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Getting started
From sign-up to your first workspace

Create an account with Google, Bybit, or email, pick a workspace template for how you trade, and add the widgets you need. Your workspaces and alerts follow you to your phone.

Create an account Pick a workspace template

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Set up in four steps

Four steps take you from a new account to a workspace you can analyze in. Each step links to the details.
  1. Step 1 of 4
    Create an account

    Click Try for Free, or open takeprofit.com/platform and start using it. Sign up with Google, Bybit, or email, then verify your email once.

  2. Step 2 of 4
    Pick a workspace

    Verification opens Create workspace. Pick a template such as Essentials, or start from scratch. You can change everything later.

  3. Step 3 of 4
    Add and link widgets

    The Add Widgets button opens the Widget Hub. Link widgets on a channel so a new symbol in one of them updates the rest.

  4. Step 4 of 4
    Find your instruments

    Search symbols from any chart, keep the ones you follow in a watchlist, or filter stocks in the screener.

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Where to go next

Charts

Chart types from candles to Volume Footprint, intervals down to ticks, and every control on the chart.

Indicators

Add built-in and marketplace indicators, tune them, or build your own.

Alerts

Cloud alerts on price and indicators, delivered by email, in Telegram, or through a webhook.

Trading

Connect Bybit or Lime and trade from the workspace you chart in.

TakeProfit AI

The assistant in its own chat, beside your widgets, and in the IDE, with skills for charts, screens, backtests, and code.

Indie®

The language behind every indicator and strategy on TakeProfit.

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Get around the platform

One header runs across the platform, the community, and the marketplace. Once you’re signed in, Go to workspace on the right takes you back to the workspace you were last in. Menu items can move between releases; Platform navigation has the current layout.

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Your account

Profile settings

Your public profile, username, billing, and payment methods.

Two-factor authentication

Protect your login with a one-time code from an authenticator app.

TakeProfit on your phone

The same workspaces and alerts in a mobile browser, with no app to install.

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Good to know

  • Google and Bybit sign-ups need no password. Sign in the same way you registered. Your email is verified once, and after that both routes work.
  • Signing up with Bybit links the exchange. The connection step is skipped, and you see your Cashback rate instead.
  • The exchange window can wait. Without a connected exchange, a connection window opens after sign-up. Close it and connect later.
  • Your username comes from your email. Change it anytime in Profile settings.
  • Workspaces save themselves. Changes are kept automatically, and you can keep separate workspaces for different markets or strategies.
  • Not sure which template to pick? Start with Essentials: a watchlist, a chart, Order Entry, and the Account widget on one screen.
Stuck on something? Check the FAQ or ask in Discord.