How-To Guides

A step-by-step walkthrough for choosing a broker, completing KYC, funding your account, and placing your very first trade — from zero to execution. Whether you plan to trade stocks, crypto, or forex, the process starts with selecting a regulated platform that suits your goals. Browse our crypto exchange reviews and beginner exchange rankings to compare fees, features, and security before committing.

Learn to read candlestick charts, identify support and resistance, understand volume bars, and use basic indicators — everything you need to make sense of price action. Pair your chart-reading skills with tools like the RSI and MACD to confirm what the candles are telling you. For a hands-on charting experience, set up TradingView following our pro configuration guide. Once you're comfortable, explore more indicators to add depth to your analysis.

Configure TradingView with the right chart settings, indicators, watchlists, alerts, and layouts used by professional traders — step by step. A well-tuned TradingView setup is the backbone of effective technical analysis, whether you trade stocks, crypto, or forex. Load essential overlays such as VWAP and Bollinger Bands to build a professional-grade workspace. Compare TradingView with alternatives on our best charting platforms page.

A focused watchlist is the foundation of consistent trading. Learn how to select, organise, and maintain a watchlist that keeps you focused on the best opportunities. Use our built-in watchlist tool to curate symbols across stocks, crypto, and forex in one place. Pair your watchlist with the stock screener to surface high-probability setups before the market opens.

Stop-losses are your insurance policy. Learn where to place them, which type to use, and the common mistakes that cause traders to get stopped out unnecessarily. Combining stop-losses with the ATR indicator lets you set volatility-adjusted exits that avoid premature stop-outs. Proper stop placement goes hand-in-hand with position sizing — together they form the core of risk management. Explore more trading strategies to see how professionals integrate stop-losses into complete trading plans.

Proper position sizing is the single most important risk management skill. Learn the formula, automate it, and never risk more than you can afford to lose on any single trade. Use our position size calculator to run the numbers instantly before every entry. Pair position sizing with the risk-reward calculator to ensure every trade offers a favourable payoff ratio. For a deeper look at protecting your capital, browse our full library of how-to guides on risk management.

Fibonacci retracement levels (23.6%, 38.2%, 50%, 61.8%, 78.6%) identify potential pullback zones in trending markets. Learn to draw them correctly and combine them with other confluences. For best results, overlay Fibonacci levels on your TradingView charts alongside VWAP and moving averages for multi-layer confirmation. This technique works across stocks, crypto, and forex — explore more trading strategies that incorporate Fibonacci analysis.

Breakout trading captures explosive moves when price escapes a defined range. Learn to identify genuine breakouts, avoid fakeouts, and manage entries for maximum reward-to-risk. Confirm breakout strength using volume analysis and indicators like the RSI and Bollinger Bands to filter out false moves. Chart your setups on TradingView and log every trade in a trading journal to refine your breakout playbook over time.

Knowing when to take profit is as important as knowing when to enter. Learn multiple target-setting methods and how to scale out of positions for consistent returns. Combine Fibonacci extensions with the ATR indicator to set volatility-calibrated targets that adapt to current market conditions. Use the risk-reward calculator to validate every target before committing, and review your results in a trading journal to continuously improve exit timing.

Earn fees by providing liquidity to Uniswap V3 pools. Learn to select a pool, set a price range, deposit tokens, monitor your position, and understand impermanent loss. Before diving in, make sure your funds are on the right network — the guide on bridging tokens between chains walks you through the process. Track your LP earnings alongside the rest of your holdings with a portfolio tracker. For more DeFi yield opportunities, explore crypto lending and the DEX directory.

Move your crypto between Ethereum, Arbitrum, Optimism, Polygon, and other chains using bridges. Learn the safest methods, cheapest routes, and how to avoid bridge exploits. Safe bridging starts with a secure wallet — read our wallet guides and security best practices before moving large sums across chains. Once your tokens land on the destination chain, put them to work in DeFi protocols or track them with a portfolio tracker.

Earn yield on your ETH by staking. Compare solo staking, pooled staking (Lido, Rocket Pool), and exchange staking to find the approach that matches your technical skill and capital. If you plan to stake through an exchange, check our best crypto exchanges rankings to pick a reputable platform. For liquid staking via DeFi, secure your keys first with a hardware wallet and learn more about crypto lending strategies that can compound your staking rewards.

Secure your crypto with a hardware wallet. Step-by-step setup for Ledger and Trezor devices, including seed phrase backup, firmware updates, and connecting to MetaMask. Not sure which device to buy? Our Ledger vs Trezor comparison breaks down features, security, and price side by side. Pair your hardware wallet with strong security practices like 2FA and phishing awareness to build a layered defence. Browse the full best hardware wallets rankings for more options.

Two-factor authentication is your first line of defence against account takeovers. Learn to set up authenticator apps, hardware keys, and backup codes across all your exchange accounts. For maximum protection, combine 2FA with a hardware wallet so your funds stay secure even if an exchange is compromised. Read our full security guides for advanced tips on SIM-swap prevention and phishing defence. See our crypto exchange reviews to find platforms with the strongest built-in security features.

Construct a crypto portfolio that balances growth potential with risk management. Learn allocation frameworks, rebalancing strategies, and how to avoid over-concentration. Track your allocations in real time with a portfolio tracker and rebalance at the intervals that suit your strategy. Combine diversification with fundamental analysis to vet each asset before it enters your portfolio. For exchange selection, compare options in our Coinbase vs Binance breakdown and beginner exchange rankings.

What gets measured gets improved. Learn to track your key performance metrics, maintain a trading journal, and use data to identify and fix your biggest weaknesses. Start logging every trade in a trading journal and review our best trading journals ranking to find the right tool. Pair quantitative tracking with trading psychology insights to address the emotional patterns behind your stats. Use these data-driven habits to sharpen every strategy in your playbook.

Dollar-cost averaging removes emotion from investing by buying a fixed amount at regular intervals. Learn how to set it up, when it works best, and when lump-sum investing is actually superior. Automate your DCA through a trusted exchange — our best exchanges for beginners list highlights platforms with built-in recurring buys. Track the impact of your DCA strategy over time with a portfolio tracker and model long-term growth using the compound interest calculator.