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Quick Start Guide

Get up and running in 10 minutes — from sign-up to your first screener search.

This guide walks you through the essentials so you can start finding trades right away.

Step 1: Create Your Account

Sign up at tiblio.com using your email address. You'll receive a verification email — click the link to confirm your account.

Step 2: Subscribe to the Trader Plan

After signing in, you'll be prompted to subscribe. The Trader plan gives you full access to all features: the screener, watchlist, trade journal, portfolio analytics, option bots, and alerts.

Step 3: Connect Your Broker (Optional but Recommended)

Connecting your broker unlocks live market quotes, real-time Greeks, and automated trading. Go to Settings > Brokers and choose your provider. You'll authorize via OAuth — Tiblio never sees your broker password.

Supported brokers: Charles Schwab, Tradier, TradeStation, tastytrade, and Alpaca.

If you're not ready to connect a broker, that's fine. The screener works with end-of-day data by default.

Step 4: Explore the Screener

Navigate to Screener in the sidebar. You'll see tabs for different screen types:

  • Puts — Cash-secured put candidates ranked by setup score
  • Calls — Covered call candidates
  • Spreads — Vertical spread setups
  • Vol Crush — Volatility crush opportunities around earnings
  • Earnings — Upcoming earnings calendar with trade recommendations
  • Dividends — Upcoming ex-dividend dates
  • Low Beta — Lower-risk stock screening

Start with the Puts tab. The table shows options contracts sorted by setup score, with columns for delta, DTE, premium, edge %, return %, and win rate. Use the delta preset buttons to narrow results by risk level.

Step 5: Build Your Watchlist

Found symbols you like? Head to the Watchlist page and add them. You can track up to 50 symbols with enriched data including:

  • Sector, market cap, and P/E ratio
  • 52-week range and moving averages
  • Historical volatility (HV 30d) and HV rank
  • Analyst ratings and price targets

If your broker is connected, you'll see live prices during market hours.

Step 6: Log Your First Trade

When you execute a trade with your broker, record it in the Trade Journal:

  1. Click Add Trade
  2. Choose your asset type (stock, option, or spread)
  3. Fill in the details: symbol, side, quantity, price, strike, expiration
  4. Save the trade

As you close positions, update them in the journal to track your P&L automatically.

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