- ago
1. I am new to Wealth-Labs and I would like to get proficient at it. Are there any quick start guides, tutorials, pointers, webinars that anyone can point me to? All the stuff on youtube is atleast 3+ yrs old. I would like to get proficient at using this tool before executing trades.
2. I have a TD account and I would like to connect to it. I assume this is a one-time fee using the extn? Also, are there instructions on how to connect to it, the screenshots on the extn page seem somewhat limited.

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- ago
#1
1. The product (Wealth-Lab 7) which saw the light yesterday is completely new. The educational resources on Youtube that you're referring to concern Wealth-Lab 6.9 - previous generation of the product. We'll work on creating tutorial content for WL7, of course. Meanwhile you're welcome to ask questions and use the online help in the application.

2. Have you installed the TDA extension? If so, what specifically is unclear when you're trying to set it up?
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- ago
#2
1. Glad to hear there is a plan to update this.

In the meanwhile, can I start learning from the 6.9 videos and apply the learnings to the 7.0 app? Or is the UI, feature set completely different that it would not be useful? I am trying to figure out the best way to utilize time till the updated material arrives. Is there an ETA for that?

2. I haven't installed the plugin yet, but hoping it is straight forward with reasonable instructions hence my question. Since the trial period for WL is so short, and I am doing this as a side gig, I want to make max utilization of the eval period and not be stuck on install issues, hope you understand?
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- ago
#3
There are notable differences in many aspects of how the two generations work. Taking the video tutorials for example. The UI is different: the position sizing and data loading controls are now bound to strategy. Rules (WL6) operated very differently than Building Blocks (WL7) - you cannot use this part to learn WL7. The process of DataSet creation and data update has undergone some rethinking which may be confusing at first if adopted from WL6.

One cannot get proficient with any powerful software in neither 14 nor 30 days but the 2 weeks are enough for a good start. There's no set schedule for creating educational content so the best strategy could be to dive in and ask questions as they appear. And if you're unsure after 14 days, the monthly subscription price is pretty affordable to anyone.
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