First Setup

First Setup

Use this checklist after installing and activating TradePress.

1. Confirm Environment

• WordPress is running.
• TradePress is active.
• You can access the TradePress admin pages.
• Developer Mode is only enabled when you are actively testing unfinished features.

2. Add Provider Credentials

Add API credentials for the providers you plan to use.

Initial core providers:

• Trading212
• Alpaca
• Alpha Vantage

Provider availability may differ by feature. Some providers are suitable for broker positions, some for quotes, and some for technical indicators.

3. Add Symbols

Add the symbols you want TradePress to track.

Examples:

• NVDA
• AAPL
• BTCUSD
• GBPUSD

4. Import Data

TradePress should read stored data first and queue refreshes when data is missing or stale.

Do not expect a page view to fetch live data immediately.

5. Check Feature Health

Review feature health before relying on output.

• healthy: usable
• warning: usable but degraded
• failed: do not rely on it
• unknown: not checked yet

6. Understand Scores

Scores are raw strategy scores. They are not always percentages and are not always limited to 0-100.

Use the strategy percentage only as a display interpretation of raw score versus strategy maximum.