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finding your way around edgeful: home, the sidebar, and get started

a quick tour of the edgeful layout: the home page, the left sidebar, search, the get started IB masterclass, the resources menu, and where product updates live.

Written by Brad

summary: a quick tour of the edgeful layout: home, the left sidebar, search, the get started masterclass, the resources menu, and where to see what's new.

this is the map. once you know where everything sits, you can get from "I want to check the IB on NQ" to the actual report in a couple of clicks.

home

home is where you land when you log in.

at the top is the ask edgeful AI bar. type a question, or click one of the suggested prompts underneath it, and edgeful AI answers from the report data.

below that, home is split into two groups:

  • historical data — reports, edgeful AI, discovery, and the API. this is where you find and test your setups.

  • live data — what's in play, the screener, and algos. this is where you see when those setups are happening today.

further down are short learn the essentials videos, a 7-minute platform tour, and links to the community and the help center.

the left sidebar

the sidebar follows the same split as home.

  • search — at the very top. press / from any page and start typing a report name to jump straight to it.

  • home and get started

  • historical data — discovery, edgeful AI, reports, API dashboard

  • live data — what's in play, screener, algos

at the bottom you'll find the new update panel and the resources menu.

top right of every page there's an ask edgeful AI button (on report pages it says analyze with AI). it opens a side panel that reads whatever page you're on, and your profile icon (the bird) next to it opens manage account, API settings, and sign out.

get started: the IB masterclass

if you only watch one thing, make it this.

click get started in the sidebar and you'll find a masterclass on trading the initial balance, split into 10 short chapters. it walks through the most popular setup on NQ, one report at a time:

  1. the foundation — the initial balance report

  2. the bias and entry — IB by rejection

  3. the confluence — opening candle continuation

  4. the targets — IB by levels

a progress tracker marks each chapter off as you watch, so you can come back and pick up where you left off. the page also has a reports tab that links to each report it uses, and a transcript.

for the full written version, see how to trade the initial balance (IB) breakout setup.

the resources menu

click resources at the bottom of the sidebar. it's grouped into 3 parts:

  • tools — the risk calculator, TradingView indicators (enter your TradingView username to get access), and NinjaTrader indicators

  • learn — help docs (this help center), the blog, and Discord

  • share — refer a friend, which takes you to the edgeful partners signup

the same menu has what's new.

what's new

edgeful ships updates often. to see what's changed:

  • open what's new from the resources menu, or the new update panel at the bottom of the sidebar, for the latest few

  • go to edgeful.com/updates for the full list, newest first

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