summary: this is the starting point for every new edgeful member. a guided 30-minute walkthrough from your first login to having edgeful's data on your TradingView chart, plus links to the onboarding video series and every deeper guide you'll need in your first week.
before you start
you just signed up. great. there's a lot of platform here — 150+ reports, the what's in play (WIP) dashboard, the screener, edgeful AI, and TradingView/NinjaTrader indicators — and trying to take it all in on day 1 is the fastest way to bounce.
so don't.
instead, follow the next 30 minutes step by step. by the end, you'll have run your first report, bookmarked it for tomorrow, scanned your tickers in WIP and the screener, and have edgeful's levels showing up directly on your TradingView chart.
that's the whole goal. one full loop, end to end — so you actually know how to use edgeful, not just where the buttons are.
you'll need:
your edgeful account (already done)
a TradingView account — the free plan is fine for the indicator. premium is only required if you're on the all access plan and using edgeful's algos
a ticker you actually trade. NQ, ES, SPY, BTC — whatever it is, pick 1 and stick with it for this walkthrough
the onboarding video series
edgeful ships with a short onboarding video series inside the platform — a video version of the walkthrough below. you can follow this article, watch the videos, or do both. the in-product tracker marks each video off as you complete it.
if the tracker isn't marking your videos complete, see onboarding videos not playing. this is a known issue on some browser configurations — the videos still play and your account is still fully onboarded. only the visual tracker is affected.
0–5 min — log in and tour the dashboard
go to edgeful.com and log in.
the first thing you'll land on is the redesigned dashboard. take 60 seconds and look around — don't click anything yet. the left sidebar is your navigation. the main area changes based on what you select.
the 4 things you'll use most:
reports — the 150+ historical data reports
what's in play (WIP) — your daily dashboard of which setups are active right now
screener — scan multiple tickers at once
edgeful AI — ask questions about the data in plain English
if anything looks unfamiliar from the old version, the redesign guide walks through every change: what's new in edgeful: the completely redesigned dashboard & trading experience.
can't log in? the most common fixes are in account access issues — common fixes.
for the full intro to the platform, welcome to edgeful is the orientation article — short, useful, worth a skim.
5–15 min — run your first report
now the actual work. you're going to open a report, pick your ticker, and read the numbers.
if you trade futures, start with the gap report for your ticker. it's the simplest report on the platform, the data is clear, and it tells you something useful immediately — how often gaps fill, by ticker, by timeframe, by session.
if you trade equities, the gap report still works. ES, NQ, SPY, and QQQ all have rich gap data.
steps:
click reports in the left sidebar
find gap in the report list
set the ticker (top dropdown)
set the timeframe — start with 6 months
set the session — NY for futures and US equities, in most cases
now read the numbers. every stat on edgeful is anchored to 3 things: ticker + timeframe + session. don't skip those — a 67% fill rate on NQ over 6 months in NY is a different number than 67% on the same ticker in the London session.
scroll down. underneath every report is a list of subreports — these break the same data down by direction, size, day of the week, or recent performance. they're how you go from "gaps fill X% of the time" to "gaps down on a wednesday after a green friday fill Y% of the time."
more on those: subreports.
if you trade ORB instead of gaps, jump to which ORB report should I use? — it'll save you 20 minutes of clicking around.
the goal at this point: you've run 1 report on 1 ticker and read the headline number with full context. that's it.
15–25 min — bookmark, then check WIP and the screener
you're not going to re-run that report from scratch every morning. that's what bookmarks are for.
at the top of the report you just ran, save it. now it lives in your bookmarks for tomorrow — same ticker, same timeframe, same session, ready to go.
next, open what's in play (WIP) in the left sidebar.
WIP is your daily dashboard — instead of you going to the data, the data comes to you. it shows which setups are active across your tickers right now. by default it ships with a starter set of reports; you can swap reports in and out so it matches the exact data you care about.
walkthrough: customizing reports on what's in play.
then open the screener. WIP is "what's in play on my main ticker." the screener is "what's in play across every ticker I trade." it's the fastest way to scan 5+ tickers in under a minute.
quick reads:
by minute 25, you've got: 1 saved report, a customized WIP dashboard you can come back to every morning, and a screener configured for the tickers you actually trade.
25–30 min — get edgeful's levels on your TradingView chart
last step. this is the one that turns edgeful from "a tab I open" into "data on my chart while I trade."
go to the right sidebar and click the TradingView icon. enter your TradingView username — you'll find it at the top left of your TradingView profile. click update, then refresh TradingView.
once that's done, the edgeful indicators are added to your TradingView account. open a chart, add an edgeful indicator, and the levels you've been looking at on the report page will show up directly on your chart.
if anything goes sideways — the indicator doesn't appear, the username didn't save, the levels aren't drawing — the troubleshooting article covers every common issue: TradingView indicators: access, updates, and troubleshooting.
want the bigger picture on how TradingView and edgeful work together? how TradingView integrates with edgeful.
what to do next
30 minutes in, you've got the loop down. from here, it depends on which plan you're on.
essential plan members:
spend a week using your bookmarked report + WIP every morning before the open
explore 1 new report family per week — IB, ORB, sessions, news events, volume
use edgeful AI when you're not sure which report answers your question
all access plan members:
everything above, plus start with algo automation quickstart — start here
if you want the high-level view on algos first, algos — overview
the platform rewards traders who customize. the data is most powerful when the timeframe, session, and subreports are tuned to your specific style — that takes some time and effort, not a single click. start with the workflow above, then start swapping in the reports that match how you actually trade.
onboarding resources — the full hub
every article a new member typically needs in their first 1–2 weeks, grouped by topic.
getting started
your first reports
core tools
TradingView setup
NinjaTrader setup
for all access members — algos



