1st Time User

1. Read the entire introduction
2. Prepare to go through each section of this handbook

Getting Started - Quick Walkthrough

The next upcoming modules will walk-through how to get started in more detail, but some users might prefer to simply follow these straight forward steps to get started with Sierra Chart:

1. Make a Sierra Chart account https://www.sierrachart.com/RegisterStep1.php
2. Activate a service package https://www.sierrachart.com/UserControlPanel.php?page=ServicesActivation, such as 11 for most features
3. Activate a Data Feed Service from the same page as previous step, such as Denali
4. Download and install the latest version of Sierra Chart https://www.sierrachart.com/index.php?page=doc/SoftwareDownload.php
5. Open the program, and Login using credentials
6. On the top SC Menu (see 📓Glossary if confused), click Global Settings > Data/Trade Service Settings, and select a service. More on this HERE

Detailed Walkthrough for Setup

Above, the basic steps are laid out. From beginning to end, this is exactly how to setup Sierra Chart

1. Create your Sierra Chart account:

• Visit: https://www.sierrachart.com/RegisterStep1.php
• Enter your email, and follow the steps to create a new account

2. Activate a service package

• Visit: https://www.sierrachart.com/UserControlPanel.php?page=ServicesActivation to pick a package
• A service package is essentially a “plan” to subscribe too. There are very basic packages where as the higher packages have more features.
• A common package that includes footprint, TPO, and other features is package 11. To use MBO package 12 is required

3. Active a Data Feed

• The best data feed is going to be Denali
• Visit: https://www.sierrachart.com/UserControlPanel.php?page=ServicesActivation
• Click the Exchange Agreements for the data feed you wish to activate, and complete the agreements by following the basic steps
• Then, click Activate on the data feed(s) you wish to use

4. Download Sierra Chart

• Visit: https://www.sierrachart.com/index.php?page=doc/SoftwareDownload.php
• Click the Download Sierra Chart button
• Install the program to an SSD drive with sufficient space

5. (Optional) Contact Your Broker

• If wanting to use Teton Order routing - The best order routing available from Sierra Chart - Contact your broker
• You may need to provide your Sierra Chart user name obtained from step 1

6. Run the Program

• Usually upon download a desktop shortcut for Sierra Chart will be created, the picture is of a world globe
• If unable to locate the desktop shortcut, open the Sierra Chart folder and click SierraChart_64.exe to open the platform
• You will enter in your account credentials obtained from step 1

7. Connect The Data Feed

• On the top SC Menu (see 📓Glossary if confused), click Global Settings > Data/Trade Service Settings
• In the Main Settings menu of this window, pick the Service:
• SC Data: This is common for users who want to use Denali in combination with a Live trading account
• Rithmic Direct - DTC: This is common for online prop firms. Select Rithmic Direct, then select the Server from the drop down list (such as Chicago Area - Non Aggregated), then enter your Username and Password, press OK
• Teton CME Routing: For users who want to use Teton order routing for a live trading account
• Other, there are many services available for data
• The status bar at the top left side of the platform should be green to indicate a successful connection to a data feed

CME Requirement: Live Futures Account

CME has imposed a requirement around Live data, requiring users to have a Live Futures account. For some users who plan to trade a live account using Sierra Chart this is not an issue, however some users who want to use online prop firms such as LucidTrading or practice in SIM with live data still require a Live Account. Once a month you must connect to the live account to prove an live account held. For those wanting to trade an online prop firm or SIM with live data, you MUST fund a futures trading account with at least $100 USD. Some firms such as Stage5 and EdgeClear offer accounts that can be funded with that minimum balance. Simply create an account with the broker, fund it, and connect to Sierra Chart.

To read about this requirement in more detail, visit: https://www.sierrachart.com/index.php?page=doc/EasySolutionToCMEFundedTradingAccountRequirement.php

It is also possible to use an IBKR account to meet this live account requirement.

Required Basics to Understand

✅ Always Google questions before posting to support, try multiple variations of search terms, more on this HERE

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Please be aware that the information contained in this handbook is not intended to be and should not be taken as financial advice. The creator is not a financial advisor and the materials provided should not be relied upon in making any financial decisions. Any actions taken based on the information contained in this handbook are taken at the reader's own risk and the creator will not be held liable for any losses or damages resulting from such actions.

In addition, the creator is not a registered broker or financial advisor in the United States and the materials contained in this handbook do not constitute financial advice or a recommendation to buy or sell any financial instrument. The creator does not endorse or recommend any particular investment strategy and the reader should not rely on any information contained in this handbook as the basis for making any investment decisions.

Furthermore, past performance is not indicative of future results and the reader should be aware that trading futures, crypto, stocks, and NFTs carries a high degree of risk and the possibility of significant losses. The reader should carefully consider their financial situation and seek independent financial advice before making any investment decisions.

The creator of this handbook is not an expert and the materials contained within are provided for educational and entertainment purposes only. No material contained in this handbook suggests a specific method or strategy for investing or trading, and under no circumstances should anything contained in this handbook or any related materials be considered as financial advice.

Please also be aware that some pages within this handbook may contain affiliate links that pay the creator a small commission at no additional cost to the reader. The inclusion of these links does not constitute a recommendation or endorsement of the products or services being advertised and the reader should carefully evaluate the suitability of any product or service before making a purchase.

By accessing and using the materials contained in this handbook, the reader acknowledges and agrees to the terms of this disclaimer and releases the creator from any liability for financial losses or damages resulting from the reader's use of the materials contained within. It is possible to lose more than the value of a trading account. Nothing within this handbook is advice or a recommendation to the reader. Any damages or losses following changes the reader makes to Sierra Chart after reading material within this handbook the creator should not be held liable. This handbook is NOT created by Sierra Chart and is not an official handbook to Sierra Chart. Each purchase only grants the user associated with the email provided on checkout for lifetime access. Trading is risky.