Get Started with Trade Yantra

Follow our simple setup guide to start trading smarter in just 30 minutes. We'll walk you through every step of the process.

Start Setup Guide

Before You Begin

Make sure you have these essentials ready

🏦

Trading Account

Active Demat and trading account (Dhan, Fyers, or other supported brokers)

🌐

Internet Connection

Stable internet connection for real-time data

💻

Modern Browser

Chrome, Firefox, Safari, or Edge (latest versions)

📚

Basic Knowledge

Basic understanding of stock trading concepts

Quick Setup Guide

Complete setup in 4 simple steps - approximately 30 minutes total

1

Account Creation

Estimated time: 5 minutes

Sign up with your email and mobile number

Sign up with your email and mobile number
Verify your identity with PAN and Aadhaar
Choose your subscription plan
Complete profile setup

Step 1: Account Creation

5 minutes

2

Broker Integration

Estimated time: 10 minutes

Connect your trading account securely

Connect your Dhan/Fyers trading account
Authorize API access (read-only for safety)
Verify connection with test data fetch
Configure trading permissions

Step 2: Broker Integration

10 minutes

3

Configure Preferences

Estimated time: 10 minutes

Set up your trading parameters

Set your risk tolerance and position sizing
Choose your preferred scanning strategies
Configure alert preferences (email, WhatsApp, browser)
Customize dashboard layout

Step 3: Configure Preferences

10 minutes

4

First Scan Setup

Estimated time: 5 minutes

Create your first scanning strategy

Select a pre-built scanning strategy
Customize filters based on your trading style
Save your configuration for future use
Test the scanner with live data

Step 4: First Scan Setup

5 minutes

Your First Trade

Once setup is complete, here's how to make your first trade

Using the Scanner

  1. 1
    Open the Scanner Dashboard
  2. 2
    Select "Breakout Scanner" for your first scan
  3. 3
    Wait for the results (usually 30-60 seconds)
  4. 4
    Review the opportunities with our analysis
  5. 5
    Choose a stock that meets your criteria

Executing the Trade

  1. 1
    Click on the stock symbol to view details
  2. 2
    Review the suggested entry price and stop-loss
  3. 3
    Confirm the position size matches your risk tolerance
  4. 4
    Place the order through your broker
  5. 5
    Our system will automatically track the trade

Learning Resources

Master Trade Yantra with our comprehensive learning materials

Video Tutorials

Platform walkthrough15 minutes
Setting up your first scanner10 minutes
Understanding risk management20 minutes
Reading trade analytics15 minutes

Documentation

Complete user manualSelf-paced
Trading strategy guidesSelf-paced
Risk management best practicesSelf-paced
FAQ and troubleshootingSelf-paced

Get Help When You Need It

Multiple support channels to ensure your success

Self-Service

Available 24/7

Comprehensive FAQ section
Video tutorial library
User community forum
Knowledge base articles

Direct Support

Available Business hours

Email support (24-48 hours response)
WhatsApp support for urgent issues
Phone support (Enterprise plans only)
Live chat during market hours

Ready to Start Your Trading Journey?

Create your account now and be trading smarter within 30 minutes