Your first week with Tradematic covers six concrete steps: create your account, connect a supported broker, fund it to the recommended level, review your strategy settings, activate automation, and monitor your first position. Each step has a specific action — this guide walks through all of them.
Step 1 — Create Your Tradematic Account
Go to portal.tradematic.app and sign up. The 7-day free trial gives you full access to the platform, including live automation on real broker accounts. No credit card is required to start.
Once your account is created, you'll land in the dashboard. Take a few minutes to familiarize yourself with the layout before moving to broker connection.
Step 2 — Connect Your Broker
Tradematic connects to two brokers: Tastytrade and Tradier. If you don't have a brokerage account yet, you need to open one first — this typically takes 1–3 business days for approval.
- Tastytrade — popular with options traders; approval tends to be quick for Level 2 options trading
- Tradier — a commission-focused broker; also well-supported within Tradematic
Inside your Tradematic account, go to the broker settings section and follow the OAuth connection flow. The process takes under five minutes once your broker account is ready. See the full guides for connecting Tastytrade to Tradematic or connecting Tradier to Tradematic if you need step-by-step instructions.
Step 3 — Fund to the Right Level
The minimum account size is $1,000, but this is a floor for access — not a recommended operating size. A typical range is $5,000–$20,000.
At $5,000, you have enough capital to trade iron condors with appropriate position sizing and room to absorb normal drawdowns. Below $5,000, position sizes get small and the math on defined-risk trades becomes tighter.
Fund your brokerage account via ACH or wire transfer. ACH transfers typically settle in 1–3 business days. Funds need to settle in your broker account before Tradematic can place trades.
Checklist so far:
- Tradematic account created at portal.tradematic.app
- Broker account opened (Tastytrade or Tradier)
- Account funded ($5,000+ recommended)
- Broker connected to Tradematic
Step 4 — Review Strategy Settings
Before activating automation, look through the strategy configuration inside Tradematic. Tradematic is an automated iron condor trading platform — it identifies zones of structural price stability using gamma levels, dealer hedging flows, and hedge walls, then places trades within those zones.
Key settings to review:
- Position sizing — how many contracts per trade relative to your account. Start conservatively.
- Expiration target — which weekly or monthly expiration cycles the system targets
- Risk parameters — max loss per position, daily loss limits
You don't need to configure a trading strategy from scratch. Tradematic's default settings reflect the platform's core approach. What you're doing in this step is understanding what will happen before it happens.
Step 5 — Activate Automation
Once your broker is connected, your account is funded, and you've reviewed settings, activate trading. In the dashboard, toggle automation on.
From this point, Tradematic monitors market conditions and enters iron condor positions when its criteria are met. You don't need to be watching the screen when a trade is placed. The system handles entry, and it also manages exits based on preset rules.
You don't need to be present for trades to execute. That's the point of the automation.
Step 6 — Monitor Your First Position
After your first trade is placed, check the dashboard once or twice per day. Look at:
- Position status — open, pending, or closed
- Unrealized P&L — how the current position is tracking
- Upcoming expiration — when the trade is scheduled to expire
You don't need all-day screen time. Most users check in the morning before market open and briefly in the afternoon. The system handles intraday adjustments and exits automatically.
For a deeper look at what to track on an ongoing basis, see how to monitor your Tradematic positions day to day.
First Week Summary Checklist
| Step | Action | Done? |
|---|---|---|
| 1 | Create account at portal.tradematic.app | ☐ |
| 2 | Open and connect broker (Tastytrade or Tradier) | ☐ |
| 3 | Fund account ($1k min, $5k+ recommended) | ☐ |
| 4 | Review strategy settings in dashboard | ☐ |
| 5 | Activate automation | ☐ |
| 6 | Monitor first position once or twice daily | ☐ |
Frequently Asked Questions
How long does the setup process take? The Tradematic account is created in minutes. The broker connection takes 5–10 minutes once your brokerage account is approved and funded. End-to-end, including broker opening and fund settlement, expect 2–5 business days before you're live.
Do I need to be logged in for trades to execute? No. Tradematic executes trades autonomously through your connected broker. You don't need to be in the app or at your computer when entries or exits happen.
What if I want to start with less than $5,000? The platform accepts accounts from $1,000. At that size, positions will be small and the capital-at-risk math is tighter, but the automation still works the same way. Most traders see better results as account size grows toward and beyond $5,000.
Can I pause automation after I start? Yes. You can pause new entries at any time from the dashboard without force-closing any existing open positions. Existing trades run to their planned exit.
Trading involves risk and losses can occur. Past performance does not guarantee future results. Options trading is not suitable for all investors. Only allocate capital you are comfortable risking.
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