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.
Next: Strategy Recommendations