Personalized Onboarding
Warren learns your trading experience, risk preferences, trading style, and market type during a guided onboarding flow.
After authentication, Warren begins a guided onboarding flow to personalize strategy recommendations.
The onboarding experience currently collects:
- Trading experience
- Risk preferences
- Trading style preferences
- Preferred market types
Trading experience
You currently select one of the following:
- Beginner
- Novice
- Experienced
- Seasoned
This information helps Warren:
- Personalize recommendations
- Tailor strategy discovery
- Adjust onboarding guidance
- Optimize portfolio suggestions
Risk profile
You configure a preferred portfolio behavior. Available profiles:
- Conservative
- Balanced
- Aggressive
Each profile adjusts:
- Position sizing behavior
- Portfolio volatility exposure
- Strategy selection tendencies
- Allocation behavior
You can modify these preferences later through settings.
Trading style
You can select preferred trading styles. Current options include:
- Scalping
- Day Trading
- Swing Trading
- Position Trading
These selections help Warren prioritize compatible strategies.
Market type
You currently choose preferred market environments. Supported options:
- Spot
- Futures
This preference helps Warren tailor strategy recommendations and execution environments.
How your capital is organized
On first entry to the Trading Bay you choose how your capital is split across three buckets. The split is adjustable at any time:
| Bucket | What it is |
|---|---|
| Reserve Capital | An untouched buffer, never traded. |
| Stable Yield | Parked in low-risk yield rather than active trading. |
| Trading Strategies | The active allocation your bots and Warren's book trade against. |
Next: Strategy Recommendations