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Getting Started

Getting Started

Learn how to get started with The Traders Insight platform and join our trading community.

Signing Up

Getting started with The Traders Insight is quick and straightforward:

  1. Visit The Traders Insight website
  2. Click the "Sign Up" button in the top right corner
  3. Create your account with email and password, or sign up with Google or Discord
  4. Verify your email address
  5. Log in and complete the onboarding wizard

Onboarding

After signing up, you'll be guided through a short setup wizard:

  1. Profile Setup — upload a profile picture and confirm your details
  2. Theme Selection — choose between light, dark, or system theme
  3. Workspace Choice — create a personal workspace for solo trading, or set up an organization for team collaboration
  4. Organization Setup (if applicable) — add your company logo, set a name and URL slug, and invite team members
  5. Choose a Plan — start with the Free plan or upgrade to Pro for real-time data

Plans

FreePro
Price$0/month$115/month or $960/year
Price feedsDelayed (15–20 min)Real-time
News feedDelayedReal-time (Benzinga)
Layouts1Unlimited
Custom widgets3Unlimited
Custom macrosYesYes
Custom query languageYesYes
Additional seats$40/month or $480/year per seat

Pro includes a 7-day free trial.

Platform Overview

The dashboard uses a Bloomberg-style command terminal to navigate between tools. Press the backtick key (`) to focus the terminal, type a command, and hit Enter.

Symbol-Based Widgets

Use the format SYMBOL FUNCTION (e.g., AAPL G for an Apple price chart):

  • G — Price Chart
  • DES — Company Description
  • FA — Financial Statements (income, balance sheet, cash flow)
  • DVD — Dividend History
  • CF — SEC Filings
  • N — Market News
  • NOTE — Notes Editor
  • TK — Stock Ticker (bid/ask/volume)

Standalone Widgets

  • WL — Watchlist (multi-tab, customizable)
  • IPO — IPO Tracker
  • CHAT — Team Chat
  • M — Macros Manager
  • W — Widget Builder (custom queries and watchlists)
  • L — Widget List (browse all widgets)
  • HELP — Help & Command Reference

Layouts & Workspaces

  • Arrange widgets with drag-and-drop on a customizable grid
  • Create multiple layouts for different trading scenarios (Pro)
  • Pin frequently used widgets for quick access
  • Switch between workspaces to separate different trading environments

Join Our Community

Connect with fellow traders and enhance your trading journey:

  • Join our Discord community
  • Share trading insights
  • Learn from experienced traders
  • Access exclusive community events
  • Get real-time market discussions

Need Help?

Our support team is here to assist you: