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Setup Guides

Step-by-step guide to opening a Tradier brokerage account
Setup Guides5 min

How to Open a Tradier Brokerage Account Step by Step

Introduction Tradier is a US-based brokerage that supports options trading with API access — which makes it one of the brokers compatible with automated…

Bernardo Rocha
Automated options trading setup checklist
Setup Guides5 min

Automated Options Setup Checklist: Getting Ready to Trade

Introduction Activating automated options trading without completing the pre-launch checklist is the most common source of avoidable problems. This checklist…

Bernardo Rocha
Iron condor strategy setup checklist in one afternoon
Setup Guides5 min

How to Set Up Your Iron Condor Strategy in One Afternoon

Introduction Setting up an iron condor strategy does not take weeks. If you already have or can quickly open a supported brokerage account, the entire process…

Bernardo Rocha
Person transferring funds to a brokerage account on a laptop to start automated trading
Setup Guides7 min

How to Fund and Launch Your Tradematic Account

To fund and launch your Tradematic account, you need to deposit capital into a compatible broker account (Tradier or Tastytrade) and then connect that account…

Bernardo Rocha
New trader setting up an automated options trading account on a laptop
Setup Guides7 min

Getting Started with Tradematic in 2026: Complete Guide

Getting started with Tradematic in 2026 takes three steps: open a compatible broker account (Tradier or Tastytrade), fund it with a minimum of $1,000…

Bernardo Rocha
Hand hovering over a pause button on a trading dashboard screen
Setup Guides5 min

How to Pause Tradematic During High Uncertainty Markets

Pausing Tradematic stops new trade entries without closing any positions already open. It takes one toggle in the dashboard. This guide explains when pausing…

Bernardo Rocha
Person glancing at a trading dashboard on a laptop during morning coffee
Setup Guides6 min

How to Monitor Your Tradematic Positions Day to Day

Day-to-day monitoring with Tradematic means checking a few specific items once or twice per day — not watching a screen continuously. The automation handles…

Bernardo Rocha
Checklist on a desk next to a laptop showing a trading dashboard
Setup Guides6 min

Tradematic Setup Guide: Your First Week Checklist

Your first week with Tradematic covers six concrete steps: create your account, connect a supported broker, fund it to the recommended level, review your…

Bernardo Rocha
Tradier account funding interface on a laptop screen
Setup Guides7 min

How to Fund Your Tradier Account

Tradier is an API-focused broker built for automated and systematic trading. It offers flat-fee options commissions, a developer-friendly API, and account…

Bernardo Rocha
Tastytrade account funding screen on a laptop
Setup Guides6 min

How to Fund Your Tastytrade Account

Funding your Tastytrade account is straightforward. Tastytrade supports ACH transfers, wire transfers, and ACAT transfers for account moves. This guide covers…

Bernardo Rocha