2.1

🚀 Getting Started

Registration, broker account setup and dashboard

In this Chapter

1 Overview 2 Registration 3 What Does the Platform Cost? 4 Set Up Broker Account 5 Set Up Import Method 6 Supported Brokers 7 What Data Gets Imported? 8 View Your Dashboard 9 Quick Navigation with Global Search (Ctrl+K) 10 Understanding the Mobile View 11 Markets 12 ⚠️ My First Trade Is Missing from the Import 13 Multiple Accounts

1. Overview

This chapter takes you from your first login to daily use. Jump straight to what you need right now.

🔑
Section 1
Registration
Login with email or OAuth
💰
Section 2
What Does the Platform Cost?
Beta: free · Free/Premium tiers planned
➕
Section 3
Set Up Broker Account
IBKR, Trade Republic, and more
🔄
Section 4
Set Up Import Method
Sync, CSV/XML or API — depending on broker
🏦
Section 5
Supported Brokers
Active, in testing, planned
📦
Section 6
What Data Gets Imported?
Trades, positions, dividends, account balance
🏠
Section 7
View Your Dashboard
Portfolio overview, P&L charts, signals
⌨️
Section 8
Global Search (Ctrl+K)
Quick navigation through pages, trades, markets
📱
Section 9
Mobile View
Hamburger menu, swipe navigation, search icon
📈
Section 10
Markets
Ticker, automatic creation on import
⚠️
Section 11
First Trade Missing from Import?
Debug flow: date range, sync, account, CSV
👥
Section 12
Multiple Accounts
Personal, corporate, paper — combined in dashboard
New here? Best to start with Section 3 — Set up a broker account.⬇ Just scroll down

2. Registration

If you are not yet logged in, sign in with your email address and password. After successful login you will see your dashboard.

3. What Does the Platform Cost?

✅ Closed Beta — currently free: During the beta phase all features are available to invited testers at no cost. There are no trade limits or feature restrictions.

After the beta phase ends, SingularityTraderZ1 will introduce a pricing model (likely with Free and Premium tiers). Beta testers will be informed in advance and will likely receive preferential conditions.

Current status and upcoming prices will be announced at straderz.com.

Step-by-Step Guide

1

Set Up Broker Account

A broker account is your connection to your trading firm (e.g. Interactive Brokers, Trade Republic).

How to create an account:
1. Click on "Accounts" in the sidebar
2. Click on "➕ New Account"
3. Fill in the form:
• Account name: A name for yourself (e.g. "IBKR Main Account")
• Broker: Select your broker from the list
• Account number: The official account number at your broker
• Currency: The base currency (usually EUR or USD)
• Person: Choose who the account belongs to

6. Supported Brokers

🟢 Active
Interactive BrokersOAuth + Flex Queries→ Ch. 2.1
Trade RepublicCSV/PDF Import→ Ch. 2.2
DKBPDF Import
flatexPDF Import
TastytradeCSV Import→ Ch. 2.4
🔧 In Testing
BinanceAPI Key→ Ch. 2.3
TopstepXProp Futures API→ Ch. 2.4
comdirectCSV Import
ConsorsbankOAuth2
ING-DiBaCSV Import
BitpandaAPI Key
Charles SchwabCSV Import→ Ch. 2.4
22× via cTraderOAuth2→ Ch. 2.4 Alpha Capital · Axiory · BlackBull Markets · Deriv · Dominion Markets · Fondex · FP Markets · FPM Trading · FTMO · Funding Pips · Fusion Markets · FxPro · FXPrimus · Global Prime · IC Markets · Instant Funding · Liquid Markets · Pepperstone · Skilling · TopFX · Traders Way · Tradeview Markets
⏳ Coming Soon
OANDAREST API
NinjaTraderREST API
TradovateREST API
RobinhoodCSV Import
WebullOAuth2
Scalable CapitalCSV Import
MetaTrader 4/5CSV + EA
FXCMREST API
Forex.comREST API
AgenaTraderCSV Import
Smartbroker+CSV Import
E-TradeCSV Import
FidelityCSV Import

7. What Data Gets Imported?

Depending on the broker, different data is imported:

• Trades: Buys and sells
• Positions: Currently held securities
• Dividends: Received dividend payments
• Interest: Credits and charges
• Currency movements: For FIFO calculation (IBKR only)
• Account balance: Current portfolio value

Step-by-Step Guide

1

View Your Dashboard

After setup, the home page shows your personal dashboard — a real-time overview of your entire portfolio:

  • Hero card (top): Total Capital across all accounts, trading signal lights (market and volatility signals), account status at a glance, and risk bar.
  • Accounts table: Balance, positions, leverage, cash, unrealized & realized P&L, and concentration per account — expandable.
  • P&L charts: Weekly bars for the last 14 weeks, asset type breakdown, and portfolio curve as interactive SVG charts.
  • Tabs below: Open positions · Strategies · Signals
📸 Example view (demo data)
Total Capital
+€52.847,20
Market Vola VIX 19.4 F&G 52
⚡
Account Balance Pos. Leverage Cash Unreal. P&L Real. P&L (Month)
IBKR Depot +€38.420,15 15 0.71x €12.340,00 +€2.847,50 +€762,40
Trade Republic +€14.427,05 23 1.01x €1.200,00 +€634,20 +€72,30
Open38/Closed142 Win Rate63%(24W/14L) P&L Month+€834,70 Div 4W+€28,40
🏠 Go to Home / Dashboard →

9. Quick Navigation with Global Search (Ctrl+K)

Ctrl+K
Windows / Linux
⌘+K
Mac
Instant search — available everywhere in the app

Opens a floating search box over any page. Searches pages, markets, trades, tags, and the Handbook — all in one step, without a mouse.

🔍 Search or type a command… ESC
All Pages Markets Trades Handbook
📊TradelogPage
🏷️Strategy: Wheel AAPLStrategy
📈AAPL · Apple Inc.Market
🔄AAPL Wheel · Cycle #14Trade
📖Ch. 3.2 — Covered Call StrategyHandbook
↑↓ navigate ↵ open ESC close
🖥️
PagesTradelog, strategies, settings and all app areas
📈
MarketsStocks, cryptos, indices — by ticker or name
🔄
TradesYour cycles by symbol, directly to trade detail
🏷️
Tags & StrategiesInstantly access your labels and rule sets
📖
HandbookFull-text search across all chapters and sections
⏱️
Recent & frequently usedAppear on open — without typing a single key

10. Understanding the Mobile View

On a smartphone the navigation is collapsed:

• Top left: Hamburger menu (☰) — here you find all icons from the desktop header: portfolio bell, community bell, eye toggle (balance on/off), dark/light mode, page help, profile menu.
• Top right: Search icon 🔍 — opens Global Search as an overlay.
• Side menu via swipe or through the hamburger.

This keeps the view clean without losing any functionality.

11. Markets

A market is what you trade — e.g. Apple stock (symbol: AAPL), gold, or EUR/USD. You do not need to add markets manually — they are created automatically when trades are imported.

12. ⚠️ My First Trade Is Missing from the Import

This is the most common beginner problem — and usually easy to fix. Here is the debug flow:

  1. Is the trade within the imported date range? Interactive Brokers Flex Query fetches the last 365 days by default. Older trades require a separate one-time XML import.
  2. Was the Flex Query re-run after the trade? Imports are snapshots. New trades after the last import must be fetched again via the sync button: Accounts → IBKR → Flex Sync.
  3. Correct account selected? With multiple broker accounts a trade may land in a different account. Check the filter at the top of the tradelog.
  4. Cancelled or rejected orders? These do not appear in the import — they have status CANCELLED at IBKR and are intentionally ignored.
  5. Trade Republic / CSV import: If you imported via CSV, check whether the column mapping is correct. A single wrong header can swallow entire trades.
✅ Still unclear? → Troubleshooting chapter covers the deeper cases. Or write to support with the trade ID (from your broker).

13. Multiple Accounts

You can add as many broker accounts as you like. This is useful if you:

• Have multiple portfolios with different brokers
• Manage a personal and a corporate account
• Want to keep paper trading and live trading separate

All accounts are combined on the dashboard.
← Previous Chapter 2. Broker Decision for Beginners 📋 Table of Contents Next Chapter 2.2. Set Up Interactive Brokers →