Workspace setup checklist

A single checklist covering charts, watchlists, session links, and risk tools before you trade live.

Last updated Jul 28, 2026

Use this checklist before every session so you’re not fixing tools during the open.

Before the bell

  1. Chart platform open (TradingView / MT5 / cTrader / TradeLocker)

  2. Watchlist loaded with today’s focus names

  3. Session / voice link bookmarked

  4. Risk limits written down (max loss, size)

  5. Help center bookmarked for access issues

Still stuck?

If something on this list always breaks, tell support — we’ll turn it into a clearer article.