Getting Started
Investor guides live in the Learning Center (learn.trinitytrade.io). Start here:
- Portfolio basics — cash, positions, and what IRIS remembers
- IRIS app & TRINITY services — how the browser app fits the platform
- FAQ & troubleshooting — delays, empty charts, common fixes
Portfolios
Your saved portfolio (positions, cash, risk settings, alerts, performance views) is explained for retail readers in these guides:
- Your portfolio in TRINITY — cash vs allocated, open/closed positions, alerts, vs SPY
- Risk management fundamentals — caps and presets
- Hunt, Cash Hunt, and optimization — suggestions and capital
- Portfolio optimization with DIONYSUS — proposals vs broker execution
Security & Authentication
Product-facing security and account context is summarized alongside other services in IRIS app & TRINITY services. For workspace-specific MFA, SSO, or recovery steps, use in-app Settings or your administrator.
Billing
Plans, limitations, and non-advice disclosures are covered in Disclosures. Contact your workspace owner or support for invoices and payment methods.
Contact Support
Use the support channel shown in your IRIS workspace. For self-serve answers, see FAQ & troubleshooting and Status, delays, and “is it broken?”.