Beginner's How-To Guide

Welcome to Wallstreet.io, the #1 backtesting platform and community for stock investors and traders!

Whether you're just starting or looking to improve your skills, Wallstreet.io has everything you need to become a confident trader.

We offer a powerful combination of software, education, and community, including expert-led courses, webinars and articles covering a wide range of trading strategies and techniques: From swing trading to day trading, technical or fundamental analysis, blue-chips or penny stocks, our platform covers it all, making it easier to build, follow and execute profitable strategies.

Getting started with a new platform can be overwhelming though, which is why we’ve put together this beginner-friendly guide to help you get the most out of Wallstreet.io.

Without further ado, here's how we recommend kicking things off:


1. Look for your favorite symbols.

The Navigation bar is the perfect place to start exploring. Whether you’re a tech fan, a commodities trader, or simply following the money wherever it’s moving, you can start by looking at our Community Watchlists on the Sidebar Area, by clicking on the Watchlist icon on the Navigation bar:

Or, you can easily search for individual tickers you already know and love and even build your own Watchlists to group them all:

As a way to complement and strengthen your investing decisions, our responsive Charting Area also lets you switch Chart types, periodicities, combine powerful indicators (or Studies), save specific Charting configurations as Views, add Drawings, and more:

2. Use the Strategy Tabs bar to find the right strategy.

2a. To look for crowd-sourced strategies, use our Discover Tab.

Once you found your favorite tickers, the Discover Tab is the perfect place to start if you’re new and want a simple way to find crowd-sourced strategies. It showcases a curated selection of the most popular strategies in an easy-to-navigate, user-friendly format. While it may not show as many strategies as the Scan Tab, it’s great for quickly finding a strategy to follow without feeling overwhelmed by choices.

To follow a strategy, click the red "Alert" bell icon on a strategy card, and you’ll be notified whenever the strategy conditions are met—keeping you updated on potential opportunities.

Pro tip: The Discover Tab is ideal for finding trending strategies or simply getting started without needing to dive deep into all available options.

2b. To find all available strategies, use the Scan Tab.

For those looking for a more comprehensive selection, the Scan Tab allows you to browse all possible crowd-sourced strategies on the platform. Since it displays a large variety of results, we recommend refining your search based on your specific interests using the Filter Tool—whether it’s the best-performing strategies, specific studies, or certain market sentiments.

With intuitive filters such as Stock Price, Risk-Reward Ratio, Batting Average, Studies Conditions and more, you'll be sure to spot the strategies you didn't know you needed:

2c. Or, analyze your own strategies with the Smart Studies tab.

Alternatively, for a customized experience and to leverage any previous trading knowledge, you can create and test your own trading strategy using our Smart Studies tab, where you're free to play around with many popular studies and parameters to see how your strategy would have performed in the past.

By clicking on the wrench icon next on a strategy under the Scan Tab, you also get its Studies and Conditions loaded under the Smart Studies tab so you can see how it was built!

3. Look at its performance on the View Stats section.

Once you found a strategy that catches your eye, look at the View Stats panel to see how it has performed historically. The shown data will help you make more informed choices about which strategies are to be discarded, redefined, or alerted about.

The View Stats panel in the example below will also appear under the Scan tab and looks similar to the Strategy Cards under the Discover Tab, so you can easily go through many strategies quickly by simply clicking on them; the View Stats panel will update automatically with the statistics of each strategy.

4. Click on the Alert bell to receive Strategy Notification emails.

If you like what you see, simply click on the red Alert bell to receive Strategy Notification emails whenever the strategy is triggered to start and end. We also recommend renaming the strategies you set alerts for, so you can tell which is which later on.

Do this with as many strategies as you want! This way, you can stick to your initial trading plan and never miss an opportunity.

5. Place the trade from your broker account on the same day you receive the email.

As soon as you receive the Strategy Notification email, it’s time to take action. Simply place the corresponding trade with your broker on the same day to emulate the strategy results and maximize your profits.

6. Earn, rinse, and repeat!

Finally, it’s time to reap the rewards of your hard work. Make sure to learn from your successes and failures and repeat the process with the same (or new!) strategies to watch your portfolio grow.

It's really that simple…


…but that’s not all WallStreet.io has to offer!

We're passionate about empowering our community with key insights to succeed in the markets, that's why we've made sure our On-Demand Video Library covers everything from the basics of stock market and trading to advanced strategies, including deep-dive videos on our platform features.

They're all about allowing you to learn at your own pace and on your own schedule, so you can fit your trading education around your busy life:

In addition, we host different Live Meetups throughout the week with our CEO, Micah Lamar, and other bright-minded contributors on different topics such as Swing Trading, Day Trading, Technical Analysis, Market news, and more.

Plus, we host a vibrant community of traders who continuously share ideas and strategies with each other through our Community widget and dedicated Chatrooms. Whether you're looking for feedback on your trading plan or want to discuss the latest stock trends, you'll easily find other traders who are eager to help and share their experiences. Some of them even have been interviewed by Micah himself and shared their success stories!

We even offer unlimited 1-on-1 Demo Walkthroughs over Zoom, where our team contributor can help you view and access all the different aspects of our site, and we've seen that members who go through this Zoom call get 3 times the value by getting comfortable with the tools we offer.

At WallStreet.io, we strongly believe that education is key to success in trading. That’s why we offer an unmatched range of material, live shows, and mentorships to help you improve your skills, along with the precise tools to support you while achieving your investing goals. No matter your trading style, we’ve got you covered.

Start building your full potential on Wallstreet.io!