FAQs & Knowledge Base

TradingView is a web-based charting and social platform for traders. It provides real-time data, 100+ technical indicators, 15 chart types, 90+ drawing tools, and a social community. It is NOT a broker — it connects to brokers like Investrade for trading.

Yes, TradingView offers a free Basic plan with 1 chart, 3 indicators, and 5 alerts. Paid plans (Essential, Plus, Premium) unlock more charts, indicators, and alerts. A free account is all you need to access the Investrade closed beta.

Go to tradingview.com > Click ‘Get started’ > Sign up with your company email (Google SSO recommended for fastest setup). Set a strong password and enable 2FA for security.

Open any chart > Click ‘Trading Panel’ tab at bottom > Select ‘Investrade’ from broker list > Enter your Investrade username and password (NOT your TradingView login) > Click ‘Connect’.

TradingView login is for the charting platform itself. Broker login (Investrade credentials) is for placing real trades. They are separate accounts with separate credentials. Never share either set of credentials.

Step 1: Open Trading Panel at the bottom of any chart and select Investrade. Step 2: Enter your Investrade trading credentials (not TradingView login). Contact IT if you don’t have broker credentials. Paper Trading is also available for practice.

Profile icon > Settings > Security > Enable 2FA. Choose authenticator app (recommended) or SMS. This protects your account from unauthorized access — required for all trade desk staff.

Chrome (recommended), Firefox, Safari, and Edge. Always use the latest version for best performance. The TradingView desktop app is also available for better multi-monitor support and performance.

Yes, TradingView has iOS and Android apps with real-time sync to your web account. Charts, watchlists, and alerts sync automatically. Mobile apps are great for monitoring but the desktop experience is recommended for order entry.

Download from tradingview.com/desktop. The desktop app offers better performance, native multi-monitor support, and system-level notifications. Sign in with the same TradingView credentials — all your layouts and settings sync automatically.

Homepage (market summary), Chart (main workspace), Screener (filter instruments), Community (ideas & scripts), Markets (overview by category), and Products (tools & features). The top navigation bar provides access to all sections.

Click the search bar or press / key. Type the ticker symbol (e.g., SPY, AAPL). Filter by asset type: Stocks, Funds, Futures, etc. Click ‘Launch chart’ to open full chart, or ‘See overview’ for a quick summary. Pro Tip: Use Cmd+K (Mac) or Ctrl+K (PC) for quick search.

Click the timeframe selector in the top toolbar (shows ‘1D’, ‘1H’, etc.) or use keyboard shortcuts: 1-9 for minutes, D for daily, W for weekly, M for monthly. Custom timeframes are available on paid plans.

Click the layout icon in the top-right toolbar (grid icon). Choose 2, 3, 4, or 8-chart layouts. Each chart can show a different symbol and timeframe. Note: multi-chart requires Essential plan or higher.

Click the cloud icon (top toolbar) or Cmd+S. Name your layout and it saves to your account. Layouts sync across all devices. You can have multiple saved layouts and switch between them from the layout dropdown.

Click on the layout dropdown (top right), select ‘Manage Layouts’, then ‘Share’. You can create a shareable link or publish it to the Investrade group. Make sure not to share layouts that contain proprietary strategies externally.

Click your profile icon (top-right) > Color theme > Choose Dark or Light. The dark theme is recommended for extended screen time and matches most trading desk setups. You can also set ‘Auto’ to follow system settings.

The left sidebar contains drawing tools (trend lines, Fibonacci, shapes), measurement tools, zoom controls, and magnet mode. You can customize which tools appear and create favorites for quick access.

15 types including: Candlestick (most common), Bar, Line, Area, Heikin Ashi (smoothed candles), Hollow candles, Baseline, Renko, Kagi, Point & Figure, Range, and more. Change via the chart type dropdown in the top toolbar.

Click ‘Indicators’ button in top toolbar (or press / then type indicator name). Search for built-in indicators (SMA, RSI, MACD, etc.) or community scripts. Click to add. Adjust settings by clicking the gear icon on the indicator.

Key indicators: SMA/EMA (trend direction), RSI (overbought/oversold), MACD (momentum), Bollinger Bands (volatility), Volume (confirmation). Start with these basics before exploring advanced indicators.

Basic (free): 3 per chart. Essential: 5. Plus: 10. Premium: 25. This includes ALL indicators (built-in + community). If you hit the limit, remove unused indicators to add new ones.

Select the tool from the left sidebar drawing tools panel. Click and drag on the chart to draw. Double-click a drawing to edit properties (color, style, extend). Right-click for more options including duplication and alerts.

Save your preferred indicator + drawing setup as a template: Right-click chart > Save indicator template. Apply to any chart with one click. Great for standardizing desk setups across the team.

Click the + (Compare) button in the top toolbar > Type the second symbol > Choose overlay style (Same scale, New price scale, or New pane). Useful for comparing stocks, ETFs, or indices side by side.

Yes, use Bar Replay: click the replay icon in the top toolbar. Set a start date, then step forward bar by bar or play at speed. Great for backtesting strategies and training exercises. Available on all paid plans.

Market (immediate fill), Limit (specific price or better), Stop (triggers at price level), Stop-Limit (triggers limit order at level). Some brokers also support Trailing Stop and OCO (One-Cancels-Other) through the platform.

Connect broker first. Then: Right-click chart > Trade > Buy/Sell, OR click Buy/Sell buttons on the order panel, OR use the DOM (Depth of Market), OR use Shift+B (Buy) / Shift+S (Sell). Always review the order confirmation dialog before clicking ‘Send Order’.

Go to Trading Panel > Orders tab > Find the order > Click the pencil icon to modify (change price/quantity) or X to cancel. You can also drag limit/stop orders directly on the chart to adjust price levels.

Trading Panel (bottom of chart) > Positions tab. Shows: Symbol, Side (Long/Short), Quantity, Avg Fill Price, Take Profit, Stop Loss, Trailing Stop, P&L, Position ID. Click pencil to edit, X to close.

Trading Panel > History tab. Shows all completed trades with execution details: fill time, price, quantity, and order type. Use this to review past fills when customers ask about execution details.

Shows your overall account status: Account Balance, Equity, Unrealized P&L, Margin Used, Available Margin, and Buying Power. Critical for confirming a customer has sufficient funds before placing orders.

Paper Trading is a built-in simulator with virtual money (no real risk). Select ‘Paper Trading’ in the Trading Panel broker list > Click Connect. Practice orders, test strategies, and train new staff. Available on all plans including free.

DOM shows real-time bid/ask prices and order book depth. Access via right sidebar icon or Alt+D. Shows price ladder with volume at each level. Click directly on price levels to place orders. Essential for understanding market liquidity.

When placing an order: check the SL/TP boxes in the order ticket and set price levels. For existing positions: click the position line on chart > drag SL/TP levels, OR edit in the Positions tab > pencil icon. SL/TP can be set by ticks, asset price, or percentage.

Right-click on chart at desired price > Add Alert, OR press Alt+A, OR click the Alerts icon (bell) in right sidebar. Choose condition: Crossing, Greater than, Less than, etc. Set notification: Platform popup, email, push to mobile.

Basic: 5 active alerts. Essential: 20. Plus: 100. Premium: 400. Important: On Essential and Plus, alerts expire after 2 months. Premium alerts never expire. Expired alerts need to be re-created manually.

Click Watchlist icon (right sidebar) > Click + to create new list > Name it (e.g., ‘Tech Stocks’, ‘Client Smith Portfolio’) > Add symbols by typing in the search bar. Right-click column headers to customize displayed data.

Yes. Create a Watchlist Alert: Alerts panel > Create Alert > Change source from ‘Symbol’ to your watchlist name. One alert monitors all symbols in the list using the same condition. Great for tracking portfolio-wide movements.

Markets > Screener (or bottom panel). Filter by 100+ criteria: market cap, P/E, sector, volume, technical signals, performance metrics. Apply multiple filters, sort results, then click any symbol to open its chart.

Yes. After setting your filters, click ‘Save filter set’ and name it. Saved presets appear in the filter dropdown for quick access. Useful for recurring searches like ‘High Volume Small Caps’ or ‘Oversold Blue Chips’.

A built-in calendar showing scheduled economic events: earnings reports, Fed meetings, CPI/PPI releases, employment data, etc. Access via right sidebar or Markets > Economy. Events show expected vs actual values and impact level.

Free accounts show 15-20 min delayed data for most US exchanges. Real-time data options: 1) Paid TradingView plan (faster updates), 2) Purchase exchange-specific data packages ($2-15/mo), 3) Some data is real-time through connected broker.

Basic (Free): 1 chart, 3 indicators, 5 alerts. Essential ($12.95/mo): 2 charts, 5 indicators, 20 alerts. Plus ($24.95/mo): 4 charts, 10 indicators, 100 alerts. Premium ($49.95/mo): 8 charts, 25 indicators, 400 alerts, priority support.

It depends. Crypto data is free and real-time. US stock data may be delayed unless you purchase NYSE/NASDAQ data packages. When connected to Investrade broker, you may get real-time data through the broker feed for traded instruments.

Volume Profile shows trading volume at each price level (horizontal histogram). It’s available on Essential plan and above. Useful for identifying support/resistance levels based on actual trading activity.

Annual billing saves ~16% (equivalent to 60 days free). TradingView also runs sales during Black Friday, Cyber Monday, and occasionally mid-year. Students may qualify for educational discounts. Check tradingview.com/pricing for current offers.

1) Check internet connection. 2) Re-enter credentials in Trading Panel > Investrade. 3) Clear browser cache/cookies. 4) Try incognito mode. 5) Check if Investrade has a maintenance window. 6) Escalate to IT if issue persists.

1) Reduce number of indicators (each uses memory). 2) Close unused browser tabs. 3) Clear browser cache (Cmd+Shift+Del). 4) Try the TradingView desktop app (better performance). 5) Check if you’re on a VPN (can slow data feeds).

TradingView Help Center: tradingview.com/support. Community: tradingview.com/chat. Investrade support: contact IT. Regal Securities trade desk lead for escalations. TradingView also has video tutorials on YouTube and in-app help tooltips.