TransStock quickstart

Congratulations, TransStock is installed. In this quickstart, I'll get you on the right track in less than 10 minutes: choose a profile, review your initial data and charts, start the 20 video chapters, and find out where to find tips, workshops, and help. This way, you'll learn effectively, without overwhelm.

1) Choose your starting profile

TransStock uses clear profiles. Each profile (Menu > Dashboard > Profile) displays precisely the buttons and tools you need now; the more advanced the profile, the more visibility becomes available.

• Basic – simple and quiet (recommended to start)
• Theft – fast signals and automatic shortlist
• Pro – more tools, layouts and analysis options
• Expert – full control over tools and studies

The first videos were recorded with Basic. Then I explain in one video how to change the profile; from then on the advanced chapters with Pro/Expert.

2) First checks (1 minute)

1. Open a sample list and click on a stock. Do you see the chart? Then the installation is complete.
2. Check the update date of the price history. If it's up to date, you're ready for the videos.
3. Create one right away backup folder on for profiles/lists (Documents/TransStock/Backups).

Doubt? Reread Install TransStock or check the system requirements.

3) Learning in 20 chapters (short videos)

Learn TransStock step by step with the series "Learn TransStock in 5 minutes" (20 chapters). The first episodes use Basic, then switch to a more advanced profile for the next steps.

1. Chapters 1–11: the basics – interface, choosing a list, reading charts, simple workflows.
2. Change profile: one short video shows you how to go from Basic to Pro/Expert.
3. Chapters 12–20: advanced tools – layouts, scanners, watchlists, extra studies.

Tip: Watch 2-3 short videos per session and repeat directly in the softwareThis way you can quickly build up a routine.

4) Basic workflows to use right away

• Check marketpulse tab: with positive stock market momentum your chances of success are greater.
• Favorite lists: create favorites lists and set alarms.
• Daily update: Prices are updated automatically. That way, you focus on what really matters.
• Trend and countertrend: Compare and assess the trend of your favorites with indexes, sectors and peers.

These workflows are featured in both the videos and the Tips & Tricks back.

5) Tips & Tricks & further reading

• Tips & Tricks: short, practical solutions for frequently asked questions.
• Around the fair: context and best practices that make a difference in decisions.
• Investment blogs & guides: substantive deepening without noise.

See our investment guides for additional background and methodology.

6) Training and workshops

You will learn faster with a focused session. In the Investors Academy You'll find workshops (live/online) and recordings. Choose basic, advanced, or a specific topic, and practice along.

To the Academy

7) Support is always close by

• Help Center: quick answers and links to the correct FAQs.
• TransStock Doctor (remote): by appointment via SOS app or via Dashboard → left menu TransStock Doctor.
• Contact: Questions or stuck? We're happy to help.

Open the help center • Start TransStock Doctor • Contact us

8) TransStock QuickStart – Common Mistakes (and Quick Fixes)

• Too many buttons: temporarily reset to Basic; then build up to Pro/Expert.
• No graph: choose another list or restart TransStock; check in the right panel tabs or tabs are checked.
• Slow reactions: use a SSD, close heavy apps and work with a current version of Windows.

9) What comes next?

Complete the basics first (chapters 1–11). Then switch the profile to Pro of Expert and work through the advanced chapters (12–20). In the meantime, maintain a short routine: daily updates, checking selections, reviewing charts, and keeping notes. This way, you'll grow from looking to applying.