First Login Walkthrough
What to do in your first 10 minutes inside BlitzPulse.
1. The dashboard
After login, you land on /dashboard. The default layout shows:
- KPI strip — total equity, day P&L, unrealized + realized.
- Top movers — what’s moving across the universe.
- Account activity — recent fills, dividends, transfers.
- Ticker news — pinned to the symbols you’ll soon be following.
- Upcoming earnings — the next 7 days.
Right now most of this is empty because no broker is connected. That’s fine — that’s the next step.
2. Connect your broker
Click the Connect Schwab prompt in the top banner (or go to Settings → Connected accounts). Detailed walkthrough: Connect Broker.
Once connected, the dashboard hydrates within ~30 seconds. Position rows
appear in Portfolio, KPIs populate, and signal scans begin against your
holdings.
3. Set your watchlist
Even before you trade, build a watchlist of 10-30 symbols you care about:
- Click the + icon in the top nav.
- Paste tickers (one per line) or pick from suggestions.
- Save.
Watchlist symbols are scanned alongside your portfolio for signals. If you own 5 stocks but watch 30, all 35 get coverage.
4. Tour the four most-used surfaces
| Surface | What it does |
|---|---|
/dashboard | Daily glance; you’ll come back to this every morning |
/portfolio | Positions + P&L history + reconciliation |
/trading-intel | The hub; charts, signals, news, options |
/alerts | Configure subscriptions + manage delivery preferences |
Other surfaces (recommendations, smart money, structure analysis) become useful once you have positions. Defer them to your second session.
5. Try the complexity dial
If you have Pro, the chart in /trading-intel/analysis shows a
Complexity dial in the top right. Move it from L1 → L5 to layer in:
- L1: Market Structure only (cleanest)
- L2: + key candle patterns (default for new users)
- L3: + Smart Money zones
- L4: + cross-layer confluence
- L5: + Wyckoff and advanced reversals (power user)
L2 is the sweet spot for most traders; bump to L3+ when you want more signal density.
6. Set one alert
To prove the alert pipeline works:
- Go to
/alerts → New subscription. - Pick a symbol you actually watch (say AAPL).
- Choose Confluence ≥ 0.7, bullish, daily digest.
- Save.
You’ll receive a digest email tomorrow morning at 6 AM ET (configurable in Settings → Notifications).
7. Explore the education hub
Click Help → Learn in the top nav. The catalog shows the concepts underpinning the TA layer. At launch, 6 cornerstone concepts ship; the remaining 70+ land over the first 30 days. Bookmark the ones that match your style.
Common first-login issues
- Dashboard stuck loading — usually a Schwab token issue. Disconnect
- reconnect under Settings → Connected accounts.
- Signals look empty — signals need ~24h after broker connection before backtest stats and detections populate.
- Plan page says “free” after Pro upgrade — Stripe webhooks normally apply within 5 seconds. If it persists, refresh; if still wrong, contact support and we’ll force-sync.