is plan-gated.

## Plan limits

The only product differences are capacity limits:

| | Monthly / annual | Lifetime |
|---|---|---|
| **Live Cortex agents** | 1 at a time: your own live agent **or** one live Marketplace follow. Trades on your active Copy Trading account. | No limit, own and followed. Pick a broker per agent. |
| **Copy Trading pilots** | 1 active pilot | Multiple pilots |

Paper (Sim) agents and paper follows never use the live slot. See [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder#execution-mode) and [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace#live-auto-execute).

## How to subscribe

Sign up at [tradeecho.com](https://tradeecho.com) and choose your plan. Payment is processed securely through Stripe.

Paying at checkout **auto-creates your account** - you just set a password from the confirmation page or the link in your welcome email, then sign in.

## How to cancel

Go to **Profile > Subscription Management** and follow the prompts to cancel. Your access continues until the end of your current billing period.

## Refund policy

Refund requests are handled on a case-by-case basis. Contact support through the app or Discord if you have questions.

## Payment methods

We accept major credit cards and debit cards through Stripe. Apple In-App Purchase is available for subscriptions started on iOS.

## Coupon codes

Enter coupon or promo codes in the **Profile** section when subscribing or managing your plan.

## Annual vs monthly

- **Monthly**: $199/month, cancel anytime
- **Annual**: $2,199/year - about $183/month, saves $189 compared to monthly billing

---

# Mobile App

> Availability

Source: https://tradeecho.com/docs/faq/mobile-app (updated 2026-07-26)

## Availability

The Trade Echo mobile app is available on **iOS** and **Android**. Download from the App Store or Google Play.

## Features available

The mobile app includes:

- **OptionFlow** - options flow and unusual activity
- **AlgoEdge** - institutional order flow
- **Gamma / DealerEdge** - heatmap, anchors, flip levels
- **Darkpool** - dark pool activity
- **Snapshot** - sentiment and positioning
- **Watchlist** - track your symbols
- **Social Feed** - community posts
- **NewsEdge** - news and catalysts
- **Trade Journal** - log and review trades
- **Member Alerts** - parsed community trade alerts, Top Traders leaderboard, per-trader push
- **Copy Trading** - monitor your copy trading account and positions
- **Pulse chart** - live intraday charts with drawing tools, price/line alerts, and drawings that sync with web
- **AI Chat** - analysis and ideas
- **Push Notifications** - alerts and updates

## Web-only features

**Workspace** (the multi-tile trading hub) is currently **web only**. Open it from the web dashboard sidebar. The Cortex Agent Builder and Marketplace are also best used on web.

## Sign-in options

Sign in with the same credentials you use on the web. Your account syncs across all devices.

## Theme settings

The app supports light and dark themes. Adjust in Settings to match your preference.

## Subscription

Subscriptions can be managed through Stripe on the web or through **Apple In-App Purchase** if you subscribed on iOS. Your subscription applies across web and mobile.

---

# Broker Sync

> Overview

Source: https://tradeecho.com/docs/faq/broker-sync (updated 2026-07-26)

## Overview

Trade Echo integrates with a **secure broker-connection partner** for broker sync. Connect your brokerage account to automatically import trades into your Trade Journal.

Note: broker connections for **Copy Trading** are managed separately inside Copy Trading (see the [Copy Trading docs](https://tradeecho.com/docs/features/copy-trading/overview)) - journal sync and copy trading connections are not the same thing.

## How to connect

1. Go to **Profile > Broker Sync**
2. Select your broker from the supported list
3. Follow the prompts to authorize the connection
4. Trades will sync automatically after connection

## Automatic trade import

Once connected, trades from your brokerage account are imported into Trade Echo. You can view them in the Trade Journal and use them for performance analysis.

## Supported brokers

Our connection partner supports many major US brokers. Check the Broker Sync section in your Profile for the current list of supported brokerages.

## Troubleshooting

**Trades aren't syncing?**

- Check your connection status in **Profile > Broker Sync**
- Ensure the connection is active and not expired
- Try disconnecting and reconnecting your broker
- Some brokers may require re-authorization periodically

**Reconnect if needed**

If your connection has lapsed, go to Profile > Broker Sync and reconnect. You may need to re-enter your broker credentials.

## Manual trade entry

If broker sync is not available or you prefer to log trades manually:

- Use the **Add Trade** button in the Trade Journal
- You can also upload trades via **CSV or Excel** for bulk import

---

# Notifications and Alert Preferences

> Trade Echo has dedicated preference pages for each alert type. All of them share the same structure - a master switch, delivery channels, a cooldown, a ticker…

Source: https://tradeecho.com/docs/faq/notifications (updated 2026-09-25)

Trade Echo has dedicated preference pages for each alert type. All of them share the same structure - a **master switch**, **delivery channels**, a **cooldown**, a **ticker source**, and per-module tuning - so once you've configured one, the others feel familiar.

Open them from the notification bell in the web dashboard, or directly:

| Alerts | Where |
|--------|-------|
| GEX alerts | [https://app.tradeecho.com/gex-alerts-preferences](https://app.tradeecho.com/gex-alerts-preferences) |
| Algo Edge alerts | [https://app.tradeecho.com/algo-edge-alerts-preferences](https://app.tradeecho.com/algo-edge-alerts-preferences) |
| Option Flow alerts | [https://app.tradeecho.com/option-flow-alerts-preferences](https://app.tradeecho.com/option-flow-alerts-preferences) |
| Social Feed | [https://app.tradeecho.com/social-feed-preferences](https://app.tradeecho.com/social-feed-preferences) |
| Member Alerts (per-trader push) | Member Alerts page → Following tab |
| Chart / price-line alerts | Alerts manager (bell icon) on Pulse - web and mobile |

![Algo Edge alerts preferences with channel cards](https://tradeecho.com/docs/img/app/prefs-algo-edge.png)

---

## The shared controls

These appear on the GEX, Algo Edge, and Option Flow preference pages:

### Delivery channels

- **Push notifications** - browser or mobile push
- **Discord webhook** - paste a webhook URL to route alerts into your own Discord server, with a **test** button to verify it

### Cooldown

Minimum minutes between repeat alerts for the same ticker (and tier/channel). Ranges from 5 minutes to a full day; **default 60**. Tighter cooldowns mean more alerts during volatile sessions.

### Ticker source

Which tickers can fire alerts:

| Source | Behavior |
|--------|----------|
| **Watchlist** | Only tickers on your Trade Echo watchlist - easiest to maintain |
| **Custom list** | Only tickers you list here, independent of your watchlist |
| **All tickers** | Every supported ticker - high signal volume; cooldown still applies |

### Per-ticker overrides

On top of your defaults, you can add **overrides for individual tickers** - e.g. tighter thresholds on SPY, looser on a mid-cap you're stalking.

---

## Algo Edge alerts (9 channels)

Each of the nine [AlgoEdge channels](https://tradeecho.com/docs/features/algoedge/8-channels-explained) gets its own collapsible card with an enable toggle and three thresholds:

- **Min Size (contracts)**
- **Min Value ($)**
- **Min Premium per Contract ($)**

Leave a field blank to use the channel's default (shown as the placeholder). The card summarizes your current thresholds when collapsed, so you can scan all nine at a glance.

---

## Option Flow alerts (3 tiers)

Option Flow alerts use three conviction tiers - **Golden** (highest priority), **Aggressive**, and **Unusual**. One notification is sent per option activity, using the **highest tier that matches**, so you never get triple-pinged for the same sweep.

Per tier you can tune:

- **Min premium ($)**
- **Flow types** - Sweep / Block / Trade
- **Executions** - at ask, above ask, at midpoint, at bid, below bid
- **Volume > Open Interest** toggle
- **Max DTE** (0 = no cap)

A "Default / Custom" pill on each tier card shows whether you've tuned it away from the stock thresholds.

---

## GEX alerts

Dealer-positioning alerts from [Dealer Edge](https://tradeecho.com/docs/features/dealeredge/quick-start). You choose the tickers (your watchlist, a custom list, or all tickers) and turn each trigger on or off.

| Trigger | Default | Fires when |
|---------|---------|------------|
| **Anchor Approach** | On | Price comes within your % of the GEX Anchor (default 0.5%). It fires once and re-arms only after price moves away, so lingering near the level does not spam you. |
| **Charm Stack at Anchor** | On | Price is near the Anchor and positive charm is building a few strikes above it. When this and Anchor Approach both match, only Charm Stack at Anchor fires. |
| **Flip Cross** | On | Price crosses the gamma Flip (positive to negative gamma or back). One alert per cross; it is a regime alert, not a proximity alert. |
| **Clear Path to Anchor** | Off (opt-in) | Price is above the Flip, the Anchor is within reach, no Defense Line sits in between, and little volume trades on the path. Fires once when that path forms. Turn it on in Dealer Edge alert settings. |

Each setup is explained in plain English in the [Setups Library](https://tradeecho.com/setups).

---

## Chart / price-line alerts

Create an alert straight from a **drawn line** (trendline, horizontal level) or from **any price** on the Pulse chart. Alerts are evaluated by a server-side scanner, so they fire even when the chart is closed. Manage, edit, or delete them from the **alerts manager** (bell icon) on Pulse - available on both web and mobile, and your alerts stay in sync across devices.

---

## Social Feed and Member Alerts

- **Social Feed** ([https://app.tradeecho.com/social-feed-preferences](https://app.tradeecho.com/social-feed-preferences)) - control notifications for follows, comments, and post activity.
- **Member Alerts** - push notifications are **per trader**: follow a trader on the [Member Alerts](https://tradeecho.com/docs/community/member-alerts) page and toggle push from the Following tab or the bell control on the Alerts feed. Link Discord once to sync with `!follow`.

---

## Mobile

Push notifications arrive on **iOS and Android** once enabled - configure preferences on the web, receive them anywhere. Make sure notifications are allowed for the Trade Echo app in your phone's settings.

---

## Recommended starting point

1. Ticker source: **Watchlist**
2. Cooldown: **60 minutes**
3. Algo Edge: enable **2-3 channels** that match your style ([channel guide](https://tradeecho.com/docs/features/algoedge/8-channels-explained))
4. Option Flow: **Golden only** to start; add Aggressive once you know the volume
5. GEX: **Anchor Approach + Flip Cross** on your core index

Add more only when you find yourself wanting alerts you didn't get - not the other way around.

---

# Discord Server Guide

> Your trading community hub. Navigate channels, enable alerts, use bot commands, and get the most from the Trade Echo Discord server.

Source: https://tradeecho.com/docs/community/discord-server-guide (updated 2026-07-26)

Your trading community hub. Navigate channels, enable alerts, use bot commands, and get the most from the Trade Echo Discord server.

![Trade Echo Discord with alert channels and first-day checklist](https://tradeecho.com/docs/img/app/discord.png)

---

## Algo Edge Trading Channels

Real-time algorithmic trading signals and analysis. A channel for each setup style:

| Channel | Description | Best For |
|---------|-------------|----------|
| **Momentum Trades** | High-momentum setups for day trading | Quick scalps, momentum plays |
| **SPX 0DTE Trades** | Same-day expiration SPX options | Aggressive 0DTE trading (high risk) |
| **Large Trades** | Major movements (>1,000 contracts, >$1M value) | Following institutional flow |
| **High Value 0DTE** | High-impact same-day trades across major indices | Premium 0DTE opportunities |
| **Weekly Trades** | Short-term market bets expiring within a week | Swing trading |
| **Directional Trades** | Market sweeps across multiple exchanges | Directional bias confirmation |
| **Executive Trades** | SPY/QQQ index strategies | Index-based trading |
| **Small Trades** | Niche momentum opportunities | Stock picking, niche plays |

**Pro Tip:** Enable notifications for 2-3 channels that match your trading style. Avoid information overload.

---

## Trading Hub Community

Connect with other traders and share insights:

| Channel | Use For |
|---------|---------|
| **Market News** | Latest updates, earnings, Fed announcements |
| **Share Success** | Share winning trades and learn from others |
| **Market Talk** | General market discussion and analysis |
| **Trade Analysis** | In-depth analysis of specific trades |
| **Watchlist** | Stocks and assets to monitor |

---

## Trade Alerts

Stay informed with real-time opportunities:

| Channel | Access | Description |
|---------|--------|-------------|
| **2K Cblast** | Premium members only | Premium 2K+ profit alerts |
| **Cblast Alerts** | All members | Standard trading alerts |
| **VIP Alerts** | VIP tier members | Exclusive VIP member alerts |
| **2K Forged by Steel** | Steel strategy subscribers | High-value trades from Steel strategy |
| **Member Alerts** | Use !follow @trader | Community-generated alerts from followed traders |

Discord trade alerts are also parsed into structured trade cards in the dashboard - see the [Member Alerts (In-App)](https://tradeecho.com/docs/community/member-alerts) hub with Top Traders and Following views.

### Setting Up Your Alerts

1. Go to the enable-alert-dm channel
2. Enable notifications for desired alert types
3. Use `!follow @username` to follow specific traders
4. Receive DMs when followed traders post alerts

---

## Education Category

Master advanced trading strategies:

| Channel | Learn |
|---------|-------|
| **BT Cloud** | Cloud-based trading strategies |
| **Golden Zone** | Fibonacci-based strategies |
| **ORB** | Range break trading methodology (Opening Range Breakout) |
| **Strike to Pick** | Options strike selection guide |
| **SPX 0DTE** | 0DTE trading methodology |

---

## Bot Commands

Track performance and manage trades:

| Command | Description | Example |
|---------|-------------|---------|
| `!trades [@user]` | View trade history for yourself or another user | `!trades` or `!trades @trader123` |
| `!open` | See your currently open trades | `!open` |
| `!stats [@user]` | View trading statistics and performance metrics | `!stats` or `!stats @trader123` |
| `!leaderboard [duration]` | Check the leaderboard (week/month/all time) | `!leaderboard week` |
| `!current [@user]` | View current open positions for a user | `!current @trader123` |
| `!follow @trader` | Follow a trader to receive their Member Alerts | `!follow @top_trader` |

### Using Commands Effectively

- Use `!trades` regularly to track your performance
- Check `!leaderboard` to see where you rank
- Use `!stats` to analyze your trading patterns
- Follow successful traders with `!follow`

---

## Notification Settings

| Setting | How to Adjust |
|---------|---------------|
| **Server Notifications** | Server settings - Notifications (default: @mentions and DMs) |
| **Challenge Notifications** | Go to enable-alert-dm channel and follow instructions |
| **User DM Alerts** | Use `!follow @trader` to get DMs when they post |

### Recommended Setup

- Enable notifications for your main Algo Edge channels
- Go to enable-alert-dm for challenge notifications
- Use `!follow` to follow top traders
- Set Member Alerts to "Notify me"
- Enable Market News notifications

---

## Quick Start Guide

### Your First 5 Steps

1. Explore channels - click through Algo Edge channels to see what interests you
2. Enable notifications - right-click channel - "Notification Settings" - Enable notifications
3. Try bot commands - type `!trades` to see your trade history
4. Post your first alert - after a trade, post in Member Alerts
5. Engage in community - join discussion in Market Talk or Trade Analysis

### Daily Routine

- **Morning (9:30 AM):** Check Market News and Algo Edge channels
- **During Trading:** Post alerts as you trade
- **After Trading:** Share insights in Trade Analysis
- **Evening:** Check leaderboard with `!leaderboard`
- **Weekly:** Review your stats with `!stats`

### Best Practices

**Do:**

- Post accurate alerts in real-time
- Share your reasoning and analysis
- Support and encourage other traders
- Engage positively in discussions
- Follow successful traders to learn

**Don't:**

- Post fake or misleading alerts
- Spam channels with low-quality content
- Be negative or discouraging to others
- Self-promote excessively

---

# Alert System

> How to post trade alerts in Discord. The Trade Alerts Bot validates your trades, tracks performance, and connects you to the community.

Source: https://tradeecho.com/docs/community/alert-system (updated 2026-07-26)

How to post trade alerts in Discord. The Trade Alerts Bot validates your trades, tracks performance, and connects you to the community.

---

## Why Post Trade Alerts?

- **Real-time sharing** - Share your trades as they happen
- **Performance tracking** - Bot validates and tracks your performance
- **Community engagement** - Connect with other traders
- **Compete for prizes** - Join monthly competitions for cash rewards
- **Build reputation** - Demonstrate your trading skills

---

## Alert Formats

### Options Format

**Opening a position (Buy to Open):**

```
BTO [quantity] [symbol] [strike][option-type] [expiration] @ [price]
```

**Closing a position (Sell to Close):**

```
STC [quantity] [symbol] [strike][option-type] [expiration] @ [price]
```

**Example:**

```
BTO 1 SPY 450C 12/15 @ 2.50
```

Translation: Buy 1 SPY call option, $450 strike, expiring Dec 15, at $2.50 per contract.

### Futures Format

**Opening a futures position:**

```
BTO [quantity] [symbol] @ [price]
```

**Closing a futures position:**

```
STC [quantity] [symbol] @ [price]
```

**Example:**

```
BTO 1 NQ @ 18000
```

Translation: Buy 1 Nasdaq futures contract at 18,000.

---

## Format Breakdown

| Element | Description |
|---------|-------------|
| **BTO** | Buy to Open (opening position) |
| **STC** | Sell to Close (closing position) |
| **STO** | Sell to Open (opening short - selling calls/puts) |
| **BTC** | Buy to Close (closing short) |
| **Quantity** | Number of contracts |
| **Symbol** | Stock ticker (SPY, QQQ, AAPL, etc.) |
| **Strike** | Strike price (450, 380, etc.) |
| **Option Type** | C for calls, P for puts |
| **Expiration** | Date in MM/DD format |
| **Price** | Contract price at entry/exit |

---

## Rules

1. **Post in Member Alerts** - All member trade alerts must go in the designated Member Alerts channel
2. **Post immediately** - Post when you enter the trade. The bot validates price at posting time
3. **Use exact format** - Incorrect formats may be ignored
4. **Bot validates price** - The bot checks contract price at the moment you post
5. **Post STC when closing** - Always post your exit when you close a position

---

## Setting Up Alert Notifications

### Follow a Trader

Use the bot command:

```
!follow @trader
```

You will receive DM notifications when that trader posts alerts in Member Alerts.

### Enable Channel Notifications

1. Go to the enable-alert-dm channel
2. Follow the instructions to enable notifications
3. Choose which alert types you want (Cblast, Steel, etc.)

---

## Common Mistakes to Avoid

| Wrong | Correct |
|-------|---------|
| Buying 1 SPY 450 call @ $2.50 | BTO 1 SPY 450C 12/15 @ 2.50 |
| BTO 1 SPY 450C December 15 @ 2.50 | BTO 1 SPY 450C 12/15 @ 2.50 |

---

## Bot Validation

- **Bot reacts** = Trade validated and recorded
- **No reaction** = Format incorrect or price mismatch

If you post 30 seconds after entering, the price may have moved and your trade could be invalidated. Post immediately.

---

## In-app Member Alerts

You can also read alerts, rankings, and follows inside Trade Echo on **web and mobile** without scrolling Discord all day. See [Member Alerts (In-App)](https://tradeecho.com/docs/community/member-alerts).

---

## Other Trade Echo alerts

This page covers Discord trade alerts (BTO/STC). Trade Echo also sends alerts from the platform itself:

- **Platform module alerts** - Dealer Edge/GEX alert triggers and Option Flow + Algo Edge alert tiers, configured in the app's alert preference pages
- **Chart alerts (NEW)** - create alerts from drawn trend lines or price lines on Pulse charts (web and mobile), managed from the alerts manager panel
- **Full alert matrix** - see [Notifications FAQ](https://tradeecho.com/docs/faq/notifications) for every alert type and where to configure it

---

# Member Alerts

> Member Alerts brings the Trade Echo Discord trade-alert community into the web dashboard and mobile app. Read parsed alerts, follow top traders, and manage…

Source: https://tradeecho.com/docs/community/member-alerts (updated 2026-07-26)

Member Alerts brings the Trade Echo Discord trade-alert community into the **web dashboard** and **mobile app**. Read parsed alerts, follow top traders, and manage notifications without living in Discord all day.

![Member Alerts Top Traders leaderboard in the dashboard](https://tradeecho.com/docs/img/app/member-alerts-leaderboard.png)

---

## Three tabs

| Tab | What it shows |
|-----|----------------|
| **Alerts** | Live parsed cards from the member feed (ticker, strike, C/P, action, flags) |
| **Top Traders** | Leaderboard by day, week, month, or all-time with ROI and win rate - top 3 get **medal styling**, and a **summary strip** shows the period's Avg ROI, best trader, and total P/L |
| **Following** | Traders you follow, Discord link status, per-trader push toggles |

---

## Link Discord

1. Open **Member Alerts** (web sidebar or mobile: Markets → More → Member Alerts)
2. Go to the **Following** tab
3. Start **Link Discord** and complete OAuth in the browser
4. Your Trade Echo account ties to the same Discord identity used in the member server

You still **post alerts in Discord** per bot rules. The app is for reading, ranking, and following.

---

## Follow and notify

- Follow a trader from the **Alerts** feed or **Top Traders** leaderboard
- Open a trader profile for win rate, P/L curve, and open or closed trades
- Toggle push notifications per trader on the **Following** tab
- Use the **notification settings** entry (bell control on the Alerts feed) to manage alert notifications by trader in one place

Price and line **chart alerts** are managed separately in the Pulse **alerts manager** - bell icon on the chart toolbar, on web and mobile.

Filter scopes include copy-trading webhook alerts when pilots post via the platform.

---

## Web vs mobile

Same three-tab experience on web and iOS/Android. Link Discord once; follow and notify from either surface.

---

## Related

- [Alert System](https://tradeecho.com/docs/community/alert-system) - how to post alerts in Discord (BTO/STC formats)
- [Competitions and Leaderboard](https://tradeecho.com/docs/community/competitions-leaderboard) - monthly competition rules

---

# Competitions and Leaderboard

> Compete for cash prizes and exclusive rewards. Trade Echo runs monthly trading competitions with a weighted scoring system.

Source: https://tradeecho.com/docs/community/competitions-leaderboard (updated 2026-07-06)

Compete for cash prizes and exclusive rewards. Trade Echo runs monthly trading competitions with a weighted scoring system.

---

## Prize Structure

| Place | Prize |
|-------|-------|
| 1st | $4,000 |
| 2nd | $3,000 |
| 3rd | $1,500 |
| 4th-5th | $750 each |
| 6th-10th | 1-Month Premium + Swag Pack |

---

## Ranking System

Your score is calculated by a weighted system:

| Component | Weight | Description |
|-----------|--------|-------------|
| **Community Vote** | 65% | Quality of your trades and insights |
| **Performance** | 25% | Based on your trading P&L (bot-tracked) |
| **Chat Activity** | 10% | Engagement in discussion channels |

### Community Vote (65%)

- Community votes based on quality of your trades and insights
- Share valuable analysis, help others, post accurate signals
- Highest weight - focus on quality contributions

### Performance (25%)

- Based on trading performance tracked via Trade Alerts Bot
- Post accurate alerts, close winning trades, show consistent profitability
- Only closed trades (STC/BTC) count toward P&L

### Chat Activity (10%)

- Measured by engagement in channels like trade-analysis
- Post regularly, share insights, support others
- Engagement bonus

---

## How to Enter

1. **Post trade alerts** in the Member Alerts channel
2. **Share insights** in the trade-analysis channel
3. **Engage** with the community
4. **Be supportive** and helpful to others
5. **Demonstrate** consistent trading skill

---

## Bot Commands for Leaderboard

| Command | Description |
|---------|-------------|
| `!leaderboard week` | Top performers for the week |
| `!leaderboard month` | Top performers for the month |
| `!leaderboard` | All-time rankings |
| `!stats [@user]` | View trading statistics |
| `!trades [@user]` | View trade history |

---

## Competition Rules

- All alerts must be posted in real-time (at entry)
- Bot-validated trades only count toward leaderboard
- Only closed trades (STC/BTC) count toward P&L
- Engagement and feedback are part of scoring
- Be respectful and supportive of other traders

---

## Wins Wall

Standout member wins get featured on the public **Wins Wall** at [tradeecho.com/wins](https://tradeecho.com/wins), including the **Member of the Week** spotlight. Share your winning trades in Discord or the Social Feed - staff pick and publish the best ones.

---

# Affiliate Program

> Earn recurring commissions by referring new members to Trade Echo. Every signup through your referral link is automatically tracked.

Source: https://tradeecho.com/docs/community/affiliate-program (updated 2026-10-10)

Earn recurring commissions by referring new members to Trade Echo. Every signup through your referral link is automatically tracked.

---

## How to Sign Up

1. Visit **https://partner.tradeecho.com**
2. Click "Sign Up" or "Get Started"
3. Complete your affiliate account registration
4. Verify your email address

---

## Getting Your Referral Link

1. Log in to your affiliate dashboard
2. Navigate to "Referral Links" or "Tracking Links"
3. Your default referral link will be displayed
4. Click **"Customize Token"** to personalize your URL (e.g. `yourname` or `tradingpro`)
5. Your custom link: `https://tradeecho.com/ref/yourname`
6. Copy and share - tracking is automatic

---

## Commission Structure

| Milestone | Reward |
|-----------|--------|
| Per active referral | 30% recurring commission |
| 20 active referrals | $500 bonus + ongoing commissions |
| 100 active referrals | $2,000 bonus + ongoing commissions |

- Commissions are paid monthly as long as the customer stays active
- No cap on earnings
- Milestone bonuses are paid in addition to recurring commissions

---

## Payout Details

- **Schedule:** Net-60. Commissions earned in a month are paid 60 days after that month ends (for example, October commissions are paid at the end of December).
- **Minimum:** $50 threshold
- **Methods:** PayPal, Bank Transfer (select countries)
- **Tracking:** Dashboard shows pending and paid commissions

---

## Promotional Materials

Your affiliate dashboard provides:

- Custom referral links
- Tracking and analytics
- Performance metrics
- Payment history

---

## Best Practices for Promoting

1. **Share authentically** - Talk about your real experience with Trade Echo
2. **Use multiple channels** - Social media, communities, personal network
3. **Create value-first content** - Help people before promoting
4. **Track what works** - Focus on your best-performing content
5. **Provide value** - The more value you provide, the more referrals you will get

---

# Feature Comparison

> A comprehensive comparison of Trade Echo vs standalone GEX tools vs assembling your own tool stack.

Source: https://tradeecho.com/docs/why-trade-echo/feature-comparison (updated 2026-07-26)

A comprehensive comparison of Trade Echo vs standalone GEX tools vs assembling your own tool stack.

## Comparison Table

| Feature | Trade Echo ($199/mo) | Standalone GEX Tool ($699/mo) | Building Your Own Stack |
|---------|----------------------|------------------------------|-------------------------|
| GEX / Dealer Positioning Heatmap | Yes (DealerEdge) | Yes | Need separate tool ($599-699/mo) |
| Options Flow Scanner | Yes (OptionFlow) | No | Need separate ($100/mo) |
| Algorithmic Trade Signals | Yes (AlgoEdge - 9 channels) | No | Need separate |
| Real-Time News Feed | Yes (NewsEdge) | No | Need separate ($100/mo) |
| Market Sentiment/Snapshot | Yes (Snapshot) | No | Need separate |
| Market Treemap | Yes | No | Need separate |
| Dark Pool Activity | Yes | No | Need separate |
| CME Futures (Futures Echo Map) | Yes (included) | No | Not available / extra |
| Copy Trading | Yes (included) | No | Not available |
| Workspace (multi-tile terminal) | Yes (included) | No | DIY No |
| Cortex AI Agents | Yes (included) | No | Not available |
| Trade Journal/Portfolio | Yes | No | DIY Need spreadsheet |
| Social Trading Feed | Yes | Standalone Discord only | DIY No |
| AI Trading Assistant | Yes | No | DIY No |
| Mobile App (iOS/Android) | Yes | Varies | DIY No |
| Discord Community | Yes | Yes | DIY No |
| **Monthly Price** | $199 | $699 | ~$929 |
| **Annual Cost** | $2,388 | $8,388 | ~$11,148 |
| **Annual Savings vs DIY** | Save ~$8,760 | Save ~$2,760 | Baseline |

## Replace 3-4 Separate Tools with One Trade Echo Subscription

Instead of juggling multiple subscriptions - a GEX heatmap here, an options flow scanner there, a news feed somewhere else - Trade Echo consolidates everything into one platform. One login, one bill, one place to make trading decisions.

**Trade Echo is NOT a budget alternative.** It's an all-in-one institutional toolkit at a fair price. You get the same core GEX data that standalone tools charge $699 for, plus OptionFlow, AlgoEdge, NewsEdge, Snapshot, Dark Pool, trade journaling, social feed, and AI assistance - all included.

---

# DealerEdge vs $699 Alternatives

> Direct comparison of Trade Echo's DealerEdge vs standalone GEX heatmap tools (like Heatseeker at $699/mo).

Source: https://tradeecho.com/docs/why-trade-echo/dealeredge-vs-alternatives (updated 2026-07-26)

Direct comparison of Trade Echo's DealerEdge vs standalone GEX heatmap tools (like Heatseeker at $699/mo).

## What DealerEdge Includes That Standalone Tools Don't

| Capability | DealerEdge | Standalone GEX |
|------------|------------|----------------|
| GEX Heatmap visualization (same core data) | Yes | Yes |
| Anchor Point identification | Yes | No |
| Defense Lines (secondary support/resistance) | Yes | No |
| GEX Flip Point | Yes | No |
| GEX Rating System (1-5 score) | Yes | No |
| AI Trading Analysis (automated insights) | Yes | No |
| Built into a full trading platform alongside OptionFlow, AlgoEdge, NewsEdge | Yes | No |

## Cost Comparison

| What You Get | Standalone GEX | Trade Echo |
|--------------|----------------|------------|
| GEX Heatmap | Yes | Yes (DealerEdge) |
| Options Flow | No (+$100/mo) | Yes (OptionFlow) |
| Algo Signals | No | Yes (AlgoEdge) |
| News Feed | No (+$100/mo) | Yes (NewsEdge) |
| Dark Pool | No | Yes |
| CME Futures (Echo Map) | No | Yes (included) |
| Mobile App | Varies | Yes |
| AI Analysis | No | Yes |
| **Monthly Price** | $699 | $199 |
| **Annual Cost** | $8,388 | $2,388 |

**Trade Echo gives you DealerEdge PLUS 6+ additional institutional tools for $500 less per month.** Not cheaper - more complete.

## See DealerEdge in Action

Real traders used DealerEdge alongside OptionFlow and AlgoEdge to execute these trades:

- [TSLA 500% Case Study](https://tradeecho.com/docs/case-studies/tsla-500-pct) - How GEX anchor points and defense lines guided a massive TSLA call play
- [TSLA 750% Case Study](https://tradeecho.com/docs/case-studies/tsla-750-pct) - DealerEdge confirmation on another TSLA breakout
- [OKLO $10K Challenge](https://tradeecho.com/docs/case-studies/oklo-10k-challenge) - Growing a challenge account to $10K with institutional tools

## Getting Started

Ready to trade with DealerEdge and the full Trade Echo toolkit? Start with the [Platform Overview](https://tradeecho.com/docs/getting-started/platform-overview) to see how everything fits together.

---

# Dealer Edge Quick Start

> Read GEX structure in 60 seconds - Anchor, Flip, GEX Rating, and price vs anchor for direction. Charm and Pulse complete the workflow.

Source: https://tradeecho.com/docs/features/dealeredge/quick-start (updated 2026-09-25)

Get trading in 5 minutes. This guide is for new users who want to start immediately.

![DealerEdge GEX heatmap with key levels and AI analysis](https://tradeecho.com/docs/img/app/dealeredge.png)

**Session mantra:** Levels first. Direction second. Size last.

For the full **Dealer Edge → Charm → Pulse** workflow, live read template, and daily routine, see [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow).

---

## The 60-Second GEX Read

### Step 1: Find the Anchor

Locate the **brightest or largest gamma concentration** on the GEX shelf. This is the primary **magnet** price may gravitate toward.

### Step 2: Compare Price with the Anchor (direction)

- **Price BELOW anchor** - Bullish magnet up toward the anchor
- **Price AT anchor** - Neutral / premium-selling zone
- **Price ABOVE anchor** - Bearish magnet down toward the anchor

### Step 3: Read the GEX Rating (day type, not direction)

The rating describes **how the day may trade** - stable, mixed, or volatile. It does **not** tell you bullish vs bearish by itself.

| Rating | Regime | What it usually means |
|--------|--------|------------------------|
| **4-5** | Positive gamma | Stable, slow, smooth. Pinning and structured breakouts often work best when Anchor and Flip agree. |
| **3** | Neutral / mixed | Reduce size, expect range behavior, avoid forcing a hero trade. |
| **1-2** | Negative gamma | Fast and volatile. Breakouts can run and reversals can snap. Size down. |

### Step 4: Locate the Flip

- **Above the Flip** - Generally the more stable positive-gamma side
- **Below the Flip** - Volatility can expand

Know which side price is on **before** increasing size.

---

## Key Distinction

| Signal | Role |
|--------|------|
| **Price vs Anchor** | Directional magnet |
| **GEX Rating** | How aggressively or smoothly that move may trade |

Do not use the rating as a calls-vs-puts shortcut. Direction comes from **price vs Anchor**. The rating sets **environment**.

---

## What is GEX?

**GEX (Gamma Exposure)** shows how market makers are positioned across strikes and expirations.

- **Positive gamma** - Dealer hedging tends to **dampen** moves (sell rallies, buy dips)
- **Negative gamma** - Hedging can **amplify** movement and expand volatility

**Result:** Price gravitates toward large positive gamma concentrations (the Anchor).

---

## How to Read the Heatmap

- **Each tile** = strike x expiration
- **Brightness** = strength of gamma magnet

### Color Meaning

- **Positive Gamma (Green):** Stabilization - price gravitates to these levels
- **Negative Gamma (Red):** Volatility - price accelerates through these levels

### Key Patterns

- **Vertical Walls:** Strong multi-day support/resistance
- **Horizontal Bands:** Expiration clusters (OpEx magnets)

---

## Understanding Key Levels

### Anchor Point

Highest gamma exposure - strongest magnet for price.

### Defense Lines

Secondary levels (roughly 60-80% of anchor strength). Backup support/resistance.

### GEX Flip Point

Where net gamma changes sign.

- **Above flip** - positive gamma - stable, supportive
- **Below flip** - negative gamma - volatility can expand

See [Anchor Points, Defense Lines, and GEX Flip Points](https://tradeecho.com/docs/features/dealeredge/anchor-points-defense-lines) for a deeper dive.

---

## Bullish Pinning Playbook (high confluence)

When **all three** align:

1. **Price is below the Anchor** - magnet is above current price
2. **GEX Rating is 4 or 5** - positive gamma, pin-friendly environment
3. **Price is above the Flip** - on the stable side of the regime

Look for structured breakouts or buyable pullbacks with the Anchor as the magnet target. Avoid random mid-range entries.

---

## Volatile Breakdown (inverse)

- **Price above the Anchor** - bearish magnet down
- **GEX Rating 1-2** - negative gamma, amplified movement
- **Price below the Flip** - volatility expansion zone

Expect faster moves and sharper reversals. Reduce size and define risk before entry.

---

## Expirations and sharing

The Pro and Greeks views have an **expiration picker**, so you can read any listed expiry instead of only the nearest one. The page link keeps the ticker and view, so refreshing or sharing the link reopens the same board.

For a what-if on implied volatility, open the [Vol scenario](https://tradeecho.com/docs/features/dealeredge/vol-scenario) card in Focus mode.

---

## Beyond GEX: Charm and Pulse

GEX maps the dealer magnet and volatility regime. **Charm** maps time-decay concentration - read it by **location relative to price**, not color alone. See [Charm Lens](https://tradeecho.com/docs/features/dealeredge/charm-lens).

**Pulse** puts the same GEX and Charm Drift levels on the live chart. See [Pulse Quick Start](https://tradeecho.com/docs/features/pulse/quick-start) and [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow).

The heatmap has four lenses on one grid: **GEX**, **Vol**, **VEX**, and **Charm**. [Net Flow](https://tradeecho.com/docs/features/dealeredge/net-flow) adds session flow pressure. Alerts include **Anchor Approach**, **Charm Stack at Anchor**, and **Flip Cross**.

---

## Common Mistakes to Avoid

- **Using GEX Rating for direction** - Rating = day type. Anchor = direction.
- **Fighting the Anchor** - Price gravitates toward the anchor
- **Selling premium in 1-2/5** - Volatile tape favors defined-risk directional trades, not short premium
- **Reading Charm by color only** - Always note whether the concentration is **above or below** current price
- **Misreading positive gamma** - Positive gamma = stability, not automatic bullishness

---

## Quick Reference

### Direction (price vs Anchor)

- **Below** - bullish magnet up
- **At** - neutral / premium-selling zone
- **Above** - bearish magnet down

### Day type (GEX Rating)

- **4-5** - stable | slow | smooth
- **3** - mixed | range
- **1-2** - violent | fast | volatile

### Checklist

- [ ] Found Anchor and Flip
- [ ] Noted price vs Anchor (direction)
- [ ] Noted GEX Rating (day type)
- [ ] Switched to Charm for 0DTE / front-week reads
- [ ] Confirmed levels on Pulse before entry

---

*Trade Echo docs are for product education only - not financial advice.*

---

# GEX Heatmap Guide

> Traditional and heatmap analysis in 10 minutes. Two views: Classic Charts and GEX Heatmap.

Source: https://tradeecho.com/docs/features/dealeredge/gex-heatmap-guide (updated 2026-07-26)

Traditional and heatmap analysis in 10 minutes. Two views: Classic Charts and GEX Heatmap.

> **Tip: Treemap vs GEX heatmap**
>
> The [Market Treemap](https://tradeecho.com/docs/features/treemap) shows **many tickers** colored by stock performance. This guide covers the **single-ticker** Dealer Edge GEX map. Dealer Edge also offers **Vol**, **VEX**, and [Charm](https://tradeecho.com/docs/features/dealeredge/charm-lens) lenses on the same strike grid.

## What is Gamma?

**Gamma** measures how fast an option's delta changes as the underlying price moves. In trading terms, it shows where market makers must hedge their options positions - creating support, resistance, and volatility zones.

### Understanding Gamma

- **High Gamma:** Market makers must hedge aggressively - Price pinning, support/resistance
- **Low Gamma:** Market makers hedge less - Price can move freely
- **Positive Gamma:** Stabilizes price - Support levels
- **Negative Gamma:** Destabilizes price - Volatility zones

### Why Gamma Matters

- **Support/Resistance:** High gamma strikes act as magnets
- **Volatility Prediction:** Negative gamma = Higher volatility
- **Entry/Exit Points:** Use gamma levels for better timing
- **Risk Management:** Avoid negative gamma zones

### Key Terms

- **Gamma:** Rate of change of delta
- **Gamma Exposure (GEX):** Total gamma x open interest x contract multiplier
- **Delta Neutral:** Where market makers hedge (usually at-the-money)
- **Pin Risk:** Price "pinned" to strike by gamma

---

## Two View Modes

The Gamma module has two distinct views you can toggle between.

### Classic Charts View

**What it shows:** Traditional gamma exposure charts with strike analysis, Greeks, and time-based gamma distributions.

**Best for:**

- Detailed strike-by-strike analysis
- Gamma distribution patterns
- Historical gamma trends
- Precise entry/exit levels

**Charts include:**

- Gamma exposure by strike
- Total gamma exposure over time
- Greeks analysis (delta, gamma, theta, vega)
- Options chain data

### GEX Heatmap View

**What it shows:** Interactive heatmap showing gamma exposure across strikes and expirations.

**Best for:**

- Visual market overview
- Quick identification of support/resistance
- Anchor point and defense lines
- Real-time gamma positioning

**Features include:**

- Color-coded strike matrix
- Anchor point (highest GEX)
- Defense lines (secondary support)
- GEX flip points

---

## Classic Charts View

### Understanding the Charts

**1. Gamma Exposure Chart**

- Shows: Total gamma exposure at each strike price
- Use it to: Identify key support/resistance levels
- Key insight: Highest gamma = Strongest support/resistance

**2. Delta Distribution**

- Shows: Delta across strikes
- Use it to: Understand market maker hedging needs
- Key insight: Delta neutral = Price tends to hover here

**3. Greeks Analysis**

- Shows: Delta, gamma, theta, vega by strike
- Use it to: Analyze option pricing dynamics
- Key insight: Greeks change as price moves

**4. Time Decay (Theta)**

- Shows: How much premium decays per day
- Use it to: Time your entry/exit
- Key insight: Highest theta near expiration

### Reading the Data

**Positive Gamma:** Market makers must hedge by buying stock when price rises. Result: Stabilizes price, creates support. Favorable for range trades.

**Negative Gamma:** Market makers must hedge by selling stock when price rises. Result: Accelerates moves, creates volatility. Avoid trading in these zones.

---

## GEX Heatmap View

The GEX Heatmap view is identical to the dedicated GEX Heatmap module.

**Quick Summary:**

- **Color Coding:** Green = Positive GEX (support), Red = Negative GEX (volatility)
- **Anchor Point:** Brightest tile = Strongest support/resistance level
- **Defense Lines:** Secondary high-GEX strikes (backup levels)
- **GEX Flip Point:** Where gamma changes sign - positive (stable) above, negative (volatile) below

**Why Use Heatmap View?**

- **Visual Overview** - See entire gamma landscape at a glance
- **Quick Anchors** - Instantly identify strongest levels
- **Pattern Recognition** - Spot clustering and concentration

---

## 4 Trading Strategies

### Strategy 1: Target High Gamma Strikes

**Concept:** Price gravitates toward high gamma strikes (maximum pinning effect).

**Steps:**

1. Identify strike with highest gamma exposure
2. If current price < high gamma strike = Long bias
3. If current price > high gamma strike = Short bias
4. Enter when price nears high gamma strike
5. Target opposite high gamma strike (if it exists)
6. Stop beyond next support/resistance

### Strategy 2: Gamma Flip Point Exploitation

**Concept:** Where gamma changes sign (volatility threshold).

**Steps:**

1. Find GEX flip point from heatmap
2. Above flip = Positive gamma - low volatility, range-bound
3. Below flip = Negative gamma - high volatility, explosive moves
4. **Above flip** - Sell premium, iron condors
5. **Below flip** - Buy premium, directional plays

### Strategy 3: Negative Gamma Avoidance

**Concept:** Avoid trading in negative gamma zones (high volatility, unpredictability).

**Steps:**

1. Check gamma exposure chart or heatmap
2. Identify negative gamma zones (red on the heatmap)
3. These are high volatility zones - avoid entering trades here
4. Wait for price to move to positive gamma zone
5. Then enter in direction of support/resistance

### Strategy 4: Time Decay + Gamma

**Concept:** Combine time decay (theta) with gamma pinning near expiration.

**Steps:**

1. Find strike with high gamma AND high theta
2. This is 0DTE or 1DTE options
3. Price will pin to this strike
4. Sell premium at this strike
5. Buy protection wings further OTM
6. Let time decay work (theta) + pinning effect (gamma)

---

## Complete SPX 0DTE Example

**Classic Charts View:**

- Gamma Peak: $6,700 strike
- Current Price: $6,685
- High gamma below = Support
- Strategy: Buy calls targeting $6,700

**Heatmap View:**

- Anchor Point: $6,700 (brightest green)
- Defense Lines: $6,650, $6,750
- GEX Flip Point: $6,600
- Current price above flip (stable side), below anchor = Bullish gravity

**Trade Entry:**

- Enter: Buy $6,690 calls at $8.00
- Target: $6,700 (anchor point)
- Stop: Below $6,650 (defense line)
- Rationale: Price should gravitate to anchor

**Exit Strategy:**

- Take profit at $6,700 if hit quickly
- Or let it break above and ride momentum
- Exit by 2 PM to avoid time decay
- Profit target: 50-100% gain

---

## Daily Workflow

1. 9:30 AM: Open Gamma module
2. 9:31 AM: Select ticker (default: SPX)
3. 9:32 AM: Toggle to GEX Heatmap view
4. 9:33 AM: Find anchor point (brightest tile)
5. 9:34 AM: Check current price vs anchor
6. 9:35 AM: Plan trade based on gamma positioning
7. Throughout Day: Monitor gamma changes

---

## Decision Tree

**START** - Open Gamma, ticker selected (SPX, QQQ, etc.)

- **GEX Heatmap** - Visual overview
  - Find anchor (brightest tile)
  - Check price vs anchor
  - Below anchor = Bullish bias
  - At anchor = Neutral, pin
  - Above anchor = Bearish bias

- **Classic Charts** - Detailed analysis
  - Find peak gamma strike
  - Note if positive or negative
  - Positive = Support/Resistance
  - Negative = Volatility zone (avoid)
  - Plan entry based on gamma

---

## Top 5 Rules

1. **High Gamma = Magnet** - Price gravitates toward high gamma strikes
2. **Anchor is Key** - The anchor point in heatmap is most important level
3. **Avoid Negative Zones** - Don't trade in negative gamma zones (high vol)
4. **Use Flip Point** - GEX flip point separates low vs high volatility
5. **Confirm with Price** - Always check price action before entering

---

## Common Questions

**Q: Which view should I use?**  
A: GEX Heatmap for quick overview, Classic Charts for detailed analysis.

**Q: What's the difference between positive and negative gamma?**  
A: Positive = Stabilizes price (support), Negative = Destabilizes (volatility).

**Q: Should I trade with or against gamma?**  
A: With gamma (toward high gamma strikes) = Easier. Against = Risky.

**Q: How often does gamma change?**  
A: Daily as options expire and new ones are written. Check daily.

**Q: Can I use this for individual stocks?**  
A: Yes! Enter stock ticker (AAPL, TSLA, etc.) instead of SPX.

---

# Anchor Points, Defense Lines, and GEX Flip Points

> A deep dive on the three key levels that drive price behavior in the GEX heatmap.

Source: https://tradeecho.com/docs/features/dealeredge/anchor-points-defense-lines (updated 2026-08-01)

A deep dive on the three key levels that drive price behavior in the GEX heatmap.

> **Tip: Full workflow**
>
> **Direction** comes from **price vs Anchor**. **GEX Rating** is day type (stable vs volatile), not direction. Add **Charm** for time pressure and **Pulse** for chart execution - see [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow).

---

## Anchor Point

### What It Is

The **Anchor Point** is the brightest tile on the heatmap - the strike with the highest gamma exposure. It is the strongest magnet for price.

### Why It Matters

- Dealers have the most hedging pressure at this level
- Price gravitates toward the anchor as market makers buy below and sell above
- The anchor acts as a gravitational center for intraday and short-term price action

### How Price Behaves at the Anchor

- **Price below anchor:** Dealers buy to hedge - creates upward pressure (support)
- **Price above anchor:** Dealers sell to hedge - creates downward pressure (resistance)
- **Price at anchor:** Equilibrium - price tends to pin or oscillate around this level

### How to Trade Around the Anchor

- **Price approaching from below:** Consider calls or bull spreads targeting the anchor
- **Price approaching from above:** Consider puts or bear spreads targeting the anchor
- **Price at anchor:** Sell premium (iron condors, strangles) - range-bound environment
- **Price breaking through anchor:** Momentum play - follow the break with defined risk

### When the Anchor Changes

The anchor shifts as:

- Options expire (OpEx, monthly, weekly)
- New options are written at different strikes
- Open interest changes significantly
- Major market events alter dealer positioning

**Best practice:** Re-check the anchor daily. It typically updates overnight as new data flows in.

---

## Defense Lines

### What They Are

**Defense Lines** are secondary high-GEX strikes - typically 60-80% of the anchor's strength. They act as backup support and resistance levels.

### Why They Matter

- If price breaks through the anchor, defense lines become the next key levels
- They define the range boundaries when price is pinned
- Multiple defense lines create a "zone" of support or resistance rather than a single level

### How Price Behaves at Defense Lines

- **As support:** Price may bounce when approaching from above
- **As resistance:** Price may reject when approaching from below
- **Weaker than anchor:** Breaks are more likely than at the anchor, but still significant

### How to Trade Around Defense Lines

- **Place stops:** Set stops beyond the next defense line (not right at it - avoid stop hunts)
- **Target levels:** Use defense lines as secondary profit targets
- **Range definition:** In neutral (3/5) environments, sell iron condors between defense lines
- **Breakout confirmation:** Wait for a clean break of the defense line before entering momentum trades

### Visual Explanation

```
Price
  ^
  |     [Resistance Zone - Defense Line]
  |     --------------------------------
  |     
  |     [ANCHOR POINT - Brightest Tile]
  |     ================================
  |     
  |     [Support Zone - Defense Line]
  |     --------------------------------
  v
       Strike
```

---

## GEX Flip Point

### What It Is

The **GEX Flip Point** is where gamma changes sign. Above this level, gamma is positive (stabilizing). Below it, gamma is negative (destabilizing).

### Why It Matters

- **Above flip:** Price is stable, range-bound, predictable - ideal for selling premium
- **Below flip:** Price is volatile, explosive, unpredictable - ideal for buying premium or avoiding

### How Price Behaves at the Flip Point

- **Above flip:** Dealers buy on dips and sell on rips - dampens volatility
- **Below flip:** Dealers sell on dips and buy on rips - amplifies volatility
- **At flip:** Transition zone - behavior can be choppy

### How to Trade Around the Flip Point

- **Above flip:** Iron condors, calendars, butterflies, credit spreads
- **Below flip:** Long calls, long puts, directional spreads - avoid selling naked premium
- **Crossing the flip:** If price breaks below flip, switch from premium selling to directional buying (or stay flat)

### When the Flip Point Changes

- Shifts with expiration cycles
- Moves as dealer positioning changes
- Can be steep (sharp transition) or gradual (wide zone) depending on the gamma distribution

---

## Summary: Trading by Level

| Level | Role | Price Behavior | Best Strategy |
|-------|------|----------------|---------------|
| **Anchor** | Primary magnet | Strongest support/resistance | Direction and range definition |
| **Defense Lines** | Backup levels | Secondary support/resistance | Stops, targets, range boundaries |
| **GEX Flip Point** | Volatility threshold | Above = stable, below = volatile | Strategy selection (sell vs buy premium) |

---

## Quick Checklist

- [ ] Identify the anchor (brightest tile)
- [ ] Note defense lines (secondary bright tiles)
- [ ] Locate the GEX flip point (green-to-red transition)
- [ ] Compare current price to all three levels
- [ ] Choose strategy based on position relative to flip point
- [ ] Set stops beyond defense lines
- [ ] Re-check levels daily

---

# GEX Rating System

> The GEX rating (1-5) describes the volatility regime for the session - how smooth or violent the tape may trade. It is not a directional signal.

Source: https://tradeecho.com/docs/features/dealeredge/gex-rating-system (updated 2026-08-01)

The GEX rating (1-5) describes the **volatility regime** for the session - how smooth or violent the tape may trade. It is **not** a directional signal.

**Direction** comes from **price vs the Anchor**. The rating tells you **how to size and which strategy types fit the environment**.

---

## Rating Overview

| Rating | Regime | Day type | What it usually means |
|--------|--------|----------|------------------------|
| **5/5** | Strongly positive gamma | Very stable | Slow, pin-friendly tape. Premium selling and fades toward the anchor often fit when structure agrees. |
| **4/5** | Positive gamma | Stable | Measured trends and structured breakouts when Anchor and Flip align. |
| **3/5** | Mixed | Neutral / range | No clean volatility regime. Smaller size, defined risk, avoid hero trades. |
| **2/5** | Negative gamma | Volatile | Breakouts can run; reversals can snap. Size down. |
| **1/5** | Strongly negative gamma | Very volatile | Fast, amplified moves. Do not expect a slow pin. Never force short premium here. |

---

## Key Distinction

| Question | Answer from |
|----------|-------------|
| Which way is the magnet pulling? | **Price vs Anchor** |
| Will the move be smooth or violent? | **GEX Rating** |
| Is the book stabilizing or expanding vol? | **Price vs Flip** |

**Example:** Rating **4/5** with price **below** the Anchor is a strong **bullish pinning** candidate (magnet up + stable tape). Rating **4/5** with price **above** the Anchor is a **bearish magnet down** in a stable environment - not a automatic "buy calls" read.

---

## How Ratings Are Calculated

The rating reflects the **balance of positive vs negative dealer gamma** across the strike grid (and related positioning inputs). In plain terms:

| Positive gamma share (approx.) | Rating |
|----------------------------------|--------|
| 80%+ | 5/5 |
| 60%+ | 4/5 |
| 40-60% | 3/5 |
| 20%+ | 2/5 |
| Under 20% | 1/5 |

Ratings **update intraday** as open interest, expiries, and spot move. Re-check after the open settles and again before the close on 0DTE days.

---

## Strategy Environment by Rating

Direction still comes from **price vs Anchor**. The rating tells you **how** to express the trade.

### 4-5 / Stable (positive gamma)

**Environment:** Pinning, mean reversion, structured breakouts.

**Fits when:**

- Price vs Anchor gives a clear magnet
- Price is **above the Flip** (stable side)
- [Charm](https://tradeecho.com/docs/features/dealeredge/charm-lens) **agrees** with GEX (see [workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow))

**Examples:** Iron condors at defense lines, credit spreads, buying dips toward the anchor in a pin setup.

---

### 3 / Mixed

**Environment:** Range, chop, no clean regime.

**Fits when:** You have a level-based plan but expect two-way action.

**Examples:** Smaller size, defined risk, wait for a cleaner tape or confluence before adding.

---

### 1-2 / Volatile (negative gamma)

**Environment:** Momentum, expansion, sharp reversals.

**Fits when:** Price vs Anchor and Flip confirm a breakdown or breakout - not a slow pin thesis.

**Examples:** Long options in the anchor's direction with defined risk, wider stops, reduced size. Avoid naked short premium.

---

## Rating + Anchor + Flip = Complete Picture

Use all three before sizing:

1. **Anchor** - directional magnet (below = up, above = down, at = neutral)
2. **Flip** - above = stabilizing regime, below = vol expansion
3. **Rating** - 4-5 = slow/smooth, 3 = mixed, 1-2 = fast/violent

### Common Scenarios

**Scenario 1:** Rating 4/5, price below anchor, above flip  
- **Read:** Bullish pinning playbook - magnet up in a stable environment

**Scenario 2:** Rating 3/5, price at anchor  
- **Read:** Range / premium-selling zone possible - size down, no hero trade

**Scenario 3:** Rating 2/5, price above anchor, below flip  
- **Read:** Bearish magnet + vol expansion - fast downside risk, size down

**Scenario 4:** Rating 1/5, GEX and Charm disagree  
- **Read:** Chop warning - see [Charm Lens](https://tradeecho.com/docs/features/dealeredge/charm-lens) until one force wins

---

## Key Rules

1. **Rating is not direction** - Do not map 4-5 to "buy calls" or 1-2 to "buy puts."
2. **Stable does not mean bullish** - 4-5 means the tape may trade smoothly, not that price must go up.
3. **Volatile means size down** - 1-2 is not "go big directional" - it is "moves can accelerate."
4. **Update through the session** - Especially on 0DTE and OpEx days.
5. **Confirm on Pulse** - Same rating and levels should match on the chart before entry.

---

## Related

- [Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start)
- [Anchor, Flip, and Defense Lines](https://tradeecho.com/docs/features/dealeredge/anchor-points-defense-lines)
- [Charm Lens](https://tradeecho.com/docs/features/dealeredge/charm-lens)
- [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow)

---

# Dealer Edge Charm Lens

> The Charm lens is the fourth heatmap view on Dealer Edge. It shows time-decay drift exposure by strike - useful near expiry when delta moves faster than gamma…

Source: https://tradeecho.com/docs/features/dealeredge/charm-lens (updated 2026-08-01)

The Charm lens is the fourth heatmap view on Dealer Edge. It shows **time-decay drift** exposure by strike - useful near expiry when delta moves faster than gamma pinning alone explains.

![Dealer Edge heatmap with Charm lens selected](https://tradeecho.com/docs/img/app/dealer-edge-charm.png)

**Core rule:** Charm measures how option delta changes as time passes. Those changes can force dealers to adjust hedges and create pressure around specific strikes. **Do not use color alone** - always read where the Charm concentration sits **relative to current price**, especially on **0DTE and short-dated** expirations.

---

## Four lenses on one grid

| Lens | Colors | Best for |
|------|--------|----------|
| **GEX** | Red / green | Dealer gamma regime, Anchor and Flip reads |
| **Vol** | Red / green | Options volume concentration by strike |
| **VEX** | Red / green | Volatility exposure |
| **Charm** | Purple / amber | Time-decay drift near 0DTE and weekly expiries |

Charm uses a **different color ramp** from GEX so you do not confuse greek lenses:

- **Negative charm:** purple (`#8B5CF6`)
- **Positive charm:** amber (`#D9A42A`)

**Color identifies the concentration.** **Location above or below price** determines whether pressure is upward, downward, or overhead.

---

## Charm location rules

Read the **strongest Charm strike** and note whether it sits **above or below** current price:

| Color | Location vs price | Typical pressure read |
|-------|-------------------|------------------------|
| **Amber** (positive charm) | **Above** price | Potential **upside drift** target |
| **Amber** | **Below** price | Potential **pull lower** |
| **Purple** (negative charm) | **Above** price | Potential **overhead pressure** |
| **Purple** | **Below** price | Potential **downside pressure** |

### Do not use color alone

"Amber = up" without checking location is incomplete. A strong amber stack **below** price reads differently from amber **above** price.

---

## Two different jobs: GEX vs Charm

| Lens | Maps |
|------|------|
| **GEX** | Dealer magnet (Anchor) and volatility regime (Flip, Rating) |
| **Charm** | Time-decay **concentration** - interpreted by position above/below price |

GEX proposes **structure**. Charm adds **time pressure** before the closing bell.

---

## Confluence and chop

### High confluence

When the **GEX Anchor** and the **strongest Charm concentration** stack at the **same strike**, the level has both positioning and time-decay support.

### Chop warning

When GEX structure and the location-based Charm read **conflict**, expect price to fight between the two forces until one clearly wins. Reduce size or wait for agreement.

---

## 0DTE rule

Add Charm to **every 0DTE read**.

- **GEX** tells you the wall or magnet
- **Charm** shows where time-decay pressure is concentrated
- Read that concentration **above or below** current price before deciding how pressure may resolve into the close

---

## When to use Charm

Switch to Charm when:

- You are trading **0DTE or front-week** options
- GEX says pin but price keeps drifting through your strike
- You need to size and stop based on **time**, not gamma alone

---

## Charm Drift on Pulse

On [Pulse](https://tradeecho.com/docs/features/pulse/quick-start), enable **Charm Drift** to plot the session's strongest time-decay drift level on the live chart alongside GEX levels. See [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow).

---

## Web and mobile

Charm is available on **web** (Trade Echo dashboard) and **mobile** (Markets → Dealer Edge → lens selector). Pro mode on mobile remains GEX-only; use the main heatmap toggle for Charm.

---

## Related

- [Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start)
- [GEX Rating System](https://tradeecho.com/docs/features/dealeredge/gex-rating-system)
- [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow)
- [GEX Heatmap Guide](https://tradeecho.com/docs/features/dealeredge/gex-heatmap-guide)

---

# Dealer Edge Net Flow

> Net Flow answers the simplest question in options: is more money going into calls or puts on this ticker today? It rolls up the session's option premium and…

Source: https://tradeecho.com/docs/features/dealeredge/net-flow (updated 2026-07-06)

Net Flow answers the simplest question in options: **is more money going into calls or puts on this ticker today?** It rolls up the session's option premium and volume into one bias read - a fast sanity check next to the GEX heatmap's structural view.

![Dealer Edge Focus view with Net Flow card for SPY](https://tradeecho.com/docs/img/app/net-flow.png)

---

## What it measures

For the current session, per ticker:

| Reading | Meaning |
|---------|---------|
| **Net premium** | Call premium minus put premium - green positive, red negative |
| **Call/put split bar** | Visual share of premium going to calls vs puts |
| **Net vol** | Call volume minus put volume |
| **C/P skew** | Call/put ratio (e.g. `2.3x` = calls dominating) |
| **Calls** | Total call premium for the session |
| **Bias** | The verdict: **Bullish**, **Bearish**, or **Neutral** |

No open interest games, no strike-by-strike detail - just where the session's money leans.

---

## Where to find it

- **Dealer Edge Focus panel** - Net Flow appears as a card in the per-ticker Focus view
- **Workspace tile** - add a **Net Flow** tile to any [Workspace](https://tradeecho.com/docs/features/workspace) layout, one ticker per tile

Both surfaces render the same data, so a reading in your Workspace matches Dealer Edge exactly.

---

## Reading it with GEX

Net Flow and the [GEX heatmap](https://tradeecho.com/docs/features/dealeredge/gex-heatmap-guide) answer different questions:

- **GEX**: where dealers are positioned - walls, flip, pin risk (structure)
- **Net Flow**: which way today's money is leaning (session direction)

Strong combinations:

| GEX says | Net Flow says | Read |
|----------|----------------|------|
| Positive gamma, price near anchor | Neutral | Pin day - fade edges |
| Negative gamma below flip | Bearish, heavy put premium | Trend risk down - momentum trades |
| Wall overhead | Bullish, calls dominating | Watch for a wall test or break |

If Net Flow flips bias intraday while price presses a GEX level, pay attention - that is often the tell before the level resolves.

---

## Related

- [GEX Heatmap Guide](https://tradeecho.com/docs/features/dealeredge/gex-heatmap-guide) - dealer structure by strike
- [Charm Lens](https://tradeecho.com/docs/features/dealeredge/charm-lens) - time-decay drift near expiry
- [Workspace](https://tradeecho.com/docs/features/workspace) - keep Net Flow tiles for your core tickers

---

# Dealer Edge Vol Scenario

> Implied volatility moves the hedges dealers need, not just the price of options. The Vol scenario card answers one question: if implied vol moved by this…

Source: https://tradeecho.com/docs/features/dealeredge/vol-scenario (updated 2026-09-25)

Implied volatility moves the hedges dealers need, not just the price of options. The **Vol scenario** card answers one question: **if implied vol moved by this much, where would dealers likely buy or sell to stay hedged?**

You find it in Dealer Edge **Focus** mode on the web app.

---

## How to use it

1. **Pick the move** - slide implied volatility up or down, up to 15 vol points either way. The card suggests a starting move when an event is coming up.
2. **Pick the expirations** - the front expiry, all expiries, or the expiry that holds the next event (earnings or a scheduled macro release such as CPI or an FOMC decision).
3. **Read the chart** - each strike shows whether dealers would likely **buy** or **sell** to stay hedged, and the card highlights the strike with the **most pressure**.

---

## Reading it well

- **Vol crush after an event.** Before earnings or a macro release, implied vol is often elevated. Sliding it down shows where the hedge flows would come from once the event passes.
- **Pair it with the heatmap.** Pressure that lines up with the Anchor, the Flip or a Defense Line matters more than pressure at an empty strike.
- **It is an estimate, not a forecast.** The card re-prices today's option chain assuming every contract's implied vol moves by the same amount. Real vol moves are uneven, and the chain changes through the day.

---

## Next steps

- [Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start)
- [GEX Heatmap Guide](https://tradeecho.com/docs/features/dealeredge/gex-heatmap-guide)
- [Anchor Points and Defense Lines](https://tradeecho.com/docs/features/dealeredge/anchor-points-defense-lines)

---

# Dealer Edge + Charm + Pulse Workflow

> Dealer Edge structure first, Charm time pressure second, Pulse execution third - with live read template, playbooks, and daily routine.

Source: https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow (updated 2026-08-04)

Read the market before you trade it. This is the repeatable workflow from the member guide: **dealer positioning first**, **time-decay pressure second**, **live chart confirmation third**.

**Goal:** Understand the day type and the likely magnet **before** choosing direction and size.

**Session mantra:** Levels first. Direction second. Size last.

---

## The three-part workflow

### 1. Dealer Edge - establish structure (GEX)

Use the **GEX** shelf to locate:

- **Anchor** - primary magnet
- **Flip** - volatility regime boundary
- **GEX Rating (1-5)** - stable, mixed, or volatile day type
- **Defense lines** - secondary structure

[Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start) | [GEX Rating System](https://tradeecho.com/docs/features/dealeredge/gex-rating-system)

### 2. Charm - measure time pressure

Switch to the **Charm** shelf. Mark the strongest Charm strike and read it **above or below** current price - not by color alone.

[Charm Lens](https://tradeecho.com/docs/features/dealeredge/charm-lens)

### 3. Pulse - execute on the chart

Open **Pulse** for the same symbol. Confirm GEX levels and **Charm Drift** match what you wrote down. Add Flow, Darkpool, or BT Cloud only as **confirmation filters**.

[Pulse Quick Start](https://tradeecho.com/docs/features/pulse/quick-start)

---

## What members should leave with

| Output | Source |
|--------|--------|
| **Direction** | Price vs Anchor - which way the dealer magnet pulls |
| **Day type** | GEX Rating - stable (4-5), mixed (3), or volatile (1-2) |
| **Time pressure** | Charm concentration location vs price |
| **Execution** | Pulse overlays - plan entries around structure, not mid-range noise |

---

## Pulse overlay stack

### Recommended starting view

Turn on **GEX + Charm Drift first**. Add other modes only when they answer a specific confirmation question.

| Overlay | Role |
|---------|------|
| **GEX** | Anchor, Flip, and Defense levels from Dealer Edge |
| **Charm Drift** | Strongest time-decay drift level on the chart |
| **Gravity Path** | Forward arc toward the anchor (1D/2D/3D + Front/F+2/F+3) - [how to read](https://tradeecho.com/docs/features/pulse/gravity-path) |
| **Net Flow** | Session call vs put premium - confirm or challenge dealer bias |
| **Dark Pool** | Institutional print levels as reaction zones |
| **BT Cloud** | EMA/SMA trend context over dealer structure |
| **Watchlist** | Live last price and change for indexes and key names |

Equity-only: Dark Pool, BT Cloud, GEX, Charm Drift, Net Flow. Futures roots on Pulse are price and session tools only - use [Futures Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide) for the full dealer map.

### GEX render style

| Style | Best for | What you see |
|-------|----------|--------------|
| **Lines** | Fast intraday reads | Clean levels, minimal clutter |
| **Bubbles** | Magnitude comparison | Where gamma is stacked and how large each concentration is |
| **Channels** | Streaming and level trading | Soft bands that preserve readability |

### Session defaults (walkthrough baseline)

- **Session:** RTH for the regular-hours read
- **Timeframe:** 5-minute for structure vs noise balance
- **Auto:** Live to keep the chart on the current bar; use **Fit** after reviewing earlier price action

---

## Live read template

Say the full read **before** clicking:

```
Price is [above/below] Anchor [X]. Flip is [Y], and price is [above/below] it,
suggesting [stable / volatility expansion] conditions. Charm Drift is strongest
at [Z] and sits [above/below] current price, creating [upside/downside/overhead]
pressure. GEX and Charm [agree/disagree], so the setup is [high confluence / chop warning].
```

---

## Bullish pinning playbook

All three must align:

1. **Price is below the Anchor** - magnet above current price
2. **GEX Rating is 4 or 5** - positive gamma, pin-friendly environment
3. **Price is above the Flip** - stable side of the regime

With Charm **agreeing** (confluence at or toward the anchor), look for structured breakouts or buyable pullbacks with the Anchor as the target. Avoid random mid-range entries.

---

## Volatile breakdown (inverse)

- **Price above the Anchor** - bearish magnet down
- **GEX Rating 1-2** - negative gamma, amplified movement
- **Price below the Flip** - volatility can expand

Expect faster moves and sharper reversals. Reduce size, define risk before entry, and do not force a slow pinning thesis.

---

## Risk reminder

One strong read does not remove trade risk. Use position sizing, stops, and a daily loss limit appropriate for your account.

---

## Premarket routine (repeat daily)

### 60-second process

1. **Open Dealer Edge** - load SPY, SPX, QQQ, or your ticker
2. **Write down GEX structure** - Anchor, Flip, Defense, GEX Rating
3. **Switch to Charm** - strongest strike + above/below price + expected pressure
4. **Open Pulse** - same symbol; confirm levels match the chart
5. **Build the plan** - directional magnet, day type, trigger, invalidation, size **before** entry

### Daily read worksheet

| Field | Your notes |
|-------|------------|
| **Ticker** | |
| **Price vs Anchor** | Below / At / Above |
| **Anchor** | |
| **Flip** | |
| **GEX Rating** | 1 / 2 / 3 / 4 / 5 |
| **Charm Drift** | Strike + above/below price + expected pressure |
| **GEX + Charm** | Agree / Disagree |
| **Trade plan** | Trigger, target, invalidation, size |

---

## Quick reference card

### Dealer Edge - 60-second read

- **GEX lens:** Anchor (magnet) | Flip (vol regime) | Rating 1-5
- **Charm lens:** Read color **and** location relative to price

### Charm location rule

- Amber above → potential drift up
- Amber below → potential drift down
- Purple above → overhead pressure
- Purple below → potential downside pressure

### Price vs Anchor - direction

- Below → bullish magnet up
- At → neutral / premium-selling zone
- Above → bearish magnet down

### GEX Rating - volatility regime

- 4-5 → positive GEX | stable | slow | smooth
- 3 → neutral | range | mixed
- 1-2 → negative GEX | violent | fast | volatile

### Pulse - same story on the chart

- **Modes:** GEX + Charm Drift first; optional **Gravity Path** for forward arc context; Flow / Darkpool / BT Cloud as filters
- **Gravity Path:** 1D + Front to start; see [Gravity Path guide](https://tradeecho.com/docs/features/pulse/gravity-path)
- **Style:** Lines | Bubbles | Channels
- **Session:** RTH | Timeframe: 5m | Auto: Live

---

## Final takeaway

**GEX** gives the magnet and day type. **Charm** maps time-decay concentration, and its position relative to price determines the directional read. **Pulse** puts both directly on the chart so you trade the levels instead of the noise.

Optional: add **[Gravity Path](https://tradeecho.com/docs/features/pulse/gravity-path)** when you want a forward arc toward the anchor (1D/2D/3D window + expiration lens) after GEX and Charm agree.

---

## Related

- [Gravity Path](https://tradeecho.com/docs/features/pulse/gravity-path) - forward arc setup and read template
- [Pulse Quick Start](https://tradeecho.com/docs/features/pulse/quick-start) - Modes menu and overlay defaults

---

## Support

- Market questions and ticker requests: **#market-talk** on Discord
- New members: **#start-here** for access and alert setup
- Dealer Edge and Pulse are included in Trade Echo alongside OptionFlow, Darkpool, Algo Edge, Cortex, and mobile access

---

*Educational only - not financial advice. Options and futures involve substantial risk.*

---

# Pulse Quick Start

> Use Pulse Focus for live charts with GEX, Net Flow, VWAP, moving averages, drawings, and futures live ticks.

Source: https://tradeecho.com/docs/features/pulse/quick-start (updated 2026-08-04)

Get oriented in one session. **Pulse** is the dashboard Focus chart - a single-ticker candle view with dealer overlays, session tools, and drawing tools. It covers equities, indices, and CME futures roots (ES, NQ, and the rest). It is **not** the full [Futures Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide) heatmap.

## Dealer Edge first, Pulse second

**Dealer Edge** is the research-desk view: every strike and expiration on a grid. **Pulse** is the trading-desk view: the same dealer information plotted on price while you trade.

Recommended workflow:

1. **Dealer Edge (GEX)** - Anchor, Flip, Defense, GEX Rating
2. **Dealer Edge (Charm)** - strongest Charm strike above/below price
3. **Pulse** - confirm GEX + Charm Drift on the chart, then add filters

Full template, playbooks, and daily worksheet: [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow).

## Open Pulse

1. Sign in at [app.tradeecho.com](https://app.tradeecho.com).
2. In the left sidebar, click **Pulse** (route `/pulse`).
3. You can also open Pulse from the **Hub** Pulse tile - same Focus chart.

Type a ticker in the toolbar search (same SymbolSearch as Dealer Edge). Examples: `SPY`, `QQQ`, `/ES`, `NQ`. Favorites and recents sync with Dealer Edge.

Timeframes run from scalp to swing: **1m, 3m, 5m, 15m, 30m, 1H, 2H, 4H, D, W**.

## Pulse vs Dealer Edge Focus vs Echo Map

| | **Pulse** | **Dealer Edge Focus** | **Futures Echo Map** |
|---|-----------|----------------------|----------------------|
| **Best for** | One chart with candles, overlays, and drawings | Per-ticker dealer positioning deep-dive | Full futures dealer map with heatmap + CVD |
| **Symbols** | Equities, indices, futures roots | Equities / index underlyings | CME futures only |
| **Core view** | Candlestick Focus chart | Focus panel + heatmap context | Price-by-time heatmap, volume profile, gamma lines |
| **Live data** | Auto: Live (equity Focus SSE or futures Echo Map SSE) | Focus SSE + heatmap refresh | Echo Map SSE (mapDelta, quotes, cursor) |
| **Drawings** | Yes - left gutter toolbar | No | No |

Use Pulse when you want a clean chart with GEX, flow, and your own levels. Use Echo Map when you need the full pressure heatmap, value area, and CVD strip on futures.

## Modes and overlays

Open **Modes** on the toolbar to toggle overlays. Active modes show as chips on the bar.

| Overlay | What it adds |
|---------|----------------|
| **GEX** | Dealer gamma levels (Anchor, Flip, walls) on the chart. On equities, levels update from Focus SSE while **Auto: Live** is on. |
| **Gravity Path** | Forward dealer-gravity arc toward the anchor through 1D/2D/3D window (with expiration lens pills). [Setup and read guide](https://tradeecho.com/docs/features/pulse/gravity-path). |
| **Net Flow** | Session call vs put premium bias as a histogram pane (intraday minute timeframes). |
| **Charm Drift** | Time-decay drift lens from the same gamma snapshot (equities only). Can render with or without GEX level lines. |
| **VWAP** | Session VWAP line (under BT Cloud in Modes). |
| **Moving Avg** | Up to four EMA or SMA lines (defaults EMA14, SMA50, EMA50). Master toggle plus per-line type, period, and color. |
| **Hover OHLC** | Top-left legend under the crosshair: OHLC plus active overlay values (GEX, Net Flow, Charm, VWAP, MAs). Toggle off to hide. |
| **Drawing tools** | Enables the left gutter draw toolbar (see below). |

Equity-only extras in Modes include **Dark Pool** levels and **BT Cloud** (EMA/SMA cloud fills). Futures roots hide GEX, Net Flow, Dark Pool, and Charm - the chart is price and session tools only.

**Style** (toolbar): switch the GEX render between **Lines**, **Bubbles**, and **Channels** when GEX is on.

**Auto: Live / Off**: Live streams forming-bar updates. Off freezes the frame (shows FROZEN). Required for tick-by-tick futures updates on Pulse.

## Drawing tools

Turn on **Drawing tools** in Modes. The toolbar docks in a **left gutter** beside the plot (it does not cover candles).

- **Pan** and **Select** stay as primary buttons.
- **Flyouts** group tools: **Lines** (h-line, h-ray, v-line, trend line, parallel channel, measure), **Fib**, **Shapes** (rectangle, ellipse), **Position** (long/short), **Annotate** (arrow, text, callout), and **View**. Each flyout remembers your last-used tool.
- **Undo / redo**: Cmd/Ctrl+Z and Shift+Z (or Y). Right-click a drawing for duplicate, lock, z-order, delete.
- **Per-timeframe visibility**: context menu or style bar - **All timeframes** vs **This TF only** (`tfScope`). Drawings can show on every interval or only the one you drew on.
- **Keys** panel: Pulse-local shortcuts (draw tools, undo, duplicate, delete).

Drawings save to your account per ticker and **sync between web and the mobile app** - draw a level on desktop and it is there on your phone. A local copy keeps working offline. Magnet snap, multi-select, and style (color, opacity) are available from the style bar and context menu.

### Alerts from your levels

Your drawn levels can watch the tape for you:

- **Right-click a drawn line** and choose **Add alert on this drawing** - the alert arms at the line's price.
- **Right-click empty chart** to set an alert at that price without drawing first.
- The **bell icon** on the draw toolbar opens the **alerts manager** panel - list, edit, re-arm, and delete your alerts in one place.
- A server-side scanner checks your alerts roughly **every minute** - you do not need to keep the chart open.
- Alerts work on **web and the mobile app**, and alerts created on one platform show on the other.

## Chart types

Use the **Style** control on the toolbar (separate from overlay Style):

- **Candles** (Trade Echo default)
- **Line**
- **Area**
- **Heikin-Ashi**

Theme can stay Trade Echo or switch to **BT Cloud** candle styling when BT Cloud mode is on.

## Futures on Pulse

Search a futures root - `ES`, `NQ`, `MES`, `MNQ`, `RTY`, `YM`, `CL`, `GC`, `ZN` - and Pulse loads Globex-session candles from the futures bars API.

- **Auto: Live** opens the same Echo Map SSE stream used on `/futures` (`/futures/echo-map/:root/stream`). Last ticks update the **forming bar** (cursor and mapDelta price bar when available).
- **Best feel on minute timeframes** (1m, 3m, 5m, 15m, 30m). Hourly and daily use REST backfill only.
- Equity overlays (GEX, Net Flow, Charm, Dark Pool) are hidden on futures roots.
- For the full dealer map - pressure heatmap, volume profile, gamma walls, CVD, replay, and session lenses - open **Futures** and use the [Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide).

Globex closed or a quiet tape means little movement on the forming bar even with Live on.

## Recommended starting overlays

Turn on **GEX + Charm Drift first** (equities). Add **Net Flow**, **Dark Pool**, or **BT Cloud** only when you need confirmation - not by default.

| Overlay | When to add |
|---------|-------------|
| **GEX + Charm Drift** | Always (equities) - structure + time pressure on the chart |
| **Net Flow** | Confirm or challenge dealer bias with session premium |
| **Dark Pool** | Reaction zones at institutional prints |
| **BT Cloud** | Trend context over dealer levels |

**Style (toolbar):** **Lines** for fast intraday reads, **Bubbles** for magnitude, **Channels** for streaming and zone trading.

**Session defaults:** **RTH**, **5m** timeframe, **Auto: Live**. Use **Fit** after reviewing earlier price action.

## 60-second first session

1. Complete the [Dealer Edge 60-second GEX read](https://tradeecho.com/docs/features/dealeredge/quick-start) and [Charm location check](https://tradeecho.com/docs/features/dealeredge/charm-lens) for your symbol.
2. Open **Pulse** from the sidebar and enter the same symbol (`SPY`, or `/ES` for futures).
3. Pick **5m** and turn **Auto: Live** on.
4. Open **Modes** - enable **GEX** and **Charm Drift** (equities) or skip overlays on futures.
5. Hover the chart - confirm levels match Dealer Edge Key Levels.
6. Optionally add **Net Flow** or **Dark Pool** as a filter.
7. Enable **Drawing tools** if you want trigger/invalidation lines on structure.

## Related

- [Gravity Path](https://tradeecho.com/docs/features/pulse/gravity-path) - forward dealer arc setup and read template
- [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow) - full daily routine and live read template
- [Reading the Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide) - full futures heatmap, CVD, and gamma on `/futures`
- [Futures Quick Start](https://tradeecho.com/docs/features/futures/quick-start) - Echo Map in five minutes
- [Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start) - heatmap and Focus panel behind Pulse overlays
- [Net Flow](https://tradeecho.com/docs/features/dealeredge/net-flow) - what the Net Flow overlay measures
- [GEX Heatmap Guide](https://tradeecho.com/docs/features/dealeredge/gex-heatmap-guide) - gamma levels Pulse draws on equities

---

*Trade Echo docs are for product education only - not financial advice.*

---

# Pulse Gravity Path

> Set up and read Pulse Gravity Path - forward dealer-gravity arc, window pills, expiration lens, and futures projection.

Source: https://tradeecho.com/docs/features/pulse/gravity-path (updated 2026-08-04)

**Gravity Path** is a Pulse overlay that projects a **forward dealer-gravity arc** from the current price toward the **GEX anchor** (king node). It uses the same live gamma snapshot as **GEX** and **Charm Drift**, but renders into **future whitespace** on the chart so you can see where dealer positioning suggests price may gravitate through the rest of the session (or multi-day window).

**Important:** Gravity Path is a **contextual gravity estimate - not a trade signal**. Use it with structure from [Dealer Edge](https://tradeecho.com/docs/features/dealeredge/quick-start), not as a standalone entry trigger.

---

## Where to turn it on

1. Open **Pulse** (`/pulse`) and load your symbol.
2. Open **Modes** on the toolbar.
3. Toggle **Gravity Path** on (same menu as GEX, Charm Drift, Net Flow).

When Gravity Path is on, two pill rows appear under the toggle:

| Control | Options | What it does |
|---------|---------|--------------|
| **Window** | **1D**, **2D**, **3D** | How far forward the arc projects (RTH-scaled bar count, through that session's **4:00 PM ET** close) |
| **Expiration lens** | **Front**, **F+2**, **F+3** | Which expiries feed the anchor and path (front expiry only vs front + next two / three) |

Your choices persist in Pulse overlay prefs (web and mobile stay in sync).

### Recommended starting setup

| Setting | Start here | Why |
|---------|------------|-----|
| **Window** | **1D** | Same-session read for intraday structure |
| **Expiration lens** | **Front** | Cleanest 0DTE / front-week magnet for day trades |
| **Timeframe** | **5m** | Matches the [Charm + Pulse workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow) baseline |
| **Companion overlays** | **GEX + Charm Drift** | Levels on chart + time-decay context before trusting the arc |

Move to **2D** or **3D** when you want a swing-style horizon (through tomorrow or day-after close). Use **F+2** or **F+3** when front expiry is thin and you want the path to reflect the next monthly / weekly stack.

---

## What you see on the chart

Gravity Path draws **into the right-side forward zone** (about 25% of the visible window). The chart shifts so candles stay readable and the arc has room to breathe.

| Element | Meaning |
|---------|---------|
| **Vertical "now" line** | Last completed / forming bar - everything to the right is projection |
| **Cyan arc** | Smooth path from spot through defense strikes toward the **anchor** |
| **Soft shaded band** | Upper and lower bounds from the strongest gamma strikes above/below spot in your expiration lens |
| **Target dot** | Path endpoint at the anchor price |
| **Pill labels** (`$612 · 18.2%`) | Strike price + **share of total \|gamma\|** in the lens - brighter pill = anchor target |
| **Footer chip** (below chart) | Active config summary, e.g. `2D · front + 2 · through Wed 4:00 PM ET · 5m checkpoints` |

The arc is built from:

1. **Spot** (current price)
2. **Defense lines** between spot and anchor (from aggregated gamma)
3. **Anchor** (strongest \|gamma\| strike in the lens)
4. A subtle **charm tilt** toward the strongest \|charm\| strike in the lens (blended toward the end of the path - on by default in the engine)

---

## How to read it (60-second template)

Say this **after** your normal GEX + Charm read from Dealer Edge:

```
Spot is [above/below] Anchor [X]. Gravity Path arcs [up/down] toward [X]
through [1D/2D/3D window], using [Front / F+2 / F+3] gamma.
The wedge bands sit between [lower] and [upper]. Path [agrees / conflicts]
with Charm Drift at [Z]. I treat the arc as context, not a forecast -
I still need price to respect structure before sizing.
```

### Bullish pinning context

- Spot **below** anchor, path curves **up** toward anchor
- **GEX Rating 4-5**, price **above** Flip
- Charm Drift **below** spot or aligned toward anchor
- Path band is **tight** - pin-friendly day

**Use:** Pullbacks toward defense / lower wedge band with anchor as magnet - not random mid-range chase.

### Volatile / breakdown context

- Spot **above** anchor, path curves **down**
- **GEX Rating 1-2**, price **below** Flip
- Path band is **wide** or spot already outside the wedge
- Arc **conflicts** with Charm Drift

**Use:** Reduce size, shorter holds, do not treat the arc as a slow pin target.

### When the arc looks flat

If spot is almost on top of the anchor, you may see a **dashed forward guide** instead of a steep arc - dealers are already at the magnet. Switch to **GEX lines** and **Charm Drift** for nuance; Gravity Path adds less value until spot separates from anchor again.

---

## Settings deep dive

### Window (1D / 2D / 3D)

| Window | Projects through | Best for |
|--------|------------------|----------|
| **1D** | Today's **4:00 PM ET** close | 0DTE / intraday pinning and fades |
| **2D** | Next session **4:00 PM ET** | Overnight hold + next-day magnet |
| **3D** | Second forward session close | Short swing context (still not a multi-week forecast) |

Forward bar count scales with your **timeframe** (more bars on 1m, fewer on 1H). The footer chip shows the through-time in ET.

### Expiration lens (Front / F+2 / F+3)

| Lens | Aggregates | Best for |
|------|------------|----------|
| **Front** | Nearest expiry only | 0DTE, same-day pin, clearest single magnet |
| **F+2** (front + 2) | Front three expiries | Weekly + front month blend |
| **F+3** (front + 3) | Front four expiries | When monthly structure matters more than 0DTE noise |

The anchor, defense lines, wedge bounds, and pill percentages all recompute from the selected lens. If **Front** flickers on a name with heavy back-month gamma, try **F+2**.

---

## Equities vs futures

| Symbol type | Gravity Path |
|-------------|--------------|
| **Equities / index underlyings** (SPY, QQQ, AAPL, SPX where available) | Full gamma from Dealer Edge snapshot |
| **Futures roots with projection** | **ES, MES** → SPX gamma projected onto futures price; **NQ, MNQ** → NDX; **RTY** → RUT; **YM** → DJX (strike scale adjusted) |
| **Other futures** | Gravity Path hidden (no projected gamma spec) |

Futures projection uses the same **basis math** as [Futures Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide) - index levels shifted onto the futures axis. Turn **Auto: Live** on for the freshest basis on forming bars.

Equity-only overlays (Net Flow, Dark Pool, full Charm shelf) may still be hidden on futures roots; Gravity Path is the dealer-context exception where projection exists.

---

## Setup checklist

1. Complete [Dealer Edge GEX](https://tradeecho.com/docs/features/dealeredge/quick-start) + [Charm lens](https://tradeecho.com/docs/features/dealeredge/charm-lens) for the symbol.
2. Open **Pulse**, same symbol, **5m**, **RTH**, **Auto: Live**.
3. **Modes** → **GEX** + **Charm Drift** on (equities).
4. **Modes** → **Gravity Path** on → pick **1D** + **Front** to start.
5. Confirm footer chip window matches your intent.
6. Read arc direction vs Anchor and Flip **before** adding Net Flow or Dark Pool as filters.

---

## Common mistakes

| Mistake | Fix |
|---------|-----|
| Treating the arc as a guaranteed target | Use as **context** with GEX Rating, Flip, and Charm agreement |
| **3D + F+3** on a 0DTE scalp | Over-smooths - drop to **1D + Front** |
| Gravity Path without **GEX** on | Turn GEX on so levels and arc share one snapshot |
| Ignoring the footer chip | Chip confirms window, lens, and through-time - read it every toggle |
| Expecting Gravity Path on **CL / GC / ZN** | No projection spec - use [Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide) instead |

---

## Related

- [Pulse Quick Start](https://tradeecho.com/docs/features/pulse/quick-start) - overlays, Modes menu, futures live ticks
- [Charm + Pulse Workflow](https://tradeecho.com/docs/features/dealeredge/dealeredge-charm-pulse-workflow) - daily routine before Gravity Path
- [Anchor, Flip, and Defense Lines](https://tradeecho.com/docs/features/dealeredge/anchor-points-defense-lines) - what the arc targets
- [GEX Rating System](https://tradeecho.com/docs/features/dealeredge/gex-rating-system) - pin vs volatile day type
- [Gamma on Futures](https://tradeecho.com/docs/features/futures/gamma-on-futures) - how index gamma maps to ES/NQ

---

*Trade Echo docs are for product education only - not financial advice.*

---

# OptionFlow Quick Start

> Master real-time options flow in 10 minutes - institutional trades, premium filters, sentiment analysis, and high-momentum day trading setups.

Source: https://tradeecho.com/docs/features/optionflow/quick-start (updated 2026-07-26)

Option Flow tracks real-time options trades, revealing institutional "smart money" moves through detailed metrics like size, value, sentiment, and execution. It acts as your scanner to identify stocks with breakout potential for high-momentum day trading.

![OptionFlow scanner showing real-time options flow data](https://tradeecho.com/docs/img/app/optionflow.png)

---

## What is Option Flow?

### What You Get

- **Real-time Trade Data**: See every options trade as it happens
- **Smart Money Tracking**: Follow institutional activity
- **Advanced Filtering**: Target exactly the trades you want
- **Momentum Identification**: Spot breakouts before they happen
- **Premium Tracking**: See total capital committed

### Why Option Flow Matters

Options are front-running indicators. When institutions buy calls, they expect price to rise. When they buy puts, they expect price to fall. Option Flow shows you where the money is flowing before it becomes obvious on the chart.

**Example Alert**: "Large trade detected: SPX 3700 Puts 01/16/26 @ 23.90 - Size: 4000x - Value: $9.6 Million."

Someone just bet $9.6M that SPX will drop below $3,700. That is significant.

### Target Returns

| Trade Type | Target Returns |
|------------|-----------------|
| Short-term options | 50-150% |
| 0DTE trades | 100-300% |
| Momentum plays | 200-500% |

High risk equals high reward. Only risk 1-2% per trade.

---

## Configuring Your Filters

These filters target high-momentum plays that day traders use for 200-500% returns:

| Filter | Setting | Purpose |
|--------|---------|---------|
| Price | Less than $2.00 | Targets low-cost, high-leverage options |
| Size | Greater than 500 | Identifies large trades, institutional interest |
| Sentiment | Bullish | Focuses on trades betting on price increases |
| Execution | At Ask | Selects aggressive buys, showing urgency |
| DTE | Max 21 days | Prioritizes short-term options; set DTE max to 0 for 0DTE day trading |

### Setting Up Your Filters

1. Open the Option Flow interface
2. Click the Filter button
3. Input the settings from the table above
4. Enable Auto Refresh for real-time data
5. Or start from the built-in presets - Directional, Repeaters, Sweeps, OTM calls, OTM puts

### Pro Tips

- **Day Trading**: Use 0DTE or 1-2DTE only
- **Momentum Plays**: Start from the **Sweeps** preset, then tighten DTE max to 14 and raise the premium floor for conviction
- **Built-In Presets**: Switch between Directional, Repeaters, Sweeps, OTM calls, and OTM puts for different strategies
- **Update Daily**: Market conditions change - adjust filters accordingly

---

## Understanding the Data Format

### Trade Display Format

"SPX 2800 Puts @ 11.00 - Size: 6000x - Value: $6.6 Million."

| Part | Meaning |
|------|---------|
| SPX | Underlying stock or index |
| 2800 | Strike price |
| Puts | Option type (betting price goes down) |
| @ 11.00 | Premium per contract |
| 6000x | Number of contracts |
| $6.6 Million | Total premium (Price x Size x 100) |

### Key Metrics

**Size (Contracts)**: Number of contracts traded. Size indicates institutional interest.

- Under 100 = Retail
- 100-500 = Mixed
- 500-2,000 = Institutional
- Over 2,000 = Whale activity

**Value (Premium)**: Total capital committed.

- Under $10K = Small bet
- $10K-$100K = Medium interest
- $100K-$1M = Big interest
- Over $1M = Huge commitment

**Sentiment**: Directional bias. Bullish = calls (price up). Bearish = puts (price down). Neutral = hedging.

**Execution**: How the trade was executed. At Ask = aggressive buyer. At Bid = willing seller. Between = negotiated.

**Flow Score**: Trade Echo's conviction score for each print - shown as a column, and you can set a Flow Score minimum in the Filters panel to hide low-conviction rows.

---

## Finding Momentum Setups

### Trade Clusters

Multiple bullish trades on the same stock indicates strong buying pressure. This is one of the strongest signals.

**Example**: Four alerts on XYZ, all bullish, all at ask, all 0DTE. Total 2,800 contracts, $525K premium. This is a momentum play.

### Other Signals

- **High Premium Trades**: Premiums over $100K show significant capital commitment
- **Volume Over Open Interest**: Suggests new positions being opened
- **Strike Clustering**: Multiple trades on same strike = key level importance

### Sorting Options

- Sort by Premium: Find the biggest commitments first
- Sort by Volume: Find the most active trades
- Sort by Size: Find the largest contract sizes

---

## Confirming with Price Action

Option Flow identifies candidates; price action validates entries. Never trade from alerts alone - always check the chart first.

### What to Look For

1. **Breakouts**: Price breaking above resistance with high volume + heavy call buying in Option Flow
2. **Support Bounces**: Price rebounding from support + shift from puts to calls in Option Flow
3. **Bullish Patterns**: Hammers, bullish engulfing, morning stars + bullish sentiment in Option Flow

### Chart Indicators

- RSI: Oversold (30) before buying calls
- Moving Averages: Price above 20MA = bullish trend
- Volume: Higher than average confirms move
- VWAP: Price above VWAP = bullish intraday

---

## Executing Your Trades

### Entry Strategy

1. Option Flow alert received - trade meets your filters
2. Check price action - validate on chart
3. Select strike - same strike as alert or slightly OTM
4. Check liquidity - tight bid-ask spread, high volume
5. Enter quickly - prices move fast on momentum

### Liquidity Check

**Good Liquidity**: Bid-ask spread under $0.05, volume over 100, open interest over 500

**Poor Liquidity**: Bid-ask spread over $0.10, volume under 50, open interest under 100 - avoid

### Target and Stop Table

| Trade Type | Target | Stop Loss | Exit Time |
|------------|--------|-----------|-----------|
| 0DTE | 50-100% gain | 20% below entry | 1-2 hours before close |
| 1-3 DTE | 75-150% gain | 25% below entry | Same day if up big |
| 1-2 weeks | 100-200% gain | 30% below entry | Watch support |

---

## Risk Management

### Golden Rules

- Position Sizing: Only risk 1-2% of capital per trade
- Stop-Losses: Always set 20-30% below entry
- Time Exits: Exit 0DTE trades 1-2 hours before expiration
- Liquidity: Only trade options with tight spreads
- Track Performance: Review what works, stop what does not

### Position Sizing Calculator

- Account: $10,000
- Max Risk: 2% = $200
- Option Premium: $2.00
- Stop Loss: $1.60 (20% below)
- Max Loss Per Contract: $0.40
- Contracts: $200 divided by 0.40 = **5 contracts max**

### Common Mistakes

- Over-sizing: Risk 2% max, not 50%
- No stop loss: Always set stop before entering
- Holding into close: Exit 0DTE by 2 PM
- Poor liquidity: Only trade tight spreads (under $0.05)

### PDT Rule

If you have less than $25K: limited to 3 day trades per 5 trading days. 0DTE = day trade. Choose your 3 best setups per week only.

---

## Quick Reference

### Daily Workflow

1. 9:30 AM: Open Option Flow, enable Auto Refresh
2. 9:31 AM: Apply filters (Size over 500, Price under $2, DTE max 21)
3. 9:35 AM: Watch for first high-value alert
4. 9:36 AM: Check price action on chart
5. 9:40 AM: If confirmed = Enter trade with stops
6. Throughout day: Monitor for additional clusters
7. 2:00 PM: Exit all 0DTE positions
8. End of day: Review performance

### Decision Tree

```
START → Option Flow Alert
Size >500 contracts?
├─ NO → Ignore (not big enough)
└─ YES → Value >$100K?
    ├─ NO → Ignore (low commitment)
    └─ YES → Single direction (bullish OR bearish)?
        ├─ NO → Ignore (hedge)
        └─ YES → Check price action:
            ├─ Supports direction? → YES = ENTER TRADE
            └─ Multiple alerts on same stock? → YES = STRONG SIGNAL
```

### Top 5 Rules

1. Filter everything - only look at trades that meet your criteria
2. Verify always - check price action before every trade
3. Size smart - risk 1-2% max per trade
4. Set stops - always know your exit point
5. Exit early - close 0DTE by 2 PM

---

# OptionFlow Filter Settings

> This guide covers the Option Flow filters, the built-in presets, and tips for adjusting based on market conditions.

Source: https://tradeecho.com/docs/features/optionflow/filter-settings (updated 2026-07-26)

This guide covers the Option Flow filters, the built-in presets, and tips for adjusting based on market conditions.

---

## Filter Overview

Option Flow filters let you target exactly the trades that match your strategy. Open the **Filters** panel and combine any of the following:

| Filter | Description |
|--------|-------------|
| **Sentiment** | Bullish, Bearish, or All |
| **Call / Put** | Show only calls or only puts |
| **OTM Calls / OTM Puts** | Toggles - out-of-the-money calls or puts only |
| **Price &lt; $2** | Toggle - low-cost, high-leverage contracts |
| **Size &gt; 500** | Toggle - larger prints showing institutional interest |
| **Premium &gt; $100K / &gt; $250K** | Toggles - minimum total trade value |
| **Premium min / max** | Custom dollar range for total premium |
| **DTE min / max** | Days-to-expiration range (set max to 0 for 0DTE only) |
| **Volume &gt; OI** | Toggle - volume exceeding open interest suggests new positions |
| **Execution** | At/above ask (aggressive buys) or at/below bid (aggressive sells) |
| **Flow Score minimum** | Hide rows below a minimum Flow Score |
| **Date range** | Limit the feed to a specific date window |

---

## Built-In Presets

Five one-click presets sit above the table. These are curated signal views - there are no user-saved presets:

| Preset | What it shows | Best for |
|--------|---------------|----------|
| **Directional** | Ask-side calls or bid-side puts with conviction (premium plus Flow Score) | Clean directional bets |
| **Repeaters** | The same ticker printing multiple times within a short window | Institutions building a position |
| **Sweeps** | Sweep executions only | Urgent, aggressive orders |
| **OTM calls** | Out-of-the-money calls only | Bullish speculation |
| **OTM puts** | Out-of-the-money puts only | Bearish speculation or hedging |

Presets stack with the Filters panel - start from a preset, then tighten with premium, DTE, or execution filters.

---

## Example Setups

### Conservative (swing trading, lower risk)

| Filter | Setting |
|--------|---------|
| Premium | &gt; $250K toggle on (or a higher Premium min) |
| DTE | Min 7 |
| Volume &gt; OI | On |
| Execution | At/above ask |

**Use when**: You want larger, more established institutional bets with less time decay risk.

### Aggressive (0DTE day trading)

| Filter | Setting |
|--------|---------|
| Price &lt; $2 | On |
| Size &gt; 500 | On |
| DTE | Max 0 (0DTE only) |
| Execution | At/above ask |
| Sentiment | Bullish or Bearish (pick a side) |

**Use when**: You are focused on same-day moves and accept higher volatility.

### Momentum (high-conviction directional)

| Filter | Setting |
|--------|---------|
| Preset | Directional |
| Premium | &gt; $250K toggle on |
| DTE | Max 14 |
| Flow Score | Minimum set (raise it until only strong rows remain) |

**Use when**: You want high-leverage, high-volume momentum setups.

---

## Adjusting for Market Conditions

### High Volatility (VIX elevated)

- Turn on Size &gt; 500 and the Premium &gt; $100K or &gt; $250K toggle to reduce noise
- Raise the Flow Score minimum if the feed is crowded
- Set DTE max to 0-2 for day trading

### Low Volatility (VIX low)

- Relax the size and premium toggles to catch more flow
- Keep a Premium min in place to focus on conviction
- Slightly longer DTE ranges (7-14) can work for swing plays

### Trending vs. Range-Bound

- **Trending**: Favor single-direction sentiment (Bullish or Bearish), or use the Directional preset
- **Range-Bound**: Consider both directions or no sentiment filter; flow may be more hedged

### Time of Day

- **Pre-market / Open**: DTE max 0-2 for morning momentum
- **Midday**: Same filters; watch the Repeaters preset for clusters
- **Afternoon**: Tighten filters; avoid new 0DTE entries after 2 PM

---

## Option Flow Alert Tiers

Option Flow alerts come in three tiers - **Golden**, **Aggressive**, and **Unusual** - managed from the alert preferences page in the app. Each tier is configurable with:

- **Minimum premium** ($)
- **Flow type** - Sweep, Block, or Trade
- **Execution side** - at/above ask, at/below bid, or midpoint
- **Volume &gt; Open Interest** toggle
- **Max DTE** (0 = no cap)

Tune the tiers so each one means something to you - for example, keep Golden strict (high premium, sweeps at ask, Volume &gt; OI) so a Golden alert is always worth a look.

---

## Tips for Fine-Tuning

1. **Start strict, then relax**: Begin with the premium and size toggles on. If you see too few rows, loosen one dimension at a time.
2. **Lean on presets**: Directional and Repeaters do the heavy lifting - layer filters on top rather than building from scratch.
3. **Track what works**: Note which preset and filter combinations produced your best trades.
4. **Update weekly**: Market regime changes; revisit filters at least weekly.

---

# OptionFlow AI Flow Assistant

> The AI Flow Assistant lets you ask natural-language questions about options flow and get instant, institutional-level analysis. Use it to surface high-value…

Source: https://tradeecho.com/docs/features/optionflow/ai-flow-assistant (updated 2026-03-15)

The AI Flow Assistant lets you ask natural-language questions about options flow and get instant, institutional-level analysis. Use it to surface high-value flow, ratios, and unusual activity without manually scanning filters.

---

## What the AI Flow Assistant Does

The assistant analyzes real-time and historical options flow data and answers questions in plain language. It can:

- Filter flow by premium, size, ticker, and expiration
- Compute call/put ratios and sentiment
- Identify unusual options activity
- Summarize flow by time period or symbol

---

## Example Queries

### High-Value Flow

- "Show me today's $1M+ options flow"
- "What are the largest options trades in the last hour?"
- "List all trades over $500K premium today"

### Ratios and Sentiment

- "What is the call/put ratio for NVDA today?"
- "Show me bullish vs. bearish flow for SPX"
- "What is the sentiment breakdown for TSLA this week?"

### Unusual Activity

- "Top unusual options activity right now?"
- "Which tickers have the most unusual flow today?"
- "Show me stocks with volume significantly above open interest"

### Ticker-Specific

- "What options flow is there for AAPL?"
- "Show me all NVDA calls over $100K today"
- "Flow for SPX 0DTE in the last 30 minutes"

---

## How to Use It Effectively

### 1. Be Specific

- Good: "Show me NVDA call flow over $250K in the last 2 hours"
- Vague: "Show me some flow"

### 2. Combine with Time Frames

- "Today", "this week", "last hour", "pre-market" help narrow results
- For day trading, focus on "today" or "last hour"

### 3. Use for Screening

- Ask for high-value or unusual flow first
- Then apply your manual filters (e.g. price, size, expiration) on the results

### 4. Cross-Check with Manual Analysis

- AI answers are a starting point, not a substitute for your process
- Confirm with price action, Dealer Edge, and Algo Edge before trading

---

## Combining AI Insights with Manual Analysis

### Workflow Example

1. **AI**: "Show me today's $1M+ options flow"
2. **Review**: Note tickers and strikes with the largest premium
3. **Manual**: Open Option Flow, apply your filters, look for clusters on those tickers
4. **Confirm**: Check Dealer Edge direction and price action
5. **Execute**: Enter only when your full checklist is satisfied

### When AI Helps Most

- Scanning many symbols quickly
- Getting call/put ratios without manual calculation
- Finding unusual activity you might have missed
- Summarizing flow for a specific ticker or time window

### When to Rely on Manual Filters

- Fine-tuning by premium, size, and expiration
- Verifying execution (at ask vs. bid)
- Checking strike clustering and repeat alerts
- Building and maintaining your watchlist

---

## Best Practices

1. **Use AI for discovery**: Let it surface candidates, then validate manually
2. **Iterate on queries**: If the first answer is too broad, add constraints (ticker, size, time)
3. **Stay consistent**: Use similar query patterns so you can compare results over time
4. **Do not trade on AI alone**: Always confirm with your full trading checklist

---

# Darkpool

> Read dark pool prints with EchoScore, Block/Unusual/@Magnet/Accum badges, per-ticker rollups, and the Snapshot levels view.

Source: https://tradeecho.com/docs/features/darkpool (updated 2026-09-25)

Dark pools are private venues where institutions execute large stock trades away from the public order book. Trade Echo streams those **prints** live and scores them - so instead of a wall of rows, you see which prints actually matter and **at what price levels** institutions keep transacting.

![Darkpool activity table](https://tradeecho.com/docs/img/app/darkpool.png)

---

## What a print tells you

Each row is one dark pool trade: ticker, size, price, notional amount, and time. Individually a print is just a data point. In aggregate, repeated size at the same price marks **levels institutions care about** - which is what the Snapshot view is built around.

---

## EchoScore

Every print gets an **EchoScore (0-1)** - print significance derived from **notional size, relative volume, and share of the day's volume**. The score renders as a gradient bar: amber for routine prints sweeping to green for standouts.

Use the **min-score quick filter** (0.50+ / 0.70+ / 0.90+) to cut the feed down to prints worth a look. A 0.90+ print on a mid-cap name is rare - that is the tape talking.

---

## Badges

Prints can carry up to four badges:

| Badge | Meaning |
|-------|---------|
| **Block** | Notional of **$100M+** in a single print |
| **Unusual** | Print size is **3x or more** the ticker's 30-day average volume |
| **@Magnet** | The print sits at a price level that keeps attracting repeated dark pool activity |
| **Accum** | The ticker is showing an ongoing accumulation pattern |

Block and Unusual are derived from the row itself; @Magnet and Accum come from Trade Echo's accumulation engine watching activity over time. You can filter the feed by badge.

---

## Views and quick filters

The view dropdown switches between **All prints**, **$50M+**, **$100M+**, and **Snapshot**.

On All Prints, quick filters narrow by **premium** ($1M+ / $10M+ / $50M+ / $100M+) and **size** (10K+ / 50K+ / 100K+ / 500K+) alongside the EchoScore filter. Search and filters apply to every page of results, not just the page on screen.

### Per-ticker rollup

Focus a ticker and a **rollup strip** appears: 30-day average and last-day dark pool premium (from nightly rollups) plus today's **active level** and spot price. It answers "is today's activity normal for this name?" in one glance.

---

## Snapshot view

Snapshot turns prints into **levels**:

- **Levels rail** - the price levels with the most dark pool premium, ranked; sort by premium, print count, or cluster size
- **Premium profile** - how premium distributes across price, so you can see where the volume actually sits relative to spot
- **Chart panel** - price with dark pool levels overlaid
- **Window and filter chips** - change the lookback window and minimum premium ($50M+ / $100M+ / $300M+)

![Darkpool Snapshot view with levels rail and premium profile](https://tradeecho.com/docs/img/app/darkpool-snapshot.png)

---

## Trading with dark pool levels

1. Find a name with **Accum** or repeated **@Magnet** prints
2. Open **Snapshot** and note the top 2-3 levels near spot
3. Treat heavy levels as **support/resistance zones** - institutions defended them before
4. Confirm with [Dealer Edge](https://tradeecho.com/docs/features/dealeredge/quick-start) (do gamma walls agree?) and [OptionFlow](https://tradeecho.com/docs/features/optionflow/quick-start) (is options money leaning the same way?)

Dark pool prints are **not directional by themselves** - a print records a trade, not whether the initiator was buying or selling. Levels plus confirmation is the edge.

---

## Web and mobile

Darkpool is available on **web and mobile**. The Snapshot levels view and per-ticker rollup strip described above are the web experience; mobile carries the live prints feed.

---

## Next Steps

- [Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start) - confirm levels against gamma
- [Snapshot](https://tradeecho.com/docs/features/snapshot/quick-start) - market-wide sentiment context
- [Workspace](https://tradeecho.com/docs/features/workspace) - put the Darkpool tile next to your chart

---

# AlgoEdge Quick Start

> Master real-time options trade alerts in 10 minutes - 9 channels, SPX 0DTE strategy, and institutional flow detection for day traders.

Source: https://tradeecho.com/docs/features/algoedge/quick-start (updated 2026-07-06)

Master real-time options trade alerts in 10 minutes. For day traders and options flow traders.

![AlgoEdge showing large trades, volume by time, and unusual activity](https://tradeecho.com/docs/img/app/algoedge.png)

## What is AlgoEdge?

AlgoEdge is your real-time options trade alert system that monitors and tracks significant options trades across the market, helping you spot high-momentum setups for day trading, especially 0DTE (zero days to expiration) opportunities.

### What You Get

- **Real-time Alerts:** Instant notifications for large, unusual, or high-value trades
- **9 Specialized Channels:** Each filtering trades for specific strategies
- **Search Ticker Box:** Filter alerts by specific stocks
- **Summary Statistics:** Right-side panel with market insights
- **Auto-Refresh:** Updates every 60 seconds automatically

### Key Benefits

- Spot institutional activity before it moves the market
- Identify 0DTE opportunities for quick day trading gains
- Track momentum before it becomes obvious to everyone
- Filter out noise to focus on high-impact trades only

---

## The 9 Channels Explained

| Channel | What It Shows | Best For |
|---------|---------------|----------|
| **Large Trades** | Biggest options trades across all stocks | Major market movements, institutional activity |
| **Executive Trades** | High-volume SPY and QQQ with short expirations | Index-based strategies, ETF trading |
| **SPX 0DTE** | Same-day expiry SPX trades only | Fast-paced day trading, high leverage |
| **Momentum Trades** | High-volume, low-priced, near-term | Catching momentum early |
| **Directional Trades** | Trades showing specific market direction | Following smart money |
| **Weekly Trades** | Large trades expiring within a week | Short-term market bets |
| **High Value 0DTE** | High-impact same-day across major indices | Intraday opportunities |
| **Small Trades** | Smaller, high-volume outside major indices | Niche momentum opportunities |
| **Insider Trades** | Aggressive far-OTM bets flagged by the insider-detection algorithm (adds an OTM % column) | Pre-catalyst research, unusual conviction on single names |

---

## Finding the Best Trades

### What Makes a Good Alert?

- **Size:** >1,000 contracts (shows institutional interest)
- **Value:** >$250K (significant capital at risk)
- **Single-sided:** Just calls OR just puts (not both)
- **Far OTM:** 5%+ from current price (high leverage potential)
- **Repeat signals:** Same direction multiple times

### What to Avoid

- Paired trades (buying calls AND puts - hedging)
- Small size (under 100 contracts - retail noise)
- Near-the-money strikes (low leverage)
- Counter-trend moves (fighting the market)

---

## SPX 0DTE Day Trading Strategy

### 6-Step Checklist

1. **Identify Large Trades** - Size >1,000, Value >$250K, single-sided
2. **Check Market Context** - SPX moved 1%+, clear trend, above-average volume
3. **Look for Far OTM Strikes** - 5-10% from current, low premium $0.50-$3
4. **Wait for Repeat Signals** - Multiple same-direction, 5+ minutes continuous flow, increasing size
5. **Execute Quickly** - Within 5-10 min, 20% stop, 50-100% target
6. **Manage** - Take 50% profit quickly, let runner ride, exit 1-2 hr before close

### Example: Perfect SPX 0DTE Trade

**Alert:** "SPX 5900 Calls @ 3.00 - Size: 1200x - Value: $360K - Time: 10:15 AM"

**Your Action:**

- Check: SPX at $5,875 (strike $5900 = +1.5% away)
- Context: SPX up 0.8% today, bullish momentum
- Enter: Buy 3 contracts at $3.00 = $900
- Target: $6.00 (100% gain) = $900 profit
- Stop: $2.40 (20% stop) = $180 max loss
- Exit: Close by 3:00 PM no matter what

---

## NDX Morning Sniper Strategy

Capture quick gains at market open:

1. Monitor at 9:30 AM ET - Check AlgoEdge as market opens
2. Find OTM NDX Calls - Look for calls above NDX price with >$250K value
3. Trade with trend - Only trade in the market's direction
4. Act fast - Enter within 5-10 minutes as prices spike
5. Lock profits - Exit at 50-100% gains quickly

NDX is extremely volatile - use smaller position sizes.

---

## Risk Management Rules

### Golden Rules

- **Position Sizing:** Only risk 1-2% of account per trade
- **Stop-Losses:** Always set a 20% stop below entry
- **Time Decay:** Exit 0DTE trades 1-2 hours before expiration
- **Verify Signals:** Don't trade blind - check price action
- **Pattern Day Trader:** Avoid if account under $25K

### Position Sizing Example

- Account: $10,000
- Max Risk: 2% = $200
- Option: $3.00, Stop: $2.40 (20%)
- Max Loss Per Contract: $0.60
- Contracts: $200 / $0.60 = 3 contracts max

### Common Mistakes

- **No Stop Loss** - Always set a stop-loss before entering
- **Over-Sizing** - Risk $200 max on $10K account, not $5,000
- **Holding Into Close** - Exit all 0DTE trades by 3:00 PM
- **Trading Small Alerts** - Only trade >1,000 contract alerts

### PDT Protection

If you have less than $25K:

- Limited to 3 day trades per 5 trading days
- 0DTE = day trading (enter and exit same day)
- Choose your 3 best setups per week only
- Consider swing trading instead

---

## Using Summary Statistics

The right-side panel shows real-time market insights.

### Key Metrics

- **Total Trades** - High = active market, Low = quiet
- **Total Value** - High = big money moving, expect volatility
- **Most Active Time** - Best entry times (9:30 AM, 12:00 PM, 2:00 PM)

### Visual Analytics

- **Top 5 Tickers** - Where big money is focused
- **Call vs Put Ratio** - 3:1 = very bullish, 1:3 = very bearish
- **30-Minute Intervals** - Volume spikes = best times to trade
- **Top Trades by Value** - Biggest institutional moves
- **Repeat Tickers** - Sustained interest = higher probability
- **Unusual Tickers** - Rare activity = contrarian opportunities

---

## Quick Reference

### Daily Workflow

1. Open Algo Edge at market open
2. Switch to SPX 0DTE channel
3. Wait for >1,000 contract, >$250K alert
4. Verify with market context
5. Enter with 20% stop, 50-100% target
6. Exit by 2 PM no matter what
7. Review stats for tomorrow's plan

### Decision Tree

- Size >1,000? No - Ignore. Yes - Continue
- Value >$250K? No - Ignore. Yes - Continue
- Single-sided (calls OR puts)? No - Ignore. Yes - Continue
- Strike 5%+ from current? No - Ignore. Yes - Continue
- Market moving same direction? No - Ignore. Yes - Enter trade

### Top 3 Rules

1. **Size Matters** - Only trade >1,000 contracts and >$250K value
2. **Verify Everything** - Check price action, trend, and volume before entering
3. **Protect Your Capital** - Always set stops, size positions, exit by 2 PM

---

## Common Questions

**Q: Which channel is best?**  
A: SPX 0DTE for day trading. Large Trades for swing trading.

**Q: How often should I trade?**  
A: Only take the A+ setups. 2-3 trades per week max.

**Q: What if I miss the alert?**  
A: Don't chase. Wait for the next high-quality alert.

**Q: Should I use auto-refresh?**  
A: Yes. It updates every 60 seconds automatically.

**Q: Can I trade with under $25K?**  
A: Yes, but limited to 3 day trades per week (PDT rule).

---

# The 9 AlgoEdge Channels Explained

> A deep dive on each channel, when to use it, and which to prioritize for your trading style.

Source: https://tradeecho.com/docs/features/algoedge/8-channels-explained (updated 2026-07-06)

A deep dive on each channel, when to use it, and which to prioritize for your trading style.

---

## 1. Large Trades

### What It Shows

The biggest options trades across all stocks - regardless of ticker, expiration, or type.

### Best Use Case

Spotting major market movements and institutional activity. When a trade shows 4,000+ contracts and $9M+ value, someone with serious capital is making a bet.

### Example Alert

"SPX 3700 Puts 01/16/26 @ 23.90 - Size: 4000x - Value: $9.6M"

### When to Prioritize

- Swing trading (multi-day holds)
- Market-wide sentiment
- Identifying the biggest institutional bets
- Pre-market research

---

## 2. Executive Trades

### What It Shows

High-volume SPY and QQQ trades with short expirations. Index-based, ETF-focused.

### Best Use Case

Index-based strategies and ETF trading. SPY and QQQ are the most liquid options markets - these alerts show where smart money is positioning on the broad market.

### Example Alert

"SPY 450 Calls 0DTE @ 2.50 - Size: 2000x"

### When to Prioritize

- Trading SPY or QQQ directly
- Index options strategies
- ETF-focused day trading

---

## 3. SPX 0DTE

### What It Shows

Same-day expiry SPX trades only. Zero days to expiration.

### Best Use Case

Fast-paced day trading with high leverage. Highest risk/reward. Best for traders who can act within minutes and exit before close.

### Example Alert

"SPX 5900 Calls @ 3.00 - Size: 1000x - Value: $300K"

### When to Prioritize

- Day trading (primary channel for 0DTE)
- High leverage, quick in-and-out
- Morning session (9:30 AM - 12:00 PM)

---

## 4. Momentum Trades

### What It Shows

High-volume, low-priced trades with near-term expirations. Often single stocks, not just indices.

### Best Use Case

Catching momentum before it becomes obvious. Low premium = high leverage. Multiple alerts on same ticker = strong signal.

### Example Alert

"TSLA 250 Calls 2DTE @ 0.50 - Size: 5000x"

### When to Prioritize

- Stock-specific momentum (TSLA, NVDA, etc.)
- Catching early moves
- When SPX is quiet but individual names are active

---

## 5. Directional Trades

### What It Shows

Trades showing a specific market condition or direction - often sweeps across exchanges, indicating conviction.

### Best Use Case

Following the smart money's direction. Multiple SPX calls in succession = bullish. Multiple puts = bearish.

### When to Prioritize

- Confirming trend direction
- NDX Morning Sniper (directional NDX flow at open)
- When you need conviction confirmation

---

## 6. Weekly Trades

### What It Shows

Large trades expiring within a week. Not 0DTE, but short-dated.

### Best Use Case

Short-term market bets and weekly strategies. Less time decay than 0DTE, but still leveraged.

### Example Alert

"AAPL 180 Puts 5DTE @ 3.00 - Size: 1500x"

### When to Prioritize

- Weekly options strategies
- Earnings plays (if within the week)
- When 0DTE is too volatile for your risk tolerance

---

## 7. High Value 0DTE

### What It Shows

High-impact same-day trades across major indices (SPX, NDX, etc.). Lower contract count but high dollar value.

### Best Use Case

Intraday opportunities with significant capital behind them. Institutional-sized same-day bets.

### Example Alert

"NDX 21340 Calls @ 38.10 - Size: 352x - Value: $1.3M"

### When to Prioritize

- NDX Morning Sniper
- When SPX 0DTE is quiet but NDX shows big flow
- High-value, lower-contract institutional bets

---

## 8. Small Trades

### What It Shows

Smaller, high-volume trades outside major indices. Niche opportunities.

### Best Use Case

Stock picking, niche momentum, finding unusual activity in less-followed names.

### Example Alert

"NVDA 450 Calls @ 2.00 - Size: 800x"

### When to Prioritize

- Stock-specific research
- When indices are flat
- Building a watchlist of active names

---

## 9. Insider Trades

### What It Shows

Trades flagged by the insider-detection algorithm - aggressive, far out-of-the-money positioning of the kind that often shows up before news. This is the only channel where the feed adds an **OTM %** column, so you can see exactly how far from the money each bet sits.

### Best Use Case

Hunting for "someone knows something" setups. A large, far-OTM, short-dated bet on a quiet name is worth a second look - check NewsEdge and the chart before acting.

### Example Alert

"XYZ 25 Calls 7DTE @ 0.35 - Size: 3000x - OTM: 18%"

### When to Prioritize

- Pre-catalyst research (earnings, FDA, M&A chatter)
- Screening for unusual conviction on single names
- Building an event-watch list

---

## Channel Priority by Trading Style

| Style | Primary | Secondary | Tertiary |
|-------|---------|-----------|----------|
| **0DTE Day Trader** | SPX 0DTE | High Value 0DTE | Momentum |
| **NDX Sniper** | High Value 0DTE | Directional | SPX 0DTE |
| **Swing Trader** | Large Trades | Weekly | Executive |
| **Stock Picker** | Momentum | Small Trades | Insider Trades |
| **Index Trader** | Executive | SPX 0DTE | Large Trades |
| **Catalyst Hunter** | Insider Trades | Large Trades | Weekly |

---

## Using the Search Ticker Box

Filter alerts by specific tickers:

- **SPX** - Only SPX trades
- **NDX** - NDX Morning Sniper focus
- **TSLA** - Tesla-specific flow
- **AAPL** - Apple-specific flow

Use this to focus on your watchlist and cut through the noise.

---

# SPX 0DTE Day Trading Strategy

> The complete strategy for day trading SPX 0DTE options using AlgoEdge alerts.

Source: https://tradeecho.com/docs/features/algoedge/spx-0dte-strategy (updated 2026-03-15)

The complete strategy for day trading SPX 0DTE options using AlgoEdge alerts.

---

## The 6-Step Checklist

### Step 1: Identify Large Trades

Look for SPX 0DTE alerts with:

- **Size:** >1,000 contracts
- **Value:** >$250K
- **Single-sided:** Calls OR puts only (not both - paired = hedge)

### Step 2: Check Market Context

Verify with price action:

- SPX has moved 1%+ today
- Trend is clear (not choppy)
- Volume is above average

### Step 3: Look for Far OTM Strikes

Best strikes are:

- 5-10% from current price
- Low premium ($0.50-$3.00)
- High potential leverage

### Step 4: Wait for Repeat Signals

Higher confidence with:

- Multiple same-direction alerts
- 5+ minutes of continuous flow
- Increasing size on each alert

### Step 5: Execute Quickly

Act within 5-10 minutes:

- Enter via your broker
- Set 20% stop-loss
- Target 50-100% gains

### Step 6: Manage the Trade

As it moves:

- Take 50% profit quickly
- Let runner ride to target
- Exit 1-2 hours before close

---

## Complete Example Trade

**Alert:** "SPX 5900 Calls @ 3.00 - Size: 1200x - Value: $360K - Time: 10:15 AM"

### Your Action

| Step | Check | Result |
|------|-------|--------|
| 1 | Size >1,000? | Yes (1200x) |
| 2 | Value >$250K? | Yes ($360K) |
| 3 | Single-sided? | Yes (calls only) |
| 4 | SPX at $5,875, strike $5900 | +1.5% OTM |
| 5 | SPX up 0.8% today | Bullish momentum |
| 6 | Enter | Buy 3 contracts @ $3.00 = $900 |
| 7 | Target | $6.00 (100% gain) = $900 profit |
| 8 | Stop | $2.40 (20% stop) = $180 max loss |
| 9 | Exit | Close by 3:00 PM no matter what |

**Result:** Either +100% or -20% in 4-5 hours.

---

## NDX Morning Sniper Strategy

Capture quick gains at market open using Directional Trades or High Value 0DTE channels.

### Steps

1. **Monitor at 9:30 AM ET** - Check AlgoEdge as market opens
2. **Find OTM NDX Calls** - Look for calls above NDX price with >$250K value
3. **Trade with trend** - Only trade in the market's direction
4. **Act fast** - Enter within 5-10 minutes as prices spike
5. **Lock profits** - Exit at 50-100% gains quickly

### Important

NDX is extremely volatile - use smaller position sizes than SPX.

---

## Risk Parameters

| Parameter | Value |
|-----------|-------|
| Stop Loss | 20% below entry |
| Profit Target | 50-100% |
| Max Hold | Exit by 2-3 PM |
| Position Size | 1-2% of account per trade |

---

## When NOT to Trade

- Choppy, range-bound SPX (no clear trend)
- Alerts with under 1,000 contracts
- Paired trades (calls and puts - hedging)
- Counter-trend (alert says calls, SPX is dumping)
- After 2 PM (time decay accelerates)

---

## Quick Reference

**Best Channel:** SPX 0DTE

**Best Time:** 9:30 AM - 12:00 PM

**Minimum Alert Quality:** Size >1,000, Value >$250K, single-sided

**Exit Rule:** By 2-3 PM, no exceptions

---

# Futures Quick Start

> Read the Echo Map in 5 minutes - live CME futures with heatmap, volume profile, gamma force lines, and CVD fused on one chart.

Source: https://tradeecho.com/docs/features/futures/quick-start (updated 2026-09-27)

Get reading in 5 minutes. This guide is for members opening the Futures tab for the first time.

Open the app at [app.tradeecho.com](https://app.tradeecho.com) - **Futures** in the sidebar (route `/futures`).

Futures data requires a one-time free **CME data attestation** in the app before live data appears - futures are included in every membership.

![The Echo Map - live ES futures with dealer gamma levels, volume profile, and CVD](https://tradeecho.com/docs/img/app/futures-echo-map.png)

## What You're Looking At

The **Echo Map** is a price-by-time heatmap of a futures contract, running on officially licensed CME Group real-time data, 24x5. Price runs up the side, session time runs across the bottom, and four layers stack on one axis:

1. **Pressure heatmap** (center) - green and red cells showing where buyers or sellers committed volume. Brighter = stronger delta.
2. **Volume profile** (left gutter) - how much volume traded at each price, with the **POC** (point of control, the amber bar) and the dashed **value area**.
3. **Gamma force lines** (right rail, amber) - SPX/NDX dealer positioning projected onto the futures price axis. Call Wall, Put Wall, Anchor, Flip, Prior, and overnight high/low are your magnet ladder.
4. **CVD** (bottom strip) - cumulative buy vs sell aggression on the same time axis as the map. Flow confirms or kills what the heatmap shows.

The **bias ribbon** above the map summarizes the default regime. When it disagrees with CVD, trust flow.

The amber tag on the right edge is the live price, streaming in real time.

## The 60-Second Version

### Step 1: Find the amber lines

**Call Wall** above price is where dealers sell into strength. **Put Wall** below is where they buy weakness. **Anchor** is the strongest magnet on the map. **Gamma Flip** (dashed) is where the market changes character.

### Step 2: Where is price vs the value area?

If price is *inside* the value area (dashed band by the volume profile), expect rotation. If it is *above* the value area and holding, buyers accepted higher prices - that is a trend day signal. Rejected back inside? Fade it.

### Step 3: Check CVD agreement

The **Cumulative Volume Delta** strip below the map shares the same time axis. Price making highs while CVD makes lower highs = **absorption** - sellers are meeting the push. Price up with CVD up = real buying.

### Step 4: Check Key Levels and the tape

The top of the right panel lists **Key Levels** (VWAP and its bands, overnight high/low, initial balance, opening range, prior day, settlement, volume profile and gamma walls) with the live distance from price in points and ticks. Click one to highlight it on the chart. Below it, **Time & Sales** streams ES/NQ prints and tints the large ones, and **Session CVD** shows who has been more aggressive today. See [Key Levels, Time & Sales and CVD](https://tradeecho.com/docs/features/futures/trade-plan-and-replay#right-panel).

### Step 5: Read the Trade Plan

The right rail's **Trade Plan** (written by Cortex from the live map) gives you the bias, the base/bull/bear scenarios with exact levels, and the confluence-scored key levels. It updates as the session develops.

## Your Toolbar

- **Bar interval**: 1m / 3m / 5m / 15m / 1H / 1D - resolution of the heatmap and price data
- **Session lens**: 24h / RTH - filter the map to the session window you trade
- **Auto Live**: stream live ticks into the forming column, or freeze the map to study a moment
- **Layer toggles**: Heatmap, Volume Profile, Gamma, CVD, Levels - isolate one layer at a time while you learn (**Levels** draws the session levels from the Key Levels card)
- **Map controls**: fit/reset the Y axis, plus a right-click menu with **Reset chart view** and **Copy price**
- **Replay**: scrub back through any session and watch how the map developed, bar by bar (Key Levels and the largest prints follow the playhead)
- **Share / copy image**: export the current map from the toolbar
- **Gear menu**: hide the watchlist or trade-plan rails, add a price line or candles overlay

## The Watchlist

Nine contracts, all live: **ES, NQ, RTY, YM** plus micros (**MES, MNQ**), and **CL, GC, ZN**. The active symbol's price ticks in real time; the rest refresh continuously. Note: gamma force lines appear only on equity-index contracts (ES/NQ/MES/MNQ/RTY/YM) - crude, gold, and notes have no equity options chain to project from, so those maps show value terrain and pressure only.

## Honest Mechanics

- Prices, tape, and CVD stream in real time over a live connection; the structural layers (heatmap, volume profile, gamma) refresh continuously on a short cycle.
- Trade classification uses the tick rule (uptick = buyer-initiated, downtick = seller-initiated) applied to every individual CME trade - real prints, standard aggressor inference.
- The gamma layer is SPX/NDX dealer positioning from Dealer Edge projected onto the futures price via the index basis. It is the same math you already use on the GEX heatmap, drawn where futures traders can act on it.

## Where to Go Next

- [Reading the Echo Map](https://tradeecho.com/docs/features/futures/echo-map-guide) - four layers, read order, and the [IF / THEN cheat sheet](https://tradeecho.com/docs/features/futures/echo-map-guide#if--then-cheat-sheet)
- [Gamma on Futures](https://tradeecho.com/docs/features/futures/gamma-on-futures) - Call Wall, Put Wall, Anchor, and Flip on ES
- [Key Levels, Trade Plan & Replay](https://tradeecho.com/docs/features/futures/trade-plan-and-replay) - the right panel (Key Levels, Time & Sales, CVD, Trade Plan) and the rewind button
- [MCP example prompts: Futures](https://tradeecho.com/docs/mcp/examples#futures) - ask your AI assistant for the session clock, quotes, tape and levels
- [Pulse Quick Start](https://tradeecho.com/docs/features/pulse/quick-start) - simpler candle chart with overlays when you do not need the full map

---

# Reading the Echo Map

> The four layers of the Echo Map - pressure heatmap, volume profile, gamma force lines, and CVD - plus read order, IF/THEN cheat sheet, and the patterns that matter.

Source: https://tradeecho.com/docs/features/futures/echo-map-guide (updated 2026-09-27)

The Echo Map answers one question: **where did traders commit, and are they still committed?** Four layers stack on one price axis - heatmap in the center, volume profile on the left, gamma force lines on the right, CVD along the bottom. The **bias ribbon** (thesis bar above the map) summarizes the default regime; treat it as a caption, not an entry button. When flow and the ribbon disagree, **CVD wins**.

Not financial advice.

## Layout at a Glance

| Layer | Where | What it tells you |
|-------|--------|-------------------|
| **Heatmap** | Center grid | Who aggressed when - green = buyers lifting; red = sellers hitting |
| **Volume Profile** | Left gutter | Where the market accepted volume - POC and value area |
| **Gamma force lines** | Right labels | Dealer magnets - walls, anchor, flip, prior, overnight high/low |
| **CVD** | Bottom strip | Running buy vs sell aggression on the same time axis |

## Read Order

Work top to bottom and outside in before you trade the fusion:

1. **Levels (right)** - mark POC on the profile, then the nearest gamma lines (Call Wall, Put Wall, Anchor, Flip, Prior, ON High / ON Low).
2. **POC (left)** - is price inside value, above it, or pressing a wall?
3. **Last heatmap columns** - do the newest 3-5 columns show initiative green/red climbing toward a labeled level?
4. **CVD** - does flow confirm or diverge from what price is doing?
5. **Bias ribbon (caption)** - does the thesis line match the picture? If not, trust CVD over text.

## Layer 1: The Pressure Heatmap

Every cell is one price bucket during one time bucket. The color is the **net delta** of trades in that cell - green when buyers were the aggressors, red when sellers were. Brightness scales with how one-sided the trading was.

How to read it:

- **A column of bright green climbing** - buyers lifted offers through multiple prices. Initiative buying.
- **Bright red cells at the highs** - sellers hit bids as price probed higher. Supply is active there.
- **Dim, mixed cells** - two-way rotation. Nobody in control; treat levels as mean-reversion targets.
- **Bright cells that price later revisits** - old battlegrounds tend to matter again. Volume memory is the whole premise of the map.

The right edge of the newest column pulses gently - that is the live edge, where the current bar is still forming.

## Layer 2: Volume Profile (the left gutter)

The horizontal bars show total volume at each price for the window you are viewing. Each bar is split green/red by aggressor side.

- **POC (Point of Control)** - the amber bar, the single price with the most volume. It acts as a magnet in balanced conditions.
- **Value Area** - the dashed band holding roughly the middle 70% of volume. The market's zone of agreement.

The two setups that matter:

1. **Acceptance**: price moves above the value area and *stays* there, building new volume. The market has repriced. Pullbacks to the top of the old value area are buyable in that context.
2. **Rejection**: price pokes above the value area, prints thin volume, and falls back inside. Expect rotation back toward the POC.

## Layer 3: Gamma Force Lines (the right rail)

SPX/NDX dealer positioning from Dealer Edge, projected onto the futures price axis via the live index basis. These are the levels dealers defend - the same math as the GEX heatmap, drawn where futures traders can act on it. Gamma appears on equity-index contracts only (ES, NQ, MES, MNQ, RTY, YM).

| Level | Role |
|-------|------|
| **Call Wall** | Resistance above price - dealers sell into strength |
| **Put Wall** | Support below price - dealers buy weakness |
| **Anchor** | Strongest magnet on the map - pin-day gravity into the close |
| **Gamma Flip** (dashed) | Regime boundary - above it dealers dampen moves; below it they amplify |
| **Prior** | Prior settle / reference shelf from the previous session |
| **ON High / ON Low** | Overnight range extremes - first structural magnets before and after the cash open |

On a down day, upside magnets often ladder **POC → Call Wall / Anchor → Flip → ON High**. On an up day, flip the order for downside targets.

See [Gamma on Futures](https://tradeecho.com/docs/features/futures/gamma-on-futures) for projection mechanics and a session playbook.

## Layer 4: CVD (the strip below)

**Cumulative Volume Delta** sums buyer-initiated minus seller-initiated volume across the session, on the *same time axis* as the map. It is the truth-teller for the other layers.

- **Price up + CVD up** - flow confirms the move. Trend behavior.
- **Price making highs + CVD flat or falling** - **absorption**. Someone is selling into the push without price breaking yet. The Echo Map badges this state explicitly ("Absorption - sellers hold highs vs price"). It usually resolves with a rotation back down.
- **Price flat + CVD climbing** - buyers are accumulating without lifting price. Watch for the break.
- **CVD divergence at a gamma level** - the highest-quality fade signal on the map. Flow failing exactly where dealers defend is confluence.

## IF / THEN Cheat Sheet

Mark **POC + nearest wall** first. Then check the last 3-5 heatmap columns and CVD.

| IF | THEN |
|----|------|
| Price at a **wall** and **CVD diverges** | Fade toward POC |
| **CVD confirms** and heatmap green/red is **climbing** | Run to the **next wall** on the ladder |
| **Chop inside value** | Fade extremes back to POC |
| **Flip breaks with CVD** | Stop fading; follow the break |

**Magnet ladder (up):** Put Wall → POC → Call Wall → Flip (reverse for downside).

**CVD wins** over the bias ribbon when they disagree.

## Example: ES Close Pop

One session pattern worth recognizing: sellers own the day, then a sharp pop into the bell runs the magnet ladder to **Call Wall / Anchor** and stalls.

- **Mid-session:** Price below POC, red heatmap on rallies, CVD weak or flat - downside regime. Magnets **above** (POC, Put Wall, Call Wall) are bounce targets if shorts cover.
- **Late session:** Price lifts from the **ON Low** area; bright green columns climb on the right edge - initiative buying toward labeled levels.
- **Into 16:00:** CVD **spikes green** while price lifts - real closing flow, not just a wick. Without that CVD turn, a green blip into Call Wall is often a fade, not a follow.
- **Magnet hit:** Price tags **Call Wall / Anchor** and stalls - move done for now unless tomorrow opens above with CVD still rising.
- **Not reached without acceptance:** Flip and ON High stay the next ceiling if bulls keep control through the wall.

One-line read: *Sellers owned the day; buyers stepped in at the lows; CVD confirmed the close pop; price ran to Call Wall/Anchor and stopped where the map said it would.*

## The Four Patterns, In Order of Reliability

1. **Fade at a wall with divergence** - price presses into the Call Wall (or Put Wall), CVD diverges, heatmap shows red cells at the highs. Fade back toward the POC or Anchor.
2. **Value-area acceptance** - price accepts above value with CVD confirming. Trade pullbacks in the direction of acceptance, targeting the next gamma level.
3. **POC magnet rotation** - inside the value area on a high-gamma day, fade the edges of value back to the POC. The regime chip in the thesis bar tells you when the day is pin/mean-revert.
4. **Flip break** - price loses the Gamma Flip with CVD confirming. Character change - stop fading, start following.

## Live Feel: Auto Live, Lenses, Share

- **Auto Live** - when on, the map streams live ticks and refreshes the forming column; when off, overlays freeze so you can study a moment without drift. Toggle from the status bar.
- **Session lenses** - **24h** (overnight + cash on one map), **RTH** (cash session only). Match the lens to how you trade.
- **Levels layer** - draws the session levels from the right panel's **Key Levels** card (VWAP bands, overnight, initial balance, opening range, prior day, settlement, profile) on the map. Click a level in the card to highlight it. See [Key Levels, Time & Sales and CVD](https://tradeecho.com/docs/features/futures/trade-plan-and-replay#right-panel).
- **Chart controls** - fit/autoscale the Y axis from the map controls, and a right-click menu with **Reset chart view** and **Copy price**.
- **Share / copy image** - export the current map (layers and levels included) from the toolbar for journals, Discord, or coaching.

For a simpler candle chart with GEX and flow overlays, see [Pulse Quick Start](https://tradeecho.com/docs/features/pulse/quick-start).

## Interval and Lens Choices

- **1m-5m** with the **RTH** lens for day trading the cash session
- **15m-1H** with **24h** for swing context and overnight structure
- **1D** for the position-trader view of where multi-day volume lives
- **24h** lens before the open: the overnight high/low and where value built overnight still render as levels - your first reference levels of the day

Every layer can be toggled off. When learning, run one layer at a time for a week each - heatmap first, then profile, then gamma, then CVD - before trading the fusion.

---

# Gamma on Futures

> How SPX and NDX dealer gamma is projected onto ES and NQ - Call Wall, Put Wall, Anchor, and Gamma Flip on your futures chart, and how to trade them.

Source: https://tradeecho.com/docs/features/futures/gamma-on-futures (updated 2026-09-27)

This is the layer no other futures chart has. If you already use Dealer Edge, you know the levels; this page explains how they land on the Echo Map and what changes when you trade them on futures.

## Why Index Gamma Moves ES

The S&P 500 options complex (SPX) is enormous relative to everything else. When dealers are short or long gamma, their mechanical hedging happens in the most liquid instrument available - **ES futures**. That means SPX dealer positioning does not just *describe* the index; it *causes* flows in the exact contract you are trading. NQ inherits the same mechanics from NDX.

The Echo Map takes the live SPX/NDX gamma levels (the same engine behind Dealer Edge) and projects each one onto the futures price axis using the **basis** - the live spread between the future and its index. The result: Call Wall, Put Wall, Anchor, and Flip drawn at the exact ES/NQ prices where they bite.

## The Four Amber Lines

All gamma levels render in a single amber so they read as one family. Line style tells them apart:

| Level | Line | What dealers do there | How to trade it |
|---|---|---|---|
| **Call Wall** | solid, above price | Sell into strength (hedging short calls) | Resistance. First test usually holds; fade with CVD divergence |
| **Put Wall** | solid, below price | Buy into weakness | Support. Same logic inverted |
| **Anchor** | strongest solid line | The largest gamma concentration - a magnet | Rotation target on balanced days; expect price to gravitate here into the close on pin days |
| **Gamma Flip** | dashed | Above: dealers dampen moves. Below: they amplify them | The regime boundary. Losing it with flow confirmation = stop fading, expect range expansion |

The thesis bar above the map reads the regime for you ("High gamma - pin / mean-revert" vs trending) and the Trade Plan bakes these levels into its scenarios.

## What's Different vs Dealer Edge

- **Same levels, tradeable axis.** Dealer Edge shows you SPX 6,500; the Echo Map shows you the ES price that corresponds to it right now. No mental basis math at 9:31.
- **24x5 context.** Futures trade through the night; the gamma layer stays projected so you can see overnight price interacting with yesterday's walls before the cash open.
- **Confluence with volume.** A Call Wall that lands inside a high-volume node from the profile is a stronger level than either signal alone. The Trade Plan's key levels score this confluence for you, and the right panel's [Key Levels](https://tradeecho.com/docs/features/futures/trade-plan-and-replay#right-panel) card lists the gamma walls next to VWAP, overnight, prior day and profile levels with their distance from price.

## Which Contracts Get Gamma

Only contracts with an equity-index options complex behind them: **ES, MES** (SPX), **NQ, MNQ** (NDX), **RTY** (RUT), **YM** (DJI). For **CL, GC, ZN** there is no index chain to project, so the Echo Map runs value terrain + pressure only and tells you so in the right rail.

## A Session Playbook

1. **Pre-open**: note where overnight price sits relative to the Flip and the Anchor. Above both = dealers dampen dips; buy-the-dip regime until proven otherwise.
2. **First test of a wall**: watch the CVD strip. Divergence into the Call Wall is the cleanest fade entry the map produces.
3. **Midday**: on high-gamma days, price oscillates between value-area edges and the Anchor. Rotation trades, small targets.
4. **Power hour on pin days**: the Anchor is where price wants to settle. Late-day moves *away* from a strong Anchor without flow behind them tend to retrace.

One honest caveat: gamma levels update through the day as the options market moves. A wall is not a law - it is where hedging pressure lives *right now*. That is exactly why the Echo Map draws it live instead of from a morning snapshot.

## Gamma for Futures in Dealer Edge and MCP

Dealer Edge reads gamma from options on stocks, ETFs and cash indexes. For index gamma, use the cash index: **SPX** (ES, MES), **NDX** (NQ, MNQ), **RUT** (RTY) or **DJX** (YM). Through Trade Echo MCP, `get_dealer_edge_data` refuses futures roots such as ES and NQ and points your assistant to the futures tools; `get_futures_session_levels` and `get_futures_echo_map` return the walls already mapped onto the future. See [MCP example prompts: Futures](https://tradeecho.com/docs/mcp/examples#futures).

---

# Key Levels, Trade Plan & Replay

> The Futures right panel - Key Levels, Time & Sales and Session CVD - the Cortex-written Trade Plan, and Session Replay for reviewing how the map developed.

Source: https://tradeecho.com/docs/features/futures/trade-plan-and-replay (updated 2026-09-27)

The map shows you the battlefield; the right panel and Replay turn it into decisions and lessons.

## The Right Panel: Key Levels, Time & Sales and CVD {#right-panel}

The top of the right panel has three cards, above the Trade Plan.

### Key Levels

One merged list of the session's reference prices, sorted high to low, with a **Last** row that moves with live price so you always see what is above and what is below.

| Family | Levels |
|--------|--------|
| **VWAP** | Session VWAP and RTH VWAP, each with 1 and 2 standard deviation bands |
| **Overnight** | Overnight high and low |
| **Initial balance** | High and low of the first 60 minutes of RTH (shown once the hour is complete) |
| **Opening range** | 15 and 30 minute opening range |
| **Prior day** | Prior day high, low and close |
| **Settlement** | Prior settlement. When the official exchange settlement is not available, an approximation is used and labelled as such. |
| **Profile** | Session POC, VAH and VAL (marked developing while the session builds), plus the prior session's POC, VAH and VAL. A prior POC that price has not traded back to this session is flagged **naked**. |
| **Dealer gamma** | Call wall, put wall, gamma flip, gamma anchor and the other largest gamma levels from the cash index options, mapped onto the future via the basis (equity-index contracts only; see [Gamma on Futures](https://tradeecho.com/docs/features/futures/gamma-on-futures)) |

Each row shows the price and the **distance from live price in points and ticks** (for example `+4.25 / 17t` above price, `-2.00 / 8t` below). Colors match the level family.

- **Click a level** to highlight it on the chart. If it is off-screen, the chart widens its price range to show it. Click it again to clear.
- The **Levels** layer in the toolbar draws the key levels on the chart. With the layer off, the level you clicked still shows.
- Chips in the card header show the contract, **STALE** if the levels have stopped refreshing, **SIMULATED** when prices are not live market data, and **AS OF** a time in Replay.

Levels refresh about every 20 seconds while live.

### Time & Sales

The live tape for **ES and NQ** (other contracts show a note), newest print first: time, price, size, side and notional.

- **Side is inferred** (B or S) with the tick rule, not reported by the exchange.
- **Large prints are tinted.** Pick the threshold in the card header: $5M, $10M, $25M (default), $50M or $100M notional. Your choice is remembered.
- **Pause on hover.** Hover the list to freeze it while you read. A **PAUSED** chip counts the new prints waiting; move the pointer away to catch up.

### Session CVD

A sparkline of cumulative volume delta for the session with the running total. Buy and sell side are inferred from the tick rule, the same as the CVD strip under the map.

### On narrower screens

The three cards collapse behind a **Levels · Tape · CVD** toggle at the top of the right panel. Tap it to open or close them; the page remembers your choice. On small screens and phones the right panel stacks below the map.

The panel is built from trades, bars and top-of-book quotes.

## The Trade Plan (right rail)

Written by **Cortex** from the live map - not a template. It re-reads the fusion of value, gamma, and flow as the session develops.

What's in it:

- **Bias chip** - bullish / bearish / neutral with a score. The dot's color matches the read; the one-line "why" underneath cites the exact prices driving it (where value was accepted, which wall price is pressing, what CVD is doing).
- **Setup line** - the day's shape in one phrase ("Fade pops into resistance", "Fade extremes - rotational").
- **Three scenarios** - **Base / Bull / Bear**, each with concrete trigger and target prices. These are if-then statements, not predictions: *"Accept above 7605.50 → 7621.25."*
- **Confirms / Invalidates / Magnet** - the three prices that tell you the plan is working, broken, or where price gravitates.
- **Key Levels with confluence scores** - every level on the map, ranked by how many independent signals stack there (gamma + volume node + session reference). A level scoring 6 is not the same trade as a level scoring 2.5.

How to use it: do not trade the plan blind. Use it as the *hypothesis*, then demand the map confirm - the scenario trigger printing with CVD agreement is the entry; the Invalidates price is your stop context.

## Session Replay

The **Replay** button (top right) rewinds the whole module to any past moment: the heatmap, volume profile, gamma levels, and price rebuild exactly as they stood at that instant - including where the walls were *then*, not where they ended the day.

Controls:

- **Date picker + scrubber** - jump to any session, drag through it
- **Play** - steps the session forward at a watchable pace
- **Bar interval works in replay** - review at 1m granularity or step a week in 1H bars
- A **REPLAY** tag and amber accent make it impossible to confuse the past with the live tape
- **Key Levels follow the playhead** - the card rebuilds the levels as they stood at that minute and shows an **AS OF** time chip
- **Largest prints instead of the live tape** - Time & Sales becomes **Replay · largest prints**, the biggest prints up to the playhead

Three ways to use it:

1. **Trade review**: replay your entry moment. Was there CVD divergence you ignored? Was the level you faded a 2.5-score or a 6-score? The map at *that* moment is the honest record of what was knowable.
2. **Pattern reps**: pick a pattern (say, absorption at the Call Wall) and scrub through the last ten sessions hunting instances. Ten minutes of replay is a hundred screenshots of study.
3. **Pre-market prep**: replay yesterday's close to see how the auction finished - who was in control at the bell tells you a lot about the overnight that follows.

Note: gamma history exists only for hours when the equity options market was open; overnight replay shows price/volume layers with the last captured gamma state labeled accordingly.

## Settings Worth Knowing

The gear menu (next to "How to read"):

- **Price overlay** - draw a close line or full candles over the heatmap if you want classic price action alongside the cells
- **Current price line** - toggle the amber live cursor
- **Panels** - hide the watchlist or the right panel (**Levels & Trade Plan**) for a full-width map (useful on laptops and for screenshots)
- **Light and dark mode** both fully supported - the map follows your platform theme

## FAQ

**Is this financial advice?** No. The Trade Plan is an analytical read of live market data - scenarios with levels, not instructions. Trade your own plan.

**Why does the plan change mid-session?** Because the inputs do. When price accepts through a wall or CVD flips, a static morning plan would be wrong; Cortex re-derives it from the current map instead.

**Does Replay include the trade plan?** Replay reconstructs the map layers (price, volume, gamma), Key Levels as of the playhead, and the largest prints. Use it with your own journal notes for the decision-review side.

**Can my AI assistant read these levels?** Yes. With Trade Echo MCP connected, `get_futures_session_levels` returns the same levels (with an optional `as_of` time in the last 14 days) and `get_futures_tape` returns the latest ES/NQ prints. See [MCP example prompts: Futures](https://tradeecho.com/docs/mcp/examples#futures).

---

# Cortex Quick Start

> Cortex is Trade Echo's AI assistant inside the web dashboard. It can pull live context from OptionFlow, DealerEdge, dark pool, AlgoEdge, news, your portfolio…

Source: https://tradeecho.com/docs/features/cortex/quick-start (updated 2026-09-26)

Cortex is Trade Echo's AI assistant inside the web dashboard. It can pull live context from OptionFlow, DealerEdge, dark pool, AlgoEdge, news, your portfolio stats, and more - then answer in plain language. Use **presets** to bias which data sources matter, and optional **custom instructions** when you want a consistent style (for example, strict fact vs inference labeling).

---

## What Cortex Does

- **Chat**: Ask questions in natural language. Cortex calls platform tools under the hood and returns structured, data-backed answers.
- **Presets**: Eighteen built-in modes (see below) limit or prioritize tools so answers stay focused - for example GEX-heavy vs flow-heavy.
- **Custom agents**: Build your own agent in the **Agent Builder** - pick a base, teach it, set rails, and publish. See [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder).

Cortex is a **research and education assistant**. It is not personalized investment advice. Always confirm with your own process, risk rules, and the live tools before trading.

---

## Where to Open Cortex

1. Log in to the Trade Echo **web app**.
2. Open **Cortex** from the main navigation (same area as OptionFlow, DealerEdge, and other tools).
3. Choose a **preset** before or as you chat - the preset controls which tools Cortex prefers.

Cortex has more than chat: **Agent Builder**, **Marketplace**, **My Agents**, and **Approvals** live under the same Cortex section. See [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder), [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace), and [My Agents and Approvals](https://tradeecho.com/docs/features/cortex/agents).

---

## Built-In Presets

These names match the options in the app.

| Preset | Focus | Good for |
|--------|--------|----------|
| **GEX Scout** | Gamma exposure, flip levels, dealer-style positioning (DealerEdge) | Pin risk, magnets, pre-event structure |
| **Flow Sniper** | Unusual options flow, sweeps, premium (OptionFlow) | Screening flow, ticker deep dives |
| **Dark Pool Radar** | Large off-exchange prints and context | Blocks, size vs session, tape context |
| **Catalyst Scout** | Events, earnings, FOMC-style setup | Pre-event picture across signals + news |
| **Risk Scout** | SEC filings, financials, fundamental risk | 10-K / 10-Q / 8-K questions, fundamentals |
| **My Portfolio** | Your trade journal stats (P&L, win rate, habits) | Review performance, sizing context with your data |
| **Market Recap** | Session or week digest across signals | End-of-day or weekly summary |
| **Sector Flow** | Broad-market unusual premium and sector-level flow | "Where is premium concentrated today" |
| **ATS Tape Trends** | Weekly FINRA ATS volume (delayed 1-2 weeks) vs live dark pool prints | Venue trends, delayed vs live comparison |
| **Liquidity Pulse** | Spot tape, algo prints, and options flow together | "What is moving" on a single ticker |
| **Index Pulse** | Index snapshots (SPX, NDX, VIX) plus ETF tape and Futures Echo Map | Index levels, VIX checks, futures context |
| **Futures Echo** | CME Echo Map session structure with projected dealer walls | ES / NQ session reads, overnight context |
| **Chain Scout** | Options chain snapshot with flow and spot | Contract-level structure on a name |
| **BT Cloud Scout** | 1-minute BT Cloud direction and crossover events | Fast intraday trend reads |
| **Session Structure (VWAP + EMA9/20)** | Session structure scenarios (TAKE / OPTIONAL / NO_TRADE) from VWAP and EMA9/EMA20 | Index 0DTE structure reads, prime session windows |
| **Structure Scout** | Near-dated options structure and spot (0-DTE style reads) | Short-dated structure as confirmation |
| **Member Support** | Billing, login, promos, and copy trading help (no market-data tools) | Account and product questions |
| **Full Scan** | All Cortex tools available | Maximum flexibility, multi-module questions |

Default when unsure: **Full Scan**. Use a focused preset when you want Cortex to stay in one lane (for example **Flow Sniper** for flow-only days).

---

## How to Get Better Answers

### 1. Name the ticker and timeframe

- Strong: "Unusual call flow on NVDA in the last two hours today."
- Weak: "What's happening with tech?"

### 2. Match preset to the question

- GEX and dealer positioning → **GEX Scout**
- Sweeps and premium → **Flow Sniper**
- Dark pool prints → **Dark Pool Radar**
- Earnings or calendar → **Catalyst Scout**
- Filings and fundamentals → **Risk Scout**
- Your own stats → **My Portfolio**
- "Everything on one symbol" → **Full Scan**

### 3. Cross-check the live tools

Use Cortex to summarize and explore, then confirm levels, flow, and news on the actual OptionFlow, DealerEdge, and NewsEdge pages before placing trades.

### 4. Use custom instructions for discipline

Short custom text (when available) works well for rules like: bullets only, label fact vs inference, always give invalidation, or cap how many tickers are discussed. See [Ready-made custom prompts](https://tradeecho.com/docs/features/cortex/ready-made-prompts) for copy-paste examples.

---

## Example Questions

**GEX Scout**

- Where is the GEX flip on SPY?
- Gamma profile for QQQ
- Dealer positioning on TSLA

**Flow Sniper**

- Unusual call flow on NVDA today
- High premium sweeps over $500k
- Flow into AAPL this week

**Dark Pool Radar**

- Big dark pool prints on META today
- Largest dark pool trades in the last session

**Catalyst Scout**

- How is NVDA positioned before earnings?
- Pre-catalyst read on CRM before Thursday

**Risk Scout**

- What did NVDA report in their latest 10-K?
- Revenue trend for AAPL over the last four quarters

**My Portfolio**

- How did I do this month?
- Which tickers do I trade most?

**Market Recap / Full Scan**

- Give me today's market recap
- Run a full picture on QQQ

---

## Scanner and Alerts (If Enabled)

Some accounts can subscribe to **scanner** or **alert** style automations tied to Cortex presets and watchlists. If you use them:

- Keep tickers and thresholds realistic to avoid noise.
- Alerts are starting points - still verify in the dashboard before acting.

Details may vary by release; use in-app help or Discord if a control is not visible on your account.

---

## Common Questions

**Does Cortex place trades for me?**

Chat does not. Custom **agents** trade a simulated **paper book by default**.

| Path | Lifetime | Monthly / yearly |
|------|----------|------------------|
| **Marketplace follow (live)** | Unlimited live follows (broker required) | **1 live** slot at a time, shared with your own live agent. Trades on your active Copy Trading account. |
| **Agent you built (live)** | Unlimited, enabled in Builder when eligible (broker, rails, confirmation). Pick a broker per agent. | Enabled in Builder when eligible, using the same **1 live** slot. Trades on your active Copy Trading account. |
| **Paper agents and follows** | Never use a live slot | Never use a live slot |

See [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) and [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace).

**Why did Cortex refuse or give a short answer?**

It may lack tool data for that ticker or time, or your message may hit safety or subscription limits. Narrow the question or try **Full Scan**.

**What is the custom instructions field for?**

It adds a behavior layer on top of a preset (tone, format, risk reminders) - up to 2,000 characters in the Agent Builder. It cannot replace the preset's tool focus by itself.

---

## Next Steps

- [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) - Pick a base, teach it, set rails, publish
- [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace) - Browse listings, subscribe paper or live
- [My Agents and Approvals](https://tradeecho.com/docs/features/cortex/agents) - Paper book, performance, review queue
- [Ready-made custom prompts](https://tradeecho.com/docs/features/cortex/ready-made-prompts) - Copy-paste instruction blocks for Step 2
- [OptionFlow AI Flow Assistant](https://tradeecho.com/docs/features/optionflow/ai-flow-assistant) - Natural language flow inside OptionFlow
- [Daily Trading System](https://tradeecho.com/docs/getting-started/daily-trading-system) - How tools fit a daily routine

---

# Cortex Ready-Made Custom Prompts

> These short instruction blocks are designed for Trade Echo Cortex when you can add custom instructions on top of a preset (often called custom agents or Agent…

Source: https://tradeecho.com/docs/features/cortex/ready-made-prompts (updated 2026-08-05)

These short instruction blocks are designed for Trade Echo **Cortex** when you can add **custom instructions** on top of a preset (often called custom agents or Agent Builder). Each block is well within the **2,000-character** custom instructions limit.

**How to use**

1. Open Cortex and select the **recommended preset** for that prompt (see each section below).
2. Paste the text into your **custom instructions** or **custom prompt** field.
3. Ask your question as usual.

These snippets **shape how Cortex answers**. They are not trade recommendations. Cortex output is not financial advice.

---

## 1. Flow discipline

**Recommended preset:** Flow Sniper

**When to use:** Unusual activity, sweeps, opening vs closing, separating hype from data.

```
You are a disciplined options flow analyst. Use only tool-backed data; never invent prints, strikes, or size. For each notable item: (1) what the data shows, (2) one plausible read (hedge vs directional) and time horizon hint, (3) what would invalidate the read. Tag FACT vs INFERENCE. No financial advice. Bullets only; cap at 5 items unless asked. Avoid hype words like guaranteed or easy money.
```

---

## 2. Dark pool context

**Recommended preset:** Dark Pool Radar

**When to use:** Large off-exchange prints, block context, "what does this mean?" without overconfidence.

```
You are a dark pool context analyst. Treat prints as one input, not a verdict. For each block or cluster: size vs ADV if available, session context, and whether price confirms or diverges. State what is unknown. Compare to visible tape or levels when tools allow. No financial advice. Bullets; separate observation from interpretation. Never imply certainty about intent behind off-exchange prints.
```

---

## 3. GEX and dealer mechanics

**Recommended preset:** GEX Scout

**When to use:** Gamma, pinning, vol into events, dealer-style framing without treating GEX as a price guarantee.

```
You are a gamma and dealer positioning explainer, not a price oracle. Describe mechanics: pinning, hedging flow, vol crush risk near events. Tie views to strikes and spot when data supports it. Give two scenarios: supportive vs adverse for the thesis. Always state what would prove you wrong. No financial advice. Short bullets; avoid jargon without a one-line plain definition.
```

---

## 4. Risk and position sizing

**Recommended preset:** Full Scan (or My Portfolio if the question is about your journal stats and habits)

**When to use:** Before entry, after a big move, or when you want stops, concentration, and undefined-risk reminders.

**Note:** The **Risk Scout** preset in the app is optimized for **SEC filings and fundamentals**, not for generic position sizing. For trade-structure risk, **Full Scan** is usually the better base.

```
You are a risk and position-sizing copilot. For any trade idea: suggest a max risk as a percent of portfolio or fixed dollar only if the user gives size; otherwise give a framework. Require stop or invalidation, concentration check, and correlated exposure warning. Flag overleverage and undefined risk. No financial advice. Bullets; be direct when a plan is incomplete.
```

---

## 5. Multi-source synthesizer

**Recommended preset:** Full Scan (or Market Recap for session-style summaries)

**When to use:** Morning prep, "what matters today," combining flow, levels, catalysts, and risk in one scannable answer.

```
You are a multi-source market synthesizer. Priority: flow and positioning, then key levels, then catalysts and calendar, then risk. Only cite tickers or facts supported by tool output; say not in data when missing. End with: thesis in one line, top 2 risks, time horizon. No financial advice. Bullets; cap sections so the answer stays scannable.
```

---

## Quick reference

| Prompt | Preset |
|--------|--------|
| Flow discipline | Flow Sniper |
| Dark pool context | Dark Pool Radar |
| GEX / dealer mechanics | GEX Scout |
| Risk and position sizing | Full Scan (or My Portfolio) |
| Multi-source synthesizer | Full Scan (or Market Recap) |

---

## Next Steps

- [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) - paste these into Step 2 custom instructions
- [Cortex Quick Start](https://tradeecho.com/docs/features/cortex/quick-start) - Presets, workflows, example questions, and the full preset table

---

# Cortex Agent Builder

> The Agent Builder is where you create a custom Cortex agent. Open it from the Cortex section in the web app (/cortex/builder). The flow is four steps - same…

Source: https://tradeecho.com/docs/features/cortex/agent-builder (updated 2026-09-26)

The **Agent Builder** is where you create a custom Cortex agent. Open it from the Cortex section in the web app (`/cortex/builder`). The flow is four steps - same labels you see in the app:

1. **Pick a base**
2. **Teach it**
3. **Set the rails**
4. **Publish**

You can click back to any completed step without losing your work.

Custom agents require an active Trade Echo subscription. If you only need chat and presets, see [Cortex Quick Start](https://tradeecho.com/docs/features/cortex/quick-start).

---

## Step 1: Pick a base

Choose one of **18 built-in bases** (presets). The base sets which market-data tools the agent prefers - for example flow-heavy vs GEX-heavy.

- Browse the preset cards in Step 1 and pick the closest match to your strategy.
- Not sure? Start with **Full Scan** for maximum tool access, or match the preset you already use in Cortex chat.

The full preset table lives on [Cortex Quick Start → Built-In Presets](https://tradeecho.com/docs/features/cortex/quick-start#built-in-presets).

---

## Step 2: Teach it

This is your strategy layer on top of the base.

### Custom instructions

- Up to **2,000 characters** of rules: setups to take, setups to skip, selectivity, exit logic, and tone.
- Copy-paste starters: [Ready-Made Custom Prompts](https://tradeecho.com/docs/features/cortex/ready-made-prompts).

### Rule builder

Define scan conditions (for example ticker, session window, or signal thresholds) and **test the rule against the latest market snapshot** before you save. Testing confirms the rule matches real data - not just text on a page.

### Chat composer (optional)

Step 2 also offers a **chat composer** mode: describe your strategy in plain language and let Cortex propose instruction edits. Switch back to the form view anytime to fine-tune fields by hand.

---

## Step 3: Set the rails

The trust step. Everything here defines what the agent is allowed to do.

### Execution mode

| Mode | What it does |
|------|----------------|
| **Research only** | Reads the market and surfaces signals. No trades - paper or live. |
| **Paper trade** | Simulates trades in a paper book using your rules. **Recommended to start.** |
| **Live execution** | Routes real orders through your linked broker. Requires confirmation before save. |

**Live** in the Builder (your **own** agent on your broker):

| Membership | Own-agent live |
|------------|----------------|
| **Monthly / yearly** | **1 live agent** at a time. That one live slot is shared: it can be your own agent **or** one live [Marketplace follow](https://tradeecho.com/docs/features/cortex/marketplace#subscribe-to-a-listing), not both. Your live agent trades on your **active Copy Trading account**; you cannot pick a different broker per agent. |
| **Lifetime** | **Unlimited** live agents, your own and followed. You can **pick a broker per agent**. |

Paper agents and paper follows never use the live slot. To make a different agent live on a monthly or yearly plan, first move your current live agent back to Paper (Sim) or unfollow the live Marketplace agent. Before 2026-09-26, running your own agent live needed Lifetime; monthly and yearly members can now do it too.

### Approval mode

- **Full auto** - trades within your rails without asking each time.
- **Review mode** - every idea queues in [Approvals](https://tradeecho.com/docs/features/cortex/agents#approvals) until you approve or it expires.

Start with **review mode** until you trust the agent's behavior.

### Broker binding (live only)

Live agents need a **validated broker connection** bound in Trade Echo. If the broker session drops, the agent pauses with **Broker offline** until you reconnect.

- **Monthly / yearly:** the broker card is locked to your **active Copy Trading account** (set it with **Set Active** on the Copy Trading **Broker Accounts** tab). If you have no active account, the card points you to Copy Trading first.
- **Lifetime:** pick any linked account for each agent.
- You cannot switch the broker on an agent while it has open live trades.

### Risk rails

Typical controls on this step:

- **Sizing model** - how the agent sizes against paper balance or live account context
- **Starting balance** (paper) - simulation baseline
- **Allowed instruments** - equity, options, or both
- **Allowed expirations** - 0DTE, weekly, monthly
- **Risk envelope** - max positions, max daily orders, max dollars per trade, max contracts per intent, execution timeout
- **Drawdown kill-switch** - automatic pause on daily loss limits
- **Weekly schedule** - which days and session windows the agent runs, in your timezone
- **Trading calendar** - two optional switches that narrow the schedule:
  - **Trade only during US market hours** keeps the agent to NYSE trading days, 9:30 ET to the close (1:00 PM ET on early-close days such as the day after Thanksgiving and Christmas Eve).
  - **Skip US market holidays** keeps the agent idle on NYSE holidays such as Good Friday. Columbus Day and Veterans Day are normal trading days.

### Exits

The **Exits** card controls how every trade closes. Settings here are enforced by the server after the fill - instructions in Step 2 guide the AI's plan, but they never sell anything on their own.

| Setting | What it does |
|---------|--------------|
| **Profit target** | The gain (% of the entry premium) the agent aims for on each trade |
| **Hard stop** | The largest loss (% of the actual entry fill) the position may take before it closes. Leave blank to use the default option minimum |
| **Trail after target** | Instead of closing at the target, the server trails the position and locks in a floor (**Never give back below**) so winners can run |
| **Take partial profit** | Up to **3 steps** of "sell X% at +Y%" - each step sells that share of the position the agent opened when the gain is reached. The rest keeps its stop, target and trail |

How partial profits work:

- Each step sells a share of the **original** position. A step never sells the last contract unless your steps add up to **100%**.
- A **1-contract** position sells in full at the **first** step.
- **Marketplace subscribers** follow the same steps on their own position size. If the agent's position closes, subscribers close too.
- **Live** agents sell their 1 contract at the first step.
- Writing "take half off at +30%" in your instructions does **not** trim. Set it here. The **Decisions** tab flags agents whose instructions mention trimming without steps saved.
- Backtests model your steps, and **Why it exited** lists each trim on a closed trade.

### Authority summary

Before you save, the **authority summary** lists exactly what you authorized - mode, caps, schedule, and approval behavior. Read it before continuing to Publish.

### Paper history (live)

Before you switch your **own** agent to **live**, the Builder shows how many days and trades it has on paper. Most members run an agent on paper for **at least 7 days** first. This is a recommendation, not a lock: on any paid plan you can enable live once the broker, rails, and **ENABLE LIVE** confirmation are complete, and the Builder shows a banner while the agent is short of 7 paper days. Paper mode is always available while you build history.

---

## Step 4: Publish

Name the agent, choose visibility, and optionally list it on the Marketplace.

### Agent name

A clear name helps you find the agent under **My Agents** later.

### Public description (community listings)

Up to **500 characters** for marketplace listings - what the strategy does, instruments, and session style.

### Tags

Pick tags for **strategy**, **instruments**, and **vibe** so members can filter listings. Tags auto-suggest from earlier steps; you can refine them here.

### Visibility

| Option | Meaning |
|--------|---------|
| **Private** | Only you see and run this agent. |
| **Community** | Published to the [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace). Others can subscribe and follow signals. |

Community listings show a **data transparency** panel before you publish - what performance and config details followers can see.

### After you save

- **Private** agents appear under [My Agents](https://tradeecho.com/docs/features/cortex/agents).
- **Community** agents redirect to the Marketplace **My listings** tab, where followers can subscribe.

To edit later, open the agent from **My Agents** or **My listings** and return to the Builder.

---

## Paper vs live (creators)

- Every new agent defaults to **paper** unless you choose otherwise.
- The platform **never** promotes an agent to live automatically.
- **Monthly / yearly:** enable live in the Builder when ready. One live agent at a time (shared with a live Marketplace follow), on your active Copy Trading account.
- **Lifetime:** enable live in the Builder when ready, with no live agent limit and a broker picked per agent.
- Paper fills, slippage, and timing do not match real broker execution. Judge paper results as a simulation, not a guarantee of live P&amp;L.

Cortex agents are research and automation tools, not personalized investment advice.

---

## Next steps

- [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace) - browse, list, and subscribe to community agents
- [My Agents and Approvals](https://tradeecho.com/docs/features/cortex/agents) - monitor runs, paper book, and review queue
- [Ready-Made Custom Prompts](https://tradeecho.com/docs/features/cortex/ready-made-prompts) - paste-ready Step 2 instructions

---

# My Agents and Approvals

> After you build an agent in Agent Builder, manage it from My Agents (/cortex/agents) in the Cortex section of the web app.

Source: https://tradeecho.com/docs/features/cortex/agents (updated 2026-09-26)

After you build an agent in [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder), manage it from **My Agents** (`/cortex/agents`) in the Cortex section of the web app.

For community listings and follower subscriptions, use the [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace) instead.

![Cortex My Agents page with agent cards and performance stats](https://tradeecho.com/docs/img/app/cortex-my-agents.png)

---

## My Agents

Your home screen for every agent **you** created - private or published.

From each card you can:

- See current **status** and headline performance
- **Pause** or **resume** the agent
- Open the **detail view**
- Jump back into [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) to edit

### Auto-pause reasons

Agents pause themselves when something is off:

| Status | Trigger |
|--------|---------|
| **Paused: Idle** | 14 days with no signals |
| **Paused: Drawdown** | Sustained cumulative losses over many signals |
| **Paused: Daily loss** | Daily kill-switch tripped |
| **Paused: Broker offline** | Live broker session lost - reconnect and resume |

---

## Agent detail

Open an agent for five tabs:

| Tab | Contents |
|-----|----------|
| **Overview** | Config, authority summary, and current state |
| **Performance** | P&amp;L, win rate, trade count, drawdown, hold time, streaks, and risk-adjusted return by period |
| **Paper** | **Paper trade book** - simulated signals with entries, exits, and P&amp;L (open, closed, and history). Refreshes about every 30 seconds while positions are open. |
| **Activity** | Recent agent runs and decisions |
| **Executions** | Real broker fills when the agent runs in **live** mode on your account |

Judge agents on the **paper book over a meaningful sample** - not one hot week. If the agent is live, cross-check **Executions** against your broker statements.

---

## Approvals

Open **Approvals** (`/cortex/approvals`) when an agent uses **review mode** from [Agent Builder → Set the rails](https://tradeecho.com/docs/features/cortex/agent-builder#step-3-set-the-rails).

Trade ideas queue here instead of executing immediately. Each row shows:

- The proposed intent (symbol, direction, sizing context)
- An **expiry countdown**

**Approve** to send the trade through your rails, or **reject** to discard it. An expired idea simply does not trade.

Review mode is the recommended way to learn what your agent actually does before switching to full auto.

The Approvals badge in the Cortex top bar shows how many intents are waiting.

---

## Cortex surfaces (quick map)

| Surface | Route | Doc |
|---------|-------|-----|
| Chat | `/cortex` | [Quick Start](https://tradeecho.com/docs/features/cortex/quick-start) |
| Agent Builder | `/cortex/builder` | [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) |
| My Agents | `/cortex/agents` | This page |
| Marketplace | `/cortex/marketplace` | [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace) |
| Approvals | `/cortex/approvals` | [Approvals](#approvals) (above) |

---

## Live execution (creators)

- Agents default to **paper**. Live is always an explicit choice in the Builder.
- **Monthly / yearly** members can run **1 live agent** at a time. The slot is shared: your own live agent **or** one live Marketplace follow, not both. It trades on your **active Copy Trading account** (no per-agent broker choice).
- **Lifetime** members have **no live agent limit**, own or followed, and can pick a broker per agent.
- Paper agents and paper follows never use the live slot. Most members run an agent on paper for at least 7 days before going live; the Builder shows a banner until then.
- Live requires a **validated broker connection**. Reconnect if you see **Paused: Broker offline**.
- Open live positions can always close, even if your plan lapses or the live slot changes.
- **Paper vs live:** simulation does not guarantee live P&amp;L.

For **following someone else's agent** with live auto-execute (Lifetime unlimited · monthly / yearly **1 live** slot shared with your own live agent), see [Marketplace → Subscribe](https://tradeecho.com/docs/features/cortex/marketplace#subscribe-to-a-listing).

Cortex agents are research and automation tools, not personalized investment advice.

---

## Next steps

- [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) - create or edit agents
- [Marketplace](https://tradeecho.com/docs/features/cortex/marketplace) - browse and subscribe to community agents
- [Ready-Made Custom Prompts](https://tradeecho.com/docs/features/cortex/ready-made-prompts) - instruction blocks for Step 2
- [Workspace](https://tradeecho.com/docs/features/workspace) - attach an agent tile to your hub layout (separate from Cortex bases)

---

# Cortex Marketplace

> The Marketplace is the community exchange for published Cortex agents. Open it from Cortex (/cortex/marketplace) after you log in to the web app.

Source: https://tradeecho.com/docs/features/cortex/marketplace (updated 2026-09-26)

The **Marketplace** is the community exchange for published Cortex agents. Open it from Cortex (`/cortex/marketplace`) after you log in to the web app.

Creators publish from [Agent Builder → Publish](https://tradeecho.com/docs/features/cortex/agent-builder#step-4-publish). Followers browse listings and subscribe in **paper** or, when eligible, **live auto-execute**.

![Cortex Marketplace Browse tab](https://tradeecho.com/docs/img/app/cortex-marketplace.png)

---

## Marketplace tabs

The Marketplace has five tabs - same names as in the app:

| Tab | What it does |
|-----|----------------|
| **Browse agents** | Community listings with descriptions, tags, and performance snapshots |
| **Leaderboard** | Agents ranked by performance metrics |
| **My listings** | Agents **you** published to the community (creator view) |
| **Subscriptions** | Marketplace listing subscriptions **you** follow (follower view) |
| **Live dashboard** | Real broker fills and realized P&amp;L from your **live** marketplace subscriptions |

### My listings vs My Agents

These are easy to confuse:

- **My Agents** (`/cortex/agents`) - every agent **you** built, private or public. See [My Agents and Approvals](https://tradeecho.com/docs/features/cortex/agents).
- **My listings** (Marketplace tab) - only **community-published** rows other members can subscribe to.

---

## Browse and evaluate

On **Browse agents**:

- Sort by top P&amp;L, win rate, or subscriber count.
- Filter by category or tags.
- Open a listing detail page for full description, performance history, and subscribe controls.

Before you subscribe, review **sample size** and drawdown - not just a short hot streak. Paper and live results on the listing are the creator's agent track record, not a promise of your follower P&amp;L.

---

## Subscribe to a listing

From a listing detail page (or agent modal), choose **paper** or **live** follow mode.

### Paper subscribe (all members)

- Follow the listing's strategy in **simulation** in your account.
- You see signals and paper-style performance tied to that subscription.
- **No real broker orders** are placed.
- Good for learning what an agent does before committing capital.

### Live auto-execute

Live auto-execute needs a **validated live broker connection**, a listing with **live execution enabled** for followers, and sizing / risk caps completed on subscribe. You **cannot** live-subscribe to your **own** agent (use paper to preview the member experience).

| Membership | Live Marketplace follows |
|------------|--------------------------|
| **Lifetime** | **Unlimited** live follows and own live agents, with a broker picked per agent |
| **Monthly / yearly** | **1 live** slot at a time, shared between a live Marketplace follow **and** your own live agent (mirrors the single-pilot Copy Trading model). It trades on your **active Copy Trading account**. Unfollow your other live agent or move your own live agent to Paper (Sim) before starting a new live follow. A paused live follow still holds the slot. Upgrade to Lifetime for unlimited live agents. |

When live subscribe succeeds, the agent's signals can route **real orders** to your linked broker within the caps you set. Paper subscribe stays available to **all** members with no live-follow limit.

### Sizing and caps (live subscribe)

Live subscriptions ask for follower-side controls, including:

| Setting | Purpose |
|---------|---------|
| **Fixed contracts** | Contracts per copied signal |
| **Fixed dollar** | Dollar budget per trade |
| **% of portfolio** | Scale to a percentage of your account value |
| **Max contracts per trade** | Hard ceiling on follower size |

Pilot-mirror modes (% of trader size, Mirror pilot %) are not available for Cortex agents - those apply to human Copy Trading pilots only.

Defaults are conservative (often **1 fixed contract**). Adjust caps to match your account and risk tolerance before you enable live.

### Partial profits on followed agents

When an agent has **Take partial profit** steps (see [Agent Builder → Exits](https://tradeecho.com/docs/features/cortex/agent-builder#exits)), your copy follows the same steps on **your** position size. A step sells that share of the contracts you opened, never your last contract until the steps add up to 100%. If you hold **1 contract**, it sells at the first step. When the agent closes the rest of its position, your copy closes fully.

### Manage subscriptions

Open the **Subscriptions** tab to:

- Expand a row and edit live broker binding, sizing, or caps
- Pause or cancel a subscription
- See whether each sub is **paper** or **live**

Paper subscriptions stay simple - no live broker controls.

---

## Live dashboard

The **Live dashboard** tab is for **live marketplace subscriptions only**.

It shows:

- Broker **fills** and **realized P&amp;L** from agents you follow with live auto-execute
- Summary counts of active live subs

Paper signals on listing pages and your agent's paper book are **separate** from this dashboard. If you only paper-subscribe, this tab stays empty until you add a live subscription.

---

## For creators: publishing to the Marketplace

1. Build the agent in [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder).
2. On **Publish**, choose **Community** visibility.
3. Add description, tags, and confirm the transparency panel.
4. After save, find the listing under **My listings**.

Community listings can enable **live execution for followers** when live marketplace subscribe is available on the platform. Followers still choose paper vs live on their side. Live follow always needs a validated broker; **Lifetime** members may hold unlimited live follows, while **monthly / yearly** members have **1 live** slot at a time, shared with their own live agent.

Republishing or editing a listing does not silently turn off live follower execution if it was already enabled - check the listing detail before you announce changes to subscribers.

---

## Common questions

**I subscribed in Agent Builder to a community agent card - why isn't it under Subscriptions?**

Agent Builder **community follow** on a config card is a separate lightweight follow (scan subscription). **Marketplace listing subscribe** is the full listing flow with paper/live modes and appears under **Subscriptions**.

**Why did my live order skip?**

Live follower orders pass through the same risk engine as copy trading - slippage, spread, sizing, and caps can skip an intent. Check **Subscriptions** settings (slippage tolerance, max dollars) and **Live dashboard** for fill history. Paper mode never places broker orders.

**Can I live-follow my own published agent?**

No. Subscribe to your own listing in **paper** to preview the member experience. To trade your own strategy live, enable **Live** on the agent in [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) (creator path).

**I'm on monthly - can I follow live?**

Yes. Monthly and yearly plans include **1 live** agent at a time, on your active Copy Trading account. That slot is shared: a live Marketplace follow **or** your own live agent, not both. For unlimited live agents, upgrade to Lifetime. Paper follows never use the live slot.

**Where do I change size, pause, or see fills?**

- **Subscriptions** - edit sizing, caps, pause, or cancel (changing the broker per agent is Lifetime; monthly and yearly live follows use your active Copy Trading account)
- **Listing page** - creator performance / sample size
- **Live dashboard** - your live broker fills and realized P&amp;L

---

## Next steps

- [Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) - create and publish agents
- [My Agents and Approvals](https://tradeecho.com/docs/features/cortex/agents) - your configs, paper book, review queue
- [Cortex Quick Start](https://tradeecho.com/docs/features/cortex/quick-start) - chat presets and example questions

---

# Cortex Trade Plans

> Set up a long option trade ahead of time, approve it once in Trade Echo, and let Cortex run the entry, trims and exits. Beta, every paid plan.

Source: https://tradeecho.com/docs/features/cortex/trade-plans (updated 2026-09-27)

A **trade plan** is one long option trade you set up ahead of time. You approve it once in Trade Echo, then Cortex watches the entry conditions, buys when they are met, trims at the gains you set and sells on the exits you chose.

Trade plans are available on **every paid plan** as a beta.

| Plan | Account | Active plans |
|------|---------|--------------|
| **Monthly** and **Yearly** | One brokerage account: your active Copy Trading account. Change it in [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview). | Up to 3 |
| **Lifetime** | Any linked account | Unlimited |

> **Info: Beta**
>
> Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com.

> **Warning**
>
> Trade plans place real orders with real money in your linked brokerage account. You are responsible for every plan you approve. Trade Echo does not give investment advice, and a plan drafted by Cortex or an AI assistant is not a recommendation.

---

## What a plan contains

| Part | What you set |
|------|--------------|
| **Contract and size** | One option contract (underlying, expiration, strike, call or put) and how many contracts to buy |
| **Entry limit** | The most you will pay per contract. The plan never buys above it. |
| **Entry conditions** | Optional. Every condition must be true at the same time (see below). With no conditions, the plan buys when the ask is at or below your limit. |
| **Stop** | A percent or a price |
| **Target** | A percent or a price |
| **Trim steps** | Optional. Up to 3 steps of "sell X% at +Y%", for example sell 50% at +30%. Each step sells that percent of the original position when the gain is reached; the rest keeps its stop, target and time exit. A plan with trim steps needs at least 2 contracts, and each step must sell at least 1 contract. |
| **Time exit** | Optional. Sell at this time if the position is still open. |
| **Valid until** | The entry never happens after this time (at most 5 trading days out) |
| **Account** | Monthly and Yearly: your active Copy Trading account. Lifetime: any of your linked accounts. Paper accounts are labelled **Paper**. |

Plans are **long only**: they buy to open, then sell to close. No short sales and no spreads.

### Entry conditions

| Condition | Met when |
|-----------|----------|
| **Price above / below** a level | The underlying trades above or below your price |
| **Premium at or below** a price | The option can be bought at or below your price |
| **Price above the gamma flip** | The underlying is above the dealer gamma flip |
| **Flip Cross** (up or down) | Price crosses the gamma flip after the plan is armed, and stays on that side |
| **Charm Stack at Anchor** | Price is at the Anchor with a positive charm stack above it |

See [GEX Heatmap Guide](https://tradeecho.com/docs/features/dealeredge/gex-heatmap-guide) and [Anchor Points and Defense Lines](https://tradeecho.com/docs/features/dealeredge/anchor-points-defense-lines) for what the flip, the Anchor and charm mean.

---

## Creating a plan

There are two ways:

1. **Cortex chat.** Ask Cortex to plan a trade, for example: *Plan 2 SPY calls for Monday if price gets above the gamma flip. Stop 40 percent, sell 50 percent at +40 percent, target 80 percent.* Cortex asks for anything missing, then shows the plan on an **approval card** in the chat with **Approve plan**, **Edit** and **Decline**. Typing "yes" in the chat never approves a plan; only your **Approve plan** click does.
2. **An AI assistant with Trading on** (Claude, ChatGPT, Meta AI (Muse) and others). The assistant previews the plan and, after you say yes in the chat, sends it to Trade Echo. You get a push and approve it on the confirm screen. See [Trading in Agent Connections](https://tradeecho.com/docs/mcp/agent-connections#trade-plans).

**Every plan is approved by you in Trade Echo**, even when **Confirm each order** is off for that connection. A plan you do not approve within 5 minutes is never armed.

---

## After you approve

1. **Armed.** During regular market hours Cortex checks your entry conditions and the option's ask.
2. **Entered.** When every condition is met and the ask is at or below your limit, Cortex sends a buy for the full size at your limit. If the entry does not fill at your limit, or buying power cannot cover the full size, the plan stops without buying and does not try again.
3. **Open.** Cortex watches the stop, target, trim steps and time exit. When both the stop and target are percents, they are measured from your actual fill price. At each trim step, Cortex automatically sells that percent of the original position; the rest keeps its stop, target and time exit. Positions can be held overnight.
4. **Closed.** Cortex sells what is left on the stop, target or time exit, or before the bell on the contract's expiration day. Prices can move past a stop or target before the sell fills.

You get a push when a plan enters and when it exits. If the valid-until time passes before the entry, the plan expires without buying.

---

## Following and changing plans

Open **Plans** in Cortex (`/cortex/plans`) in the web app to see your plans (active first, then plans that finished in the last 30 days) with their conditions, position and exit story.

- **Cancel plan** stops a plan that has not bought yet.
- **Sell now** closes an open plan position.
- To change a plan, cancel it and create a new one (in Cortex chat, **Edit** drafts a new plan).

Turning off Trading for an AI connection, or removing the connection, cancels any plans from that connection that have not entered yet. A plan that already entered keeps its stop, target, trim steps and time exit, and you can sell it from **Plans** in Cortex. Plans drafted in Cortex chat are not tied to an AI connection.

---

## Related

- [Trade Echo MCP overview](https://tradeecho.com/docs/mcp/overview)
- [Agent Connections: Trading](https://tradeecho.com/docs/mcp/agent-connections#trading)
- [My Agents and Approvals](https://tradeecho.com/docs/features/cortex/agents)

---

# Copy Trading Overview

> Follow skilled traders (pilots), connect your broker through a secure partner, mirror options activity into your account, and understand approvals, timing, and safety - all from the Trade Echo dashboard.

Source: https://tradeecho.com/docs/features/copy-trading/overview (updated 2026-08-25)

Copy trading is for **subscribed members** who want to **follow other traders (pilots)** and **mirror their trades** into a **broker account you link inside Trade Echo**. You connect your broker once through a **secure connection partner**, pick who to copy, set your preferences, and track results from one place.

You do **not** need to stay on the Copy Trading page all day. Once you are set up, the platform can process copy activity **while you use other parts of Trade Echo or step away** (you may still get alerts if a trade needs your approval).

> **Tip: Who this is for**
>
> If you are **following** pilots, you are a **subscriber**. If others **follow you**, you are a **pilot (trader)**. The app shows different tabs and labels depending on your role. You can switch or confirm your role when the app asks.

> **Caution: Can't see Copy Trading?**
>
> Copy trading is rolled out **gradually**. If you do not see **Copy Trading** in the menu, or the page is blank after you open it, your plan or region may not include it yet, or we may still be turning it on for your account. **Contact support** and we can check your access.

## How it works (simple)

When a pilot you follow places an **options** trade that the platform turns into a copy signal, Trade Echo applies **your** rules (eligibility, sizing, risk settings, and whether you use auto-copy or manual approval). If the trade passes those checks, the system can send an order to **your** linked broker through the secure connection.

You stay in control of your own account. The pilot never accesses your login or your funds directly.

## What you need before you start

- An **active Trade Echo subscription** with copy trading enabled for your account.
- Access to the **web dashboard** for setup and day-to-day monitoring (see [Open Copy Trading](#open-copy-trading) below).
- A **supported broker** you are willing to link **inside Copy Trading** using the in-app broker flow. That link is **not** the same as **Broker Sync** for your trade journal. If you use both features, you complete **two separate connections**. See [Broker link for copy trading vs trade journal](#broker-link-for-copy-trading-vs-trade-journal).

## Getting started checklist

1. **Confirm your role** - Subscriber (you copy others) or pilot (others copy you), when the app prompts you.
2. **Connect your broker** - Open the **Broker Accounts** tab in Copy Trading and finish the broker link until status shows connected. Linking **Robinhood** works differently and is done in the mobile app - see **[Connect Robinhood](https://tradeecho.com/docs/features/copy-trading/robinhood)**.
3. **Choose pilots** - As a subscriber, use **Traders**, **Leaderboard**, or similar flows to enable copy for pilots you want to follow.
4. **Review Settings** - Set sizing, risk, notifications, and auto-copy vs manual approval so new activity matches how you want to trade.
5. **Monitor** - Use **Overview** for summaries and **Positions** for open positions and execution history.

For a **tab-by-tab** walkthrough, see **[Using the Copy Trading screen](https://tradeecho.com/docs/features/copy-trading/dashboard)**. **Pilots** should also read **[Pilot Setup](https://tradeecho.com/docs/features/copy-trading/pilot-setup)** so followers copy the account you actually trade.

**VIP alerts vs copy account:** Discord VIP alerts can show a pilot's posted trades, but copy trading follows **fills on the pilot's active linked broker account**. If those differ, followers may see alerts without matching copies - see the **[FAQ](https://tradeecho.com/docs/features/copy-trading/faq)**.

## Open Copy Trading

1. Sign in to Trade Echo on the web.
2. Open **Copy Trading** from the main navigation (same place you find Option Flow, Dealer Edge, and other tools).

## Subscriber vs pilot - what you see

| If you are a... | You will see... |
|-----------------|-----------------|
| **Subscriber** (you copy others) | **Copy Performance Score**, how many traders you copy, plus tabs like **Traders**, **Leaderboard**, **Performance**, and **Settings** (plus **Overview**, **Broker Accounts**, **Positions**). |
| **Pilot** (others copy you) | **Trading Performance Score**, **Active Followers**, and the same **Overview**, **Broker Accounts**, and **Positions** tabs, without the subscriber-only discovery tabs. |

The app only shows tabs that apply to **you**.

## Auto-copy vs manual approval

- **Auto-copy** - When enabled, eligible copy orders can be processed **without** you staying on the Copy Trading page. You should still monitor **Overview** and **Positions** and keep notifications configured if the product offers them.
- **Manual approval** - When a trade requires your decision, the app may prompt you to **allow** or **deny** within a time window. If you miss the window, behavior follows the rules described in the **[FAQ](https://tradeecho.com/docs/features/copy-trading/faq)**.

## What gets copied (product scope)

Copy trading in Trade Echo is built around **options** activity from pilots you follow. Scope and supported instruments can evolve; always confirm what the **Copy Trading** screen and in-app messaging show for your account.

## Execution, slippage, and timing

Copy trading does **not** guarantee the same fill price, quantity, or timing as the pilot. Markets move, liquidity differs by account and broker, and orders may be adjusted by your settings or risk checks. **Past performance of a pilot does not guarantee future results.**

## Safety and responsibility

Copy trading is a **tool**, not personalized investment advice. You decide who to follow and which settings to use. You can adjust or pause copying according to what the product allows. For access or eligibility questions, **contact support**.

## Privacy and broker access

Trade Echo uses a **secure broker-connection partner** so you can link brokers **without Trade Echo storing your broker password**. You sign in at your broker during setup. For more detail on connections, errors, and what we see, read the **[Copy Trading FAQ](https://tradeecho.com/docs/features/copy-trading/faq)**.

## Broker link for copy trading vs trade journal

Trade Echo can connect to your broker for **two different reasons**:

- **Trade journal / Broker Sync** - Import or sync trades for your own records.
- **Copy Trading** - Send **copied** orders to your broker when you follow a pilot.

Those are **separate connections**. If you already use Broker Sync, you still need to **connect your broker inside Copy Trading** if you want to copy trades. That keeps journaling and copy trading independent and easier to manage.

## Live updates

Numbers and lists **update live** while you are in the app. If something looks stuck, use **Refresh** on the **Overview** tab or switch away and back to the tab you care about.

## Related docs

- **[Using the Copy Trading screen](https://tradeecho.com/docs/features/copy-trading/dashboard)** - What each tab does, step by step.
- **[Pilot Setup](https://tradeecho.com/docs/features/copy-trading/pilot-setup)** - Go live as a pilot with the right active broker account.
- **[Copy Trading FAQ](https://tradeecho.com/docs/features/copy-trading/faq)** - Safety, pausing, skip reasons, VIP alerts vs copy, and common questions.

---

# Using Copy Trading

> Step-by-step guide to each tab in Copy Trading - Overview, broker setup, finding pilots, performance, positions, settings, and support.

Source: https://tradeecho.com/docs/features/copy-trading/dashboard (updated 2026-07-26)

Open **Copy Trading** from the main menu. Along the top you will see **tabs**. Which tabs appear depends on whether you are a **subscriber** (you follow pilots) or a **pilot** (others follow you).

**Everyone** sees: **Overview**, **Broker Accounts**, **Positions**.

**Subscribers and pilots** see: **Performance**.

**Subscribers** also see: **Traders**, **Leaderboard**, **Settings**, **Support**.

If you expect a tab and do not see it, you may be in **pilot** mode, or copy trading may not be enabled for subscribers on your account yet.

**Paused?** If auto-copy is paused (fully or for some traders), a **pause banner** stays visible on every tab until you resume - use **Resume Auto Copy** on the banner or review the Settings tab. While paused, new trades will not copy.

---

## Overview

Your **home base** for copy trading.

- **Performance score** - Subscribers see **Copy Performance Score** (how your copied trades are doing). Pilots see **Trading Performance Score** (how their shared strategy looks to followers).
- **Win rate, slippage, execution** - Shown when the app has enough data.
- **Social summary** - Subscribers see **Traders Copied**. Pilots see **Active Followers**.
- **Refresh** - Tap when you want the latest numbers.
- Some cards **jump to Positions** when you click them, so you can go from a quick summary to detail.

---

## Broker Accounts

Connect the **broker account** where copied trades should be placed.

1. Pick your broker and start the link flow.
2. Sign in at your broker and finish any steps they show.
3. When you return to Trade Echo, check that status shows **connected**.
4. Use **sync** if the app offers it and balances or positions look out of date.
5. Add a **label** if you have more than one account so you always know which one copy trading uses.
6. **Subscribers:** tap **Set Active** on the **funded** account where copies should land - **Cash** or **Margin**, whichever you use to trade. Monthly and yearly plans route through one active account; Lifetime may also offer **per-pilot** broker assignment when the app shows it.

**Pilots:** use **Set Active** on the account you **actually trade** so followers mirror the right book. See **[Pilot Setup](https://tradeecho.com/docs/features/copy-trading/pilot-setup)**.

This link is **only for copy trading**. It is **not** the same screen as **Broker Sync** for your trade journal. You may complete **both** if you use both features.

---

## Traders (subscribers only)

Browse **pilots** you can follow or already follow. Pilots who are not currently active still appear as cards, so you always see the **full roster** - not just who is live right now. Open a profile to read how they trade, then use the buttons the app shows to **start copying** or adjust who you follow. Availability depends on the pilot and your plan.

---

## Leaderboard (subscribers only)

See pilots in a **ranked list**. Tap in to compare styles and performance summaries. When you are ready, use **Enable copy** or the on-screen flow to follow someone (wording may vary by release).

---

## Performance (subscribers and pilots)

Deeper **history and charts**: profit and loss style views, execution lists, and trends when enabled. Subscribers see the performance of their **copied trades**; pilots see how their **shared strategy** has performed. If you copy more than one trader, look for the **multi-trader P&L comparison** view to compare how each trader's copies are doing side by side. If figures look old, use **Refresh** or leave the tab and open it again.

---

## Positions

**Open positions** - What you (or your copy relationship) hold **right now**.

**Execution history** - A log of **fills and orders** the app recorded, including partial fills or messages when something did not complete.

Use any **sub-tabs** (such as Open vs Executions) to switch views without leaving the page.

**Skip reasons** - When a copy did not fire, check **Overview** (recent activity) and **Positions** → **Executions**. Each skipped row shows a **label** (for example, capital % exceeded vs sizing rounded to 0 contracts). Read the label before changing **Settings** - a capital gate needs different fixes than a sizing or spread limit. See the **[FAQ](https://tradeecho.com/docs/features/copy-trading/faq)** for the full skip list.

---

## Settings (subscribers only)

Control **how** copying works for you: sizing, risk options, notifications, and other choices the product offers. Changes usually affect **new** activity after you save. Some pilots may also have **per-pilot** toggles where the app shows them. For what each risk setting actually gates (capital %, contract price, slippage), see the skip-reason definitions in the **[FAQ](https://tradeecho.com/docs/features/copy-trading/faq)**.

---

## Support (subscribers only)

![Copy Trading Support tab with the AI assistant and suggested questions](https://tradeecho.com/docs/img/app/copy-trading-support.png)

The **Support** tab is the in-app help desk for copy trading. A Cortex-powered chat reads **your account context** (read-only) so you can ask things like "why didn't my trade fill?" or "why was my order skipped?" without digging through logs. It **cannot** place or change trades. For account-specific skips, also check **Positions** → **Executions** and the **[FAQ](https://tradeecho.com/docs/features/copy-trading/faq)**. Escalate to Discord or email support when the chat cannot resolve your issue.

---

## When a trade needs your OK (manual approval)

Sometimes the app asks you to **approve or reject** a trade before it sends to your broker. A **popup or banner** appears - respond **before the timer runs out** if you want that trade to go through. If you miss it, that trade may **not** copy; check **Positions** and **Performance** afterward.

---

## More help

- **[Overview](https://tradeecho.com/docs/features/copy-trading/overview)** - Big picture and broker journal vs copy trading.
- **[Pilot Setup](https://tradeecho.com/docs/features/copy-trading/pilot-setup)** - Connect as a pilot and Set Active on the account you trade.
- **[FAQ](https://tradeecho.com/docs/features/copy-trading/faq)** - Risk, pausing, skip reasons, and troubleshooting.

---

# Pilot Setup

> Connect as a Copy Trading pilot and Set Active on the account you actually trade so followers mirror the right book.

Source: https://tradeecho.com/docs/features/copy-trading/pilot-setup (updated 2026-07-26)

Pilots (traders) are members other subscribers can follow. Followers mirror **real fills** from the pilot's **active linked broker account** - not from Discord posts alone. Use this checklist so your copy book matches how you trade.

> **Caution: Not financial advice**
>
> Copy trading is a tool, not personalized investment advice. You are responsible for trades on your linked account and for how followers experience your signals.

## Before you start

- Active Trade Echo subscription with Copy Trading access.
- **Trader** role on the allowlist (see below).
- A broker you can link through the in-app **broker connect** flow.

## 1. Switch role to Trader

1. Open **Copy Trading** from the main menu.
2. Click **Switch Role** and choose **Trader** (not Subscriber).

**Allowlist:** In production, only approved login emails can keep **Trader** selected. If the role is missing or reverts after you save, contact Trade Echo support or ops to confirm your email is on the pilot allowlist.

## 2. Connect broker and Set Active

On **Broker Accounts**:

1. Accept copy trading terms if the app asks on first visit.
2. **Connect broker** and complete the secure sign-in at your broker.
3. Return to Trade Echo and confirm status shows **connected**.
4. Run **Sync** so balances and buying power refresh.
5. Tap **Set Active** on the **one account you actually trade** for alerts and live execution.

Copy signals and fanout use the **active** account. If capital or buying power looks empty after sync, pick a funded sub-account or reconnect until the card shows usable balances.

## Align VIP alerts with copy trading

Followers copy the **active** pilot account inside Trade Echo. **Discord VIP alerts** may show trades you **post**, but copy only fires when fills appear on your **active linked** account.

Keep your everyday trading account and your **Set Active** copy account aligned so alert quality matches copy quality. Switching accounts is allowed. After a switch, if detection looks stale or old trades reappear, ping support or ops so checkpoints can be refreshed.

## 3. Confirm health

- **Overview** (Trader) - Connection health and follower-oriented stats when available.
- **Positions** - Your fills and execution history on the active account.
- **Follower activity** - Subscribers should see new signals in their **Overview** / **Positions** feeds when you trade the active account.

When you are ready for members to follow you, tell the team you are live and share the **email** on your Trade Echo account.

## Troubleshooting (quick)

| Symptom | What to try |
|--------|-------------|
| **Trader** role unavailable | Confirm allowlist with support or ops. |
| Connection pending | Wait a few minutes, **Refresh status**, finish any broker verification email. |
| No capital / buying power on card | **Sync** again; try another sub-account if your broker has several. |
| Followers miss trades you post in Discord | **Set Active** on the account where those fills actually happen. |

## Related docs

- **[Copy Trading Overview](https://tradeecho.com/docs/features/copy-trading/overview)** - How copying works for subscribers and pilots.
- **[Using Copy Trading](https://tradeecho.com/docs/features/copy-trading/dashboard)** - Tab-by-tab walkthrough (Broker Accounts, Positions, Support).
- **[Copy Trading FAQ](https://tradeecho.com/docs/features/copy-trading/faq)** - Skip reasons, VIP alerts vs copy, broker routing, and help channels.

---

# Connect Robinhood

> Link a Robinhood account to Trade Echo copy trading using Robinhood's official agent connection - requirements, the in-app steps, and what to do when a connection attempt does not finish.

Source: https://tradeecho.com/docs/features/copy-trading/robinhood (updated 2026-08-25)

Robinhood connects to Trade Echo through **Robinhood's own official agent connection**, not through the connection partner used by the other supported brokers. That means the setup is different from every other broker link in Copy Trading, and it happens **in the Trade Echo mobile app**.

You approve the connection inside Robinhood. Trade Echo never sees or stores your Robinhood password, and you can revoke access from Robinhood at any time.

## Before you start

You need all of the following:

- **The Trade Echo mobile app.** Robinhood connect is mobile-only right now. It is not available on the website.
- **Agent trading enabled on your Robinhood account.** Robinhood controls this setting on their side. If you do not see the option in the Robinhood app, contact Robinhood support - Trade Echo cannot enable it for you.
- **Options trading approved** on the Robinhood account you want to copy into.
- **An active Trade Echo plan.** Monthly, yearly, and lifetime all work. Robinhood is not a lifetime-only feature.
- **Funds in the account.** An account with no buying power connects fine but cannot fill copied trades.

## Connect the account

1. Open the Trade Echo app and go to **Copy Trading**, then the **Brokers** tab.
2. Tap **Connect Robinhood Agentic**.
3. A secure Robinhood window opens. Sign in and **approve the connection**.
4. **Stay in the flow until it returns you to Trade Echo.** Closing the window early cancels the attempt.
5. Your Robinhood account appears in your broker list, ready to select when you follow a trader or subscribe to an agent.

You can also start from a trader's subscribe screen: tap **Connect Broker** and choose **Robinhood** at the top of the list.

## If the connection does not finish

The most common cause is a leftover Trade Echo connection on Robinhood's side. Clear it and try again:

1. In the **Robinhood** app, open your settings and find your connected apps.
2. **Remove any existing Trade Echo entries**, including old or pending ones.
3. Return to Trade Echo and connect again.

It is normal for this to take more than one attempt. If you close the window, lose signal, or the approval screen errors, the attempt is simply cancelled - nothing is left half-connected on the Trade Echo side, and you can retry immediately.

If it still fails after clearing old entries, send us a screenshot of what Robinhood shows and we will look at it.

## Reconnecting later

If you disconnect Robinhood, revoke access from the Robinhood app, or Robinhood ends the session, just run the connect steps again. Trade Echo re-points your existing copy settings to the new connection automatically, so you do not need to re-pick your traders or re-enter your sizing and risk settings.

## How Robinhood differs from the other brokers

| | Robinhood | Other supported brokers |
| --- | --- | --- |
| Connection | Robinhood's official agent connection | Secure connection partner |
| Where you connect | Trade Echo mobile app | App or website |
| Plan requirement | Any active plan | Any active plan |
| Passwords stored by Trade Echo | Never | Never |

Everything after the connection works the same way: your sizing, risk limits, filters, hard stop, and take profit all apply exactly as they do on any other broker. See the **[Copy Trading Overview](https://tradeecho.com/docs/features/copy-trading/overview)** for how copies are sized and controlled.

## Related pages

- **[Copy Trading Overview](https://tradeecho.com/docs/features/copy-trading/overview)** - how copying works end to end
- **[Using the Copy Trading screen](https://tradeecho.com/docs/features/copy-trading/dashboard)** - tab-by-tab walkthrough
- **[Copy Trading FAQ](https://tradeecho.com/docs/features/copy-trading/faq)** - connection errors, timing, and safety questions

---

# Copy Trading FAQ

> Answers for Trade Echo members about copy trading, brokers, risk, approvals, and getting help.

Source: https://tradeecho.com/docs/features/copy-trading/faq (updated 2026-07-26)

## Is copy trading investment advice?

**No.** Copy trading is a **tool**. It is **not** personalized investment advice from Trade Echo or from pilots. **Past performance** (theirs or yours) does **not** guarantee future results. Only use money you can afford to lose.

## How does linking my broker work?

We use a **secure broker-connection partner** - a standard way to connect broker accounts **without Trade Echo storing your broker password**. You log in at your broker during setup. The link you create **inside Copy Trading** is **only for copying**. It is **separate** from **Broker Sync** if you use the trade journal elsewhere in the app.

## Why is Copy Trading empty or showing an error?

Common reasons:

- Copy trading is **not enabled** on your subscription yet.
- We are still **rolling the feature out** to more members.
- Your **broker link** expired or needs reconnecting - try **Broker Accounts** and reconnect.

Try **signing out and back in**, then **Refresh** on the Overview tab. If it persists, **contact support** with the **approximate time** (and your timezone) and a **screenshot** of any message on screen.

## Do I have to keep the Copy Trading page open?

**No.** After you are connected and following pilots, the platform keeps working **in the background**. You use the dashboard to **check in**, change **settings**, and answer **approval** prompts. Turn on **notifications** (email or device) if you use manual approval so you do not miss time-sensitive prompts.

## What is a pilot? What is a subscriber?

- **Pilot** - A trader other members can **choose to copy**, when the program allows it.
- **Subscriber** - A member who **follows** one or more pilots and routes copied activity to a **linked broker account**.

The app shows the tabs that match **your** role.

## Can I stop or pause copying?

Yes. Use **Settings** and any **pilot-level** controls the app shows. You can also **disconnect** or manage the connection at your broker. Stopping **new** copies does not always **close** existing positions - check **Positions** and your **broker** directly for open risk.

## I missed a manual approval - what happens?

That **specific** trade may **not** have been copied. Review **Positions** and **Performance**. If you want fewer prompts in the future, look in **Settings** for options when your plan supports them.

## Why did my copy trade skip?

A skip means the platform evaluated a pilot signal but **did not send** an order to your broker. Common causes:

- **Capital % gate** - Estimated cost exceeds your **Max capital per trade** (% of account), or account capital was unavailable for the risk check.
- **Max contract price gate** - The contract's **total** cost (premium × 100 for options) exceeded your **Max contract price** setting. This limit is **total dollars per contract**, not the per-share premium - a $2.50 option counts as **$250** against it.
- **Sizing rounded to 0** - Percent-of-trader sizing can round down to zero contracts (for example, copying 50% of a 1-lot pilot).
- **Paused** - Auto-copy is paused globally or for that pilot in **Settings**.
- **No buying power** - Your linked broker account did not report enough buying power at order time.
- **Slippage / strict limit** - **Strict slippage** or a wide spread vs your **Max spread** can leave a limit unfilled; the buy is skipped instead of chasing with a market order.
- **Broker permissions** - The linked account is not eligible for copy trading, or no **active** broker is selected.

**Where to look:** Open **Overview** for recent activity, then **Positions** → **Executions** (or the executions sub-tab) and read the **skip label** on the row. Labels distinguish a **capital gate** from **sizing rounded to 0**, spread/slippage limits, pause states, and broker issues. Adjust **Settings** or reconnect on **Broker Accounts** based on what you see.

## Monthly vs Lifetime broker routing

- **Monthly / Yearly subscribers** - Copy trading routes through **one active broker account** at a time. Connect on **Broker Accounts**, then tap **Set Active** on the funded account you want copies to use (Cash or Margin, whichever you trade).
- **Lifetime subscribers** - You still choose a **default active broker** on **Broker Accounts**. When the app shows it, you can also **assign a broker per pilot** so different pilots can copy into different linked accounts. **Set Active** remains the default for new pilots until you assign otherwise.

If copies land in the wrong account, open **Broker Accounts** and confirm which row is **Active**.

## VIP Alerts vs Copy Trading

**Discord VIP alerts** can show a pilot's **posted** trades for the community. **Copy Trading** mirrors **fills** detected on the pilot's **active linked broker account** inside Trade Echo.

If a pilot's everyday "main" trading account is **not** the same account they set **Active** for copy trading, followers may see VIP alert posts but **miss** those trades in copy. That is **expected routing**, not a platform glitch. Pilots should **Set Active** on the account they actually trade for alerts and live execution. See **[Pilot Setup](https://tradeecho.com/docs/features/copy-trading/pilot-setup)**.

## What is the Support tab?

Subscribers see a **Support** tab inside Copy Trading with an in-app chat powered by **Cortex**. It can answer **account-aware** questions using your copy trading status (read-only) - for example, why a trade skipped or whether copying is paused. It **cannot** place or change trades. Use it before Discord or email when the question is about **your** copy setup.

## Where do I get help?

- **Copy Trading Support tab** (subscribers) - In-app Cortex chat tied to your account; see the section above.
- **Trade Echo support** (email or in-app, whichever you use today).
- **[Discord community](https://tradeecho.com/docs/community/discord-server-guide)** - Great for how-to questions with other members.

When you write in, include **what you were trying to do**, **what you saw on screen**, and a **screenshot** if possible. You do not need to send technical logs unless support asks.

## Why does Trade Echo say you are testing copy trading sometimes?

We **expand access carefully**. If you see a message about **testing** or **limited rollout**, features may change or be unavailable briefly while we improve stability. We will communicate when access widens.

---

# NewsEdge Quick Start

> NewsEdge is Trade Echo's premium market intelligence tool. It delivers real-time news with a 20-second auto-refresh, so you see catalysts before they move the…

Source: https://tradeecho.com/docs/features/newsedge/quick-start (updated 2026-07-26)

NewsEdge is Trade Echo's premium market intelligence tool. It delivers real-time news with a 20-second auto-refresh, so you see catalysts before they move the market. Filter by impact level, source, ticker, and watchlist to focus on what matters for your trades.

![NewsEdge with impact levels and category filters](https://tradeecho.com/docs/img/app/newsedge.png)

---

## What is NewsEdge?

### What You Get

- **Real-Time News**: Headlines as they break, not minutes later
- **20-Second Auto-Refresh**: Stay ahead of the crowd
- **Impact-Level Filtering**: High, Medium, Low - trade the catalysts that move stocks
- **News Type Presets**: One-click filters for earnings, analyst activity, FDA, M&A, and more
- **Watchlist Integration**: Track news for your specific tickers

### Why NewsEdge Matters

News moves markets. Earnings beats, FDA approvals, analyst upgrades - these events cause 2-10% stock moves in minutes. NewsEdge surfaces them first so you can act before the move is over.

---

## Impact Levels

| Level | Examples | Typical Stock Move |
|-------|----------|-------------------|
| **High** | Earnings, FDA, M&A, CEO changes, regulatory | 2-10% |
| **Medium** | Analyst upgrades/downgrades, guidance, partnerships | 1-5% |
| **Low** | Commentary, research, routine filings | Under 1% |

Filter by impact level to match your trading style. Day traders focus on High. Swing traders use High + Medium. Position traders may include Low for context.

---

## News Type Presets

Five presets let you target specific trading setups:

| Preset | Focus | Best For |
|--------|-------|----------|
| **Earnings Focus** | Beats, misses, guidance | Earnings plays |
| **Analyst Activity** | Upgrades, downgrades, initiations | Analyst-driven moves |
| **Corporate Actions** | M&A, splits, dividends | Event arbitrage |
| **Biotech Catalyst** | FDA approvals, trial results | Biotech plays |
| **Market Moving** | High-impact news across all categories | Scalping, momentum |

---

## Using Filters

### Source Filter

Filter by source type - stock news vs. press releases.

### Impact Level

- **High**: Earnings, FDA, M&A, CEO, regulatory - expect 2-10% moves
- **Medium**: Analyst, guidance, partnerships - expect 1-5% moves
- **Low**: Commentary, research, routine - expect under 1% moves

### Ticker Filter

Enter a symbol to see only news for that stock. Useful for pre-market prep on your watchlist.

### Watchlist Filter

Show news only for tickers in your watchlist. Keeps your feed focused.

### Real-Time Toggle

Enable real-time mode for live updates. Disable to reduce noise when reviewing.

---

## Quick Reference

### Daily Workflow

1. **Pre-Market**: Open NewsEdge, filter by High or Earnings Focus
2. **9:30 AM**: Enable real-time toggle, watch for first catalyst
3. **Throughout Day**: Check Medium impact for analyst moves, partnerships
4. **Before Close**: Review Low impact for next-day context

### Decision Tree

```
START → NewsEdge Alert
Impact Level?
├─ HIGH → Check ticker, chart, volume → Trade if setup fits
├─ MEDIUM → Assess relevance to your watchlist → Consider swing
└─ LOW → Skim for context or ignore
```

### Top 5 Rules

1. **Filter by impact** - High for day trades, Medium for swings
2. **Act fast on High** - 2-10% moves happen in minutes
3. **Confirm with chart** - News + price action = higher conviction
4. **Use presets** - Earnings Focus, Analyst Activity, Biotech Catalyst
5. **Watchlist first** - News on your tickers = priority

---

## Common Questions

**How often does NewsEdge refresh?**

Every 20 seconds in real-time mode.

**Can I filter by multiple impact levels?**

Yes. Select High + Medium for a broader feed, or High only for day trading focus.

**Does NewsEdge show pre-market news?**

Yes. Real-time news includes pre-market and after-hours releases.

**What if I miss a High-impact alert?**

Check the chart. If the move hasn't started or is still early, you may still have entry. If it's already extended, wait for the next catalyst.

---

## Next Steps

- [Impact Levels](https://tradeecho.com/docs/features/newsedge/impact-levels) - Deep dive on High, Medium, Low
- [Trading Catalysts](https://tradeecho.com/docs/features/newsedge/trading-catalysts) - Five strategies using NewsEdge

---

# NewsEdge Impact Levels

> Impact levels tell you how much a news item typically moves a stock. Use them to filter your feed and prioritize trades that match your risk and reward goals.

Source: https://tradeecho.com/docs/features/newsedge/impact-levels (updated 2026-03-15)

Impact levels tell you how much a news item typically moves a stock. Use them to filter your feed and prioritize trades that match your risk and reward goals.

---

## High Impact

### What Qualifies

- **Earnings**: Beats, misses, guidance raises or cuts
- **FDA**: Approvals, rejections, advisory committee decisions
- **M&A**: Major acquisitions, mergers, divestitures
- **CEO/Leadership**: Executive changes, resignations, new appointments
- **Regulatory**: SEC actions, antitrust rulings, policy changes

### Expected Stock Moves

2-10% in the first hours. Often more for biotech (FDA) or small caps (earnings).

### Trading Implications

- **Speed matters**: Move within minutes of the alert
- **Direction is clear**: Beat = up, miss = down, FDA approval = up, rejection = down
- **Options work**: 20-50% moves in options on 5-10% stock moves
- **Risk**: Gaps can be violent. Use stops. Size small on first reaction.

---

## Medium Impact

### What Qualifies

- **Analyst Activity**: Upgrades, downgrades, price target changes, initiations
- **Guidance Updates**: Mid-quarter or informal guidance changes
- **Partnerships**: Major deals, collaborations, licensing
- **Product Launches**: New product announcements, expansion into new markets

### Expected Stock Moves

1-5% over hours to days. Analyst upgrades often move 2-5% same day.

### Trading Implications

- **Swing window**: You have more time than High impact
- **Confirm with flow**: OptionFlow or Snapshot can validate analyst sentiment
- **Accumulation**: Multiple upgrades on same stock = stronger signal
- **Risk**: Single analyst downgrade can be noise. Look for consensus shifts.

---

## Low Impact

### What Qualifies

- **General Commentary**: CEO interviews, industry roundtables
- **Research Reports**: Non-analyst research, whitepapers
- **Industry Trends**: Sector-wide news, macro commentary
- **Routine Filings**: 10-K, 10-Q, 8-K without material events

### Expected Stock Moves

Under 1%. Often no immediate move.

### Trading Implications

- **Context only**: Use for thesis building, not for immediate trades
- **Position sizing**: Low impact rarely justifies a new position
- **Screening**: Skim for tickers that might get High/Medium news later
- **Risk**: Low impact news can create false signals. Don't trade on commentary alone.

---

## Quick Reference

| Level | Move | Timeframe | Action |
|-------|------|-----------|--------|
| High | 2-10% | Minutes to hours | Trade immediately |
| Medium | 1-5% | Hours to days | Swing trade, confirm with flow |
| Low | Under 1% | Days to none | Context only, skip for trades |

---

## Filter Strategy by Trading Style

| Style | Primary Filter | Secondary |
|-------|----------------|-----------|
| Day trading | High only | Earnings Focus, Market Moving |
| Swing trading | High + Medium | Analyst Activity, Corporate Actions |
| Biotech focus | High + Biotech Catalyst | FDA-specific |
| Position trading | All levels | Low for thesis building |

---

## Next Steps

- [Quick Start](https://tradeecho.com/docs/features/newsedge/quick-start) - Get started with NewsEdge
- [Trading Catalysts](https://tradeecho.com/docs/features/newsedge/trading-catalysts) - Five strategies using impact levels

---

# NewsEdge Trading Catalysts

> Five strategies to trade news catalysts with NewsEdge. Each uses impact levels and news type presets to find setups before the crowd.

Source: https://tradeecho.com/docs/features/newsedge/trading-catalysts (updated 2026-03-15)

Five strategies to trade news catalysts with NewsEdge. Each uses impact levels and news type presets to find setups before the crowd.

---

## 1. Earnings Plays

### Strategy

Trade earnings beats, misses, and neutral reactions. Use the Earnings Focus preset and High impact filter.

### Approaches

| Approach | Setup | Action |
|----------|-------|--------|
| **Beat** | Beat + raise = bullish | Buy calls or stock |
| **Miss** | Miss + cut = bearish | Buy puts |
| **Neutral** | In-line + hold = range | Sell premium (iron condor, strangle) |

### Execution

- **Pre-earnings**: Set NewsEdge to Earnings Focus, watch for your ticker
- **Post-release**: Alert hits - check beat/miss/miss magnitude
- **Entry**: Within 5-10 minutes of release. Options often move 30-50% on 5% stock move
- **Exit**: Same day for day trades; 1-3 days for swing

### Risk

- Gaps can reverse. Use stops.
- IV crush after earnings. Sell premium, don't buy long-dated premium into earnings.

---

## 2. FDA Approval Plays

### Strategy

Trade FDA approvals (buy calls) and rejections (buy puts). Stock moves 20-50% on binary events.

### Setup

- **Approval**: Buy calls. Stock gaps up 20-50%
- **Rejection**: Buy puts. Stock gaps down 20-50%

### Execution

- **Pre-FDA**: Use Biotech Catalyst preset, filter by ticker
- **Alert**: Approval or rejection hits
- **Entry**: Within 30 seconds if possible. Move is fast
- **Target**: 30-50% on options. Exit same day or next day

### Risk

- Binary outcomes. Wrong direction = large loss.
- Size small. One trade = 1-2% of account.

---

## 3. Analyst Upgrade Plays

### Strategy

Trade the direction of analyst upgrades and downgrades. Typical 2-5% stock moves.

### Setup

- **Upgrade**: Buy calls or stock
- **Downgrade**: Buy puts or short

### Execution

- **Filter**: Analyst Activity preset, Medium impact
- **Alert**: Upgrade or downgrade on watchlist ticker
- **Confirm**: Check OptionFlow or Snapshot for flow confirmation
- **Entry**: Within 1-2 hours. Move can extend over days
- **Target**: 2-5% stock moves.

### Risk

- Single analyst = noise. Multiple upgrades = stronger signal.
- Downgrades can be sharp. Use stops.

---

## 4. Corporate Action Arbitrage

### Strategy

Trade M&A, stock splits, dividends. Event-driven, often predictable.

### Setup

- **M&A**: Acquirer often dips; target often pops. Trade spreads or single leg
- **Splits**: Pre-split run-up common. Post-split often consolidates
- **Dividends**: Ex-div date plays, dividend capture

### Execution

- **Filter**: Corporate Actions preset

| Event | Typical Move | Action |
|-------|--------------|--------|
| M&A announced | Target +20-50% | Buy target calls |
| M&A deal break | Target -20%+ | Buy target puts |
| Split announced | +5-15% run-up | Buy calls pre-split |

### Risk

- Arbitrage is crowded. Edge is in speed and timing.
- Deal break risk on M&A. Size accordingly.

---

## 5. Market-Moving News Scalping

### Strategy

Act within 30 seconds of High-impact news. Tight stops, 30-50% target, exit within hours.

### Setup

- **Filter**: Market Moving or High impact only
- **Real-time**: Enable 20-second refresh
- **Stops**: 20-30% below entry
- **Target**: 30-50% on options

### Execution

1. NewsEdge alert - High impact
2. Confirm direction (beat = up, miss = down, etc.)
3. Check chart - not already extended
4. Enter within 30 seconds
5. Set stop at 20-30% below entry
6. Target 30-50% or exit within 2-4 hours

### Risk

- Speed is critical. Delayed entry = reduced edge.
- Slippage on fast moves. Use limit orders.
- One bad trade can wipe a day. Strict position sizing.

---

## Quick Reference

| Strategy | Preset | Impact | Timeframe |
|----------|--------|--------|-----------|
| Earnings | Earnings Focus | High | Same day |
| FDA | Biotech Catalyst | High | Same day |
| Analyst | Analyst Activity | Medium | 1-3 days |
| Corporate | Corporate Actions | High/Medium | Days to weeks |
| Scalping | Market Moving | High | Hours |

---

## Next Steps

- [Quick Start](https://tradeecho.com/docs/features/newsedge/quick-start) - Get started with NewsEdge
- [Impact Levels](https://tradeecho.com/docs/features/newsedge/impact-levels) - Deep dive on High, Medium, Low

---

# Snapshot Quick Start

> Snapshot shows real-time sentiment via options flow. Bullish flow (green) = call buying. Bearish flow (red) = put buying. Use flow strength (3x+ = strong, 5x+…

Source: https://tradeecho.com/docs/features/snapshot/quick-start (updated 2026-03-15)

Snapshot shows real-time sentiment via options flow. Bullish flow (green) = call buying. Bearish flow (red) = put buying. Use flow strength (3x+ = strong, 5x+ = extreme) and time filters to find conviction before it shows on the chart.

![Snapshot showing bullish and bearish flow with premium totals](https://tradeecho.com/docs/img/app/snapshot.png)

---

## What is Snapshot?

### What You Get

- **Real-Time Sentiment**: Bullish vs bearish options flow at a glance
- **Flow Strength**: Ratio of call premium to put premium (or vice versa)
- **Time Filters**: Today, Yesterday, This Week, Last Week, Custom
- **Ticker Search**: Sentiment for specific stocks

### Why Snapshot Matters

Options flow leads price. When institutions buy calls, they expect upside. When they buy puts, they expect downside. Snapshot aggregates that flow into a simple bullish/bearish ratio so you see conviction before the move.

---

## Understanding Flow

### Bullish (Green)

- **Call buying** dominates
- Institutions are betting on upside
- Higher ratio = stronger conviction

### Bearish (Red)

- **Put buying** dominates
- Institutions are betting on downside
- Higher ratio = stronger conviction

### Flow Strength Interpretation

| Ratio | Strength | Implication |
|-------|----------|-------------|
| 1x-2x | Weak | Mixed flow, low conviction |
| 3x+ | Strong | Clear directional bias |
| 5x+ | Extreme | Possible contrarian fade |

---

## Time Filters

| Filter | Use Case |
|--------|----------|
| **Today** | Intraday sentiment, day trading |
| **Yesterday** | Overnight context, gap setup prep |
| **This Week** | Swing trade bias |
| **Last Week** | Weekly trend, sector rotation |
| **Custom** | Specific date range for research |

### Which Filter for Which Style

| Trading Style | Primary Filter | Secondary |
|---------------|----------------|-----------|
| Day trading | Today | Yesterday |
| Swing trading | This Week | Today |
| Position trading | Last Week | This Week |

---

## Quick Reference

### Daily Workflow

1. **Pre-Market**: Open Snapshot, check Yesterday for overnight flow
2. **9:30 AM**: Switch to Today, watch for first 3x+ ratio
3. **Throughout Day**: Monitor flow shifts (bullish to bearish or vice versa)
4. **Before Close**: Review This Week for swing ideas

### Decision Tree

```
START → Snapshot
Flow ratio?
├─ 3x+ bullish → Confirm with chart → Consider calls
├─ 3x+ bearish → Confirm with chart → Consider puts
├─ 5x+ extreme → Contrarian fade possible
└─ Under 3x → Low conviction, wait for clearer signal
```

### Top 5 Rules

1. **3x+ = signal** - Below 3x is noise
2. **Confirm with chart** - Flow + price action = conviction
3. **5x+ = extreme** - Consider fading, not following
4. **Use time filters** - Today for day trades, This Week for swings
5. **Flow shifts matter** - Reversals = momentum opportunities

---

## Common Questions

**What does the ratio mean?**

Call premium divided by put premium (or vice versa). 3:1 bullish = $3 of call buying for every $1 of put buying.

**How often does Snapshot update?**

Real-time as new flow comes in. Same data as OptionFlow, aggregated by sentiment.

**Can I search a specific ticker?**

Yes. Use the ticker filter to see sentiment for one stock.

**What if flow is bullish but price is down?**

Flow can lead. Check if it's a new shift (reversal) or if price hasn't caught up yet. Confirm with support levels.

---

## Next Steps

- [Reading Sentiment](https://tradeecho.com/docs/features/snapshot/reading-sentiment) - Four sentiment trading strategies

---

# Reading Sentiment

> Four strategies to trade options flow sentiment with Snapshot. From following the flow to fading extremes, use the ratio to time entries and confirm direction.

Source: https://tradeecho.com/docs/features/snapshot/reading-sentiment (updated 2026-03-15)

Four strategies to trade options flow sentiment with Snapshot. From following the flow to fading extremes, use the ratio to time entries and confirm direction.

---

## 1. Follow the Flow

### Strategy

When flow ratio hits 3x+ in one direction, trade that direction. Strong flow = strong signal.

### Setup

- **3x+ bullish** = Buy calls or bull spreads
- **3x+ bearish** = Buy puts or bear spreads

### Example

Monday morning: $45M bullish flow vs $12M bearish flow = **3.75:1 ratio**. Strong bullish conviction. Look for call entries on pullbacks or breakouts.

### Execution

1. Snapshot shows 3x+ ratio
2. Confirm with chart (support, breakout, volume)
3. Enter in flow direction
4. Stop below key level (bullish) or above (bearish)

### Risk

- 3x can reverse. Use stops.
- Don't chase extended moves. Wait for pullback or confirmation.

---

## 2. Contrarian Plays

### Strategy

When flow hits 5x+ extreme, consider fading. Crowd may be too one-sided.

### Setup

- **5x+ bullish** = Possible put or short setup
- **5x+ bearish** = Possible call or long setup

### Execution

1. Snapshot shows 5x+ extreme
2. Look for exhaustion on chart (reversal pattern, overbought/oversold)
3. Enter opposite to flow
4. Tight stop - if flow continues, exit fast

### Risk

- Extremes can get more extreme. Size small.
- Use only when chart confirms (reversal candle, RSI extreme, etc.).

---

## 3. Flow Shifts

### Strategy

When sentiment flips from bullish to bearish (or vice versa), trade the new direction. Reversals = momentum trades.

### Setup

- **Bullish to bearish** = Put entries
- **Bearish to bullish** = Call entries

### Execution

1. Monitor Snapshot throughout the day
2. Notice ratio flip (e.g., was 3:1 bullish, now 2:1 bearish)
3. Confirm on chart (break of support, volume surge)
4. Enter in new flow direction

### Risk

- False reversals happen. Confirm with price action.
- Early entries can get stopped. Wait for clear shift.

---

## 4. Ticker-Specific Sentiment

### Strategy

Search specific stocks in Snapshot. Use for watchlist prep, earnings plays, or sector focus.

### Setup

- Filter by ticker
- Compare flow to sector or market
- Use for entry timing on known setups

### Example

You're watching XYZ for a breakout. Snapshot shows 4:1 bullish on XYZ vs 1.5:1 on sector. XYZ has relative strength in flow. Higher conviction on the breakout.

### Execution

1. Add ticker to filter
2. Check ratio vs historical or vs sector
3. Use as confirmation for your thesis
4. Enter when flow + chart align

### Risk

- Single-ticker flow can be noisy. Combine with OptionFlow for trade-level detail.

---

## Monday Morning Example

**Scenario**: Pre-market, Snapshot shows $45M bullish flow vs $12M bearish flow.

**Ratio**: 45 / 12 = **3.75:1** bullish

**Interpretation**: Strong institutional call buying. Market participants are positioned for upside.

**Action**: Look for long setups. Confirm with chart. Consider calls on pullbacks or breakouts. Avoid aggressive puts unless chart shows clear reversal.

---

## Quick Reference

| Strategy | Ratio | Action |
|----------|-------|--------|
| Follow the Flow | 3x+ | Trade flow direction |
| Contrarian | 5x+ | Fade extreme |
| Flow Shifts | Reversal | Trade new direction |
| Ticker-Specific | Any | Confirm thesis |

---

## Next Steps

- [Quick Start](https://tradeecho.com/docs/features/snapshot/quick-start) - Get started with Snapshot

---

# Rotation Lab

> Watch sector and stock rotation on a four-quadrant relative rotation view - Leading, Weakening, Lagging, Improving - with tails, playback, and live intraday drift.

Source: https://tradeecho.com/docs/features/rotation-lab (updated 2026-08-03)

Money does not leave the market - it rotates. **Rotation Lab** plots every symbol in a universe on one four-quadrant view: **relative strength** versus a benchmark on the horizontal axis, **relative momentum** on the vertical. One glance answers "who is leading, who is fading, and who is next" - the question a wall of individual charts hides.

Open it from the sidebar at [app.tradeecho.com/rotation-lab](https://app.tradeecho.com/rotation-lab), or add it as a tile from **Workspace → + Add tile → Rotation Lab**.

![Rotation Lab sectors map with quadrant rail and playback](https://tradeecho.com/docs/img/app/rotation-lab-overview.png)

---

## The four quadrants

| Quadrant | Where | What it means |
|----------|-------|----------------|
| **Leading** | Top right | Outperforming the benchmark and still gaining momentum - the current winners |
| **Weakening** | Bottom right | Still outperforming, but momentum is rolling over - winners losing steam |
| **Lagging** | Bottom left | Underperforming with falling momentum - the current losers |
| **Improving** | Top left | Still underperforming, but momentum has turned up - candidates for the next leg |

Names typically rotate **clockwise**: Improving → Leading → Weakening → Lagging → back to Improving. The center of the plot is the benchmark itself - relative strength reads 100 and relative momentum reads 0 there.

---

## Universes and benchmarks

Three modes on the toolbar:

- **Sectors** - the 11 SPDR sector ETFs (XLK, XLF, XLV, XLY, XLP, XLE, XLI, XLU, XLB, XLRE, XLC) plotted against **SPY**. The macro rotation picture.
- **Holdings** - click into any sector to drill down: its top 10 holdings plotted against **the sector ETF itself**. See which stocks are driving the sector's move - and which are just along for the ride. A breadcrumb menu switches sectors without leaving the view.
- **Watchlist** - your own watchlist tickers plotted against SPY. Symbols need roughly 3 months of trading history to chart.

The benchmark follows the mode (the toolbar shows **VS SPY**, or **VS** the sector ETF in Holdings) - drilling into Holdings is how you change the comparison, not a separate picker.

---

## Tails - rotation over time

Each symbol is a dot (now) with a **tail** (the recent path). The tail's shape is the story:

- A tail **curling clockwise** through Improving toward Leading is rotation happening in real time.
- A **long, accelerating** tail means the move is picking up speed; a short, stalling tail means it is losing conviction.
- The **Tail** stepper sets how many periods of history each tail shows; **Smooth** adjusts how reactive the underlying model is.
- **1H / 4H / Daily / Weekly** toggles the timeframe - **1H** and **4H** for intraday rotation, **Daily** for tactical swings, **Weekly** for the bigger regime (Weekly resamples daily bars).
- **Fit trails** zooms out to include every tail point; the zoom controls let you push in on the cluster around the center.

Click any symbol (on the plot or in the quadrant rail) to focus it and dim the rest. The rail groups every name by quadrant with its relative strength, momentum, time-in-quadrant, and heading arrow.

---

## Live drift and playback

- **Live** - during market hours the newest point **drifts intraday**: live quotes (refreshed about every 5 seconds) update today's position, so you can watch a name press toward a quadrant boundary in real time. A LIVE badge shows when the feed is active.
- **Playback** - the scrub bar at the bottom replays about six months of rotation history. Hit play (1x / 2x / 4x), or drag the knob; range pills (5D / 1M / 3M / 6M) size the window, and tick marks flag the days a name entered Leading.
- **Signals** - toggles a highlight mode that flags actionable transitions: quadrant entries, symbols crossing the 100 centerline of relative strength, and momentum reversals.

---

## Reading tips

1. **Shop in Improving, not Leading.** By the time a sector is deep in Leading, much of the move has happened. The highest-value names are in Improving with tails accelerating toward Leading - confirm with [Dealer Edge](https://tradeecho.com/docs/features/dealeredge/quick-start) or [OptionFlow](https://tradeecho.com/docs/features/optionflow/quick-start) before acting.
2. **Weakening is a warning, not a sell signal.** Strong names routinely dip into Weakening and hook back into Leading. A tail that keeps pushing deeper toward Lagging is the real rotation-out; a shallow curl back up is a pause.
3. **Drill before you buy the sector.** A sector can sit in Leading on the strength of two mega-caps. Open Holdings and check breadth - broad participation in Leading and Improving is a healthier rotation than one crowded winner.

For the full seasons metaphor, golden-hook setups, and the sector → holdings → OptionFlow → chart playbook, see [Reading the Rotation Map](https://tradeecho.com/docs/features/rotation-lab-guide).

---

## Next Steps

- [Reading the Rotation Map](https://tradeecho.com/docs/features/rotation-lab-guide) - axes, quadrants, tails, and member-style playbook
- [Snapshot](https://tradeecho.com/docs/features/snapshot/quick-start) - market-wide sentiment to pair with the rotation picture
- [Darkpool](https://tradeecho.com/docs/features/darkpool) - are institutions transacting in the names rotating in?
- [Workspace](https://tradeecho.com/docs/features/workspace) - keep Rotation Lab next to your chart

---

# Reading the Rotation Map

> Member-style playbook for Rotation Lab - two axes, four quadrants (seasons), tails and the golden hook, plus a sector-to-ticker-to-OptionFlow workflow.

Source: https://tradeecho.com/docs/features/rotation-lab-guide (updated 2026-08-03)

Imagine the stock market as an ocean, and institutional money as the currents. Capital is limited and never stays in one place - it flows from one sector to another. That flow is **sector rotation**.

**[Rotation Lab](https://tradeecho.com/docs/features/rotation-lab)** is the radar for those currents. It does not score individual stock charts in isolation. It shows how a sector (or holding) is performing **relative to a benchmark**, so you can see where big money is leaving and where it is quietly moving in.

This guide is adapted from a Trade Echo member write-up. Theory first, then the actionable playbook, then a worked example. Not financial advice - use it as a read framework, not a signal service.

Open the tool: [app.tradeecho.com/rotation-lab](https://app.tradeecho.com/rotation-lab).

![Rotation Lab overview - four quadrants, tails, and the sector rail](https://tradeecho.com/docs/img/app/rotation-lab-overview.png)

---

## Part 1: Two axes

Do not let the trails intimidate you. The whole map is built on two questions:

| Axis | Trade Echo label | Question it answers |
|------|------------------|---------------------|
| **X (horizontal)** | Relative strength (RS-Ratio) | Are you stronger or weaker than the benchmark? |
| **Y (vertical)** | Relative momentum (RS-Momentum) | Is that relative strength speeding up or slowing down? |

How to read the centerlines (in Trade Echo the plot centers at **RS-Ratio = 100**, **RS-Momentum = 0**):

- **Right of center** - winners on a relative basis. The name is outperforming the benchmark (usually SPY in Sectors mode).
- **Left of center** - losers on a relative basis. Underperforming the benchmark.
- **Above center** - stepping on the gas. Relative strength is accelerating.
- **Below center** - hitting the brakes. Relative strength is decelerating.

Important: this is **relative**, not absolute. A sector can rise in price and still sit on the left if SPY is rising faster. RRG answers "where should capital prefer this group versus the alternative," not "is the chart green today."

---

## Part 2: Four quadrants (four seasons)

The two axes create four quadrants. A useful mental model is **seasons**. Names typically rotate **clockwise**: Improving → Leading → Weakening → Lagging → back to Improving.

| Quadrant | Season | Location | Meaning | Bias |
|----------|--------|----------|---------|------|
| **Lagging** | Winter | Bottom left | Money is fleeing. Relative strength and momentum are both soft. | Avoid fresh longs unless you are hunting shorts or deep mean-reversion |
| **Improving** | Spring | Top left | Bottoming process. Still underperforming, but momentum has turned up - early capital often shows up here. | Best hunt zone for early long setups |
| **Leading** | Summer | Top right | Outperforming and still gaining. Crowd loves it; trend-followers ride it. | Great for riding strength; far top-right can be overextended |
| **Weakening** | Fall | Bottom right | Still outperforming, but momentum is rolling over. Profit-taking and rotation-out often start here. | Scale out / tighten risk; do not blindly chase |

Clockwise is the **idealized** path. Real markets also print hooks, stalls, and short reverse loops. Trust the **tail direction** more than the quadrant label alone.

> **Tip: Season cheat sheet**
>
> Winter = Lagging (BL) · Spring = Improving (TL) · Summer = Leading (TR) · Fall = Weakening (BR).
> If someone says "Fall" they mean **Weakening** (bottom right), not top left.

---

## Part 3: Arrows, tails, and spacing

Each symbol is a **head** (today) with a **tail** (recent path). The tip is now; the trail is history. The heading shows where relative momentum is pushing the name next.

### Direction predicts the next step

If a sector sits in **Improving** and the arrow hooks sharply toward the top-right (into **Leading**), that is a classic "rotation into leadership" tell - still confirmation, not a market order by itself.

### Spacing measures speed

Dots along the trail show pace:

- **Dots far apart (long stretch)** - accelerating. Money is rushing in or out aggressively.
- **Dots clustered (knots / short steps)** - consolidating or stalling. Wait for a cleaner heading.

In Rotation Lab, use **Tail** length and **Smooth** to control how much history and how reactive the path looks. **1H** / **4H** catch intraday rotation; **Daily** is tactical; **Weekly** is the bigger regime.

### The golden hook

The highest-value early long pattern: a tail near the **Lagging / Improving** border that paints a clean **U-turn** (or hook) up and to the right - toward Leading. That is "spring" showing up on the radar.

---

## Part 4: Actionable playbook

A four-step workflow that stays inside Trade Echo:

**Step 1 - Macro on Sectors mode**  
Open Rotation Lab → **Sectors** (benchmark **VS SPY**). Lock eyes on **Improving** (top left). Prefer names that have just bottomed with arrows hooking up and right. Getting the sector direction right is half the battle.

**Step 2 - Drill Holdings**  
Click into that sector's **Holdings**. Same RRG logic, now vs the **sector ETF**. Filter for the stocks moving fastest with the sharpest upward trajectories. If you buy the group, prefer the **leader of the group**, not the laggard inside it.

**Step 3 - Confirm with OptionFlow**  
Open [OptionFlow](https://tradeecho.com/docs/features/optionflow/quick-start) on the ticker. If the rotation map says "capital is rotating in" and large call (or bullish) flow agrees on strike and expiry, you have **confluence**. Flow can also frame target and time window - treat it as context, not gospel.

**Step 4 - Chart entry**  
Never buy the map alone. Pull the price chart (and optionally [Dealer Edge](https://tradeecho.com/docs/features/dealeredge/quick-start) / [Darkpool](https://tradeecho.com/docs/features/darkpool)) for a technical entry, invalidation, and size.

Optional fifth check: **Weakening** names you already own - use the map as a reminder to secure profits on strength, not as an automatic market sell.

---

## Worked example: XLP → PEP (member case)

Member narrative from mid-July (illustrative - always re-check the live map). Screenshots below are from that case study, not live market state.

1. **Starter on the sector hook** - On the Sectors map, **XLP** (Consumer Staples) had spent time pointing toward **Lagging** (Winter / bottom left), then showed a sharp reverse. The head stopped in **Improving** (Spring / top left). That is left-side / early rotation - higher risk - so starter size only made sense.

![XLP hooking from Lagging into Improving on the rotation map](https://tradeecho.com/docs/img/app/rotation-lab-xlp-improving.png)

2. **Add when heading clarifies** - Days later the arrow moved toward the top-right at roughly a 45° angle, still in Improving but closing in on the Leading border. That is the "spring turning into summer" tell for the sector.
3. **Pick the holding + flow** - Inside the group, **PEP** showed constructive OptionFlow while the sector thesis held.

![PEP call sweeps in OptionFlow confirming the sector rotation thesis](https://tradeecho.com/docs/img/app/rotation-lab-pep-optionflow.png)

4. **Follow-through** - XLP eventually pressed into leadership on the map; the edge was identifying the Improving hook **before** the crowded Leading print.

![XLP in Leading after the Improving hook resolved](https://tradeecho.com/docs/img/app/rotation-lab-xlp-leading.png)

Takeaways from the example:

- Improving with a clean hook ≠ guaranteed winner - size for uncertainty.
- Sector first, stock second, flow third, chart last.
- Playback in Rotation Lab is useful for studying the same path after the fact.

---

## How to write your own weekly read

Do not treat anyone's dated "current map" notes as standing orders - the map changes. Use this checklist instead:

| Bucket | What to ask |
|--------|-------------|
| **Secure / trim** | Names deep in **Weakening** with tails still pointing toward Lagging - one more pump may be distribution |
| **Accumulate on dips** | Names leaving Lagging / Improving with tails toward Leading - build only if chart + flow agree |
| **Sidelines** | Volatile shakeouts in Improving/Weakening with knotted tails - wait for heading + breakout |
| **No chase** | Crowded **Leading** far from center with momentum already rolling - consolidation or pullback risk |

Pair the weekly map read with [Snapshot](https://tradeecho.com/docs/features/snapshot/quick-start) for breadth/sentiment and OptionFlow for ticker-level confirmation.

---

## Common mistakes

1. **Buying deep Leading** because "it looks strong" - much of the relative move is already priced; prefer Improving hooks.
2. **Mixing up Fall and Spring** - Fall is Weakening (bottom right); Spring is Improving (top left).
3. **Ignoring Holdings breadth** - a sector can sit in Leading on two mega-caps. Drill before you buy the ETF story.
4. **Treating RRG as direction of price** - it is relative to the benchmark. Confirm absolute trend on the chart.
5. **Skipping confluence** - map + flow + chart beats map alone.

---

## Next steps

- [Rotation Lab](https://tradeecho.com/docs/features/rotation-lab) - product controls: universes, tails, live drift, playback, signals
- [OptionFlow Quick Start](https://tradeecho.com/docs/features/optionflow/quick-start) - flow confirmation on the chosen ticker
- [Three-Tool Confirmation](https://tradeecho.com/docs/strategies/three-tool-confirmation) - stack more Trade Echo tools before size
- [Daily Trading System](https://tradeecho.com/docs/getting-started/daily-trading-system) - where rotation fits in a session routine

---

# Workspace

> Build your own multi-tile trading terminal - 18 tile types, saved layouts, an attached Cortex agent that reads your tiles, and shareable layouts.

Source: https://tradeecho.com/docs/features/workspace (updated 2026-08-05)

Workspace is Trade Echo's **build-your-own terminal**: a drag-and-drop grid where you compose the tools you actually use - flow, gamma, dark pool, news, your P&L - into one screen. Open it at **Workspace** in the web sidebar (`/workspace`).

Workspace is currently **web only**.

![Populated Workspace layout with multiple tiles](https://tradeecho.com/docs/img/app/workspace-layout.png)

---

## The 18 tile types

Click **+ Add tile** to open the picker:

| Tile | What it shows |
|------|----------------|
| **Gamma GEX** | Per-ticker dealer gamma chart + KPIs |
| **Net Flow** | Per-ticker net option premium + volume with bias |
| **NewsEdge** | Live news feed with channel filters |
| **Performance** | Calendar + heatmap of your P&L |
| **Watchlist** | Your saved tickers + live quotes |
| **AlgoEdge** | Algorithmic signals + contract drilldown |
| **Darkpool** | Live dark pool prints feed |
| **OptionFlow** | Unusual options activity feed |
| **Dealer Edge Heatmap** | Per-strike dealer gamma heatmap |
| **Dealer Edge Pro** | Multi-ticker dealer gamma side-by-side |
| **Dealer Edge Focus** | Per-ticker dealer positioning deep-dive |
| **Pulse Chart** | Price chart with GEX / darkpool / net-flow overlays and replay |
| **Dealer Edge Greeks** | Dealer greeks read for a ticker |
| **Futures Echo Map** | Futures session map with live levels |
| **Treemap** | Market heatmap grid |
| **Snapshot** | Sentiment snapshot for a ticker or the tape |
| **Rotation Lab** | Relative rotation map (sectors, holdings, watchlist) - see [Rotation Lab](https://tradeecho.com/docs/features/rotation-lab) |
| **Cortex AI** | AI assistant chat - ask about your tiles |

Tiles resize and rearrange freely (each has a sensible minimum size). Most tiles have per-tile settings - default ticker, filters, density - via the gear on the tile header. **OptionFlow is capped at one per layout** for now.

![Add tile picker showing available tile cards](https://tradeecho.com/docs/img/app/workspace-tile-picker.png)

---

## Layouts

The **layout switcher** in the header is a dropdown, not a tab bar:

- Click the current layout name to **rename** it inline
- **+ New layout** saves your current arrangement as a new layout
- **Delete layout** soft-deletes (your default layout is protected)

Build one layout per routine - a morning-prep screen, a 0DTE screen, an earnings screen - and switch between them in two clicks.

---

## Cortex in your Workspace

Add the **Cortex AI** tile and your workspace becomes conversational:

- **Attach an agent** - attach one of your Cortex agents to the layout. It receives a snapshot of your bound tiles' state as context with every message you send from the tile.
- **Context bindings** - the bindings pill in the workspace header (visible once an agent is attached) lets you toggle exactly which tiles feed the agent. Bound tiles' data rides along; unbound tiles stay private to the screen.

So "what do you make of this flow?" actually means *this* flow - the OptionFlow tile on your screen.

---

## Sharing a layout

From the layout switcher, open **Share this layout**:

1. Create a share link (existing links are listed so you can copy or revoke them)
2. Send the URL - it looks like `/workspace/share/<code>`
3. The recipient sees the layout's title, creator, and tile manifest, and can **Add to my Workspace** - forking a private copy onto their own account

Sharing copies the **layout**, not your data - their tiles load their own quotes, watchlists, and P&L.

![Share this layout modal with share link](https://tradeecho.com/docs/img/app/workspace-share-modal.png)

---

## Next Steps

- [Rotation Lab](https://tradeecho.com/docs/features/rotation-lab) - pin the rotation map next to OptionFlow or a chart
- [Reading the Rotation Map](https://tradeecho.com/docs/features/rotation-lab-guide) - axes, seasons, and playbook
- [Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start) - the heatmap behind three of the tiles
- [Net Flow](https://tradeecho.com/docs/features/dealeredge/net-flow) - the Net Flow tile explained
- [Cortex Agent Builder](https://tradeecho.com/docs/features/cortex/agent-builder) - build an agent worth attaching

---

# Trade Journal

> The Trade Echo trade journal - KPI bar, Discipline Score, calendar, trade log, review drawer, and how to get your trades in.

Source: https://tradeecho.com/docs/features/trade-journal (updated 2026-09-25)

Your **Dashboard** is a full trade journal: every trade you log (or sync) feeds a calendar, a searchable trade log, and a stats engine built around one question - *how disciplined is your trading?*

![Dashboard KPI bar with discipline ring and trading metrics](https://tradeecho.com/docs/img/app/journal-kpi-bar.png)

---

## The KPI bar

A compact strip above the tabs summarizes the selected range:

| KPI | What it means |
|-----|----------------|
| **Discipline** | Your 0-100 Discipline Score as a ring, with tier label |
| **Net P&L** | Net realized profit and loss |
| **Profit Factor** | Gross profit ÷ gross loss - above 1.0 is profitable |
| **Win Rate** | Share of closed trades that won, with W/L counts |
| **Total Trades** | Closed trades in the range |
| **Avg / Trade** | Average realized P&L per closed trade |

Click **More metrics** to expand five secondary cards: Total Profit, Total Loss, Highest Profit, Greatest Loss, and % Profitable Days.

---

## Discipline Score

A **0-100 score** that reframes "good trading" as discipline and consistency rather than raw P&L. It is computed from four weighted components:

| Component | Weight | Full credit at |
|-----------|--------|----------------|
| Profit factor | 30% | 2.5x |
| Win rate | 25% | 60% |
| Win/loss ratio | 25% | 2.0x average win vs average loss |
| Consistency | 20% | 60% profitable days |

Tiers: **Elite discipline** (80+), **Strong discipline** (65+), **Developing** (45+), **Needs work** (below 45). The full score card - gauge, tier, and per-component bars - lives on the **Stats** tab; the KPI bar keeps a compact ring so header and Stats always agree.

![Discipline Score card with gauge and component bars](https://tradeecho.com/docs/img/app/journal-discipline-card.png)

---

## Three tabs

### Calendar

Daily P&L on a month grid - spot your best and worst days, streaks, and weekly cycles at a glance. Click a day to see its trades.

![Dashboard calendar view with daily P/L and performance stats](https://tradeecho.com/docs/img/app/dashboard-calendar.png)

### Trade Log

A sortable, searchable table of every trade:

- Search by ticker; filter by date range, P/L, or trade type
- Edit or delete manual trades; batch-select multiple rows
- Rows synced from **copy trading** are read-only in the journal (they came from a pilot you copy) - you can still journal notes and ratings on them
- Export what you see

### Stats

The deep-dive: Discipline Score card, headline metrics, and the **Consistency** panel - profitable-day summary, **max win / loss streaks**, and **day-of-week and time-of-day P&L bars** so you can see *when* your edge shows up (and when it doesn't).

---

## Reviewing a trade

Open any trade to slide out the **review drawer** (right side, no popup):

- **Notes** - your thesis, what worked, what didn't
- **Fees** - log commissions and fees per trade
- **Ratings** - grade your execution
- **AI Review** - ask for an AI read on the trade

![Trade review drawer with notes, fees, and AI Review](https://tradeecho.com/docs/img/app/journal-review-drawer.png)

---

## Getting trades in

1. **Manual entry** - Add Trade, fill in ticker, prices, dates, quantity, and notes.
2. **Bulk upload** - the **Upload Trades** page accepts `.xlsx`, `.xls`, or `.csv` files.
3. **Broker sync** - connect your broker once and fills import automatically. See [Broker Sync](https://tradeecho.com/docs/faq/broker-sync). Options that expire are closed for you at $0 after expiration (both legs of an expired spread), so expired losses show in your P&L instead of sitting open.

Copy trading fills also appear automatically if you use [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview).

---

## Web and mobile

The journal works on **web and mobile** - log, review, and track from either. The redesigned KPI bar, Discipline Score card, and Consistency panel described above are the **web dashboard** experience; mobile keeps the core journal, calendar, and stats.

---

## Next Steps

- [Broker Sync FAQ](https://tradeecho.com/docs/faq/broker-sync) - connect your broker for automatic imports
- [Risk Management Overview](https://tradeecho.com/docs/risk-management/overview) - turn journal insights into rules
- [Daily Trading System](https://tradeecho.com/docs/getting-started/daily-trading-system) - the evening review habit

---

# Portfolios and Mirrors

> Paper and live portfolios, browsing Community Portfolios, and mirroring another portfolio's trades (Beta).

Source: https://tradeecho.com/docs/features/portfolios (updated 2026-07-06)

The **Portfolios** section of the web sidebar groups three pages: **My Portfolios**, **Community Portfolios**, and **My Mirrors** (Beta). Together they let you build strategies, share them, follow other members' books, and - when eligible - mirror a live portfolio with real money.

![Community Portfolios with curated fund portfolios and their returns](https://tradeecho.com/docs/img/app/portfolios-list.png)

---

## My Portfolios

Track a strategy two ways:

| Kind | How it works |
|------|---------------|
| **Paper** | Build a simulated portfolio by hand. Set positions and weights yourself. No broker, no real money. |
| **Live** | Connect a real brokerage. Positions sync automatically. Eligible for real-money mirroring by others. |

Hit **Create Portfolio** and the wizard walks you through the paper/live choice first, then positions. Open any portfolio for its **detail page** - holdings, performance, and history.

Paper portfolios are the safest way to test a thesis: build the book, watch it mark to market, and keep your real account out of it.

---

## Community Portfolios

Browse portfolios other members (and professional **13F** curations) have shared:

- Each card shows its kind - **Paper**, **Live**, or a curated 13F professional portfolio
- Compare performance across time ranges
- **Follow** a portfolio to keep it on your radar
- **Mirror** appears on eligible portfolios - live portfolios with mirroring enabled

---

## My Mirrors (Beta)

Mirroring is **live portfolio copying**: subscribe to an eligible portfolio and its trades are sized to your account and placed in your connected brokerage.

- **My Mirrors** lists every portfolio you mirror; tap a row to open the detail with the manage modal
- A **sizing** step controls how the source portfolio's positions scale to your capital
- You must accept the **Live Portfolio Mirror terms** before your first mirror

Live mirroring is in **Beta** - it is available to paid members and rolls out progressively. If you do not see My Mirrors in your sidebar, your account does not have access yet.

Mirroring places real orders in your brokerage account. Size conservatively and read the terms - the [Copy Trading FAQ](https://tradeecho.com/docs/features/copy-trading/faq) covers the same classes of risk (slippage, partial fills, pausing).

---

## Portfolios vs Copy Trading

They are related but different products:

| | Portfolios & Mirrors | Copy Trading |
|--|----------------------|--------------|
| **What you follow** | A whole portfolio (positions and weights) | A trader's individual trade alerts |
| **Cadence** | Position syncs | Trade-by-trade copying |
| **Best for** | Longer-horizon allocation | Active options/stock trading |

Many members use both: a mirrored portfolio as the base, copy trading for the active sleeve.

---

## Web and mobile

Portfolios and Mirrors are managed on the **web dashboard**. Mobile surfaces your copy trading account; portfolio management is web-first.

---

## Next Steps

- [Copy Trading Overview](https://tradeecho.com/docs/features/copy-trading/overview) - trade-by-trade copying
- [Trade Journal](https://tradeecho.com/docs/features/trade-journal) - your own performance, journaled
- [Broker Sync FAQ](https://tradeecho.com/docs/faq/broker-sync) - connecting brokerages

---

# Market Treemap

> Trade Echo's market treemap is a market-wide heatmap. Each tile is sized by weight (market cap or index weight) and colored by stock performance. Use it to…

Source: https://tradeecho.com/docs/features/treemap (updated 2026-07-26)

Trade Echo's market treemap is a **market-wide** heatmap. Each tile is sized by weight (market cap or index weight) and colored by **stock performance**. Use it to scan breadth, then tap any ticker to open **Dealer Edge** for depth on that name.

![Market treemap with S&P 500 universe and performance toolbar](https://tradeecho.com/docs/img/app/treemap.png)

---

## Treemap vs Dealer Edge GEX heatmap

| Tool | Scope | Color means |
|------|-------|-------------|
| **Treemap** | Many tickers (index or cap universe) | Stock **performance** (1D / 1W / 1M / YTD) |
| **Dealer Edge** | One ticker, strikes x expiries | **GEX**, Vol, VEX, or Charm by strike |

Do not confuse them. Treemap answers *who is moving*; Dealer Edge answers *where dealers are positioned* on the name you pick.

---

## Universe toolbar

| Universe | Layout |
|----------|--------|
| **S&P 500** | Top names per GICS sector; optional **Industry** grouping |
| **Dow 30** | Dow components |
| **Nasdaq 100** | Nasdaq-100 leaders by index weight |
| **Market Cap** | **Mega** band on top, **Large** below, **Nano** last (stacked vertical bands) |
| **Watchlist** | Your saved tickers as a flat equal-size grid (color = % change; no sector grouping) |

The Watchlist universe reads the same **central watchlist** used by Dealer Edge Focus and the Workspace watchlist tile - edit it once and it updates everywhere.

---

## Performance lenses

Switch **1D**, **1W**, **1M**, or **YTD** to change the color on every tile. During regular market hours the map refreshes silently so change % stays aligned with the web cache.

**Industry** toggle groups index universes by sector. It is disabled on Market Cap (bands replace sector layout).

---

## Navigation

- **Zoom / pan** on web; **Reset zoom** restores the default view
- **Tap or click a tile** to open Dealer Edge on that ticker (web and mobile)
- Cache age shows when the snapshot last updated

---

## How to use the Treemap

### Pre-market

Scan for green vs red sector clusters before 9:30 AM ET. Note outliers - green names in red sectors (relative strength).

### With OptionFlow

OptionFlow shows bullish flow on a name - check treemap. Is it in a green sector? Higher conviction.

### With Dealer Edge

Treemap finds the name. Dealer Edge reads gamma, flip, walls, and lens (GEX / Vol / VEX / Charm) on that ticker.

---

## Web and mobile parity

Web (Trade Echo dashboard → Treemap) and mobile (Markets → Treemap) share the same universes, performance lenses, stacked Market Cap layout, and tap-through to Dealer Edge.

---

## Quick reference

1. Pick universe (S&P 500, Dow, Nasdaq 100, or Market Cap)
2. Pick performance lens (1D default for session context)
3. Scan hot and cold sectors
4. Tap a leader → Dealer Edge for strike-level read

---

## Next Steps

- [Dealer Edge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start) - single-ticker GEX heatmap
- [Charm Lens](https://tradeecho.com/docs/features/dealeredge/charm-lens) - fourth Dealer Edge lens near expiry
- [OptionFlow Quick Start](https://tradeecho.com/docs/features/optionflow/quick-start) - confirm treemap ideas with flow

---

# BT Cloud & Advanced Trading Strategies

> BT Cloud is a TradingView indicator that shows trend direction and key levels. Add it free to your charts. This guide covers the indicator components, five…

Source: https://tradeecho.com/docs/features/bt-cloud (updated 2026-07-26)

BT Cloud is a TradingView indicator that shows trend direction and key levels. Add it free to your charts. This guide covers the indicator components, five trading rules, and how to combine BT Cloud with OptionFlow, DealerEdge, and NewsEdge for a complete system.

---

## Introduction

### What is BT Cloud?

BT Cloud is an indicator on TradingView. It displays:

- **Short Line**: Fast-moving component
- **Lead Line**: Medium component
- **K Line**: Slower component
- **Cloud**: The shaded area - green when bullish, red when bearish

### How to Add BT Cloud

1. Open TradingView
2. Add indicator - search "BT Cloud"
3. Free to add to any chart

---

## BT Cloud Components

| Component | Role |
|-----------|------|
| **Short Line** | Fastest - early signals |
| **Lead Line** | Medium - trend confirmation |
| **K Line** | Slowest - major trend |
| **Cloud** | Green = bullish bias, Red = bearish bias |

Price above cloud = bullish. Price below cloud = bearish. Cloud color = trend direction.

---

## Five Trading Rules

### 1. Trade the Direction of the Cloud

- **Green cloud** = Bullish - look for longs
- **Red cloud** = Bearish - look for shorts

### 2. Entry on Reversal

When price crosses back into the cloud from the wrong side, wait for confirmation. Entry when price holds and cloud supports.

### 3. Sell on Rounded Bottom

When the cloud forms a rounded bottom and price breaks below, consider exits or shorts.

### 4. Rinse and Repeat

BT Cloud works on multiple timeframes. Use daily for trend, 15-min for entries. Align timeframes.

### 5. Confirm with Volume

High volume on cloud touch or breakout = stronger signal. Low volume = lower conviction.

---

## Golden Zone Setup

### Fibonacci Entry Zone

- **Zone**: Fibonacci 0.5 to 0.618 retracement
- **Confirmation**: Pin bar or engulfing candle in the zone
- **Direction**: Trade in cloud direction only

### Execution

1. Identify trend via cloud color
2. Wait for pullback to 0.5-0.618 zone
3. Pin bar or bullish engulfing in zone
4. Enter long (green cloud) or short (red cloud)
5. Stop below/above the pin bar

---

## Opening Range Breakout (ORB)

### 15-Min vs 30-Min ORB

| ORB | Range | Best For |
|-----|-------|----------|
| **15-min** | 9:30-9:45 | Faster entries, more signals |
| **30-min** | 9:30-10:00 | Fewer false breakouts, stronger levels |

### Rule

Trade breakouts **in the direction of the cloud**. Green cloud + break above ORB high = long. Red cloud + break below ORB low = short.

---

## Strike Selection Guide

Eight criteria for picking options strikes:

| # | Criterion | Target |
|---|-----------|--------|
| 1 | DTE | Less than 14 days |
| 2 | Strike | Near your price target |
| 3 | IV | Under 45% |
| 4 | Liquidity | High volume, tight spread |
| 5 | Gamma | Around 0.002 |
| 6 | Delta | Around 0.2 (OTM) |
| 7 | Open Interest | Low OI (less crowded) |
| 8 | Value at Target | 2x at your target price |

---

## SPX 0DTE Complete System

Combine all strategies for SPX 0DTE:

1. **BT Cloud**: Daily or 15-min - confirm trend (green or red)
2. **DealerEdge**: GEX anchor - price above or below anchor
3. **ORB**: 15-min or 30-min - breakout direction
4. **Strike Selection**: 0DTE, delta ~0.2, gamma ~0.002
5. **NewsEdge**: No major High-impact news against your direction
6. **OptionFlow**: Flow confirms direction (optional)

### Daily Routine

1. **Pre-market**: Check BT Cloud on SPX daily - trend direction
2. **9:30 AM**: Note ORB range (15 or 30 min)
3. **9:45 or 10:00**: Watch for ORB breakout in cloud direction
4. **Entry**: Breakout + volume + cloud alignment
5. **Exit**: 50-100% target or 20% stop. Exit 0DTE by 2 PM.

---

## Common Mistakes

- **Fighting the cloud**: Don't go long in red cloud or short in green cloud
- **Ignoring volume**: Low volume breakouts fail more often
- **Wrong timeframe**: Use daily for trend, lower for entries
- **No stop**: Always set stop before entry
- **Holding 0DTE too long**: Exit 1-2 hours before close

---

## Best Practices

1. **Cloud is trend** - Trade with it
2. **Volume confirms** - No volume = no conviction
3. **Multi-timeframe** - Daily trend + 15-min entry
4. **Combine tools** - BT Cloud + DealerEdge + OptionFlow
5. **Strict stops** - 20-30% on options, exit 0DTE early

---

## BT Cloud Inside Trade Echo

Beyond the TradingView indicator, the Trade Echo platform computes a live BT Cloud state - an EMA4/EMA20 cloud that reads bullish when EMA4 is above EMA20 and bearish when it is below, with cross-up and cross-down detection. Cortex agents use this state through a built-in preset, and external agents can read the same state through the Trade Echo MCP tool `get_bt_cloud_state` - see the [MCP overview](https://tradeecho.com/docs/mcp/overview).

---

## Next Steps

- [DealerEdge Quick Start](https://tradeecho.com/docs/features/dealeredge/quick-start) - GEX + BT Cloud
- [OptionFlow Quick Start](https://tradeecho.com/docs/features/optionflow/quick-start) - Flow + BT Cloud
- [NewsEdge Quick Start](https://tradeecho.com/docs/features/newsedge/quick-start) - Catalysts + BT Cloud

---

# SPX 0DTE Morning Breakout

> The #1 ranked setup (5 stars). Use Trade Echo tools to identify and trade SPX/NDX morning breakouts with high-probability conditions.

Source: https://tradeecho.com/docs/strategies/spx-0dte-morning-breakout (updated 2026-09-30)

The #1 ranked setup (5 stars). Use Trade Echo tools to identify and trade SPX/NDX morning breakouts with high-probability conditions.

---

## Overview

This strategy combines AlgoEdge, DealerEdge, and OptionFlow to catch opening range breakouts in SPX 0DTE options. When all conditions align, the setup offers strong risk-reward with defined entry, targets, and exit rules.

---

## Conditions Checklist

Before considering an entry, verify all of the following:

| Tool | Condition |
|------|-----------|
| **DealerEdge** | Price below anchor (upside magnet - favor calls) or above anchor (fade bias - favor puts) |
| **DealerEdge** | Note the GEX regime: 4-5 is positive gamma and more stable; 1-2 is negative gamma and more volatile. Use it for risk and execution, not direction. |
| **AlgoEdge** | Early alert in your chosen direction |
| **OptionFlow** | Cluster of matching activity in same direction |

---

## Entry Rules

1. Wait for the Opening Range Break (ORB) to form (typically first 15-30 minutes).
2. Enter on ORB break in the direction of the DealerEdge anchor bias.
3. Use delta ~0.20 strikes for optimal risk-reward.
4. Target premium around $2 per contract.

---

## Targets and Stops

| Metric | Value |
|--------|-------|
| **Target** | 40-70% gain |
| **Stop** | 20% loss |
| **Exit Time** | By 2 PM ET |

---

## Complete Example

**Setup:** SPX trading at $6,858. DealerEdge anchor at $6,900.

- Price is below the anchor - upside magnet bias (favor calls).
- GEX Rating 4-5 describes a positive-gamma, more stable regime. The call bias comes from price below the anchor plus matching flow and an upside ORB break. Price above the anchor with matching bearish flow and a downside ORB break can favor puts under either rating; a 1-2 regime calls for more cautious sizing because moves can accelerate.
- AlgoEdge fires early alert for SPX 0DTE calls matching the bias.
- OptionFlow shows clustered call activity in the same direction.

**Entry:** On ORB break above the morning high, buy 0DTE calls at delta ~0.20, premium ~$2. (For the put-side setup - price above anchor with matching bearish flow - enter on ORB break below the morning low. The GEX rating informs risk, not the choice of calls or puts.)

**Management:** Target 40-70% gain, stop at 20% loss, exit by 2 PM regardless.

---

# Momentum Clusters

> The #2 ranked setup (4 stars). Identify and trade tickers with concentrated institutional flow using AlgoEdge and OptionFlow.

Source: https://tradeecho.com/docs/strategies/momentum-clusters (updated 2026-03-15)

The #2 ranked setup (4 stars). Identify and trade tickers with concentrated institutional flow using AlgoEdge and OptionFlow.

---

## Overview

Momentum Clusters occur when multiple AlgoEdge alerts fire on the same ticker with matching OptionFlow activity. The strategy capitalizes on strong directional flow with quick entries and defined risk.

---

## Conditions Checklist

| Tool | Condition |
|------|-----------|
| **AlgoEdge** | 3+ alerts on the same ticker |
| **OptionFlow** | Matching activity in same direction |
| **Premium** | Total premium >$250K across alerts |

---

## Entry Rules

1. Enter quickly once the cluster forms - momentum fades fast.
2. Use strikes 5-10% OTM for leverage.
3. Keep premium per contract under $2 when possible.

---

## Targets and Risk

| Metric | Value |
|--------|-------|
| **Target** | 50-100% gain |
| **Risk** | 1-2% of account per trade |

---

## How to Identify Clusters

1. Monitor AlgoEdge channels for repeated ticker mentions.
2. Cross-check OptionFlow for matching size and direction.
3. Confirm total premium exceeds $250K for institutional conviction.
4. Act within 5-10 minutes of cluster formation.

---

## Timing Entries

- Do not wait for perfect confirmation - clusters move fast.
- Enter on the first or second pullback after the initial spike.
- Avoid chasing if price has already moved 3%+ without you.

---

## Managing the Trade

- Scale out at 50% and 100% if using multiple contracts.
- Trail stops as price moves in your favor.
- Exit if momentum stalls (volume dries up, no new alerts).

---

# Three-Tool Confirmation System

> Use AlgoEdge, OptionFlow, and DealerEdge together for high-conviction entries. Each tool confirms the next before you trade.

Source: https://tradeecho.com/docs/strategies/three-tool-confirmation (updated 2026-09-30)

Use AlgoEdge, OptionFlow, and DealerEdge together for high-conviction entries. Each tool confirms the next before you trade.

---

## Overview

The 3-Tool Confirmation System reduces false signals by requiring alignment across all three Trade Echo tools. Follow the six steps in order for best results.

---

## Step 1: AlgoEdge Signal

Look for alerts that meet these criteria:

- **Size:** >1,000 contracts
- **Value:** >$250K
- **Direction:** Single direction only (calls OR puts, not both)
- **Strike:** 5%+ OTM

---

## Step 2: OptionFlow Confirmation

Verify with OptionFlow:

- Matching activity in same direction
- Clustered alerts (multiple within minutes)
- Total premium >$100K

---

## Step 3: DealerEdge Direction

Use DealerEdge for directional bias:

| Price vs Anchor | Bias |
|-----------------|------|
| Below anchor | Favor calls |
| Above anchor | Favor puts |

Read the GEX rating separately from direction: **4-5** means positive gamma and a more stable, pinning-friendly regime; **1-2** means negative gamma and faster, more volatile moves. The rating guides risk and execution. It does not select calls or puts.

---

## Step 4: Price Action Check

Before entering, confirm:

- Key level break (support/resistance)
- High volume on the move
- Trend matches your direction

---

## Step 5: Strike Selection

- **Delta:** ~0.20 for balance of leverage and probability
- **Premium:** ~$2 per contract when possible
- **Spreads:** Use tight spreads to reduce slippage

---

## Step 6: Risk Management

| Rule | Value |
|------|-------|
| **Max risk per trade** | 1-2% of account |
| **Stop loss** | 20% on position |
| **Exit time** | Before 2 PM ET for 0DTE |

---

## Summary

Only take trades when all three tools align. Skipping steps increases false signals and reduces edge.

---

# NDX Morning Sniper Strategy

> Capture NDX 0DTE momentum at the open using AlgoEdge. Act fast - the best setups appear within the first 5-10 minutes.

Source: https://tradeecho.com/docs/strategies/ndx-morning-sniper (updated 2026-03-15)

Capture NDX 0DTE momentum at the open using AlgoEdge. Act fast - the best setups appear within the first 5-10 minutes.

---

## Overview

The NDX Morning Sniper targets high-value NDX call flow at market open. NDX is extremely volatile - use smaller position sizes and quick exits.

---

## Setup Routine

1. **9:30 AM ET:** Open AlgoEdge and watch for NDX alerts.
2. **Channels:** Focus on Directional or High Value 0DTE channels.
3. **Filter:** Look for OTM NDX calls with >$250K value.

---

## Entry Rules

1. Trade with the trend - do not fade strong opening momentum.
2. Enter within 5-10 minutes of the alert.
3. Act fast - NDX moves quickly and opportunities vanish.

---

## Targets and Exits

| Metric | Value |
|--------|-------|
| **Target** | 50-100% gain |
| **Exit** | Exit quickly - do not hold for perfection |

---

## Risk Warnings

- **NDX is extremely volatile** - use smaller position sizes than SPX.
- **0DTE decay is rapid** - time is against you after 10 AM.
- **Gap risk** - NDX can gap significantly; size accordingly.

---

## Example Setup

**9:32 AM:** AlgoEdge fires - NDX 0DTE calls, $280K value, Directional channel.

**Context:** NDX futures gapping up, pre-market strength.

**Action:** Enter NDX 0DTE calls 5% OTM, premium under $2. Target 50-100%, exit within 30-60 minutes or by 2 PM.

---

# Risk Management

> Portfolio sizing, daily limits, emotional discipline, and Trade Echo alert playbooks - companion frameworks for protecting capital.

Source: https://tradeecho.com/docs/risk-management/overview (updated 2026-03-22)

This section is adapted from **Darkhorse** live session companion materials: portfolio management, sizing, risk frequency, emotional guardrails, and practical ways to use Trade Echo alerts without overtrading or blind copying.

Use it as a workbook: fill in the blanks, print checklists, and align numbers to **your** account size and risk tolerance. Nothing here is financial advice.

## What you will find

| Page | Topic |
|------|--------|
| [Portfolio sizing and daily limits](https://tradeecho.com/docs/risk-management/portfolio-sizing-daily-limits) | Trade frequency, dollar sizing, stops vs risk, worst-case day math |
| [Emotional trading and guardrails](https://tradeecho.com/docs/risk-management/emotional-trading-guardrails) | The Script, emotion scale, pre-trade centering, emergency plan |
| [Trade Echo alerts and playbooks](https://tradeecho.com/docs/risk-management/trade-echo-alerts-playbooks) | Tailing with discipline, 3-Box verification, sizing matrix, common errors |

## Core ideas (quick)

- Blow-ups often come from **bad sizing**, not only bad ideas.
- **Position size is not the same as risk** - your stop defines how much you can lose.
- **Cap trade frequency** to protect daily P/L and decision quality.

When you are ready, start with [Portfolio sizing and daily limits](https://tradeecho.com/docs/risk-management/portfolio-sizing-daily-limits).

---

# Portfolio sizing and daily limits

> Trade frequency, daily loss rules, core vs risk-shot size, stop loss vs portfolio risk, and worst-case day scenarios.

Source: https://tradeecho.com/docs/risk-management/portfolio-sizing-daily-limits (updated 2026-03-22)

**Live session companion:** portfolio management, sizing, and risk - trade frequency, daily risk limits, position sizing, and risk per trade.

## Why this matters

- Blow-ups come from bad sizing, not bad ideas.
- Position size ≠ risk. **Your stop defines real risk.**
- Cap frequency to protect daily P/L (and your head).

---

## $10k account - quick playbook

- **Max 4-5 trades/day.** Stop after 2 big losses; reset for tomorrow.
- **Core size:** $750-$1,000 per trade (about 7.5-10% of portfolio).
- **Risk shots:** $250-$500 per trade (about 2.5-5%) for higher-risk ideas.
- **Target 2-3R** on winners (+50-75% typical take-profit range for many option-style plays - adjust to your product).

---

## Make it yours - check your rules

- [ ] I will take no more than 4-5 trades per day.
- [ ] If I take two big losses, I am done for the day.
- [ ] My core position size is $_____ (_____%).
- [ ] My risk-shot size is $_____ (_____%).
- [ ] My typical stop range is _____-_____%.
- [ ] My target per trade is _____ R (_____%).
- [ ] Optional: My daily loss cap is _____% of portfolio.

---

## Risk per trade - $1k size examples

If your **position** is about $1,000, the table below shows **portfolio** risk for different **stop loss % on the position** (not on the whole account).

| Stop loss (%) | Risk as % of portfolio | Dollars at risk (on $1k size) |
|---------------|-------------------------|-------------------------------|
| 5 | 0.50% | $50 |
| 10 | 1.00% | $100 |
| 15 | 1.50% | $150 |
| 25 | 2.50% | $250 |

---

## Daily risk if every trade hits stop

| Scenario | Per-trade risk (% of port.) | Trades | Worst-case day loss |
|----------|-------------------------------|--------|----------------------|
| Tight stops | 1.0% | 4 | ≈ 4% |
| Tight stops | 1.0% | 5 | ≈ 5% |
| Loose stops | 2.5% | 4 | ≈ 10% |
| Loose stops | 2.5% | 5 | ≈ 12.5% |

---

## Execution rules (simple + enforceable)

- Enter **near your stop** - tight invalidation keeps losses small.
- **Cut fast** when thesis breaks; do not average down.
- **Scale out** into strength; let winners work up to 2-3R.
- **No revenge trades** - you do not get back losses by sizing up.

---

Next: [Emotional trading and guardrails](https://tradeecho.com/docs/risk-management/emotional-trading-guardrails).

---

# Emotional trading and guardrails

> The Script, emotion scale, guardrails, pre-trade centering, in-trade rules, and emergency plan for impulse control.

Source: https://tradeecho.com/docs/risk-management/emotional-trading-guardrails (updated 2026-03-22)

**Live session companion:** practical frameworks to cut impulse, execute the plan, and protect capital.

## Why this matters

- Psychology is the cost center: arrogance, pride, and fear show up in P/L fast.
- Everyone has weak spots - rules exist to protect you from yourself.
- Goal: reduce decisions to **checklists** so you can execute like a machine.

---

## Strategy 1 - THE SCRIPT

Write your trading process once and follow it every time. No improvising. Build muscle memory.

- [ ] I have one core setup that is proven in my journal.
- [ ] My script fits on one page and is visible while I trade.
- [ ] I follow it step-by-step - no skipping.

### Your SCRIPT - fill this in

| Step | Your rule (write it in) |
|------|-------------------------|
| 1) Pre-trade state | [ ] I am calm (0-2/5 emotion). [ ] No FOMO. [ ] I can walk away. |
| 2) Market context | Trend, key levels, news, econ calendar checked. |
| 3) Setup criteria | My A-setup checklist passes (list 3-5 bullets). |
| 4) Entry trigger | Exact signal (price/level/flow/timeframe). |
| 5) Position size | Core: $_____ Risk-shot: $_____ (or ____% of port). |
| 6) Stop and invalidation | Hard stop: _____% or level _____. Invalidation: _____. |
| 7) Targets and R | TP1 at ____ (≈2R). TP2 at ____ (≈3R). Scale rules: ____. |
| 8) Trade management | Move stop? Trail? Only on rule-based signals, never emotions. |
| 9) Exit protocol | Close at invalidation/target/time-stop. No hope trades. |
| 10) Log | Record reason, size, stop, target, emotion score, lesson. |

---

## Strategy 2 - Creating GUARDRAILS

Identify patterns that cause damage, then build **if-then** rules that block them - every time.

### Trigger → behavior → cost (find your patterns)

| Trigger (what starts it?) | Behavior (what you do) | Cost ($/%) | Frequency |
|---------------------------|-------------------------|------------|-----------|
| Missed move / FOMO | Chase late entry, oversize | -3% avg | Often |
| Red P/L | Revenge trade after loss | -2-5% day | Sometimes |
| Boredom | Take mid setups | Small leaks | Daily |

### Emotion scale (use before each trade)

| Score | You feel… | Do / don't |
|-------|-----------|------------|
| 0-1 | Calm, neutral | Proceed if setup qualifies / Do not force trades |
| 2 | Alert, focused | Proceed; follow script / Do not improvise |
| 3 | Irritated or amped | Micro-pause 60s; re-check script / Do not increase size |
| 4 | Tilted, anxious | Step away 15-30 min / Do not trade |
| 5 | Rage / fear | Stop for day; review guardrails / Do not open platform |

---

## Pre-trade centering (60-second protocol)

- [ ] 3 slow breaths (inhale 4s, hold 2s, exhale 6-8s).
- [ ] Emotion score: ____/5 (must be ≤2 to place a trade).
- [ ] Calendar/news checked; no landmines near entry.
- [ ] My setup matches my SCRIPT; size and stop are predefined.

---

## In-trade rules (keep it mechanical)

- [ ] No moving stop further away - ever.
- [ ] Only scale if a predefined add-trigger hits.
- [ ] If invalidation triggers, exit without debate.
- [ ] If emotion rises above 3/5, flatten or tighten and step away.

---

## Emergency plan (if I break a rule)

- [ ] Flatten positions immediately; screenshot P/L for accountability.
- [ ] Close platform; set 15-minute timer; walk away from desk.
- [ ] Write 3 lines: trigger, behavior, fix. Re-open only when the timer ends.

---

Next: [Trade Echo alerts and playbooks](https://tradeecho.com/docs/risk-management/trade-echo-alerts-playbooks).

---

# Trade Echo - turning opportunities into wins

> Tailing with discipline, active verification, the 3-Box test, sizing matrix, and common errors when using platform alerts.

Source: https://tradeecho.com/docs/risk-management/trade-echo-alerts-playbooks (updated 2026-03-22)

Two practical playbooks plus sizing rules you can use with Trade Echo alerts today.

## What we are doing here

- Apply **portfolio sizing + risk rules** to real Trade Echo alerts.
- Two approaches: **(A) Tailing with discipline**, **(B) Active verification**.
- Avoid common errors: chasing, blind copying, and emotion-driven sizing.

---

## Playbook A - Tail with discipline (limited screen time)

Stick to 1-2 (maybe 3) proven traders. Study their patterns, then follow a ruleset.

- [ ] Pick 1-3 traders with consistent results that fit my style/timeframe.
- [ ] Review 20-30 of their past alerts (wins/losses) and tag patterns.
- [ ] Write rules for when I will tail and when I will skip.
- [ ] Use **my own** stops and targets unless I explicitly trust their risk plan.

### Trader watchlist builder

| Trader | Strengths (setups/assets) | Weaknesses/pitfalls | Expectancy / win% | TAIL when… | SKIP when… | Notes |
|--------|---------------------------|---------------------|-------------------|------------|------------|-------|
| | | | | | | |

### Pattern study worksheet (per trader)

| Date | Setup type | Catalyst (Y/N) | Outcome (R) | Why it worked/failed | Keep or toss pattern |
|------|------------|---------------|-------------|----------------------|------------------------|
| | | | | | |

### Tailing rules (fill these in)

- [ ] I tail only these setup types: ________________________________
- [ ] I require at least one of: (a) catalyst, (b) level confluence, (c) flow confirmation.
- [ ] If the entry is gone (chasing), I skip and set an alert for the retest.
- [ ] I place **MY** stop at invalidation (_____% or level _____) and define targets (≈2-3R).

---

## Playbook B - Active verification (able to monitor)

Scan alerts. Verify with a **3-box test**. Size by conviction. Execute your script.

### The 3-Box alert test

| Test | Question | Pass (✓) / Fail (✗) |
|------|----------|----------------------|
| Catalyst | Is there a clear catalyst (news, data, flow, level/time)? | |
| Analysis | Do I agree with the thesis after a quick review? | |
| Chart | Is the setup clean (trend, level, risk:reward ≥ 2R)? | |

**Score it:** each ✓ = 1 point (0-3). Use the sizing matrix below.

### Sizing matrix (align with your risk plan)

Example account: **$10k** - scale dollars to your account.

| 3-Box score | Position size ($10k example) | Stop (pos %) | Notes |
|-------------|------------------------------|--------------|-------|
| 0 | $0 - PASS | - | No edge today. Save bullets. |
| 1 | $250 (≈2.5%) | 5-10% | Probe only; quick invalidation. |
| 2 | $500 (≈5%) | 5-15% | Decent; partial take-profit at 2R. |
| 3 | $750-$1,000 (7.5-10%) | 5-25% | A-setup; manage per script, target 2-3R. |

### Execution checklist (use every alert)

- [ ] 3-Box Test score: ____/3
- [ ] Size selected: $_____ (or _____% of portfolio)
- [ ] Stop at: _____% / Level: _____ • TP1: _____ (≈2R) • TP2: _____ (≈3R)
- [ ] Time-based exit if not moving by: _____ (e.g., 15-30 min / candle close)
- [ ] Log reason + emotion score (≤2/5 to enter)

---

## Common errors to avoid

- **Blind copying** size/stop - always fit risk to **your** plan.
- **Chasing** after the entry is gone - wait for your level/retest.
- **Moving stops further away** - invalidation is invalidation.
- **Overtrading** everything in the feed - quality over quantity.
- **Ignoring** your daily loss cap or the two-losses-stop rule.

---

## Integrate with risk and script (recap)

- [ ] Core size: $750-$1,000 (7.5-10%); Risk shots: $250-$500 (2.5-5%).
- [ ] Stops: 5-10% (tight) or 15-25% (loose) **on the position** (not the portfolio).
- [ ] Targets: aim 2-3R; trim into strength; no hope trades.
- [ ] Guardrails: after two big losses or over daily cap, I am done.

### Decision flow (fast path)

1. Alert fires → Run 3-Box Test (Catalyst / Agree / Chart).
2. Score 0 → Pass. Score 1 → Probe size. Score 2-3 → Core sizing.
3. Preload stop and targets, then place the order with discipline.

---

Back to [Risk management overview](https://tradeecho.com/docs/risk-management/overview).

---

# TSLA 435c - 500% Gain

> This case study walks through the TSLA 435 calls that ran from $1.05 to $6.35 for a 500% gain. The same process used on the OKLO 10K trade - stacking…

Source: https://tradeecho.com/docs/case-studies/tsla-500-pct (updated 2026-03-15)

This case study walks through the TSLA 435 calls that ran from $1.05 to $6.35 for a 500% gain. The same process used on the OKLO 10K trade - stacking catalyst, gamma, and levels in Trade Echo before taking the trade.

Video: [TSLA 435c 500% - News Edge, Dealer Edge & GZ Retest](https://www.youtube.com/watch?v=2CO0bsofmVU)

## Setup

Before market open and after the open, TSLA showed **relative strength** compared to the broader market. That put it on the radar. The plan was to stack structure, catalyst, and gamma confirmation before entering.

## News Edge - Catalyst

In Trade Echo's **News Edge**, a search for TSLA surfaced the catalyst: **SpaceX merger talks with TSLA**. When you get a real headline like that and you already have relative strength and clean levels, you have a reason to believe price can make a run toward your target.

## Dealer Edge - Gamma and AI Confirmation

In **Dealer Edge**, the TSLA view showed:

- **Positive gamma** between 432.5 and 440
- **Anchor point** around 440
- **Flip point** at 407 (we were above it)
- **GEX rating** of 5

Dealers were positioned to support a move up into the 432.5-440 zone. The **AI analysis** confirmed: take a **435 break entry** to target **440**. Structure, catalyst, and gamma all aligned - 435 break, target 440.

## Chart Setup

On the **1-hour chart**:

- **Trendline** from Jan 23 highs at 451 down to today's opening highs at 433
- **Resistance** at 440
- **Retest level** at 425

The plan: if we get a clean break and hold above structure, target 440, with 425 as the level we don't want to lose on a pullback.

## Entry

On the **3-minute chart**:

- **Opening range high** at 430
- **GZ zone** from yesterday's lows at 415 up to the OrB high at 430 (classic opening range and prior day low)
- Price gave a **perfect backtest and bounce at the 0.5** of that zone

Entry: **435 calls** at **$1.05** with **0.2 delta** contracts.

## Exit

At the **440 target**, profit was taken. The contracts ran from **$1.05 to $6.35** - a **500% gain**.

## Key Takeaways

- **Structure** on the 1-hour (trendline, resistance, retest level)
- **Catalyst** from News Edge (SpaceX merger talks)
- **Gamma** and AI confirmation from Dealer Edge (435 break to 440)
- **Execution** via clean GZ retest on the 3-minute

Same stack every time: catalyst, structure, gamma, execution.

---

# TSLA 410c - 750% Gain

> This case study walks through the TSLA 410 calls that ran over 750% - and how three Trade Echo tools flagged this setup before the market even opened. This is…

Source: https://tradeecho.com/docs/case-studies/tsla-750-pct (updated 2026-09-30)

This case study walks through the TSLA 410 calls that ran over 750% - and how three Trade Echo tools flagged this setup before the market even opened. This is the power of stacking edges.

Video: [TSLA 410c 750% - 3 Trade Echo Tools Flagged It Before The Open](https://www.youtube.com/watch?v=5vNXvTk8eZc)

## Three-Edge Setup

### Dealer Edge - Pre-Open Gamma Setup

In **Dealer Edge**, the TSLA view showed:

- **Gamma Anchor** at 410 (where the most gamma is concentrated)
- **Flip Level** at 401 (dividing line between positive and negative gamma)
- **GEX Rating** 4/5 - a positive-gamma, more stable regime; the rating alone does not predict direction

Price sat pre-open around 398, just below the flip at 401. The setup: if TSLA reclaims 401, dealers start buying to hedge, opening the path toward the 410 anchor. Below 397.5, negative gamma takes over and downside volatility expands.

The **AI analysis** confirmed a bullish outlook - significant call gamma at the 410 strike indicating strong support, with buyers likely to defend that level.

### News Edge - China Sales Catalyst

In **News Edge**, a search for TSLA surfaced the catalyst: **China news showing TSLA sales are up**. With dealer positioning pointing to 410 as the magnet and a fundamental reason for buyers to step in, the directional thesis came from the price/Flip reclaim and supporting news and flow. The 4/5 GEX rating described the regime, rather than predicting or amplifying an upside move.

### Algo Edge - Institutional Flow at Prior Close

In **Algo Edge**, filtering for TSLA revealed:

- **279 large trades** totaling over **$550 million** in premium at yesterday's close
- Flow heavily skewed to calls

Key blocks:

- **TSLA 455 calls** - 1,408 contracts, over $10M (deep OTM)
- **TSLA 410 calls** - 1,408 contracts, over $10.5M (right at the Gamma Anchor)
- **TSLA 430 calls** - 1,005 contracts
- **600 calls** - 5,400 contracts across multiple expirations at over $2.4M each

Institutional positioning. Smart money was loading up on TSLA calls right at the close, ahead of today's move.

## Chart - Explosive Move Off Open

On the **1-hour chart**: descending trendline from the highs, with a **trigger level at 400** (aligned with the Dealer Edge flip zone at 401). Everything below that trigger is negative gamma territory. Everything above it opens the door to the 410 anchor.

Price pushed through 400, cleared the trigger, and ran straight into the 410 Gamma Anchor. First lock-in at 410. Then continued to 415. The Dealer Edge levels played out perfectly - 400 acted as the trigger, 410 acted as the magnet, and the short gamma squeeze carried it through.

## Execution

The **410 calls** ran over **750%**. Three Trade Echo tools flagged the setup before the bell. The chart delivered exactly what they said it would.

## Discord Community Wins

Members caught this same move:

- **svint** - TSLA 412.5 calls, 2 contracts at 61 cents avg, current $5.33 = **+1,232%** on the day
- **geo** - TSLA 410 calls, 5 contracts at 62 cents avg, current $3.45 = **+456%** total (started with 70, scaled out)
- **SinbadTheSailor** - Bought TSLA 410 calls at 5 cents, sold at $2.95
- **pzachman** - TSLA 410 calls, 70 contracts, **$8,890 profit** (83% gain)

Real members, real trades, using the same tools. Dealer Edge, News Edge, Algo Edge - the edges were there for everyone.

---

# OKLO 95c - $10K Challenge

> This case study walks through the exact OKLO options trade that pushed the challenge account up to $10,000. Step-by-step: how Trade Echo, TradingView, and…

Source: https://tradeecho.com/docs/case-studies/oklo-10k-challenge (updated 2026-03-15)

This case study walks through the exact OKLO options trade that pushed the challenge account up to $10,000. Step-by-step: how Trade Echo, TradingView, and options flow were used to build conviction in this setup.

Video: [OKLO 95c - How One Trade Took The Challenge Account To $10K](https://www.youtube.com/watch?v=I7WiGHFfpvo)

## Top-Down Scan

A **top-down scan** started the process. On this day, the nuclear and uranium sector showed **relative strength** compared to the broader market, which was weak and leaning lower.

OKLO was a standout. The day before, unusual options activity was seen - OKLO 120 calls for the 02/20 expiry. When bigger money steps out in time like that, it signals interest building underneath the surface.

Mindset: sector strong, OKLO has flow behind it, looking for a clean technical trigger to get involved on the long side.

## News Edge - Catalysts for OKLO

In **News Edge**, a search for OKLO surfaced:

1. **OKLO options trends** - "Behind the Scenes of Oklo's Latest Options Trends" - aligned with the unusual options activity already seen in the tape
2. **U.S. Energy Dept** - seeking input from states for nuclear waste storage, fuel reprocessing, and advanced reactor deployment - OKLO listed among beneficiaries
3. **Bullish analyst initiation** - fresh coverage with Buy rating and aggressive price target

Policy and infrastructure backdrop supporting a bigger move, not just a one-off pop.

## Chart - Key Levels

On the **1-hour chart** for OKLO:

- **86** - key breakout level (price has reacted around this area before)
- **95** - first resistance target
- **100** - next obvious extension

Framework: if OKLO breaks and holds above 86 with this news and flow behind it, position for a move into 95, with 100 as a stretch area.

## Dealer Edge - Why 95 Calls

In **Dealer Edge** for OKLO:

- **Anchor** at 100
- **GEX Rating** 4 (dealers meaningfully positioned)
- **Flip point** around 86
- **Secondary node** at 95

Once above the 86 flip level, dealers are incentivized to pull price toward higher nodes. The structure supports a push into 95 and potentially toward 100. This confirmed the **95 calls** as the right strike.

## Entry

At **9:46 AM**, on the 5-minute chart after the 86 breakout:

- **BTO 10 OKLO 95 calls, 01/30 expiry, at $1.15** each

The 95 strike aligned with the first resistance target on the 1-hour, gave exposure to the move from above 86 toward 95, and Dealer Edge confirmed dealer positioning supported this target.

## Management

Price continued higher but pulled back into **VWAP** - a secondary entry or add-on opportunity. VWAP held, buyers stepped back in.

While the broader market was weak and pushing down, OKLO held trend and respected VWAP. That **relative strength** is what you want when playing a name with a strong catalyst.

## Exit

Into strength at the 95 target zone:

- **STC 10 OKLO 95c 01/30 @ $2.33**
- **+102.6% gain**, ~$1,180 profit
- Pushed the challenge account to **$10,000**

## Process Summary

1. **Sector scan** - nuclear/uranium strength vs weak market
2. **News Edge** - options trends, policy news, analyst initiation
3. **Chart levels** - 86 breakout, 95 and 100 targets
4. **Dealer Edge** - anchor at 100, flip at 86, node at 95 - confirmed 95 calls
5. **Execute** - BTO at 9:46 AM after 86 breakout, manage through VWAP retest, STC at target

Stacking edges using Trade Echo - not chasing green candles or headlines in isolation.

---

# Trade Echo MCP Overview

> Connect Cursor, Claude, ChatGPT, Meta Muse, Grok Bot, and other agents to Trade Echo market intel via MCP.

Source: https://tradeecho.com/docs/mcp/overview (updated 2026-09-27)

Trade Echo MCP gives your AI agent **read-only** access to the same institutional intel you use in the dashboard - Option Flow, Dealer Edge, Dark Pool, Algo Edge, futures (Echo Map, session levels, quotes, tape and the Globex calendar), macro events, news, filings, and more. The intel tools are read-only.

**Trading** is available on **every paid plan** as a beta. It is optional and **off by default**. You turn it on for one connection at a time. **Monthly** and **Yearly** members trade on one brokerage account, their active Copy Trading account (change it in Copy Trading), and can have up to 3 active trade plans. **Lifetime** members can choose any linked account for each connection and have unlimited active plans. Paper accounts are labelled. With Trading on, the assistant can preview and place long option orders, and stock orders where your broker supports them, on the connection's trading account. It can also create [Cortex trade plans](https://tradeecho.com/docs/features/cortex/trade-plans), which you always approve in Trade Echo before Cortex runs them. The assistant previews every order first and places it only after you say yes in the chat. By default you then confirm each order in Trade Echo before it goes to your broker, and an order you do not confirm expires unsent after 5 minutes. See [Trading](https://tradeecho.com/docs/mcp/agent-connections#trading).

> **Warning**
>
> Orders placed through an assistant are real orders with real money. You are responsible for every order you approve.

> **Info: Beta**
>
> Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com.

You can also keep Trading off and connect a separate broker agent (for example [Robinhood Agentic](https://tradeecho.com/docs/mcp/robinhood-agentic)) alongside Trade Echo MCP.

> **Tip: Start at tradeecho.com/mcp**
>
> The main MCP guide lives at **[tradeecho.com/mcp](https://tradeecho.com/mcp)**: what the server can and cannot do, scopes, limits and security. Every tool with its parameters and credit cost is in the **[MCP tool reference](https://tradeecho.com/mcp/tools)**.
>
> Step-by-step setup: **[Claude](https://tradeecho.com/mcp/claude)** · **[ChatGPT](https://tradeecho.com/mcp/chatgpt)** · **[Meta AI (Muse)](https://tradeecho.com/mcp/meta-muse)** · **[Grok](https://tradeecho.com/mcp/grok)** · **[Cursor, Claude Code, Codex and other clients](https://tradeecho.com/mcp/other-clients)**

---

## What you get

| Piece | Detail |
|-------|--------|
| **Endpoint** | `https://api.tradeecho.com/api/mcp/intel` |
| **Transport** | Stateless JSON-RPC over HTTP `POST`. Streamable HTTP clients work in its JSON-response mode: no SSE stream, no session id. |
| **Auth** | OAuth 2.1 with PKCE for ChatGPT, Claude connectors, Meta Muse, grok.com, and native Grok Bot; personal access token (`Authorization: Bearer`) for header clients |
| **Access** | Active Trade Echo subscription |
| **Data** | Read-only intel tools. Market intel by default. Journal and live holdings need the opt-in **My Account** switch. |
| **Trading** (beta) | Every paid plan. Optional and off by default. Order and trade plan tools need the separate opt-in **Trading** switch on that connection. Monthly and Yearly trade on their active Copy Trading account; Lifetime chooses the accounts. See [Trading](https://tradeecho.com/docs/mcp/agent-connections#trading). |
| **Setup UI** | [Agent Connections](https://app.tradeecho.com/agent-connections) |
| **Machine-readable** | [Server card](https://tradeecho.com/.well-known/mcp/server-card.json) and [tool catalog (JSON)](https://api.tradeecho.com/api/mcp/catalog) |

---

## Quick path

1. Open **[Agent Connections](https://app.tradeecho.com/agent-connections)** in the web app.
2. **PAT clients** (Cursor IDE, Claude Code, Codex, Grok CLI, Muse Code): pick an access profile (**All market intel** or **Options and dealer only**), turn on **My Account** only if you want journal / holdings tools, generate a token, copy it once, paste the Bearer header. Leave **Trading** off unless you want the agent to place orders.
3. **OAuth clients** (ChatGPT, Claude.ai, Meta Muse, grok.com, native Grok Bot): paste the MCP URL, follow the OAuth link, click **Allow**. Check **My Account** only if you want journal / holdings tools. Leave **Trading** unchecked unless you want the assistant to place orders. No PAT.
4. Wire details: [Connect your client](https://tradeecho.com/docs/mcp/connect-clients).
5. Ask the agent for flow, dealer levels, dark pool, futures levels and tape, or a multi-signal scan ([examples](https://tradeecho.com/docs/mcp/examples)).

---

## Two-MCP pattern (intel + execution)

```text
Trade Echo MCP  →  Agent  →  Broker Agentic MCP
   (intel)                    (orders)
```

- **Trade Echo MCP** - market intel and context
- **Broker agentic MCP** (e.g. Robinhood) - funded account execution
- Connect **both** in the same agent so the model can research with Trade Echo, then trade with the broker MCP

This pattern still works with Trading off. If you turn on [Trading](https://tradeecho.com/docs/mcp/agent-connections#trading) (beta, every paid plan) for your Trade Echo connection, the assistant can also place orders through Trade Echo on that connection's trading account. See [Robinhood Agentic](https://tradeecho.com/docs/mcp/robinhood-agentic).

---

## Security basics

- Treat PATs like passwords. Never commit them or paste them in Discord.
- One token per agent is recommended.
- Revoke anytime from Agent Connections.
- Tokens stop working if your subscription lapses or you revoke the connection.
- MCP is for personal use and is not copy trading. The intel tools are read-only. Orders are placed only on connections where you turned on Trading, and only after you say yes to that order in the chat.
- Turn Trading off, or revoke the connection, anytime from Agent Connections (**Agent MCP** in the web app menu) or **AI connections** in the mobile app.
- What connected apps can read, and what we log, is in the [Privacy Policy](https://tradeecho.com/privacy-policy) (section 3.2).

---

## Next

- [tradeecho.com/mcp](https://tradeecho.com/mcp) - full guide, scopes, limits, security
- [MCP tool reference](https://tradeecho.com/mcp/tools) - every tool, parameter and credit cost
- [Agent Connections](https://tradeecho.com/docs/mcp/agent-connections) - tokens, scopes, credits
- [Connect your client](https://tradeecho.com/docs/mcp/connect-clients) - Cursor IDE, Grok Bot, Claude, ChatGPT, Meta Muse, Codex
- [Example prompts](https://tradeecho.com/docs/mcp/examples)
- [Robinhood Agentic](https://tradeecho.com/docs/mcp/robinhood-agentic)

---

# Connect Your Client

> Wire Trade Echo MCP into Cursor IDE, native Grok Bot, grok.com, Grok CLI, Claude, ChatGPT, Meta Muse, and Codex.

Source: https://tradeecho.com/docs/mcp/connect-clients (updated 2026-09-27)

MCP URL:

```text
https://api.tradeecho.com/api/mcp/intel
```

Replace `te_live_YOUR_TOKEN` with the PAT from [Agent Connections](https://app.tradeecho.com/agent-connections).

> **Tip: Step-by-step setup guides**
>
> [Claude](https://tradeecho.com/mcp/claude) · [ChatGPT](https://tradeecho.com/mcp/chatgpt) · [Meta AI (Muse)](https://tradeecho.com/mcp/meta-muse) · [Grok](https://tradeecho.com/mcp/grok) · [Cursor, Claude Code, Codex and other clients](https://tradeecho.com/mcp/other-clients). Overview and FAQ: [tradeecho.com/mcp](https://tradeecho.com/mcp).

The server speaks stateless JSON-RPC over HTTP `POST` (JSON responses, no SSE stream, no session id). In clients that ask for a transport type, pick **HTTP** / **Streamable HTTP**, not SSE or stdio.

### Free plan

A free Trade Echo account can connect from any client that **signs in to Trade Echo** (grok.com, Grok Bot, Claude, ChatGPT, Meta Muse and others). Personal access tokens need a paid plan, so token setups (Cursor IDE, Grok CLI, Claude Code with a PAT) do not work on the free plan. The consent screen shows the free plan instead of the usual scopes: no My Account switch, no Trading section.

- Two tools: `get_daily_echo_brief` (SPX levels and GEX Rating from the morning edition) and `get_morning_levels` (SPY and QQQ).
- **3 briefs a day**, reset at 12:00 AM ET. GEX Rating describes the volatility regime, not market direction.
- One free connection at a time. Connecting again, from the same client or another one, replaces the old connection.
- Every other tool needs a paid plan. On the free plan, those tools answer with a link to plans.

---

## Cursor IDE

PAT via `mcp.json` headers. Native **Grok Bot** in Cursor uses OAuth (next section), not this PAT.

Add to MCP settings (JSON), or use Cursor's MCP UI and paste equivalent fields:

```json
{
  "mcpServers": {
    "trade-echo": {
      "url": "https://api.tradeecho.com/api/mcp/intel",
      "headers": {
        "Authorization": "Bearer te_live_YOUR_TOKEN"
      }
    }
  }
}
```

Then ask Cursor something like: "Using Trade Echo, show unusual call flow on NVDA today."

---

## Grok Bot

Full guide: [tradeecho.com/mcp/grok](https://tradeecho.com/mcp/grok)

Native **Grok Bot** uses **OAuth**. No PAT and no Bearer header.

1. Ask Grok Bot to connect Trade Echo MCP, or add a custom MCP connector with:

   ```text
   https://api.tradeecho.com/api/mcp/intel
   ```

2. Click **Connect**. The client shows an OAuth link.
3. Follow the OAuth link. Sign in to Trade Echo, accept the terms, click **Allow**.
4. Tools work - ask for flow, dealer levels, Discovery noteworthy prints, or session structure (VWAP / ORB).

Account tools (`get_my_broker_snapshot`, journal, copy status) appear only if you checked **My Account** on the consent page.

Grok Bot signs in with OAuth, so there is no token to paste. The connection shows on Agent Connections as type `oauth`. Revoke anytime.

---

## grok.com

Same MCP URL and Trade Echo consent as native Grok Bot. Add a custom MCP connector, paste `https://api.tradeecho.com/api/mcp/intel`, connect, follow the OAuth link, sign in, click **Allow**. No PAT.

---

## Grok CLI

```bash
grok mcp add --transport http trade-echo https://api.tradeecho.com/api/mcp/intel \
  --header "Authorization: Bearer te_live_YOUR_TOKEN"
```

---

## Claude.ai / Claude Desktop Connectors

Full guide: [tradeecho.com/mcp/claude](https://tradeecho.com/mcp/claude)

Claude's custom connectors use **OAuth** (Settings → Connectors). They do **not** take a PAT in the connector UI:

1. Open **Settings → Connectors → Add custom connector** (claude.ai web or Claude Desktop).
2. Paste the MCP URL:

   ```text
   https://api.tradeecho.com/api/mcp/intel
   ```

3. Click **Add**, then **Connect**. Follow the OAuth link, sign in, accept the terms, click **Allow**.
4. Ask Claude for flow, dealer levels, or a futures session brief.

The connection shows on Agent Connections as type `oauth`. Revoke anytime.

Optional: Claude Desktop can instead use a local MCP JSON config with an `Authorization: Bearer` PAT header, same as Cursor IDE.

---

## Claude Code

With a PAT:

```bash
claude mcp add trade-echo \
  --transport http \
  https://api.tradeecho.com/api/mcp/intel \
  --header "Authorization: Bearer te_live_YOUR_TOKEN"
```

Or with OAuth: add the server without the `--header` line, then run `/mcp` inside Claude Code and choose **Authenticate**.

---

## Codex

```bash
codex mcp add trade-echo --url https://api.tradeecho.com/api/mcp/intel
```

Set the bearer token in MCP settings, or:

```bash
export TRADE_ECHO_MCP_PAT="te_live_YOUR_TOKEN"
```

Point `bearer_token_env_var` at `TRADE_ECHO_MCP_PAT` if your Codex MCP config supports it.

---

## ChatGPT

Full guide: [tradeecho.com/mcp/chatgpt](https://tradeecho.com/mcp/chatgpt)

OAuth - no PAT.

1. In ChatGPT, open **Settings → Apps & connectors** (or Plugins) and enable **Developer mode**.
2. Add a custom MCP app and paste:

   ```text
   https://api.tradeecho.com/api/mcp/intel
   ```

3. ChatGPT shows an OAuth link. Follow it, sign in to Trade Echo, accept the terms, click **Allow**.
4. Ask ChatGPT to use Trade Echo MCP for flow or dealer levels.

The connection shows on Agent Connections as type `oauth`. Revoke anytime.

---

## Meta Muse

Full guide: [tradeecho.com/mcp/meta-muse](https://tradeecho.com/mcp/meta-muse)

Muse builds a **custom connector** for Trade Echo itself. You tell it where the server is, and it handles the setup.

1. In Muse, ask:

   ```text
   Connect Trade Echo using the MCP server at https://api.tradeecho.com/api/mcp/intel. If you need a Client ID, use trade-echo-mcp.
   ```

2. Sign in when Muse asks. You have two options:
   - **OAuth:** follow the sign-in link, sign in to Trade Echo, accept the terms, and click **Allow**. If Muse asks for a **Client ID**, enter `trade-echo-mcp` exactly. It is not your email or username.
   - **PAT:** create a token on [Agent Connections](https://app.tradeecho.com/agent-connections). Enter it **only in Muse's secure credential prompt**. Never paste it into the chat.
3. Ask Muse for flow, dealer levels, dark pool prints, or a futures session brief.

The connection shows on Agent Connections as **Muse**. You can revoke it anytime. Your Muse login and your Trade Echo login don't need to use the same email.

### Muse Code

Add Trade Echo to `~/.config/muse/settings.json`:

```json
{
  "schema_version": 1,
  "mcp_servers": {
    "trade-echo": {
      "transport": "streamable_http",
      "url": "https://api.tradeecho.com/api/mcp/intel",
      "headers": { "Authorization": "Bearer te_live_YOUR_TOKEN" }
    }
  }
}
```

---

## Verify the connection

In any connected agent, ask:

> List Trade Echo MCP tools.

You should see tools such as `get_option_flow`, `get_noteworthy_flow` (Discovery noteworthy prints), `get_breaking_news` (Discovery Breaking News tab), `get_session_structure`, `get_dealer_edge_data`, `get_dark_pool_data`, and `get_futures_session_levels`, depending on the scopes you granted. Journal and holdings tools appear only with **My Account**.

If you get **401 Unauthorized**:

- Token missing, mistyped, or revoked
- OAuth was never completed (Connect shown, but consent / Allow not finished)
- Wrong header format (`Authorization: Bearer te_live_...`)

If you get **403** `subscription_inactive`:

- Your Trade Echo membership is not active. Renew at [tradeecho.com/pricing](https://tradeecho.com/pricing); the same connection works again once it is.

If you get **credit limit** errors:

- Wait for the hourly reset, or buy bonus credits on Agent Connections

---

## Next

- [Example prompts](https://tradeecho.com/docs/mcp/examples)
- [Robinhood Agentic](https://tradeecho.com/docs/mcp/robinhood-agentic)

---

# Agent Connections

> Create PATs, choose scopes, manage credits, and revoke MCP connections.

Source: https://tradeecho.com/docs/mcp/agent-connections (updated 2026-09-28)

All MCP setup starts in the dashboard:

**[app.tradeecho.com/agent-connections](https://app.tradeecho.com/agent-connections)**

You need an active Trade Echo subscription.

---

## Create a personal access token (PAT)

1. Open **Agent Connections**.
2. Enter a **label** (e.g. `Cursor laptop`, `Claude Code`).
3. Choose an **access profile**:
   - **All market intel** (28 tools) - every read-only market intel tool: Option Flow, Dealer Edge, Dark Pool, Algo Edge, Market Data, News Edge, BT Cloud, SEC Filings and Futures
   - **Options and dealer only** (19 tools) - Option Flow, Dealer Edge, market data and the futures tools
   - Or **Custom**: toggle individual Trade Echo tool groups
4. **My Account** is a separate switch, not a profile: **Let this agent read My Account** adds your trade journal, copy-trading status, and live broker holdings (3 tools) on top of any profile. Leave it off unless the agent needs your own numbers; third-party models will see them.
5. **Trading** (beta) is another separate switch, off by default, on every paid plan. Leave it off unless you want the agent to place orders and create trade plans. See [Trading](#trading).
6. Accept the MCP terms.
7. Click **Generate token**.
8. **Copy the token immediately** - Trade Echo will not show it again.

Tokens created earlier under older profile names keep working with the scopes they were issued with.

Token format looks like `te_live_...`.

MCP URL (same for everyone):

```text
https://api.tradeecho.com/api/mcp/intel
```

---

## Auth types

| Type | Best for | How |
|------|----------|-----|
| **PAT** | Cursor IDE, Codex, Grok CLI, Muse Code | Generate PAT → paste `Authorization: Bearer` header |
| **PAT or OAuth** | Claude Code | PAT via `--header`, or add the URL then `/mcp` → **Authenticate** |
| **OAuth** | ChatGPT, Claude.ai / Claude Desktop connectors, Meta Muse, grok.com, native Grok Bot | Add MCP URL → follow the OAuth link → Allow |

OAuth connections also appear on the Agent Connections list as type `oauth`, labeled with the app's name (for example **Muse** or **ChatGPT**). Revoke them the same way as PATs.

The consent page needs an active Trade Echo membership. Without one, it shows a **See plans** link instead of **Allow**. Subscribe, then start the connection again from your AI assistant.

On the OAuth consent page, **My Account** is a separate checkbox. The market intel scopes your assistant asks for are granted with **Allow** after you accept the MCP terms. When an assistant does not ask for specific scopes, it gets the default market intel set (26 tools: everything except SEC filings). Existing OAuth connections stay intel-only until you reconnect and check the box.

**Trading** (beta, every paid plan) is its own section below **My Account** on the consent page, unchecked by default. See [Trading](#trading).

> **Tip**
>
> ChatGPT, grok.com, and native Grok Bot do **not** support pasting a PAT. Use OAuth from the connector flow.

---

## Credits and limits

MCP usage is metered in **credits**. Limits reset on the clock hour.

Typical defaults:

| Bucket | Limit |
|--------|-------|
| Per connection / hour | 100 credits |
| Per user / hour | 150 credits |
| Burst / minute | 15 credits |

Heavy tools (e.g. dealer edge, options chain, filings) cost more credits than a simple flow query. A Futures Echo Map replay (`get_futures_echo_map` with `as_of`) costs 4 credits instead of 2. Usage shows on each connection row.

If you hit the hourly cap:

- Wait for the next hour, or
- Buy a **bonus credit pack** on the same page (Starter Boost / Agent Day / Power Week)

Bonus credits apply after the hourly pool is exhausted. Revoking or creating a new token does **not** reset your hourly usage.

Daily create caps apply (PAT + OAuth) so tokens are not mass-minted.

---

## Manage connections

On the right side of Agent Connections you can:

- See **active** vs **revoked** connections
- Watch hourly usage + bonus credits
- **Revoke** a connection (click once to arm, again to confirm)
- See which connections show **Trading on**, and use **Edit trading** on them ([Trading](#trading))

After revoke, that PAT or OAuth grant stops working immediately for `tools/list` and `tools/call`.

What connected apps can read, and what we log, is covered in the [Privacy Policy](https://tradeecho.com/privacy-policy) (section 3.2).

---

## Trading

> **Info: Beta**
>
> Trading and trade plans are in beta. We are improving them quickly; report anything odd in Discord or at info@tradeecho.com.

Trading is available on **every paid plan** as a beta. Trading is optional. With it on, an assistant can preview and place orders on your trading account, after you say yes in the chat, and create [Cortex trade plans](#trade-plans) that you approve in Trade Echo. The market intel and My Account tools stay read-only.

> **Warning**
>
> Orders placed through an assistant are real orders with real money. You are responsible for every order you approve.

Trading is off by default. You turn it on for one connection at a time.

| Plan | Account the connection trades on | Active trade plans |
|------|----------------------------------|--------------------|
| **Monthly** and **Yearly** | One brokerage account: your active Copy Trading account. Change it in [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview). | Up to 3 |
| **Lifetime** | Any linked account you choose, per connection | Unlimited |

### Turning it on

- **OAuth clients:** on the consent page, **Trading** is a separate section below **My Account**, unchecked by default. Check it, pick the accounts the assistant can use (Lifetime; Monthly and Yearly use their active Copy Trading account), accept the trading terms, then click **Allow**.
- **PAT clients:** when you create a token, turn on the **Trading** switch, pick the accounts (Lifetime), accept the trading terms, then click **Generate token**.

Existing connections stay read-only. To use Trading with an assistant you already connected, reconnect it (OAuth) or create a new token (PAT) with Trading on.

A connection with Trading on shows **Trading on** in your connections list.

### Choosing accounts

On **Monthly** and **Yearly**, Trading uses one brokerage account: your active Copy Trading account. To trade on a different account, change your active account in [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview).

On **Lifetime**, you can pick any of these for each connection:

- Brokerage accounts already linked in [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview)
- [Robinhood Agentic accounts](https://tradeecho.com/docs/features/copy-trading/robinhood) you connected to Trade Echo

Accounts are shown with masked labels, and paper accounts are labelled **Paper**. Orders go to the account the connection trades on, and the assistant can only use that account (or, on Lifetime, the accounts you chose for that connection). Lifetime members can change the list anytime with **Edit trading**.

What the assistant can do on those accounts:

- **Options:** buy to open and sell to close an option you already hold, as limit orders. Your broker checks your options approval.
- **Stocks and ETFs** (linked brokerage accounts only): limit or market orders. Market orders only from 9:30 AM to 4:00 PM ET.
- **Cancel** an open order you placed through Trade Echo Trading

All orders are day orders. Robinhood Agentic accounts support options only, as limit orders. Orders are **long only**: no short sales, no selling options you do not hold, and no spreads.

Before an order is sent, Trade Echo checks that the account is on this connection and healthy, that there is buying power for a buy, market session rules, and your cap on buys if you set one. Sells are limited to what your broker or Trade Echo shows you hold. Orders on a copy trading source account are refused, because your followers would copy them. If Trade Echo cannot confirm that your broker received an order, it never sends that order again: check your broker app. Every trading call is logged to an audit trail.

### Per-order cap

There is no platform cap. You can set an optional cap, in dollars, on the estimated cost of each buy with **Edit trading** on the connection. There is no cap by default. A buy whose estimated cost is above your cap is not sent. Sells are not capped.

Changes you make in **Edit trading** apply to the assistant's next tool call.

### Confirm each order

**Confirm each order in Trade Echo** is on by default for every connection with Trading.

- When the assistant places an order, nothing goes to your broker yet. You get a push, and Trade Echo shows a confirm screen (also reachable from the banner in the web app) with the exact order: what you buy or sell, quantity, contract or symbol, limit price, account, estimated cost, the quote and its time, and any warnings.
- Tap **Confirm** to send it to your broker, or **Decline** to drop it.
- An order you do not confirm within 5 minutes expires and is never sent.

You can turn this off for one connection in **Edit trading**, for automations you trust. Trade Echo asks you to acknowledge: "Orders from this assistant will be sent without asking you. Only turn this off for automations you trust." The connection then shows **Places without asking**; with confirmation on it shows **Confirms each order**. Turning confirmation back on needs no extra step.

### Turning it off

- **Edit trading** → **Turn off trading** on Agent Connections (**Agent MCP** in the web app menu), or
- Turn Trading off from **AI connections** in the mobile app, or
- **Revoke** the connection

After you turn Trading off, the connection keeps its other tools, which are read-only. To turn Trading on again, click **Turn trading back on** on that connection, pick the accounts (Lifetime), and accept the trading terms again. Trade Echo can also turn Trading off for everyone if needed. Turning Trading off for a connection, or removing it, cancels any [trade plans](#trade-plans) from that connection that have not entered yet. A plan that already entered keeps its stop, target, trim steps and time exit, and you can sell it from **Plans** in Cortex.

### What the assistant does

1. `list_tradable_accounts` shows the accounts this connection can trade on.
2. `preview_order` builds a preview of the exact order: account, order details, quote, estimated cost, a note that fees are set by your broker, and any warnings. A preview does not send an order, and it expires after 2 minutes.
3. The assistant shows you the preview in the chat.
4. Only after you say yes does it call `place_order`. With **Confirm each order** on (the default), the order then waits for you to confirm it in Trade Echo, for up to 5 minutes. Once sent, the result is **submitted**, not filled.
5. `get_order_status` reports the status from your broker: submitted, working, filled, partially filled, cancelled or rejected.

The assistant previews every order first and places it only after you say yes in the chat. By default you also confirm each order in Trade Echo before it is sent. Order status comes from your broker. An order is not filled until your broker says it is filled.

To cancel an open order placed this way, ask the assistant to use `cancel_order`. Cancelling does not need a preview. You can also decline an order that is waiting for your confirmation on the confirm screen, and it is never sent.

### Trade plans

With Trading on, the assistant can also create a [Cortex trade plan](https://tradeecho.com/docs/features/cortex/trade-plans): one long option trade with an entry limit, entry conditions (price above or below a level, premium at or below a price, price above the gamma flip, a Flip Cross, or the Charm Stack at the Anchor), a stop, a target, up to 3 trim steps ("sell X% at +Y%"), an optional time exit and a valid-until time. Each step sells that percent of the original position when the gain is reached; the rest keeps its stop, target and time exit. A plan with trim steps needs at least 2 contracts, and each step must sell at least 1 contract.

1. `preview_trade_plan` checks the plan against your account and shows it in the chat. Nothing is sent to your broker.
2. Only after you say yes does it call `submit_trade_plan`. You get a push and approve the plan in Trade Echo (**Approve plan**) within 5 minutes. **Every plan needs this approval, even when Confirm each order is off.**
3. Once approved, Cortex watches the conditions during market hours, buys at or below your limit, sells at each trim step automatically, and exits on the stop, target or time exit, or before the bell on expiration day, without asking again. Positions can be held overnight. You get a push when it enters and when it exits.
4. `get_plan_status` and `list_plans` report where your plans stand. `cancel_plan` cancels a plan that has not bought yet; to close an open plan position, use **Sell now** on **Plans** in Cortex.

Monthly and Yearly members can have up to 3 active plans. Lifetime members can have unlimited active plans.

---

## Scopes vs tools (short map)

| Scope | Example tools |
|-------|----------------|
| `flow.read` | `get_option_flow`, `get_noteworthy_flow`, `get_option_flow_sector_summary` |
| `dealer_edge.read` | `get_dealer_edge_data`, `get_key_levels`, `get_trade_map`, `scan_setups`, `find_stacks` |
| `darkpool.read` | `get_dark_pool_data` |
| `algo_edge.read` | `get_algo_edge_signals` |
| `news.read` | `get_news`, `get_breaking_news` |
| `market.read` | `get_market_data`, `get_index_snapshot`, `get_macro_events`, `get_options_chain_snapshot`, `get_finra_ats_volume` |
| `intel.read` | `get_bt_cloud_state`, `get_session_structure`, `multi_signal_scan` |
| `filings.read` | `get_sec_filings`, `get_company_financials` |
| `futures.read` | `get_futures_echo_map`, `get_futures_session`, `get_futures_quotes`, `get_futures_tape`, `get_futures_session_levels`, `get_unusual_futures_prints` |
| `account.read` | `get_my_broker_snapshot`, `get_portfolio_stats`, `get_my_copy_trading_status` |
| `trade` (Trading, beta) | `list_tradable_accounts`, `preview_order`, `place_order`, `cancel_order`, `get_order_status`, `preview_trade_plan`, `submit_trade_plan`, `get_plan_status`, `cancel_plan`, `list_plans` |

Only tools allowed by the connection's scopes appear in `tools/list`. **All market intel does not include My Account.** Create a new token with the My Account switch on, or reconnect OAuth and check the box.

`get_dealer_edge_data` is for stocks, ETFs and cash indexes. It refuses futures roots (ES, NQ, MES, MNQ, RTY, YM) and points the assistant to the futures tools, or to the cash index (SPX, NDX, RUT, DJX) for index gamma. For the listed stock behind a futures-like symbol (for example ES or BTC as equities), the assistant passes `resolve: "equity"`. See [Futures tools](https://tradeecho.com/docs/mcp/examples#futures) for what each futures tool returns.

`trade` is never part of a profile or the default set. It is added only when a paid member turns on Trading for that connection, and its tools work only on a connection with Trading on. Every scope except `trade` is read-only.

Full per-tool parameters and credit costs: [tradeecho.com/mcp/tools](https://tradeecho.com/mcp/tools).

---

## Free plan

A free Trade Echo account sees a smaller Agent Connections page:

- Your free connection (for example Grok or Claude), with **Remove**.
- **Briefs today**, for example `1/3`, and when the count resets (12:00 AM ET).
- A Trade Echo Pro card with **See plans**.

There is no personal access token, credit pack or Trading editor on the free plan. You can have one free connection at a time: connecting from another client replaces it. Removing the free connection ends that client's access right away.

---

## Next

- [Connect your client](https://tradeecho.com/docs/mcp/connect-clients)
- [Example prompts](https://tradeecho.com/docs/mcp/examples)

---

# Example Prompts

> Copy-paste prompts and tool examples for Trade Echo MCP.

Source: https://tradeecho.com/docs/mcp/examples (updated 2026-09-27)

These work in Cursor, Claude, ChatGPT, Meta Muse, Codex, or Grok Bot once Trade Echo MCP is connected. Prefer naming the **ticker** and **timeframe**.

The Trade Echo MCP intel tools are **research only** and read-only. Confirm on the live dashboard before trading. Not investment advice. Placing orders through Trade Echo needs the separate opt-in [Trading](https://tradeecho.com/docs/mcp/agent-connections#trading) switch on your connection.

---

## Option Flow

```text
Using Trade Echo MCP, pull unusual options flow on NVDA for today.
Summarize the largest call and put premiums, and flag anything that looks like a sweep.
```

```text
Show sector option-flow summary for the last session. Which sectors are seeing the most call premium?
```

---

## Discovery / noteworthy flow

```text
Using Trade Echo MCP, pull today's Discovery noteworthy flow.
Summarize the top ranked, OI-confirmed prints and call out the largest premiums.
```

```text
What are the noteworthy Discovery prints from Trade Echo for the last session?
```

---

## Dealer Edge / GEX

```text
Using Trade Echo, get dealer edge / GEX data for SPY.
What are the key gamma levels, flip, and where dealers are likely pinned?
```

```text
Compare dealer positioning on SPX vs QQQ for today. Call out magnets and high-risk zones.
```

---

## Dark Pool

```text
Pull dark pool prints for TSLA today. Highlight the largest blocks and whether they look above or below the tape.
```

---

## Algo Edge

```text
Get Algo Edge signals for SPX 0DTE this morning. Summarize which channels are active and what they imply for direction.
```

---

## Multi-signal scan

```text
Run a Trade Echo multi-signal scan on PLTR.
Combine flow, dark pool, dealer edge, and news into a short bull / bear / invalidation brief.
```

---

## News + catalysts

```text
Using Trade Echo, pull Discovery breaking news from the last 6 hours.
Summarize the highest-urgency headlines and the tickers they tag.
```

```text
Using Trade Echo news tools, what high-impact catalysts are on the calendar for this week that could move SPX or mega-cap tech?
```

```text
Get recent news for NVDA and pair it with any unusual flow from Trade Echo.
```

---

## Market data / chain / macro

```text
Get an index snapshot for SPX and NDX right now from Trade Echo.
```

```text
Pull a quick options chain snapshot for SPY near the money for today's expiry.
```

```text
What macro events are on the Trade Echo calendar for the next two sessions?
```

---

## Filings / fundamentals

```text
Using Trade Echo filings tools, summarize the latest 10-Q or 8-K highlights for AMD.
```

---

## Session structure (VWAP / ORB)

```text
Using Trade Echo, get session structure on NVDA. Is price extended vs VWAP, and did it break the opening range?
```

```text
Check VWAP and the 15-minute opening range on SPY from Trade Echo session structure.
```

---

## Futures

```text
Using Trade Echo, is Globex open right now? When is the next halt and the next cash open,
and what is the ES front month and roll date?
```

```text
Get Trade Echo futures quotes for ES, NQ, CL and GC. Say which prices are live, delayed or simulated.
```

```text
Pull the last 50 ES prints from the Trade Echo futures tape.
What is the buy/sell split and CVD over those prints?
```

```text
Get Trade Echo session levels for NQ. Where is price vs session VWAP and its bands,
the overnight high/low and the initial balance? Is the prior session POC still naked?
```

```text
Using Trade Echo, list ES and NQ prints of $25M or more on the sell side in the last 90 minutes.
```

```text
Rebuild the ES Echo Map as of yesterday at 10:15 ET and compare it with the map now.
```

What each futures tool returns (all `futures.read`):

| Tool | Returns | Credits |
|------|---------|---------|
| `get_futures_session` | Globex session phase (RTH, overnight, maintenance, closed), trade date, next cash open, next halt, next reopen, last close, holiday early-close and closure flags, and for each root the front-month contract, expiry, roll date, tick size, point value and tick value. Calendar only, no prices. | 1 |
| `get_futures_quotes` | Last, change and change % vs prior settlement, bid/ask with sizes, front month, quote time and session phase for ES, MES, NQ, MNQ, RTY, YM, CL, GC and ZN. Every row is labelled live, delayed (older than 60 seconds) or simulated. | 2 |
| `get_futures_tape` | The latest ES or NQ prints (default 25, max 50), newest first: price, size, notional and side, plus the buy/sell volume split and CVD over those prints. Optional `min_notional`. | 2 |
| `get_futures_session_levels` | Session VWAP and RTH VWAP with 1 and 2 standard deviation bands, overnight high/low, initial balance (first 60 minutes of RTH, once complete), 15 and 30 minute opening range, prior day high/low/close, prior settlement, session and prior-session POC / VAH / VAL with a naked POC flag, and dealer gamma walls projected from the cash index via the basis. `levels[]` is the merged list nearest to price, with distance in points and ticks. Optional `as_of` within the last 14 days (not CL or GC). | 2 |
| `get_futures_echo_map` | The Echo Map read: quote, session phase, overnight and session stats, volume profile POC and value area, CVD, projected gamma walls, confluence levels and a short thesis. Optional `as_of` rebuilds the map at a past moment in the last 14 days (not CL or GC). | 2, or 4 with `as_of` |
| `get_unusual_futures_prints` | The Discovery Large Futures Prints ledger for ES and NQ, ranked by notional ($100M floor by default). Optional filters: `min_notional` (down to $25M), `side` (buy, sell or any), and a time window with `since` / `until` or `lookback_minutes` inside the last 14 days instead of one session date. | 2 |

Good to know:

- **Side is inferred**, not exchange-reported: each print is classified with the tick rule (uptick = buyer, downtick = seller). CVD and the buy/sell split use the same inference.
- **Check fidelity.** Quotes, tape and levels say whether a value is live, delayed or simulated. Simulated values are not market prices; a good assistant tells you when a number is not live.
- **Prior settlement** is labelled with its source. When the official exchange settlement is not available, it is an approximation (the last trade before the settlement time) and says so.
- **Gamma walls on futures** are SPX-style dealer levels from the cash index options, mapped onto the future via the live basis. They are not futures-options gamma, and CL, GC and ZN have none.
- **Built from trades, bars and top-of-book quotes only.**
- **Dealer Edge refuses futures roots.** Ask `get_dealer_edge_data` for SPX, NDX, RUT or DJX for index gamma, or use the futures tools above. See [Scopes vs tools](https://tradeecho.com/docs/mcp/agent-connections#scopes-vs-tools-short-map).

---

## My Account (opt-in)

These tools appear only if the connection has **My Account** (`account.read`). All market intel does not include them.

```text
Using Trade Echo MCP, analyze my connected brokerage account.
Summarize open equity and option holdings, cash, and buying power.
Do not place any trades.
```

```text
How did my Trade Echo journal look this month? Win rate, best and worst trades.
```

```text
Why did my copy trades skip today? Use Trade Echo copy-trading status only.
```

---

## Agent workflow (intel only)

```text
You have Trade Echo MCP connected.
1) Check unusual flow on AAPL
2) Check dealer edge levels on SPY for market context
3) Check dark pool on AAPL
Return a short briefing with facts vs inference labeled separately.
Do not place any trades.
```

---

## Agent workflow (intel + Robinhood Agentic)

Only if **both** MCPs are connected. In this pattern Trade Echo does not send the Robinhood orders - the Robinhood MCP does.

```text
You have Trade Echo MCP and Robinhood Agentic MCP.
1) Use Trade Echo to scan unusual call flow on NVDA today
2) Summarize dealer context on SPY
3) If you recommend a trade idea, size it small and use Robinhood Agentic only after I confirm
Do not execute until I say "confirm".
```

More on that pattern: [Robinhood Agentic](https://tradeecho.com/docs/mcp/robinhood-agentic).

---

## Tools the agent may call

| Tool | Typical ask |
|------|-------------|
| `get_option_flow` | Unusual options activity |
| `get_noteworthy_flow` | Discovery noteworthy / ranked OI-confirmed prints |
| `get_dealer_edge_data` | GEX / dealer levels |
| `get_dark_pool_data` | Off-exchange blocks |
| `get_algo_edge_signals` | Algo channels |
| `multi_signal_scan` | Cross-module brief |
| `get_news` | Ticker headlines |
| `get_breaking_news` | Discovery Breaking News tab |
| `get_market_data` / `get_index_snapshot` | Quotes / indices |
| `get_options_chain_snapshot` | Chain snapshot |
| `get_macro_events` | Economic calendar |
| `get_sec_filings` / `get_company_financials` | Filings / financials |
| `get_bt_cloud_state` | BT Cloud / multi-signal state |
| `get_session_structure` | VWAP, EMAs, opening range |
| `get_futures_session` | Globex session clock, holidays, front month, roll date, tick and point value |
| `get_futures_quotes` | Futures watchlist quotes (last, change, bid/ask with sizes) |
| `get_futures_tape` | Latest ES/NQ prints with inferred side and CVD |
| `get_futures_session_levels` | VWAP bands, overnight, initial balance, prior day, profile and gamma walls |
| `get_futures_echo_map` | Futures Echo Map (profile, CVD, walls, thesis; `as_of` replay) |
| `get_unusual_futures_prints` | Discovery Large Futures Prints (ES/NQ ledger, $25M+ with filters) |
| `get_finra_ats_volume` | ATS / FINRA volume context |
| `get_option_flow_sector_summary` | Sector flow rollup |
| `get_my_broker_snapshot` | Live holdings (My Account only) |
| `get_portfolio_stats` | Trade journal (My Account only) |
| `get_my_copy_trading_status` | Copy fills / skips (My Account only) |

If a tool is missing from `tools/list`, your connection scopes do not include it - create a new token with a broader profile, or reconnect OAuth and check **My Account** for journal and holdings.

Parameters and credit cost for every tool: [tradeecho.com/mcp/tools](https://tradeecho.com/mcp/tools).

---

# Robinhood Agentic + Trade Echo MCP

> Use Trade Echo MCP for intel and Robinhood Agentic MCP for execution in the same agent, or turn on Trade Echo Trading (beta, every paid plan) to place option orders on a Robinhood Agentic account.

Source: https://tradeecho.com/docs/mcp/robinhood-agentic (updated 2026-09-27)

There are two ways to trade on Robinhood Agentic with an assistant that uses Trade Echo:

1. **Two MCPs (intel + Robinhood's own MCP).** Trade Echo for research, Robinhood Agentic MCP for orders. This is the pattern below.
2. **Trade Echo Trading (optional, beta, every paid plan).** If you turn on [Trading](https://tradeecho.com/docs/mcp/agent-connections#trading) for a Trade Echo connection that trades on a Robinhood Agentic account, Trade Echo MCP can place option orders on that account after you say yes in the chat. See [Option orders through Trade Echo](#option-orders-through-trade-echo).

| MCP | Role |
|-----|------|
| **Trade Echo MCP** | Read-only market intel (flow, dealer edge, dark pool, etc.). Optional Trading (beta, every paid plan), off by default, can place option orders on a Robinhood Agentic account. |
| **Robinhood Agentic MCP** | Execution on your funded Robinhood account |

In the two-MCP pattern, Robinhood does not host Trade Echo data and Trade Echo does not send the orders. Your agent sits in the middle.

```text
Trade Echo MCP  →  Agent  →  Robinhood Agentic MCP
   (intel)                    (orders)
```

---

## Setup

1. Connect **Trade Echo MCP** ([Agent Connections](https://app.tradeecho.com/agent-connections) + [client setup](https://tradeecho.com/docs/mcp/connect-clients)).
2. Connect **Robinhood Agentic** using Robinhood's own agentic trading product and docs.
3. Confirm both servers appear in the same agent (Cursor, Claude, ChatGPT, etc.).

Robinhood overview (third-party):

[Robinhood Agentic trading overview](https://robinhood.com/us/en/support/articles/agentic-trading-overview/)

---

## How to use them together

1. Ask the agent to **research** with Trade Echo (flow, GEX, dark pool).
2. Review the brief.
3. If you want a trade, ask the agent to use **Robinhood Agentic** - ideally with an explicit confirm step.

Example:

```text
You have Trade Echo MCP and Robinhood Agentic MCP.
Research unusual call flow on NVDA with Trade Echo.
Give me a short briefing with invalidation.
Do not place any Robinhood order until I reply "confirm".
```

---

## Option orders through Trade Echo

If your Robinhood Agentic account is connected to Trade Echo ([Connect Robinhood](https://tradeecho.com/docs/features/copy-trading/robinhood)), you can let a Trade Echo MCP connection place **option orders** on it. On **Monthly** and **Yearly**, Trading uses your active Copy Trading account, so the Robinhood Agentic account must be your active account (change it in Copy Trading). On **Lifetime**, you can choose it for any connection.

1. Turn on **Trading** for that connection ([how](https://tradeecho.com/docs/mcp/agent-connections#turning-it-on)). On Lifetime, choose the Robinhood Agentic account.
2. Ask the assistant for an option trade. It calls `preview_order` and shows you the preview: account, order, quote, estimated cost, and warnings.
3. Say yes in the chat to that preview. Only then does it call `place_order`.
4. By default, confirm the order in Trade Echo (a push opens the confirm screen). An order you do not confirm within 5 minutes expires and is never sent.
5. The assistant checks `get_order_status`. Order status comes from your broker. An order is not filled until your broker says it is filled.

> **Warning**
>
> Orders placed through an assistant are real orders with real money. You are responsible for every order you approve.

On Robinhood Agentic accounts, Trading supports options only, as limit day orders: buy to open and sell to close an option you already hold, plus cancelling an open order you placed through Trade Echo Trading. Stock and ETF orders are not available on Robinhood Agentic accounts. Trading is off by default, and you can turn it off anytime with **Edit trading** in [Agent Connections](https://tradeecho.com/docs/mcp/agent-connections#turning-it-off).

---

## What this is not

- Not Trade Echo copy trading on Robinhood
- Not a single combined Trade Echo + Robinhood product
- Not a way to place orders without your yes: with Trading on, every order is previewed first and placed only after you say yes in the chat

Copy trading broker support is a separate feature with its own rules. See [Copy Trading](https://tradeecho.com/docs/features/copy-trading/overview) in these docs.

---

## Safety tips

- Trade Echo intel scopes are read-only. Leave **Trading** off unless you want Trade Echo to place orders, and choose only the accounts you need.
- Consider setting a cap on buys with **Edit trading**. Sells are not capped.
- Use small size and confirmations on the execution MCP.
- Revoke Trade Echo tokens from Agent Connections if a device or agent is compromised.
- Robinhood availability, eligibility, and risk limits are controlled by Robinhood - not Trade Echo.

---

## Related

- [MCP Overview](https://tradeecho.com/docs/mcp/overview)
- [Example prompts](https://tradeecho.com/docs/mcp/examples)
- [Agent Connections](https://tradeecho.com/docs/mcp/agent-connections)