Trading Platforms & Tools

Overview of trading platforms, charting tools, data feeds, and execution software.

Part of Trading Basics

What you will learn

This scope is designed to help you build a practical understanding of Trading Platforms & Tools. Lessons move from core definitions to real-world context and common failure points.

Lessons

Reading in order is recommended, but each lesson stands on its own.

11 min read
Intermediate

API Trading Basics

A clear introduction to API trading, covering what trading APIs are, why markets provide them, and how orders, data, and risk controls flow through real-world systems from client applications to brokers and exchanges. Emphasis on practical mechanics rather than strategies.

12 min read
Beginner

Security & Account Protection

A detailed overview of how trading platforms safeguard user accounts and transactions, why these protections exist, and how controls operate during real-world trade execution and account management. The discussion covers authentication, authorization, custody structures, data security, operational controls, and common attack vectors, with practical…

10 min read
Beginner

Platform Fees & Costs

A clear guide to platform fees and trading costs, how they arise in real markets, and how they appear during order execution and account management across asset classes and venues. Focuses on explicit and implicit costs without recommending strategies.

12 min read
Intermediate

Choosing the Right Platform

An in-depth guide to evaluating trading platforms for real-world execution and account management. Covers market structure reasons for platform differences, execution mechanics, costs, reliability, risk controls, data, integrations, and practical evaluation methods without offering strategies or recommendations.

12 min read
Beginner

Common Platform Mistakes

A clear, practical examination of frequent platform-related errors that affect order entry, execution, and risk management, with real examples of how interface settings and market mechanics interact in live trading environments. No strategies or recommendations are included.