If you want to consistently invest or add funds to your brokerage account without manually transferring money every time, Webull allows you to set up recurring deposits directly inside the platform.
This feature automatically transfers money from your bank account into your Webull account on a schedule you choose — making it much easier to stay consistent with investing.
Below is a quick overview of how to set this up.
Step 1: Open the Deposit Menu
Log into your Webull account on either desktop or mobile.
On the desktop platform, look for the “Deposit” button located near your Day Trade Buying Power. Click this to open the funding options.
Once inside the deposit page, scroll down until you see the Recurring Deposit section.
Step 2: Verify Your Account
Before creating a recurring deposit plan, Webull may ask you to verify your account.
After verification, you’ll be able to create and manage automatic deposit plans.
Step 3: Choose Your Recurring Schedule
Webull currently allows four different recurring deposit frequencies:
Daily
Weekly
Bi-weekly
Monthly
Choose the schedule that best fits your finances.
For example, many investors prefer a monthly deposit after bills and expenses are paid.
Step 4: Select Your Bank Account
Next, choose the bank account that you’ve previously connected to Webull.
You’ll then select the destination account inside Webull (for example your cash account or margin account).
Step 5: Set the Deposit Amount
Enter the amount you want to automatically transfer.
Example: You could set a $100 monthly deposit to steadily add funds to your investing account.
Step 6: Choose the Deposit Date
Select the day the deposit should occur.
If the scheduled day falls on a weekend or market holiday, Webull will automatically process the transfer on the next business day.
Step 7: Review and Confirm
Finally, review the details of your recurring deposit plan and confirm it.
Once activated, Webull will automatically move funds from your bank account into your brokerage account according to the schedule you selected.
Why Use Recurring Deposits?
Recurring deposits make it easier to stay consistent with investing and avoid forgetting to fund your account.
Some common uses include:
Automating monthly investing
Building long-term investment habits
Dollar-cost averaging into the market
Funding trading accounts consistently
Watch the Full Step-by-Step Tutorial
If you want to see exactly where to click and how to set this up inside the Webull platform, watch the full walkthrough below.
If you’re serious about becoming a profitable trader, your problem probably isn’t strategy.
It’s feedback.
Most traders don’t lose because they lack indicators — they lose because they don’t track what’s actually working.
That’s where a proper trading journal comes in.
Over the past year, I’ve been using TradeZella as my primary trading journal software to analyze my trades, optimize performance, and eliminate what isn’t working.
This isn’t a hype review.
This is how I actually use it — and what has genuinely improved my trading.
Why a Trading Journal Is Non-Negotiable
If you don’t track:
Win rate
Average win vs average loss
Profit factor
Expectancy
Performance by symbol
Performance by timeframe
…you are trading blind.
The best trading journal doesn’t make you profitable.
It shows you where you’re leaking money.
That’s the difference.
What Makes TradeZella Different?
There are plenty of trading journal apps out there. What I like about TradeZella is that it combines:
Automated broker syncing
Advanced performance analytics
Trade replay functionality
Custom tagging and filtering
Clear visual reporting
It’s essentially trade journaling on steroids.
Instead of manually logging trades into Excel, your data pulls in automatically — and the platform breaks it down into actionable insights.
How I Use TradeZella to Improve My Trading
1️⃣ The Dashboard (Daily Feedback Loop)
The first thing I check is:
Net P&L
Win rate
Average win/loss
Profit factor
Expectancy
If your win rate is below 50%, your average winner must be significantly larger than your average loser.
If your profit factor is barely above 1.0, you’re surviving — not thriving.
Seeing this clearly prevents emotional decision-making.
2️⃣ Trade Replay (Massive Edge)
This is one of the most powerful features inside TradeZella.
You can replay your trades candle-by-candle and see:
Did you cut winners too early?
Are your stops too tight?
Do trades typically move further in your favor?
Are you getting wicked out unnecessarily?
This is especially useful if you run trading automations or take multiple trades during the week.
You can review 10+ trades in minutes and immediately see patterns.
⚠️ This is one of the features that really needs to be seen visually — I break this down step-by-step in the video walkthrough below.
3️⃣ Tagging Setups, Mistakes & Timeframes
This is where optimization happens.
I tag:
Setup type (breakout, flag, etc.)
Timeframe
Emotional mistakes
Execution errors
Over time, the data becomes obvious.
For example, I discovered:
My 1-day timeframe trades were profitable
My 5-minute timeframe trades were consistently losing
Certain futures contracts stopped working and needed to be cut
That allowed me to:
Eliminate lower timeframes from swing trading
Remove underperforming symbols
Double down on what was statistically working
That’s not intuition.
That’s data-driven decision-making.
4️⃣ Comparing Symbols & Strategies
Another powerful feature is the comparison tool.
You can compare:
Symbol vs symbol
Timeframe vs timeframe
Strategy vs strategy
Custom tag vs custom tag
This alone helped me eliminate trades that were consuming capital but underperforming.
Most traders never see this clearly because they never organize their data.
Two Ways to Use TradeZella
If you’re newer:
Use it to backtest or paper trade strategies. Build data before risking real capital.
If you’re already trading:
Start tracking now. Gather 30–60 days of data. Adjust based on evidence. Scale what proves itself.
The key is consistency.
Watch the Full TradeZella Tutorial (Step-By-Step Walkthrough)
In the video below, I walk through:
Connecting broker accounts
The full dashboard breakdown
Trade replay in action
Filtering reports
Identifying what to cut and what to scale
Some of the technical features (like replay and advanced filtering) are much easier to understand visually.
👉 Watch the full TradeZella tutorial here:
Is TradeZella the Best Trading Journal?
In my experience, it’s one of the best trading journal platforms if you:
Want automation instead of manual spreadsheets
Trade actively (futures, stocks, options, crypto)
Care about performance analytics
Want to make adjustments based on real data
It won’t make you profitable overnight.
But it will show you exactly where you’re winning — and where you’re bleeding.
And that’s what serious traders need.
Final Thoughts
Trading isn’t about finding the perfect system.
It’s about continuously optimizing.
Markets change. Conditions shift. Strategies go in and out of favor.
If you’re not tracking your data, you won’t see it happening.
If you want to try TradeZella, I’ve linked it below. First time users can save 20%!
If you’ve been searching for day trading vs swing trading, there’s a good chance something isn’t working.
Maybe day trading feels exhausting. Maybe you’re profitable some weeks… and completely drained others. Maybe you’re stuck in a cycle of overtrading and frustration.
I’ve been there.
In this post, I’ll break down:
Why most traders start with day trading
The psychological shift required to hold trades overnight
The biggest mistake traders make when transitioning
Why swing trading became more sustainable for me
How to transition from day trading to swing trading the right way
If you prefer video, I break it down step-by-step here:
TradingView is widely known for having some of the best charting and backtesting tools available. What many traders don’t realize—especially beginners—is that you can place trades directly onTradingView using supported brokers, instead of switching back and forth between charting and a broker’s native platform.
In this guide, I’ll walk you through exactly how to connect a broker and place trades on TradingView, step by step, in a simple and practical way.
Can You Place Trades Directly on TradingView?
Yes—TradingView allows you to execute trades directly from your charts by connecting a supported broker through the Trading Panel.
Once connected, you’re trading real money from your brokerage account while using TradingView’s charts, tools, and layouts. This is especially useful if:
You prefer TradingView’s charts over your broker’s platform
You already pay for real-time data on TradingView
You want faster, more visual order placement
Brokers That Work With TradingView
TradingView integrates with a wide range of brokers across different asset classes, including stocks, futures, forex, and crypto.
You’ll find the full list inside TradingView itself, and it’s updated regularly. Not every broker supports every asset type, so it’s always worth checking TradingView’s current integration list before committing to a setup.
Step-by-Step: How to Connect a Broker to TradingView
Connecting a broker is straightforward and usually takes only a minute or two.
Step 1: Open the Trading Panel
In the top right of your TradingView chart, click “Trade” (This was recently moved from the button panel) This opens a list of supported brokers.
Step 2: Select Your Broker
Choose your broker from the list. The panel includes many options, and the list continues beyond what’s visible at first glance.
Step 3: Log In
You’ll be prompted to log into your brokerage account. Some brokers require two-factor authentication, which may add an extra step.
Step 4: Confirm the Connection
Once connected, you’ll see your account number(s) on the bottom panel. Here you can toggle between accounts and choose the one you want to use (if you have multiple accounts with that broker).
At this point, you’re ready to place trades directly from TradingView. Just hit the “Trade” button in the top right again to open up the trade panel. You should be an “Order” option as well as a “DOM” option to trade with.
DOM (Depth of Market) allows you to place limit orders directly on a price ladder, but if you’re new, the regular order panel is usually easier to start with.
Order Types Available on TradingView
TradingView supports the most common order types you’ll need:
Market Orders – Buy or sell immediately at the current price
Limit Orders – Buy or sell at a specific price
Stop Orders – Trigger a market order at a defined price
Stop-Limit Orders – Trigger a limit order after a price is reached
The order types behave the same way they do on other trading platforms—the execution logic doesn’t change just because you’re using TradingView.
Setting Stop Loss and Take Profit Levels
One of TradingView’s strengths is how visual trade management can be.
Before placing a trade, you can:
Add a stop loss
Add a take profit
See potential profit and loss directly on the chart
You can also:
Drag orders directly on the chart
Modify order types without reopening the order panel
Remove stops or targets with a single click
This makes it much easier to understand risk before committing to a trade.
Market Orders vs Limit Orders (Important for Beginners)
Market orders execute immediately at the best available price, which can result in small price differences due to the bid-ask spread.
Limit orders allow you to control the exact price, but they may not fill if the market doesn’t reach that level.
For beginners, limit orders often provide more control and clarity.
Routing, Time in Force, and Extended Hours
Most traders can leave routing set to smart routing, which helps find the best available fill.
You can also adjust:
Time in force (Day, Good-Til-Canceled, etc.)
Whether orders can fill during pre-market or after-hours, depending on your broker’s permissions
These settings are optional, but it’s good to understand what they do before trading live.
Modifying or Canceling Orders
Once an order is placed:
You can modify stops and targets by dragging the orders on the chart or by clicking Modify Order (pencil icon under Orders > All)
TradingView shows projected profit and loss before confirming changes
You can cancel all active orders with a single click
If enabled in your settings, TradingView can also display arrows or markers showing where orders were filled.
Limitations to Be Aware Of
There are a few important limitations to understand:
Options trading is not currently supported through TradingView broker integrations
Some brokers may restrict certain assets or order types
Execution speed depends on the broker, not TradingView itself
TradingView is the interface—but your broker still handles the actual execution.
Tracking and Improving Your Trades
Placing trades is only part of the process. Long-term improvement comes from:
Tracking trades with something like Tradezella or personal software (BTW you can always use code “TC10” on TradeZella to save 10% at checkout).
Reviewing performance
Understanding risk vs reward over time
Using a trade journal alongside TradingView helps you identify what’s working and what isn’t, especially as your strategy evolves.
Watch the Full Video Walkthrough
If you prefer to see this process live—connecting a broker, placing trades, and adjusting orders visually—you can watch the full walkthrough on my YouTube channel, where I go step by step through the interface in real time.
Final Thoughts
Trading directly on TradingView can simplify your workflow significantly. Once your broker is connected and your order settings are understood, trade execution becomes faster, clearer, and more visual.
The key is to:
Know your risk before entering
Use stops and targets consistently
Keep the process simple while you’re learning
With a little practice, TradingView can become a powerful all-in-one environment for charting and execution.
