How It Works

    Use this step-by-step guide to get started. 

    Follow this guide while navigating the app on your mobile phone.

    Top menu: Main screen navigation (left to right)

    1. Receive new ideas and adjustments to ideas you are following
    2. See the experts you are following
    3. Find new experts

    Bottom menu: Overall app navigation (left to right)

    1. Main screen
    2. Performance screen
    3. Search for experts
    4. Notifications
    5. Profile. 

    Find experts under New Experts and the gray bar (shown in the red box).

    1. Use each button in the gray bar to identify the right experts for you.
    2. Click on the buttons for theme and hit ‘Ok.’
    3. Do the same for hold time.
    4. Specify the performance stats you want to see.

    You will now have a list of experts screened for your preferences!

    Click on an expert’s logo to see more detail. 

    1. Learn about his/her performance versus the S&P, % of trades that are winners versus losers, and performance for their average winner and average loser. Read their bio, learn about their strategy and see which industries they cover.
    2. Scroll down further to see detail on their trades. For every closed trade, you can see the actual performance of every idea. Experts are required to enter the entry and exit prices and % allocation for every idea. There is no cherry picking.
    3. Hit the follow button to follow them. You can always see the idea details after you follow them, just go to the ‘Following’ tab and tap on their logo.

    This is where the fun begins! You will receive alerts like this on your phone every time an expert creates a new idea. You will also receive an alert if the expert updates the idea – changing profit targets, moving up a ‘stop loss’ or recommending to close the idea. These alerts help you stay abreast of the market without watching it yourself.

    You will see every new idea under the New Ideas tab on the main screen.

    1. Review detail on the idea: which expert, summary comments, the sector and type of trade, along with the anticipated hold time.
    2. You hit the blue button to unveil the trade. This is when you will use a free idea credit or pay for an idea – most ideas are $29 and you will only pay for winners*. You will receive all the detail needed for a roundtrip – ticker, entry price, recommended profit target and stop loss prices, and recommended % of portfolio allocation.
    3. Hit ‘Get Me in Trade.’ From there, specify the dollar amount you want to invest or choose the number of shares to purchase manually.
    4. From there, you can follow the trade!

    Take action immediately on ideas you receive from us.

    1. Trade directly in your linked brokerage account without leaving the app with a few clicks.
    2. Click on the Profile icon at the far right on the bottom navigation. Then under Profile, go to Brokerage/accounts.
    3. Click on ‘Link a new account’ at the top and click on the logo of your broker to start the process.

    Top menu: Main screen navigation (left to right)

    1. Receive new ideas and adjustments to ideas you are following
    2. See the experts you are following
    3. Find new experts

    Bottom menu: Overall app navigation (left to right)

    1. Main screen
    2. Performance screen
    3. Search for experts
    4. Notifications
    5. Profile. 

    Find experts under New Experts and the gray bar (shown in the red box).

    1. Use each button in the gray bar to identify the right experts for you.
    2. Click on the buttons for theme and hit ‘Ok.’
    3. Do the same for hold time.
    4. Then specify the performance stats you want to see.

    You will now have a list of experts screened for your preferences!

    Click on an expert’s logo to see more detail. 

    1. Learn about his/her performance versus the S&P, % of trades that are winners versus losers, and performance for their average winner and average loser. Read their bio, learn about their strategy and see which industries they cover.
    2. Scroll down further to see detail on their trades. For every closed trade, you can see the actual performance of every idea. Experts are required to enter the entry and exit prices and % allocation for every idea. There is no cherry picking.
    3. Hit the follow button to follow them. You can always see the idea details after you follow them, just go to the ‘Following’ tab and tap on their logo.

    This is where the fun begins! You will receive alerts like this on your phone every time an expert creates a new idea. You will also receive an alert if the expert updates the idea – changing profit targets, moving up a ‘stop loss’ or recommending to close the idea. These alerts help you stay abreast of the market without watching it yourself.

    You will see every new idea under the New Ideas tab on the main screen.

    1. You will see some detail on the idea: which expert, summary comments, the sector and type of trade, along with the anticipated hold time. You hit the blue button to unveil the trade. This is when you will use a free idea credit or pay for an idea – most ideas are $29 and you will only pay for winners*.
    2. You will receive all the detail needed for a roundtrip – ticker, entry price, recommended profit target and stop loss prices, and recommended % of portfolio allocation.
    3. Hit ‘Get Me in Trade.’ From there, specify the dollar amount you want to invest or choose the number of shares to purchase manually.
    4. From there, you can follow the trade. 

    Take action immediately on ideas you receive from us.

    1. Trade directly in your linked brokerage account without leaving the app with a few clicks. Click on the Profile icon at the far right on the bottom navigation.
    2. Then under Profile, go to Brokerage/accounts. Click on ‘Link a new account’ at the top.
    3. Click on the logo of your broker to start the process.