Getting Started With ZadVest

A first-pass guide to ZadVest concepts such as the dashboard, research tools, account mode labels, and broker-connected actions.

The ZadVest workflow separates research surfaces from account actions, with visible labels for risk and account mode.

Start with the workspace

The chart, scanner, backtesting, symbol information, news, and watchlist areas are designed for review. They help organize context before any broker-connected action enters the picture.

The risk disclosure, privacy policy, terms, and feature descriptions explain the core boundaries: trading involves risk, ZadVest is software, and connected broker funds remain with the broker.

Research before execution

Execution features can affect a real brokerage account. Order type, quantity, buying power, account mode, and broker status all matter before an order is placed.

ZadVest displays broker-connected workflows as user-directed actions. The app does not decide whether a trade is suitable for a person's account or goals.

Account mode labels

A paper account and a live account are different environments. Paper trading can help with workflow familiarity, while live trading introduces real financial risk.

ZadVest surfaces account mode and risk labels because the boundary between review, paper workflows, and live workflows matters.