Getting Started with TradePsych

Your complete guide to mastering trading psychology with AI-powered coaching

5 min setupBeginner-friendlyStep-by-step

Quick Start (3 Steps)

1

Download & Install

Check your email for the download link (expires in 48 hours). Run the installer and follow the on-screen instructions.

💡 Installation Tips:

  • Windows: Click "More info" → "Run anyway" if you see a security warning
  • Mac: Right-click the app → "Open" to bypass security on first launch
  • The app installs to your desktop by default (you can customize this)
2

Activate Your License

Launch TradePsych and enter your email and license key from the welcome email.

License Key Format:
TPSYCH-XXXX-XXXX-XXXX

⚠️ Device Limits:

  • Your license works on up to 2 devices
  • Use Settings → Deactivate Device to free up a slot
  • Lost your license key? Email support@tradepsych.io
3

Start Coaching!

Meet Bob, your AI trading psychology coach. Click the voice widget to start your first session.

🎯 First Session Tips:

  • Tell Bob about your trading experience and goals
  • Share a recent trade that triggered emotions (FOMO, fear, etc.)
  • Ask for help with a specific psychology challenge
  • Bob learns from each conversation to personalize coaching

Keyboard Shortcuts

Master these shortcuts for a faster, more efficient workflow

Hold Spacebar to Talk

Press and hold the spacebar to activate push-to-talk mode with Bob.

SpacePress & Hold

Perfect for quick questions without clicking the widget

Share Chart/Image

Quickly send screenshots or charts to Bob for instant analysis.

Ctrl+Alt+C

Capture and send screenshots instantly to Bob

Pro Tip: Voice + Screen Analysis

While talking to Bob (holding Spacebar), say "Bob, analyze my screen" to trigger instant GPT-4 Vision chart analysis without interrupting your conversation flow.

This combines voice coaching with visual context for powerful real-time psychology insights.

Core Features Guide

Voice Coaching

Talk naturally with Bob using voice-to-voice AI. No typing needed.

Click the voice widget or hold Spacebar to speak
Use quick emotion buttons for instant context
End sessions to get AI-powered summaries

Screen Analysis

Show Bob your trading charts for instant psychology insights.

Say "Bob, analyze my screen" during a call
GPT-4 Vision analyzes chart patterns & psychology
Get warnings about FOMO, revenge trading, etc.

Pattern Detection

AI detects 7 trading psychology patterns in real-time.

Click the Brain icon to view detected patterns
See emotional trends and coaching suggestions
Track progress over time in Psychology Trends

Trading Journal

Document trades with emotions, screenshots, and AI insights.

Create entries via Notes page or ask Bob
Add tags, emotions, and custom fields
Review past entries for pattern recognition

Pro Tips for Maximum Results

🎯 Be Specific About Emotions

Instead of "I feel bad," try "I felt FOMO when Bitcoin pumped 10% and I wasn't in a position." The more detail, the better Bob can help.

📊 Review Sessions Weekly

Check Psychology Trends every Friday to see your emotional patterns. Look for recurring triggers and track improvement over time.

🧠 Use Before Major Trades

Talk to Bob before entering high-risk positions. Verbalize your reasoning to catch emotional bias before it costs you money.

📝 Journal After Losses

Create journal entries immediately after losing trades. Document emotions while fresh to prevent revenge trading and build resilience.

⏰ Set Price Alerts

Tell Bob "Alert me when EURUSD hits 1.14" to monitor positions without obsessively checking charts. Reduces anxiety and overtrading.

⌨️ Master Keyboard Shortcuts

Hold Spacebar to talk and Ctrl+Alt+C to capture charts. These shortcuts make your workflow 3x faster and keep you in the flow state.

Common Questions

Is my trading data private and secure?

Yes. All conversations and journal entries are encrypted and stored securely. We never share your data with third parties. You can delete your data anytime from Settings.

Does Bob give financial advice or trade signals?

No. Bob is a trading psychology coach, not a financial advisor. He helps you manage emotions, recognize cognitive biases, and build discipline - not pick winning trades.

Can I use TradePsych on multiple devices?

Yes, your license allows 2 active devices. Use Settings → Deactivate Device to free up a slot if you switch computers.

What if Bob doesn't understand me?

Bob uses Whisper STT (speech-to-text) which is highly accurate. Speak clearly and use the quick emotion buttons for context. If issues persist, email support@tradepsych.io.

How much does OpenAI cost with Pro + BYOK?

Typically $10-30/month depending on usage. GPT-4 Turbo costs ~$0.01 per voice session (1-5 minutes). Whisper STT is $0.006 per minute. You have full cost visibility in your OpenAI dashboard.

How do I use keyboard shortcuts during a session?

Hold the Spacebar anytime to activate push-to-talk mode - no need to click the widget. To share a chart or screenshot, press Ctrl+Alt+C to capture and instantly send it to Bob for analysis.

Ready to Master Your Trading Psychology?

Join traders using AI to build discipline, manage emotions, and trade with confidence.