How-to videos

One question.
One short video.

Pick the thing you're stuck on. Each video covers one topic in one to three minutes, recorded on Sim. New ones are added as they're made.

Start here

  • What is The Loop?SoonThe five tools and how one trade moves from plan to review.
  • Install or updateReadA page to read, not a video: import, restart, your license key, and the two errors people hit.
  • Your first trade on SimSoonAdd the tools to a chart, place a trade, Submit, Flatten, and see Caddie record it.
  • Where the settings liveSoonRight-click the chart, not the panel. Ticks vs points.

Trade Commander

  • The new look and adjusting targetsSoonA tour of the panel and dragging your targets.
  • Place a trade: click, check, SubmitSoonChart-click entry, and why Submit is the only thing that sends.
  • Drag the stop, the size followsSoonYour risk number, Max contracts, and the risk brake after you submit.
  • Put your stop at a candleSoonAnchor, Clicked, Candle: the stop goes past the candle and the size re-figures.
  • Change targets mid-tradeSoonEdit a target, add one, retire one.
  • Breakeven in one clickSoonThe BE button.
  • The runnerSoonOn, off, from a split, and taking the last target.
  • Reverse and FlattenSoonExits always fire.

Daily plan

  • Build a plan and load itSoonPlan Builder to Downloads to your chart.
  • The plan check at entrySoonIDEA, EARLY, AT LEVEL NO PLAN IDEA, WRONG SIDE and the rest.
  • USE PLAN STOP and plan objectivesSoonOne click to the plan's stop, sized from your risk.

Caddie

  • Set up an accountSoonAccounts, Auto-profile, Rules, and the Lock box.
  • Daily loss, the floor and the lockSoonWhat locks an account and why.
  • Prove the lockout with Test lockSoonSee it lock without losing a dollar.
  • Max trades and cooldownSoonTrade limits and the countdown.

Scorecard

  • Open the ScorecardSoonFrom Caddie, and the overview.
  • Your day: your consistencySoonOne score for how closely you traded your plan, your goals, and a note for tomorrow.
  • Plan Grade: on plan vs off planSoonEvery trade graded against the day's plan.
  • Missed ideasSoonThe plan's ideas you didn't take.
  • Ask the coachSoonAbout one trade or the whole plan.

Fan-Out

  • Open the cockpit and size each accountSoonRun it on Sim first.
  • Arm, fire and closeSoonOne trade, the whole stack.

The Flow

  • Connect your WHOOPSoonA one-time connection.
  • Live heart rate each sessionSoonPair the strap and see it on Caddie.
  • Recovery vs resultsSoonWhat a short night costs you, in the Scorecard.

Stuck on something else?

Ask in the Discord. If it comes up twice, it gets a video.

Join the Discord soon