Creating Your Account: Sign Up, Subscribe, and Get Set Up

Before You Begin

Getting set up on Trade Echo takes about five minutes. By the end of this guide you will have signed in, activated a subscription, configured your profile, and taken the first steps to customize the platform for how you trade. If you want a sense of what you are signing up for first, the Platform Overview covers every module and how they fit together.

Step 1: Choose Your Sign-In Method

Trade Echo supports three sign-in methods. Pick the one that fits your setup:

1. Email and Password: Enter your email address, create a password, and confirm your email via the verification link. This is the most portable option and works on any device or browser.
2. Google Sign-In: One-tap authentication using your Google account. Your Trade Echo account is linked to your Google identity, so you sign in anywhere Google is available. No separate password to manage.
3. Apple Sign-In: Available on iOS and on the web if you use Safari or a compatible browser. Apple Sign-In can optionally hide your email address, forwarding messages through an Apple relay address instead.

Whichever method you choose, your account syncs instantly across all devices. Sign in on desktop in the morning and pick up on the mobile app during the trading day without any friction.

Step 2: Activate Your Subscription

After signing in, navigate to your Profile and tap Subscription. You will see three options. There are no tiers, no upsells, and no modules locked behind a higher plan. Every plan unlocks everything.

• $199/month: Full access, cancel anytime. Best if you want to try the platform before committing to an annual cycle.
• $2,199/year: Full access for twelve months, saving $189 versus paying monthly (about 8% off). Best if you know you are in it for the long run.
• $3,499 one-time Lifetime: One payment covers all current and future features plus multi-pilot Copy Trading. Badged "Most popular" with limited availability. Best if you want to lock in permanent access and stop thinking about billing. See the pricing page for the full comparison.

Complete payment and your subscription activates immediately. You can subscribe on the web or via Apple In-App Purchase on iOS if you are signing up through the mobile app.

Step 3: Set Up Your Profile

A complete profile makes the Social feed and Leaderboard more useful to you and to others who might follow your trades. Go to Profile and take a few minutes to:

• Add a display name and avatar. Your display name appears on the Social feed, Leaderboard, and any Workspace layouts you share.
• Write a short bio if you plan to share setups or participate in the community. Keep it honest and specific: mention your instruments, timeframe, and style. "I trade 0DTE SPY options using DealerEdge levels and OptionFlow confirmation" is more useful to potential followers than a generic tagline.
• Connect your Discord account if you want community integration with the Trade Echo Discord server (around 2,000 traders and growing).

Profile setup is optional for trading but recommended before you use the Social feed or Copy Trading features.

Step 4: Pick a Theme

Open Settings and choose your interface theme. Trade Echo offers three options:

• Dark (default): Best for long sessions and low-light environments. Most traders find this easier on the eyes during extended screen time.
• Light: Useful in bright environments or on high-glare monitors.
• System: Follows your device's dark or light mode setting automatically, switching as your system does.

You can change this at any time. Start with Dark unless you have a strong preference otherwise.

Step 5: Configure Your Alerts

Alerts are how Trade Echo keeps you informed when you are not actively watching the tape. Set them up early so you do not miss the first signals that matter. In Notification Settings you can configure:

• Price alerts: Notify you when a watchlist ticker crosses a level you set.
• OptionFlow spikes: Alert you when unusual or high-premium flow hits a watchlist ticker.
• AlgoEdge signals: Push a notification when an algo alert fires on a name you are watching.
• Watchlist changes: Notify you of significant moves or volume events on your saved tickers.

For each alert type, choose your delivery preference: push notification to your phone, in-app notification, or email. Start with two or three key tickers and a few alert types rather than turning everything on at once. A cluttered notification stream trains you to ignore it; a focused one trains you to act on it.

Step 6: Explore Before You Trade

Before you place your first trade, spend twenty to thirty minutes browsing the platform with no pressure to act. This orientation time pays for itself by making your first real trading session much less reactive.

• Open the Dashboard and review the journal layout. Understand the fields you will fill in after each trade: ticker, direction, entry and exit prices, size, and notes.
• Open OptionFlow and watch the tape for a few minutes. You do not need to understand every print yet. Just get comfortable with the rhythm of the feed and the color coding.
• Open DealerEdge and look at the heatmap for SPY or SPX. Find the Anchor Point and the Flip Level. Check the GEX Rating. Read the AI Analysis. This is a skill that takes repetition; seeing it for the first time before you need it is valuable.
• Browse the Social feed and the Leaderboard. Look at how traders share setups and how performance is measured. Find one or two traders with consistent results and styles that interest you.

Step 7: Build Your First Workspace

Open Workspace and build a layout for your daily routine. Drag in tiles for DealerEdge, OptionFlow, AlgoEdge, a Watchlist, and a Cortex chat. Arrange them in the order you actually use them during a session, then save the layout so it loads the same way every morning.

You do not need to get it perfect on the first try. Start simple, one layout with the four or five tools you plan to use daily, and refine it over the first week as your routine takes shape. You can save multiple layouts, so consider one for pre-market scanning and a separate one for active trading hours.

Once you have a layout, you can attach a Cortex agent to it. When Cortex is attached, the chat reads the state of your tiles in real time, so you can ask it questions grounded in what is actually on your screen. That context-aware chat is one of the more powerful things the Workspace unlocks.

What to Do on Day One

Here is a concrete first-day plan. Keep it simple:

1. Complete your profile and notification setup (fifteen minutes).
2. Browse OptionFlow, DealerEdge, and the Social feed with no intent to trade (twenty minutes).
3. Build a basic Workspace layout and save it (ten minutes).
4. Add your core watchlist tickers (five minutes).
5. Log any trades you placed today in the Dashboard, even if you placed them before joining Trade Echo (as much time as needed).

Day one is about orientation, not performance. Every experienced trader on the platform went through exactly this starting point.

Where to Go Next

Once you are set up, Your First Trade walks through the full seven-step process for finding, entering, and managing a trade using Trade Echo's tools. When you are ready to build a consistent daily routine, the Daily Trading System gives you a concrete pre-market-to-close workflow. And if you want to revisit what every module does before diving in, the Platform Overview is always there.