Builder/Analyzer Tutorials

Welcome to our free trial tutorials.

If you're currently in your 14-day Portfolio Builder trial, this page is your home base for getting the most out of it. The Portfolio Builder is a planning tool, it helps you map out which bot configurations and strategy settings fit your account size, risk tolerance, and goals before you commit to anything further. Most questions during the trial fall into a few categories: how to navigate the Portfolio Builder interface, how to interpret the Analyzer results, and what happens after your 14 days are up.

If you're stuck on any of those, start with our help center articles below, they cover the most common setup and navigation questions step by step. If you can't find your answer there, reach out directly and our team will get back to you quickly, we know getting stuck during a trial is frustrating and we'd rather solve it than lose you to confusion. When your trial ends, you'll have the option to move into the $199 workshop, which unlocks all 15 bots and 586 pre-configured strategies for hands-on use.