Getting Started with Signalix: Your First AI Trading Signal in 8 Minutes

Welcome to Signalix. This guide walks you through everything from account creation to receiving your first AI-powered trading signal — in under 8 minutes.

Step 1: Create Your Account (2 minutes)

Visit signalix.com/signup and create your account:

1. Enter your email address and create a password
2. Verify your email with the 6-digit OTP sent to your inbox
3. Complete the risk profiling wizard — this takes 2 minutes and sets your default position sizing

The risk profiling wizard asks about:

• Your trading capital
• Your experience level (beginner, intermediate, advanced)
• Which markets you want to trade (F&O, equity, crypto, forex)
• Your maximum daily loss tolerance

This information is used to calculate position sizes for every signal — so you never risk more than you are comfortable with.

Step 2: Explore the Dashboard (2 minutes)

After completing onboarding, you land on the main dashboard. Here is what you will see:

Overview Tab

• Live market status (NSE open/closed, crypto 24/7)
• Your portfolio summary (once you add positions)
• Recent AI analyses
• Market regime indicator

Watchlist Add the instruments you want to monitor. Start with BankNifty and Nifty if you are an F&O trader, or your top 5 stocks if you are an equity trader.

Screener The AI-powered screener scans all instruments in your watchlist and highlights the highest-conviction setups. This is where most traders start their day.

Step 3: Run Your First Analysis (3 minutes)

Click on any instrument in your watchlist, then click "Run Analysis".

The 7-agent pipeline runs in the background:

1. Fundamental Agent analyses financial health and valuation
2. Technical Agent identifies chart patterns and key levels
3. Macro Agent assesses economic context
4. Sentiment Agent gauges market psychology
5. Options Intelligence Agent analyses IV, OI, and Greeks (for F&O)
6. Bull Researcher builds the strongest bull case
7. Bear Researcher builds the strongest bear case

In 45-90 seconds, you receive a complete analysis with:

• Direction: Bullish, Bearish, or Neutral
• Confidence score: 0-100% (we recommend acting only on 65%+)
• Entry zone: The price range to enter
• Stop loss: Where the thesis is invalidated
• Target: Where to take profit
• Position size: Calculated for your capital and risk tolerance
• Bull thesis: The strongest argument for the trade
• Bear thesis (contra-case): The strongest argument against the trade

Step 4: Review the Signal

Before acting on any signal, review:

1. Does the direction match your own view? You are not obligated to follow every signal. Use it as a second opinion.

2. Is the confidence score above 65%? Lower confidence signals have more uncertainty — consider skipping or reducing position size.

3. Read the contra-case. This is the most important step. The bear thesis shows you the strongest argument against the trade. If it concerns you, skip the trade.

4. Check the position size. The recommended size is calculated based on your risk profile. Do not exceed it.

Step 5: Execute the Trade

Signalix does not execute trades automatically (unless you have enabled auto-execution in the Elite tier after 30 days of paper trading).

You execute manually through your broker:

1. Open your broker app (Zerodha, Angel One, Upstox, etc.)
2. Enter the instrument, direction, quantity, and price
3. Set your stop loss order immediately after entry
4. Set a target order (GTT or limit order)

Paper Trading Mode

If you are new to trading or want to test Signalix before risking real capital, use Paper Trading mode:

1. Go to Dashboard → Settings → Trading Mode
2. Switch to "Paper Trading"
3. All analyses and signals work identically — but no real money is involved
4. Track your paper trading performance for 30 days before going live

We strongly recommend at least 30 days of paper trading before using real capital.

Key Tips for New Users

Start with one market. Do not try to trade F&O, crypto, and forex simultaneously. Master one market first.

Follow the position sizing. The recommended position size is calculated for a reason. Overriding it defeats the purpose of risk management.

Read every contra-case. The bear thesis is not there to discourage you — it is there to ensure you have considered the downside before committing capital.

Review your trades weekly. The History tab shows all your past analyses and outcomes. Review weekly to identify patterns in what works for you.

Use the Learning Hub. The Learn section has comprehensive guides on every aspect of trading. The more you understand, the better you will use Signalix.

Getting Help

If you have questions:

• In-app chat: Click the chat icon in the bottom right
• Email: support@signalix.com
• Documentation: signalix.com/documentation
• Support page: signalix.com/support

Welcome to Signalix. We are glad you are here.

---

Signalix provides computational analysis tools for informational purposes only. All trading decisions are your sole responsibility.