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Trading Fundamentals and Tools

Jul 10, 2025

Overview

This lecture provides a step-by-step guide to starting a day trading career from scratch, covering foundational concepts, essential tools, trading psychology, risk management, technical analysis, strategy development, and practical application.

Foundations of Trading

  • Trading involves buying and selling assets to profit from price movement, driven by supply and demand.
  • Price charts visualize market psychology, showing momentum between buyers and sellers.
  • Volatility (large price moves) creates trading opportunities within short timeframes.

Essential Tools & Setup

  • Use TradingView for charting and analysis; it's the main platform for visualizing markets.
  • Choose brokers/exchanges (e.g., Blofin, Bybit for crypto; Topstep for stocks) for executing trades.
  • Maintain a trade journal to track trades, results, and performance metrics.

Market Structure & Chart Basics

  • Assets are traded in pairs (e.g., SOL/USD), and managed via customizable watchlists.
  • Candlestick charts offer detailed price information compared to line charts.
  • Chart timeframes range from seconds to weeks; shorter timeframes show more granular price action.

Trading Psychology & Risk Management

  • Accept that losing and being wrong are inherent to trading; focus on process, not outcome.
  • Good trades are defined by following a repeatable, risk-contained process, not just profit.
  • Use position sizing: predetermine risk per trade (e.g., $100) to ensure losses are controlled.
  • Being right less than 50% of the time can still be profitable if wins are larger than losses.
  • Tools like the "Position Calculator" automate position sizing and risk calculations.

Technical Analysis Crash Course

  • Identify trends: uptrends (higher prices), downtrends (lower prices), and adjust expectations accordingly.
  • Use Fibonacci retracement levels (e.g., 61.8%, 50%) to identify potential reversal or continuation zones.
  • Fair Value Gaps (FVG): Gaps between candles often act as support/resistance or price targets.
  • Trendlines and key levels help find high-probability trade setups.

Strategy Development & Testing

  • Build strategies by observing market patterns and defining entry/exit rules.
  • Test strategies using TradingView’s bar replay for historical simulation.
  • Track performance in a trade journal; calculate win rate, average profit/loss, and net profitability.
  • Progress: start with backtesting, then simulated (paper) accounts, and finally live trading with real capital.
  • Use leverage wisely to maximize potential with limited capital, but always manage risk.

Example Trade Execution

  • Enter trades when technical signals align (e.g., trend breaks, fair value gaps, over/undervalued indicators).
  • Set stop-loss for predefined risk and take-profit according to expected reward.
  • Consistency in following the plan ensures long-term profitability despite individual losses.

Key Terms & Definitions

  • Volatility — Large and rapid price movements in the market.
  • Candlestick Chart — A chart type showing open, close, high, and low prices for a period.
  • Position Sizing — Determining how much to trade in order to control risk.
  • Fibonacci Retracement — Technical tool for predicting price reversals using key percentage levels.
  • Fair Value Gap (FVG) — A price range on a chart with little trading activity, often revisited by price.
  • Stop-Loss — A preset level to cut losses automatically.
  • Leverage — Borrowing funds to increase trade size while risking only a fraction of own capital.

Action Items / Next Steps

  • Set up TradingView and create custom watchlists.
  • Choose a broker/exchange and open a demo (paper) trading account.
  • Download or create a trade journal for tracking performance.
  • Practice identifying trends, Fibonacci levels, and fair value gaps on charts.
  • Backtest basic trading strategies using TradingView’s bar replay feature.
  • Watch recommended videos for more detailed technical analysis training.