Onboarding is one screen with three skippable questions — holding style, account size, and risk per trade — chosen because each one changes what the first read prints. Skipping is fine: the desk falls back to a documented set of defaults, and every one of them is editable in Settings afterwards.
The three questions, and why only three
Holding style sets the default timeframe, which seeds both the analyze screen and the screener. Account size and risk per trade feed every position size and the daily budget bar. Those are the only three answers that change what the product prints on the first read, before the trader has anything to compare against.
Three questions used to be six. The removed ones are worth naming, because the reason they went is the rule that governs what may be asked here: an answer has to change output. Markets and experience were read by exactly one thing between them — a label on a settings panel. The grading lens was a whole step that did not change the grade, because the non-partner options all resolve to the same rule set and differ only in wording.
Every question is skippable, and skipping is not penalised or nagged. A question whose answer can be defaulted is a question that can be declined.
The defaults
A skipped answer falls back to a value chosen to be conservative rather than flattering — a smaller account and a lower risk percentage produce smaller positions, which is the safe direction to be wrong in for someone who has not told you anything about themselves.
- Account size — 50,000, in the account currency.
- Risk per trade — 0.75 per cent.
- Daily loss cap — 3 per cent of the account.
- Default timeframe — 15m.
- Table density — comfortable.
The plan fork
After the questions comes the plan screen, shown once. The free door sits at equal visual weight with the paid one, there is no countdown, and no box is pre-ticked.
That a trial converts to a charge is stated before the click rather than after it. No route in the product requires a subscription to reach — the gates are on allowances and specific features, not on the door.
The two prompts that follow
A short setup checklist appears on the desk afterwards. It is dismissible, and once dismissed it does not return.
A strategy prompt appears exactly once, after the third analysis. The timing is deliberate: it asks the trader to write down the rules they trade by, and that is a question nobody can answer well before seeing the product grade a few of their own charts.
Frequently asked
- What happens if I skip the onboarding questions?
- The desk uses the defaults: an account size of 50,000, risk of 0.75 per cent per trade, a 3 per cent daily loss cap, and the 15m timeframe. Every one of them is editable later in Settings, and nothing about the product is withheld for having skipped.
- Why does ORIN ask for my account size during onboarding?
- Because position size is derived from it rather than chosen. Dollar risk is account size multiplied by risk percentage, and the position size is that figure divided by the distance from entry to stop. Without an account size there is no size to print.
Updated Sep 1, 2026