KaxseDocs

First session

A quick walkthrough of what your first session in Kaxse looks like — from sign-up to closing the day.

Sign up

Head to app.kaxse.com/sign-up. The 14-day free trial is no-card-required, so you can get all the way through your first session before deciding whether to subscribe.

Set your rules first

Before connecting anything, set the rules you want Kaxse to hold. Open Rules in the sidebar and configure at least:

  • Max daily loss — the dollar (or percentage) figure that ends your session for the day. Set this one step inside your real pain threshold, so there's a buffer between hitting it and being hurt.
  • Max consecutive losses — two or three is a reasonable starting point. Pauses the session after a streak so the trader who'd take the revenge entry doesn't get to.
  • Stop loss required — strict, on. Forces every entry to have an invalidation level attached.

These are the minimum to make the rest of Kaxse useful. You can add the other nine rule types later.

Build a warm-up

Open Warm Up in settings. Drop in the blocks you want to do before trading — at minimum:

  • A mindset check-in (1–10 sleep, focus, anything affecting today)
  • A written reminder of your rules
  • A plan acknowledgement (the setup you're working today)

You can also add a breathing exercise (4-7-8 box) and a wearable-condition check if you've connected an Apple Watch / WHOOP / Oura.

Connect a broker (optional)

If you want Kaxse to watch your live session, connect a broker under Settings → Brokers. Currently supported:

  • Alpaca (paper or live)
  • Tradeovate (live — requires Kaxse platform credentials to be set)

If you trade somewhere else, you can log trades manually or import a CSV — everything except the real-time AI coach still works.

Run your first session

Hit Start session on the dashboard. Kaxse walks you through the warm-up, then unlocks the trading UI. The AI coach watches as you go and names patterns if it sees one starting. At your daily-loss line, Kaxse holds the session — your rule, applied.

Cool-down at the end

Closing the session opens the cool-down: a short reflection, a mood log, a one-line takeaway. Tomorrow's warm-up doesn't unlock until you finish it — yesterday's losers don't quietly bleed into today.

Where next

  • The Behavioural layer docs explain each phase in depth.
  • The Risk rules reference covers all twelve rule types.
  • The Brokers docs walk through each integration's specifics.