Onboarding Steps to Follow

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Use Plaid to Connect your brokerages

Securely link your brokerage accounts to streamline data import and analysis.

Receive your free trade report to instantly analyze, uncover, and reduce hidden trading costs.

Leverage advanced algorithms to forecast and optimize your trading strategies.

Get up to speed quickly with our step-by-step guide to essential features.

Access comprehensive resources to enhance your trading knowledge and skills.

Share the benefits with others and earn rewards through our referral program.

Unlock advanced features and personalized insights with our premium offering.